OAM
LIND icon

Oberweis Asset Management’s Lindblad Expeditions LIND Stock Holding History

Oberweis Asset Management’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
Q1 		$6.55M Buy
378,721
+71,921
+23% +$1.28M 0.19% 136
2025
Q4 		$4.42M Buy
306,800
+7,400
+2% +$93.3K 0.16% 152
2025
Q3 		$3.83M Hold
299,400
– – 0.15% 156
2025
Q2 		$3.49M Buy
299,400
+33,400
+13% +$331K 0.15% 155
2025
Q1 		$2.47M Hold
266,000
– – 0.12% 163
2024
Q4 		$3.15M Buy
+266,000
New +$3.05M 0.15% 164

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return