$5.56 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 131 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 7.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CPHD | Sell | Cepheid | $239,541,000 | -3.1% | 4,209,855 | -7.8% | 4.31% | -6.3% |
| ULTI | Buy | Ultimate Software Group, Inc. | $203,593,000 | +16.5% | 1,197,924 | +0.6% | 3.66% | +12.7% |
| CSGP | Buy | CoStar Group, Inc. | $170,543,000 | +9.4% | 862,070 | +1.5% | 3.07% | +5.8% |
| NATI | Buy | National Instruments Corporati | $152,925,000 | +3.4% | 4,772,929 | +0.3% | 2.75% | 0.0% |
| GNTX | Buy | Gentex Corporation | $150,361,000 | +0.3% | 8,216,461 | +98.0% | 2.70% | -2.9% |
| UNFI | Buy | United Natural Foods, Inc. | $142,095,000 | +0.2% | 1,844,429 | +0.6% | 2.56% | -3.0% |
| MMS | Sell | MAXIMUS, Inc. | $140,794,000 | +21.4% | 2,108,959 | -0.3% | 2.53% | +17.5% |
| ABCO | Buy | Advisory Board Company | $135,289,000 | +12.2% | 2,539,200 | +3.2% | 2.43% | +8.6% |
| MD | Sell | Mednax, Inc. | $134,110,000 | +9.4% | 1,849,537 | -0.2% | 2.41% | +5.9% |
| ATHN | Buy | athenahealth, Inc. | $125,652,000 | -17.4% | 1,052,451 | +0.9% | 2.26% | -20.0% |
| ROL | Buy | Rollins, Inc. | $125,288,000 | -0.5% | 5,066,222 | +33.2% | 2.25% | -3.8% |
| PRAA | Buy | PRA Group Inc. | $124,363,000 | -5.9% | 2,289,456 | +0.4% | 2.24% | -8.9% |
| PRLB | Buy | Proto Labs, Inc. | $122,636,000 | +6.7% | 1,751,937 | +2.4% | 2.21% | +3.3% |
| BECN | Buy | Beacon Roofing Supply, Inc. | $122,363,000 | +15.7% | 3,909,356 | +2.8% | 2.20% | +12.0% |
| RBA | Sell | Ritchie Bros. Auctioneers, Inc | $121,313,000 | -25.5% | 4,864,197 | -19.6% | 2.18% | -27.9% |
| CHE | Sell | Chemed Corporation | $120,492,000 | +12.7% | 1,009,149 | -0.2% | 2.17% | +9.1% |
| SRCL | Sell | Stericycle, Inc. | $102,336,000 | +5.8% | 728,735 | -1.2% | 1.84% | +2.3% |
| LOPE | Sell | Grand Canyon Education, Inc. | $97,439,000 | -7.7% | 2,250,327 | -0.5% | 1.75% | -10.7% |
| HCSG | Buy | Healthcare Services Group, Inc | $96,606,000 | +4.6% | 3,006,718 | +0.7% | 1.74% | +1.2% |
| NEOG | Sell | Neogen Corporation | $93,018,000 | -18.3% | 1,990,540 | -13.3% | 1.67% | -21.0% |
| TRAK | Buy | Dealertrack Technologies, Inc. | $92,885,000 | -12.8% | 2,411,352 | +0.3% | 1.67% | -15.7% |
| LLTC | Buy | Linear Technology Corporation | $86,294,000 | +3.7% | 1,843,891 | +1.1% | 1.55% | +0.4% |
| LKQ | Buy | LKQ Corporation | $86,101,000 | -8.4% | 3,368,589 | +0.8% | 1.55% | -11.4% |
| MDT | New | Medtronic Inc. | $84,849,000 | – | 1,087,950 | +100.0% | 1.53% | – |
| IPCM | Buy | IPC Healthcare, Inc. | $84,632,000 | +2.7% | 1,814,574 | +1.1% | 1.52% | -0.6% |
| FNGN | Buy | Financial Engines, Inc. | $84,049,000 | +141.5% | 2,009,301 | +111.0% | 1.51% | +133.7% |
| TECH | Buy | Bio-Techne Corporation | $83,688,000 | +9.8% | 834,460 | +1.1% | 1.50% | +6.2% |
| FISV | Sell | Fiserv, Inc. | $81,946,000 | +11.4% | 1,032,066 | -0.5% | 1.47% | +7.7% |
| ROP | Buy | Roper Industries, Inc. | $81,616,000 | +10.0% | 474,512 | +0.0% | 1.47% | +6.5% |
| CCMP | Buy | Cabot Microelectronics Corpora | $77,786,000 | +6.2% | 1,556,662 | +0.5% | 1.40% | +2.7% |
| IHS | Buy | IHS, Inc. | $77,422,000 | +0.8% | 680,577 | +0.9% | 1.39% | -2.5% |
| EXAM | Buy | ExamWorks Group, Inc. | $75,685,000 | +69.7% | 1,818,478 | +69.6% | 1.36% | +64.2% |
| MINI | Sell | Mobile Mini, Inc. | $67,871,000 | -13.3% | 1,591,729 | -17.6% | 1.22% | -16.1% |
| FAST | Buy | Fastenal Company | $63,232,000 | -12.0% | 1,526,055 | +1.0% | 1.14% | -14.9% |
| SPSC | Buy | SPS Commerce, Inc. | $61,836,000 | +19.2% | 921,555 | +0.6% | 1.11% | +15.2% |
| SBUX | Sell | Starbucks Corporation | $60,715,000 | +9.6% | 641,132 | -5.1% | 1.09% | +6.0% |
| FIVE | Buy | Five Below, Inc. | $58,436,000 | -11.7% | 1,642,850 | +1.3% | 1.05% | -14.6% |
| SMTC | Sell | Semtech Corporation | $58,138,000 | -19.6% | 2,181,940 | -16.8% | 1.05% | -22.2% |
| ECHO | Buy | Echo Global Logistics, Inc. | $57,302,000 | -5.6% | 2,102,053 | +1.1% | 1.03% | -8.6% |
| POWI | Sell | Power Integrations, Inc. | $56,252,000 | +0.4% | 1,080,108 | -0.2% | 1.01% | -2.8% |
| ABAX | Sell | Abaxis, Inc. | $55,624,000 | +11.5% | 867,631 | -1.1% | 1.00% | +7.9% |
| DORM | Buy | Dorman Products, Inc. | $53,561,000 | +6.4% | 1,076,600 | +3.2% | 0.96% | +2.9% |
| VRNT | Buy | Verint Systems, Inc. | $52,138,000 | +6.8% | 841,882 | +0.5% | 0.94% | +3.3% |
| BRLI | Buy | Bio-Reference Laboratories, In | $47,985,000 | +9.9% | 1,361,659 | +0.2% | 0.86% | +6.4% |
| VRSK | Buy | Verisk Analytics, Inc. | $46,961,000 | +11.5% | 657,715 | +0.0% | 0.84% | +7.9% |
| ANSS | Sell | Ansys, Inc. | $45,995,000 | +7.4% | 521,542 | -0.1% | 0.83% | +3.9% |
| PDCO | Buy | Patterson Companies, Inc. | $45,308,000 | +1.7% | 928,634 | +0.2% | 0.82% | -1.6% |
| PEGA | Buy | Pegasystems, Inc. | $40,645,000 | +5.8% | 1,868,758 | +1.0% | 0.73% | +2.4% |
| MSFT | Sell | Microsoft Corporation | $40,443,000 | -14.4% | 994,797 | -2.2% | 0.73% | -17.2% |
| MDU | Sell | MDU Resources Group, Inc. | $40,268,000 | -18.2% | 1,886,975 | -9.9% | 0.72% | -20.9% |
| SQI | Buy | SciQuest, Inc. | $38,868,000 | +82.7% | 2,295,798 | +55.9% | 0.70% | +77.0% |
| ECL | Sell | Ecolab, Inc. | $37,633,000 | +6.1% | 329,021 | -3.0% | 0.68% | +2.7% |
| CAKE | Buy | Cheesecake Factory, Inc. | $37,329,000 | -1.5% | 756,710 | +0.4% | 0.67% | -4.7% |
| CVT | Buy | Cvent, Inc. | $37,008,000 | +82.1% | 1,319,834 | +80.8% | 0.67% | +76.2% |
| CASS | Buy | Cass Information Systems, Inc. | $35,568,000 | +6.1% | 633,559 | +0.7% | 0.64% | +2.7% |
| CREE | Buy | Cree, Inc. | $32,866,000 | +15.3% | 926,068 | +4.7% | 0.59% | +11.5% |
| MIDD | Buy | Middleby Corporation | $30,870,000 | +5.0% | 300,726 | +1.3% | 0.56% | +1.5% |
| INWK | Buy | InnerWorkings, Inc. | $30,417,000 | -10.6% | 4,526,290 | +3.7% | 0.55% | -13.4% |
| FWRD | Buy | Forward Air Corporation | $29,975,000 | +8.3% | 552,017 | +0.5% | 0.54% | +4.9% |
| TTSH | Buy | Tile Shop Holdings, Inc. | $27,829,000 | +40.6% | 2,298,004 | +3.1% | 0.50% | +35.9% |
| NVDQ | New | Novadaq Technologies Inc. | $26,215,000 | – | 1,614,211 | +100.0% | 0.47% | – |
| NDLS | Buy | Noodles & Company | $25,826,000 | +120.1% | 1,480,856 | +232.5% | 0.46% | +112.8% |
| UNH | Sell | UnitedHealth Group, Inc. | $25,301,000 | +16.0% | 213,886 | -0.9% | 0.46% | +12.1% |
| QCOM | Sell | Qualcomm, Inc. | $24,695,000 | -8.5% | 356,138 | -1.9% | 0.44% | -11.4% |
| TFM | Buy | Fresh Market, Inc. | $24,604,000 | -0.5% | 605,418 | +0.9% | 0.44% | -3.9% |
| PX | Sell | Praxair, Inc. | $23,473,000 | -9.2% | 194,409 | -2.6% | 0.42% | -12.3% |
| DGII | Buy | Digi International, Inc. | $23,133,000 | +9.3% | 2,317,917 | +1.7% | 0.42% | +5.9% |
| MMM | Sell | 3M Company | $22,523,000 | -2.5% | 136,546 | -2.9% | 0.40% | -5.6% |
| SSYS | Buy | Stratasys Ltd. | $22,292,000 | -36.3% | 422,364 | +0.3% | 0.40% | -38.3% |
| PRO | Buy | Pros Holdings, Inc. | $21,711,000 | -9.4% | 878,619 | +0.8% | 0.39% | -12.4% |
| AMZN | Sell | Amazon.com, Inc. | $20,454,000 | +19.6% | 54,970 | -0.3% | 0.37% | +15.7% |
| RHHBY | Sell | Roche Holding Ltd. ADR | $20,414,000 | -0.5% | 591,652 | -2.1% | 0.37% | -3.7% |
| WFM | Sell | Whole Foods Market, Inc. | $20,377,000 | +3.0% | 391,257 | -0.3% | 0.37% | -0.5% |
| JCI | Sell | Johnson Controls, Inc. | $19,381,000 | +1.1% | 384,237 | -3.1% | 0.35% | -2.0% |
| CSCO | Sell | Cisco Systems, Inc. | $19,139,000 | -3.6% | 695,343 | -2.6% | 0.34% | -6.8% |
| PRGO | Sell | Perrigo Co. | $19,017,000 | -4.1% | 114,872 | -3.2% | 0.34% | -7.3% |
| ECOM | Buy | ChannelAdvisor Corporation | $17,768,000 | -52.2% | 1,833,641 | +6.4% | 0.32% | -53.7% |
| TUP | Buy | Tupperware Brands Corporation | $17,382,000 | +14.5% | 251,844 | +4.5% | 0.31% | +11.0% |
| WMT | Sell | Wal-Mart Stores, Inc. | $16,346,000 | -6.4% | 198,736 | -2.3% | 0.29% | -9.5% |
| VMW | Sell | Vmware, Inc. | $16,071,000 | -2.2% | 195,963 | -1.5% | 0.29% | -5.2% |
| BURBY | Buy | Burberry Group ADR | $15,990,000 | -1.9% | 621,546 | +94.5% | 0.29% | -5.0% |
| GOOGL | Sell | Google Inc. - A | $12,642,000 | -0.4% | 22,791 | -4.7% | 0.23% | -3.8% |
| GOOG | Buy | Google, Inc. | $11,434,000 | +4.9% | 20,865 | +0.8% | 0.21% | +1.5% |
| Vanguard Index Tr 500 Index Ad | $10,853,000 | +0.4% | 56,910 | 0.0% | 0.20% | -3.0% | ||
| HEI | New | Heico Corporation | $8,171,000 | – | 133,796 | +100.0% | 0.15% | – |
| AAPL | Sell | Apple Computer Inc Com | $5,269,000 | +10.1% | 42,342 | -2.3% | 0.10% | +6.7% |
| TGT | Sell | Target Corporation | $5,190,000 | +0.2% | 63,234 | -7.4% | 0.09% | -3.1% |
| SPY | Spdr S&P 500 Etf | $4,282,000 | +0.4% | 20,741 | 0.0% | 0.08% | -2.5% | |
| Buy | Vanguard Index Trust 500 Index | $4,007,000 | +60.3% | 21,011 | +59.7% | 0.07% | +56.5% | |
| JNJ | Sell | Johnson & Johnson | $3,189,000 | -6.5% | 31,700 | -2.8% | 0.06% | -9.5% |
| WBA | Buy | Walgreens Boots Alliance Inc | $3,049,000 | +12.4% | 36,008 | +1.1% | 0.06% | +10.0% |
| ITW | Sell | Illinois Tool Works, Inc. | $3,022,000 | +0.4% | 31,108 | -2.1% | 0.05% | -3.6% |
| PEP | Sell | PepsiCo, Inc. | $2,809,000 | -0.9% | 29,382 | -2.0% | 0.05% | -3.8% |
| SLB | Sell | Schlumberger NV | $2,492,000 | -3.9% | 29,866 | -1.6% | 0.04% | -6.2% |
| CL | Sell | Colgate-Palmolive Company | $2,385,000 | -2.5% | 34,391 | -2.7% | 0.04% | -4.4% |
| INTC | Buy | Intel Corporation | $2,177,000 | -13.0% | 69,620 | +1.0% | 0.04% | -17.0% |
| STR | Buy | Questar Corp. | $2,171,000 | -4.9% | 91,000 | +0.7% | 0.04% | -7.1% |
| GE | Buy | General Elec Co Com | $2,097,000 | -1.3% | 84,508 | +0.5% | 0.04% | -2.6% |
| Sell | Fidelity Concord Str T Sp 500 | $2,063,000 | -1.4% | 28,050 | -2.3% | 0.04% | -5.1% | |
| USB | US Bancorp Del Com | $1,942,000 | -2.9% | 44,463 | 0.0% | 0.04% | -5.4% | |
| PAYX | Sell | Paychex Inc. | $1,877,000 | +5.2% | 37,838 | -2.1% | 0.03% | +3.0% |
| PG | Sell | Procter & Gamble Company | $1,892,000 | -12.0% | 23,095 | -2.2% | 0.03% | -15.0% |
| CNO | Cno Financial | $1,656,000 | 0.0% | 96,190 | 0.0% | 0.03% | -3.2% | |
| IWM | Sell | Ishares Tr Russell 2000 | $1,556,000 | -86.3% | 12,509 | -86.9% | 0.03% | -86.8% |
| SPLS | Sell | Staples Inc. | $1,543,000 | -10.3% | 94,753 | -0.2% | 0.03% | -12.5% |
| Buy | RB All Cap Growth Fund Instuti | $1,314,000 | +93.0% | 92,923 | +88.4% | 0.02% | +84.6% | |
| HRL | Sell | Hormel Foods Corp. | $1,281,000 | +6.8% | 22,525 | -2.2% | 0.02% | +4.5% |
| Growth Fd Amer Inc Com | $911,000 | +3.4% | 20,650 | 0.0% | 0.02% | 0.0% | ||
| WFC | Wells Fargo & Co New Com | $726,000 | -0.8% | 13,348 | 0.0% | 0.01% | -7.1% | |
| RPG | Rydex ETF Trust Gug S&p500 Pu | $581,000 | +4.5% | 6,996 | 0.0% | 0.01% | 0.0% | |
| IWF | Ishares Tr Russell 1000 Growth | $575,000 | +3.4% | 5,813 | 0.0% | 0.01% | 0.0% | |
| IWB | Buy | Ishares Tr Russell 1000 | $497,000 | +4.6% | 4,292 | +3.5% | 0.01% | 0.0% |
| IWR | Sell | Ishares Russell Mid Cap Index | $496,000 | +3.3% | 2,865 | -0.2% | 0.01% | 0.0% |
| IVV | Sell | Ishares Core S&P 500 Etf | $444,000 | -91.1% | 2,137 | -91.1% | 0.01% | -91.4% |
| PCAR | Paccar Inc. | $363,000 | -7.2% | 5,743 | 0.0% | 0.01% | 0.0% | |
| XOM | Buy | Exxon Mobil Corportion | $409,000 | -8.1% | 4,817 | +0.0% | 0.01% | -12.5% |
| Sell | Dodge & Cox Stk Fd Com | $366,000 | -5.4% | 2,072 | -3.0% | 0.01% | 0.0% | |
| IWD | Buy | Ishares Tr Russell 1000 Value | $349,000 | +0.6% | 3,383 | +1.7% | 0.01% | 0.0% |
| New | JPMORGAN TR I TAX AW DISC IN | $353,000 | – | 11,912 | +100.0% | 0.01% | – | |
| GIS | General Mls Inc Com | $342,000 | +6.2% | 6,036 | 0.0% | 0.01% | 0.0% | |
| BA | Sell | Boeing Co Com | $255,000 | +14.3% | 1,699 | -1.1% | 0.01% | +25.0% |
| Buy | RB All Cap Growth Fund Investo | $298,000 | +9.2% | 21,173 | +6.3% | 0.01% | 0.0% | |
| NEE | New | Nextera Energy Inc. | $254,000 | – | 2,442 | +100.0% | 0.01% | – |
| Sell | Janus Invt Fd Enterprise Fd | $253,000 | +7.2% | 2,737 | -0.1% | 0.01% | +25.0% | |
| Alger Fds Ii Alger Spctra I | $295,000 | +5.4% | 16,038 | 0.0% | 0.01% | 0.0% | ||
| BRKB | Berkshire Hathaway Inc Cl B | $259,000 | -4.1% | 1,797 | 0.0% | 0.01% | 0.0% | |
| VTI | Buy | Vanguard Index Fds Stk Mrk Etf | $237,000 | +1.3% | 2,210 | +0.0% | 0.00% | 0.0% |
| BIDU | Baidu Inc Spon Adr Rep A | $229,000 | -8.8% | 1,100 | 0.0% | 0.00% | -20.0% | |
| PFE | New | Pfizer Inc Com | $205,000 | – | 5,881 | +100.0% | 0.00% | – |
| ORCL | Oracle Corp Com | $216,000 | -4.0% | 5,000 | 0.0% | 0.00% | 0.0% | |
| Buy | Artisan Fds Inc Small Cap Fd | $225,000 | +2.7% | 7,485 | +0.4% | 0.00% | 0.0% | |
| IUSG | Exit | Ishares Core US Growth ETF | $0 | – | -3,210 | -100.0% | -0.01% | – |
| RRTS | Exit | Roadrunner Transportation Syst | $0 | – | -17,916 | -100.0% | -0.01% | – |
| ROC | Exit | Rockwood Holdings, Inc. | $0 | – | -5,707 | -100.0% | -0.01% | – |
| MDT | Exit | Medtronic Inc. | $0 | – | -976,580 | -100.0% | -1.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Grand Canyon Education, Inc. | 42 | Q3 2023 | 4.2% |
| CoStar Group, Inc. | 42 | Q3 2023 | 3.4% |
| Five Below, Inc. | 42 | Q3 2023 | 4.0% |
| National Instruments Corporati | 42 | Q3 2023 | 4.3% |
| Chemed Corporation | 42 | Q3 2023 | 3.3% |
| Fastenal Company | 42 | Q3 2023 | 2.5% |
| Rollins, Inc. | 42 | Q3 2023 | 2.6% |
| Gentex Corporation | 42 | Q3 2023 | 2.8% |
| Microsoft Corporation | 42 | Q3 2023 | 2.9% |
| Ansys, Inc. | 42 | Q3 2023 | 2.2% |
View RIVERBRIDGE PARTNERS LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ORTHOPEDIATRICS CORP | February 08, 2023 | 941,004 | 4.6% |
| HEALTHCARE SERVICES GROUP INC | January 21, 2022 | 3,447,345 | 4.6% |
| ORTHOPEDIATRICS CORP | January 21, 2022 | 1,105,273 | 5.6% |
| Proto Labs Inc | January 21, 2022 | 436,223 | 1.6% |
| PROS Holdings, Inc. | February 05, 2020 | 1,379,432 | 3.3% |
| HEALTHSTREAM INC | January 25, 2019 | 1,036,215 | 3.2% |
| PRA GROUP INC | January 25, 2019 | 1,582,076 | 3.5% |
| CHANNELADVISOR CORP | January 29, 2018 | 1,200 | 0.0% |
| DIGI INTERNATIONAL INC | January 29, 2018 | 1,278,594 | 4.8% |
| Freshpet, Inc. | January 29, 2018 | 1,729,259 | 5.0% |
View RIVERBRIDGE PARTNERS LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR/A | 2024-02-15 |
| 13F-HR/A | 2024-02-15 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-21 |
| SC 13G/A | 2023-02-08 |
| SC 13G/A | 2023-02-08 |
View RIVERBRIDGE PARTNERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.