Pathstone Holdings
LIND icon

Pathstone Holdings’s Lindblad Expeditions LIND Stock Holding History

Pathstone Holdings’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 		$571K Sell
32,991
-148
-0.4% -$2.63K ﹤0.01% 1693
2025
Q4 		$478K Sell
33,139
-200
-0.6% -$2.52K ﹤0.01% 1763
2025
Q3 		$427K Sell
33,339
-2
-0% -$26 ﹤0.01% 1842
2025
Q2 		$389K Sell
33,341
-1,485
-4% -$14.7K ﹤0.01% 1825
2025
Q1 		$323K Buy
34,826
+12
+0% +$137 ﹤0.01% 1910
2024
Q4 		$413K Buy
34,814
+11,416
+49% +$131K ﹤0.01% 1811
2024
Q3 		$216K Buy
23,398
+642
+3% +$5.96K ﹤0.01% 2132
2024
Q2 		$220K Sell
22,756
-827
-4% -$6.41K ﹤0.01% 2102
2024
Q1 		$220K Buy
23,583
+10,959
+87% +$101K ﹤0.01% 2097
2023
Q4 		$142K Buy
+12,624
New +$97.8K ﹤0.01% 2109

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