LIND at a glance
LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND, SEC CIK 1512499) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) reported revenue of $771.0 million (up 19.6% from FY2024) and a net loss of $29.7 million. Diluted EPS was -$0.63.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) shares worth $690.0 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $771.0M
- +19.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $690.0M · +0 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 7.01 · Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material risk-factor changes; 2025 Annual Report risks remain applicable
- Regulatory and compliance exposure: directors’ Rule 10b5-1 plans included Sven-Olof Lindblad’s 1,500,000-share sale plan
- Governance and market signaling risk: Alex P. Schultz adopted a 247,970-share purchase plan
- Equity dilution and liquidity risk: $11,974,787 remained available under approved repurchase plans
AI summary of the LIND 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Press release announces the Purchase Agreement and related transactions
- Updated financial guidance reflects expected transaction impact on outlook
Item 1.01: Entry into a Material Definitive Agreement
- Lindblad acquired a 60% controlling interest in three Antarctic expedition companies for approximately $61 million cash
- Additional approximately $6 million payment for balance-sheet cash, subject to working-capital, cash, and debt adjustments
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results released for quarter ended June 30, 2026
- Full financial details contained in the accompanying press release
Item 5.07: Submission of Matters to a Vote of Security Holders
- Quorum established with 55,003,818 shares represented out of 65,499,714 outstanding
- Four Class B directors elected through 2029, including Andy Stuart and John M. Fahey
AI summaries of LIND 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LIND
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Leahy Natalya | F | Oct 1, 2026 | 6,404 | $33.63 |
| Goldberg Frederick | A | Sep 1, 2026 | 4,503 | - |
| Leahy Natalya | A | Sep 1, 2026 | 10,664 | - |
| Reavis Annette J. | A | Aug 8, 2026 | 3,240 | - |
| EIN MARK | A | Aug 8, 2026 | 3,240 | - |
| BISNOW MICHAEL ELLIOTT | A | Aug 8, 2026 | 3,240 | - |
| Smith, Jr. Thomas S. | A | Aug 8, 2026 | 3,240 | - |
| Reynolds Catherine B | A | Aug 8, 2026 | 3,240 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $644.7M | $771.0M |
| Operating Income | - | $21.6M | $45.5M |
| Net Income | -$45.6M | -$31.2M | -$29.7M |
| Op. Margin | - | 3.3% | 5.9% |
| Net Margin | - | -4.8% | -3.9% |
| Balance Sheet | |||
| Total Assets | - | $876.9M | $980.0M |
| Equity | -$225.1M | -$253.1M | -$284.5M |
| ROE | 20.3% | 12.3% | 10.4% |
| Per Share | |||
| EPS | $-0.94 | $-0.67 | $-0.63 |
| Cash Flow | |||
| Operating CF | $25.4M | $92.4M | $111.6M |
| CapEx | - | $33.5M | $47.7M |
Source: XBRL data in LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LIND share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $690.0M |
| Q1 2026 | 28 | $317.3M |
| Q4 2025 | 23 | $182.5M |
| Q3 2025 | 26 | $175.1M |
| Q2 2025 | 26 | $131.4M |
| Q1 2025 | 23 | $73.7M |
| Q4 2024 | 19 | $90.1M |
| Q3 2024 | 15 | $51.4M |
- FMR LLC (Fidelity)+2.52M (+61%)
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- Goldman Sachs Group+846.0K (+91%)
- BlackRock+835.2K (+24%)
- Vanguard Portfolio Management LLC+461.6K (+113%)
- Bank of America Corp−278.8K (-51%)
- BNY Mellon−278.0K (-29%)
- Two Sigma Investments−175.3K (-75%)
- Principal Financial Group−136.3K (-9%)
- D.E. Shaw & Co−25.2K (-8%)
- Prudential Financial+8.0K
- Citadel Advisors LLC−50.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 188 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LIND filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| SC 13G | Jul 29, 2026 | - | - | |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 12, 2026 | - | - |
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LIND SEC filings: frequently asked questions
Which institutions hold LIND stock?
As of June 30, 2026, the largest LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($187.4 million), BlackRock ($122.6 million), Vanguard Capital Management LLC ($60.1 million), Goldman Sachs Group ($50.1 million), Principal Financial Group ($39.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LIND's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) reported revenue of $771.0 million (up 19.6% from FY2024) and a net loss of $29.7 million. Diluted EPS was -$0.63. The figures come from the XBRL data in the 10-K.
What did LIND report in its latest 8-K?
LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) filed an 8-K on September 15, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 1.01 (Entry into a Material Definitive Agreement). Press release announces the Purchase Agreement and related transactions.
What are the latest LIND SEC filings?
LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on October 2, 2026.
What is LIND's SEC CIK number?
LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND)'s SEC Central Index Key (CIK) is 1512499. EDGAR lists every LIND filing under that number.
Ask anything about LIND
The research agent reads LIND's filings, financials, insider trades and 13F holders, then answers with sources.