LINDBLAD EXPEDITIONS HOLDINGS, INC.
Total Trades
68
Buys
10
Sells
46
Largest Trade
N/A
Insiders
10
Institutional Funds
139
Inst. Value
$1M+
Activist Filings
19
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Byus Trey | Chief Expedition O… | SELL | $100K–$500K | 16K | $15.20 | May 6, 2022 |
| Dryden L. Dyson | Director | SELL | $100K–$500K | 10K | $16.50 | May 2, 2022 |
| Dryden L. Dyson | Director | SELL | $100K–$500K | 17K | $16.50 | Apr 27, 2022 |
| Dryden L. Dyson | Director | SELL | $500K+ | 34K | $16.41 | Apr 25, 2022 |
| Dryden L. Dyson | Director | SELL | $100K–$500K | 21K | $16.03 | Apr 21, 2022 |
| Dryden L. Dyson | Director | SELL | $100K–$500K | 7K | $16.00 | Apr 7, 2022 |
| SCHULTZ ALEX P | Director | BUY | $100K–$500K | 36K | $11.84 | Mar 18, 2022 |
| FAHEY JOHN M JR | Director | SELL | $100K–$500K | 7K | $14.90 | Mar 9, 2022 |
| Lindblad Sven-Olof | Director | SELL | $500K+ | 44K | $18.64 | Feb 17, 2022 |
| Lindblad Sven-Olof | Director | SELL | $1M+ | 56K | $18.57 | Feb 12, 2022 |
| Lindblad Sven-Olof | Director | SELL | $100K–$500K | 12K | $18.71 | Jan 21, 2022 |
| Lindblad Sven-Olof | Director | SELL | $100K–$500K | 18K | $18.53 | Jan 19, 2022 |
| Byus Trey | Chief Expedition O… | SELL | $100K–$500K | 12K | $18.31 | Jan 19, 2022 |
| Lindblad Sven-Olof | Director | SELL | $100K–$500K | 10K | $18.52 | Jan 14, 2022 |
| Lindblad Sven-Olof | Director | SELL | $100K–$500K | 7K | $18.51 | Jan 10, 2022 |
| FELENSTEIN CRAIG | CFO | SELL | $100K–$500K | 10K | $18.50 | Jan 10, 2022 |
| Lindblad Sven-Olof | Director | SELL | $1M+ | 104K | $17.24 | Jan 4, 2022 |
| FELENSTEIN CRAIG | CFO | SELL | $15K–$50K | 2K | $17.51 | Jan 4, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 139 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| VANGUARD GROUP INC | 2.0M | $1M+ | SH |
| PRINCIPAL FINANCIAL GROUP INC | 1.5M | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 1.1M | $1M+ | SH |
| Black Diamond Financial, LLC | 1.1M | $1M+ | SH |
| Penn Capital Management Company, LLC | 948K | $1M+ | SH |
| PINNACLE ASSOCIATES LTD | 909K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 880K | $1M+ | SH |
| STATE STREET CORP | 833K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 782K | $1M+ | SH |
| NEW YORK STATE COMMON RETIREMENT FUND | 634K | $1M+ | SH |
| Pier Capital, LLC | 577K | $1M+ | SH |
| LORD, ABBETT & CO. LLC | 542K | $1M+ | SH |
| BlackRock, Inc. | 508K | $1M+ | SH |
| Connor, Clark & Lunn Investment Management Ltd. | 481K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 449K | $1M+ | SH |
| UBS Group AG | 427K | $1M+ | SH |
| MORGAN STANLEY | 419K | $1M+ | SH |
| FORMULA GROWTH LTD | 404K | $1M+ | SH |
| Bank of New York Mellon Corp | 400K | $1M+ | SH |
| MARSHALL WACE, LLP | 375K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13D/A · Feb 10, 2026
16.7%
10.8M shares
SC 13G/A · Nov 14, 2025
10.1%
5.5M shares
SC 13G/A · Apr 25, 2025
4.9%
2.7M shares
SC 13G/A · Feb 14, 2025
6.1%
3.3M shares
SC 13G/A · Feb 13, 2025
13.5%
7.3M shares
SC 13G/A · Nov 13, 2024
14.8%
8.1M shares
SC 13G · Nov 8, 2024
5.1%
2.8M shares
SC 13G · Oct 18, 2024
5.1%
2.8M shares
SC 13D/A · Aug 27, 2024
21.8%
11.8M shares
SC 13G/A · May 10, 2024
6.2%
3.3M shares
ARIEL INVESTMENTS, LLC # 02-0712418.
SC 13G/A · Feb 14, 2024
860821653388000.0%
8.6M shares
SC 13G/A · Feb 13, 2024
6.7%
3.9M shares
SC 13G/A · Feb 12, 2024
6.2%
3.3M shares
SC 13G/A · Aug 10, 2023
3.4%
1.8M shares
SC 13G/A · Feb 14, 2023
9.4%
5.0M shares
SC 13G/A · Feb 14, 2023
6.3%
3.6M shares
ARIEL INVESTMENTS, LLC # 02-0712418.
SC 13G/A · Feb 14, 2023
63932615314100016.0%
6.4M shares
ARIEL INVESTMENTS, LLC # 02-0712418.
SC 13G · Aug 10, 2022
56803025094200008.0%
5.7M shares
SC 13G/A · Feb 14, 2022
9.9%
5.0M shares