Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LINDBLAD EXPEDITIONS HLDGS I (LIND)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — LIND

Based on 178 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
178 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

86 buying77 selling
Last quarter: 86 funds bought or added vs 77 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.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 26 → 25 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 21% medium 19% new
107 out of 178 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.
📈

Growing discovery — still being found

39 → 14 → 26 → 25 → 27 new funds/Q
New funds entering each quarter: 14 → 26 → 25 → 27. A growing number of institutions are discovering LIND each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 12% 1-2yr 22% new
Of 178 current holders: 116 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
32 of 178 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 1 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: LIND
2026 Q1 Stats Unlock in 22 days 178 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 178 167 6.59%
13F Shares 39M 39M 0.41%
Total Value $568M $502M 13.03%
New Positions 27 25 +2
Increased Positions 59 70 -11
Closed Positions 16 19 -3
Reduced Positions 61 44 +17
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LIND

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Institutional Holders (2026 Q1)

178 + investors

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

Top 19 institutional holders of LIND — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.51% 223,015 $4K
2 North Star Investment Management Corp. 0.21% 204,800 $3.5M
3 PINNACLE ASSOCIATES LTD 0.19% 840,323 $14.5M
4 CACTI ASSET MANAGEMENT LLC 0.04% 41,500 $718K
5 Inspire Investing, LLC 0.04% 29,728 $514K
6 WEDGE CAPITAL MANAGEMENT L L P/NC 0.04% 122,446 $2.1M
7 Brady Martz Wealth Solutions, LLC 0.03% 10,018 $173K
8 PFG Investments, LLC 0.01% 16,300 $282K
9 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.01% 46,593 $891K
10 Diversified Trust Co 0.00% 13,412 $232K
11 GAMMA Investing LLC 0.00% 950 $16K
12 SG Americas Securities, LLC 0.00% 27,883
13 State of Alaska, Department of Revenue 0.00% 2,738
14 Versant Capital Management, Inc 0.00% 59 $1K
15 Sterling Capital Management LLC 0.00% 248 $4K
16 Farther Finance Advisors, LLC 0.00% 213 $4K
17 SIGNATUREFD, LLC 0.00% 72 $1K
18 True Wealth Design, LLC 0.00% 1
19 IFP Advisors, Inc 0.00% 5
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 — 3 quarters in a row: For 3 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 — 53% buying: Last quarter: 86 funds bought or added vs 77 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?

Strong quality — 31% AUM from major funds: 32 of 178 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LIND?

60% of holders stayed for 2+ years: 107 out of 178 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.

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.