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Pinnacle Associates’s Lindblad Expeditions LIND Stock Holding History

Pinnacle Associates’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 		$14.5M Sell
840,323
-69,176
-8% -$1.23M 0.19% 123
2025
Q4 		$13.1M Sell
909,499
-53,049
-6% -$669K 0.17% 131
2025
Q3 		$12.3M Buy
962,548
+41,750
+5% +$550K 0.16% 138
2025
Q2 		$10.7M Sell
920,798
-32,730
-3% -$324K 0.16% 152
2025
Q1 		$8.84M Sell
953,528
-47,364
-5% -$540K 0.13% 170
2024
Q4 		$11.9M Buy
1,000,892
+398,877
+66% +$4.57M 0.16% 131
2024
Q3 		$6.78M Buy
602,015
+6,267
+1% +$58.2K 0.12% 197
2024
Q2 		$5.75M Sell
595,748
-12,246
-2% -$94.9K 0.09% 231
2024
Q1 		$5.67M Buy
607,994
+5,979
+1% +$55.1K 0.09% 232
2023
Q4 		$6.78M Sell
602,015
-2,735
-0.5% -$21.2K 0.11% 200
2023
Q3 		$4.35M Sell
604,750
-9,282
-2% -$88.4K 0.08% 242
2023
Q2 		$6.68M Buy
614,032
+547,482
+823% +$5.62M 0.12% 194
2023
Q1 		$636K Buy
+66,550
New +$669K 0.01% 476
2018
Q1 		– Sell
-10,694
Closed -$105K – 702
2017
Q4 		$105K Hold
10,694
– – ﹤0.01% 665
2017
Q3 		$114K Sell
10,694
-12,275
-53% -$129K ﹤0.01% 654
2017
Q2 		$241K Sell
22,969
-853
-4% -$8.07K ﹤0.01% 604
2017
Q1 		$213K Buy
23,822
+5,983
+34% +$54.8K ﹤0.01% 625
2016
Q4 		$169K Sell
17,839
-209
-1% -$1.91K ﹤0.01% 617
2016
Q3 		$162K Sell
18,048
-288
-2% -$2.71K ﹤0.01% 615
2016
Q2 		$177K Sell
18,336
-18,881
-51% -$185K ﹤0.01% 611
2016
Q1 		$370K Buy
+37,217
New +$375K 0.01% 499

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B AUM 30.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Pinnacle Associates's LIND Position: Q1 2026 in Review

Pinnacle Associates reduced its Lindblad Expeditions (LIND) stake by 7.6% in Q1 2026, selling an estimated $1.23M and leaving 840,323 shares worth $14.5M. The position accounts for 0.19% of the portfolio, ranked #123.

Pinnacle Associates first reported a position in LIND in Q1 2016 and has held it in 21 quarters since. 199 funds tracked by Wall St. Rank hold LIND as of Q1 2026.

  • Pinnacle Associates held 840,323 shares of Lindblad Expeditions worth $14.5M as of Q1 2026.
  • Pinnacle Associates sold 69,176 Lindblad Expeditions shares in Q1 2026, an estimated $1.23M.
  • Lindblad Expeditions made up 0.19% of Pinnacle Associates's portfolio in Q1 2026, its #123 holding.
  • Pinnacle Associates first reported a position in Lindblad Expeditions in Q1 2016 and has held it in 21 quarters since.
  • 199 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.