Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lindblad Expeditions Hldgs I (LIND)

196 + Investors. Track Smart Money conviction in LIND. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — LIND

Based on 198 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added LIND than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
198 hedge funds hold LIND right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

115 buying89 selling
Last quarter: 115 funds bought or added vs 89 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new LIND position: 26 → 27 → 28 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 19% medium ■ 27% new
106 out of 198 hedge funds have held LIND for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +42% but shares only +21% — price-driven

Value
+42%
Shares
+21%
Last quarter: the total dollar value of institutional holdings rose +42%, but actual share count only changed +21%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

14 → 26 → 27 → 28 → 48 new funds/Q
New funds entering each quarter: 26 → 27 → 28 → 48. A growing number of institutions are discovering LIND each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 29% newcomers

■ 60% veterans ■ 11% 1-2yr ■ 29% new
Entry-cohort mix of 199 holders: 120 (60%) are 2+ year veterans, 22 entered 1–2 years ago, and 57 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
46 of 198 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in LIND. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LIND

In 2026 Q1, 115 hedge funds were net buyers of LIND (48 opened a new position, 67 added to an existing one), while 89 reduced or exited (54 trimmed, 35 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in LIND is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 198.

Hedge Fund Ownership: LIND

How many hedge funds hold LIND — quarterly history vs. share price
Quarterly hedge fund ownership of LIND vs. share price

Market Analysis: LIND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LIND

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Lindblad Expeditions Hldgs I (LIND) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LIND has moved relative to its sector benchmark (XLY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
LIND
+21.9%
XLY
+1.0%

LIND outperformed XLY by +20.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
LIND
+0.0%
XLY
+0.0%

Since the filing became public, LIND outperformed XLY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: LIND
2026 Q2 Stats Unlock in 5 days 196 + Investors

Track Smart Money conviction in LIND. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 196 185 5.95%
13F Shares 48M 39M 21.36%
Total Value $808M $569M 42.08%
New Positions 46 28 +18
Increased Positions 67 59 +8
Closed Positions 35 16 +19
Reduced Positions 54 63 -9
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LIND

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

196 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LIND. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 LIND holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Black Diamond Financial, LLC 2.39% 959,964 $27.1M
2 Hedges Asset Management LLC 1.48% 79,800 $2.3M
3 Lisanti Capital Growth, LLC 1.16% 186,940 $5.3M
4 Pier Capital, LLC 1.12% 299,547 $8.5M
5 Penn Capital Management Company, LLC 1.07% 595,133 $16.8M
6 Intrinsic Edge Capital Management LLC 0.55% 190,000 $5.4M
7 Informed Momentum Co LLC 0.53% 208,908 $5.9M
8 Aristides Capital LLC 0.51% 92,345 $2.6M
9 Legato Capital Management LLC 0.35% 151,059 $4.3M
10 North Star Investment Management Corp. 0.31% 204,800 $5.8M
11 Pinnacle Associates Ltd 0.25% 800,048 $22.6M
12 Quent Capital, LLC 0.21% 118,500 $3.3M
13 Militia Capital Management LLC 0.17% 94,968 $1.6M
14 Anb Bank 0.16% 15,510 $438K
15 Intrinsic Edge Capital Management LLC 0.15% 50,000 $1.4M
16 Round Rock Advisors LLC 0.14% 39,749 $1.1M
17 Harbour Capital Advisors, LLC 0.14% 29,675 $787K
18 Rice Hall James & Associates, LLC 0.12% 85,391 $2.4M
19 Quantbot Technologies LP 0.08% 71,994 $2.0M
20 Cacti Asset Management LLC 0.06% 39,500 $1.1M
21 Brady Martz Wealth Solutions, LLC 0.04% 10,018 $283K
22 Moors & Cabot, Inc. 0.04% 38,080 $1.1M
23 Wedge Capital Management L L P/Nc 0.04% 78,882 $2.2M
24 Fox Run Management, L.L.C. 0.03% 7,254 $205K
25 Axq Capital, LP 0.03% 9,210 $260K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lindblad Expeditions Hldgs I (LIND)

What does the Smart Money Trend signal show for LIND?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added LIND than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LIND?

Slight buying edge — 56% buying: Last quarter: 115 funds bought or added vs 89 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LIND holders?

Elite ownership — 43% AUM from top-100 funds: 46 of 198 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in LIND. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LIND?

54% of holders stayed for 2+ years: 106 out of 198 hedge funds have held LIND for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Lindblad Expeditions Hldgs I (LIND) following the 2026 Q2 hedge fund 13F filings?

As of today, LIND has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LIND has gained +21.9% vs +1.0% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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