Marshall Wace
LIND icon

Marshall Wace’s Lindblad Expeditions LIND Stock Holding History

Marshall Wace’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.47M Sell
229,222
-570,165
-71% -$12M 0.01% 1240
2026
Q1 		$13.8M Buy
799,387
+424,744
+113% +$7.54M 0.01% 829
2025
Q4 		$5.4M Sell
374,643
-194,225
-34% -$2.45M ﹤0.01% 1117
2025
Q3 		$7.28M Buy
568,868
+627
+0.1% +$8.25K 0.01% 1043
2025
Q2 		$6.63M Buy
568,241
+217,638
+62% +$2.16M 0.01% 1017
2025
Q1 		$3.25M Sell
350,603
-61,998
-15% -$707K ﹤0.01% 1248
2024
Q4 		$4.89M Buy
412,601
+49,345
+14% +$566K 0.01% 1069
2024
Q3 		$3.36M Buy
363,256
+34,090
+10% +$317K ﹤0.01% 1155
2024
Q2 		$3.18M Sell
329,166
-73,199
-18% -$567K ﹤0.01% 1174
2024
Q1 		$3.75M Buy
402,365
+59,837
+17% +$551K 0.01% 1114
2023
Q4 		$3.86M Buy
342,528
+2,170
+0.6% +$16.8K 0.01% 1002
2023
Q3 		$2.45M Buy
340,358
+160,703
+89% +$1.53M 0.01% 1135
2023
Q2 		$1.95M Buy
179,655
+169,255
+1,627% +$1.74M ﹤0.01% 1418
2023
Q1 		$99.4K Sell
10,400
-88,469
-89% -$890K ﹤0.01% 2500
2022
Q4 		$761K Buy
+98,869
New +$835K ﹤0.01% 2200
2022
Q3 		– Sell
-14,500
Closed -$118K – 3594
2022
Q2 		$118K Buy
+14,500
New +$189K ﹤0.01% 3255
2022
Q1 		– Sell
-81,739
Closed -$1.27M – 3706
2021
Q4 		$1.27M Buy
81,739
+70,062
+600% +$1.11M ﹤0.01% 2350
2021
Q3 		$170K Buy
+11,677
New +$164K ﹤0.01% 2829
2019
Q4 		– Sell
-1,417
Closed -$24K – 1913
2019
Q3 		$24K Sell
1,417
-153,535
-99% -$2.79M ﹤0.01% 1589
2019
Q2 		$2.78M Buy
154,952
+21,310
+16% +$350K 0.02% 675
2019
Q1 		$2.04M Buy
133,642
+71,425
+115% +$971K 0.02% 731
2018
Q4 		$837K Buy
+62,217
New +$830K 0.01% 958

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Marshall Wace's LIND Position: Q2 2026 in Review

Marshall Wace reduced its Lindblad Expeditions (LIND) stake by 71% in Q2 2026, selling an estimated $12M and leaving 229,222 shares worth $6.47M. The position accounts for 0.01% of the portfolio, ranked #1240.

Marshall Wace first reported a position in LIND in Q4 2018 and has held it in 22 quarters since. The position peaked at $13.8M in Q1 2026. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Marshall Wace held 229,222 shares of Lindblad Expeditions worth $6.47M as of Q2 2026.
  • Marshall Wace sold 570,165 Lindblad Expeditions shares in Q2 2026, an estimated $12M.
  • Lindblad Expeditions made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1240 holding.
  • Marshall Wace first reported a position in Lindblad Expeditions in Q4 2018 and has held it in 22 quarters since.
  • Marshall Wace's Lindblad Expeditions position peaked at $13.8M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.