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Wedge Capital Management’s Lindblad Expeditions LIND Stock Holding History

Wedge Capital 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
Q3 		$2.54M Buy
80,844
+1,962
+2% +$56.7K 0.04% 299
2026
Q2 		$2.23M Sell
78,882
-43,564
-36% -$920K 0.04% 317
2026
Q1 		$2.12M Buy
122,446
+2,115
+2% +$37.6K 0.04% 337
2025
Q4 		$1.74M Buy
120,331
+958
+0.8% +$12.1K 0.03% 363
2025
Q3 		$1.53M Buy
+119,373
New +$1.57M 0.03% 380

Other funds holding LIND

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Wedge Capital Management's LIND Position: Q3 2026 in Review

Wedge Capital Management increased its Lindblad Expeditions (LIND) stake by 2.5% in Q3 2026, buying an estimated $56.7K and bringing the position to 80,844 shares worth $2.54M. The position accounts for 0.04% of the portfolio, ranked #299.

Wedge Capital Management first reported a position in LIND in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold LIND as of Q3 2026.

  • Wedge Capital Management held 80,844 shares of Lindblad Expeditions worth $2.54M as of Q3 2026.
  • Wedge Capital Management bought 1,962 Lindblad Expeditions shares in Q3 2026, an estimated $56.7K.
  • Lindblad Expeditions made up 0.04% of Wedge Capital Management's portfolio in Q3 2026, its #299 holding.
  • Wedge Capital Management first reported a position in Lindblad Expeditions in Q3 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.