Occudo Quantitative Strategies’s Lindblad Expeditions LIND Stock Holding History

Occudo Quantitative Strategies’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	–	Sell	-17,772	Closed	-$329K	–	877
2026 Q1	$329K	Buy	+17,772	New	+$316K	0.02%	583
2025 Q1	–	Sell	-13,762	Closed	-$163K	–	796
2024 Q4	$163K	Buy	13,762 +2,409	+21%	+$27.6K	0.03%	598
2024 Q3	$105K	Buy	+11,353	New	+$105K	0.02%	632
2024 Q2	–	Sell	-27,589	Closed	-$257K	–	881
2024 Q1	$257K	Sell	27,589 -17,814	-39%	-$164K	0.05%	514
2023 Q4	$512K	Buy	45,403 +19,639	+76%	+$152K	0.07%	393
2023 Q3	$186K	Buy	+25,764	New	+$245K	0.02%	807
2023 Q1	–	Sell	-25,121	Closed	-$193K	–	1063
2022 Q4	$193K	Buy	+25,121	New	+$212K	0.02%	785

Other funds holding LIND

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Occudo Quantitative Strategies's LIND Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Lindblad Expeditions (LIND) in Q2 2026, closing a stake of 17,772 shares — an estimated $329K sold.

Occudo Quantitative Strategies first reported a position in LIND in Q4 2022 and held it in 7 quarters. The position peaked at $512K in Q4 2023. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Occudo Quantitative Strategies reported no remaining Lindblad Expeditions position as of Q2 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 17,772 Lindblad Expeditions shares in Q2 2026, an estimated $329K.
Occudo Quantitative Strategies first reported a position in Lindblad Expeditions in Q4 2022 and held it in 7 quarters.
Occudo Quantitative Strategies's Lindblad Expeditions position peaked at $512K in Q4 2023.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.