$5.23 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 139 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 11.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NATI | Sell | National Instruments Corporati | $223,868,000 | +20.4% | 5,566,077 | -2.5% | 4.28% | +14.6% |
| LOPE | Sell | Grand Canyon Education, Inc. | $194,395,000 | -1.7% | 2,479,209 | -10.2% | 3.72% | -6.3% |
| CSGP | Sell | CoStar Group, Inc. | $156,974,000 | +13.1% | 595,500 | -11.1% | 3.00% | +7.7% |
| ULTI | Sell | Ultimate Software Group, Inc. | $152,745,000 | +5.2% | 727,149 | -2.2% | 2.92% | +0.2% |
| ATHN | Sell | athenahealth, Inc. | $145,306,000 | +22.0% | 1,033,842 | -2.2% | 2.78% | +16.1% |
| HCSG | Sell | Healthcare Services Group, Inc | $138,700,000 | +6.0% | 2,961,768 | -2.5% | 2.65% | +0.9% |
| CHE | Sell | Chemed Corporation | $137,299,000 | +2.0% | 671,291 | -8.9% | 2.63% | -2.9% |
| PRLB | Sell | Proto Labs, Inc. | $132,339,000 | +28.1% | 1,967,865 | -2.7% | 2.53% | +22.0% |
| HEI | Buy | HEICO Corporation | $116,486,000 | +0.3% | 1,621,457 | +21.8% | 2.23% | -4.5% |
| PRAA | Sell | PRA Group, Inc. | $113,481,000 | +11.3% | 2,994,231 | -2.7% | 2.17% | +6.0% |
| FIVE | Sell | Five Below, Inc. | $109,517,000 | +11.2% | 2,218,288 | -2.5% | 2.09% | +5.8% |
| RBA | Buy | Ritchie Bros. Auctioneers, Inc | $104,618,000 | +3.4% | 3,640,160 | +18.4% | 2.00% | -1.5% |
| VEEV | Sell | Veeva Systems, Inc. Class A | $99,524,000 | -5.7% | 1,623,293 | -21.1% | 1.90% | -10.2% |
| GNTX | Sell | Gentex Corporation | $88,800,000 | -13.5% | 4,681,052 | -2.7% | 1.70% | -17.7% |
| BECN | Sell | Beacon Roofing Supply, Inc. | $83,893,000 | -2.8% | 1,712,097 | -2.5% | 1.60% | -7.5% |
| FAST | Sell | Fastenal Company | $81,908,000 | -15.9% | 1,881,636 | -0.5% | 1.57% | -20.0% |
| VRSK | Buy | Verisk Analytics, Inc. | $80,671,000 | +48.5% | 956,153 | +42.9% | 1.54% | +41.4% |
| ELLI | Sell | Ellie Mae, Inc. | $79,258,000 | +5.5% | 721,119 | -3.7% | 1.52% | +0.5% |
| UNFI | Sell | United Natural Foods, Inc. | $78,143,000 | -24.8% | 2,129,232 | -11.5% | 1.49% | -28.4% |
| INFO | Sell | IHS Markit Ltd. | $73,436,000 | +4.1% | 1,667,493 | -0.8% | 1.40% | -0.8% |
| ROL | Buy | Rollins, Inc. | $72,495,000 | +9.7% | 1,780,762 | +0.0% | 1.39% | +4.4% |
| MMS | Sell | MAXIMUS, Inc. | $72,228,000 | -3.1% | 1,153,253 | -3.8% | 1.38% | -7.8% |
| ANSS | Sell | Ansys, Inc. | $71,063,000 | +13.3% | 584,018 | -0.5% | 1.36% | +7.9% |
| PEGA | Sell | Pegasystems, Inc. | $70,760,000 | +26.2% | 1,212,680 | -5.2% | 1.35% | +20.2% |
| TECH | Sell | Bio-Techne Corporation | $68,798,000 | +11.9% | 585,517 | -3.2% | 1.32% | +6.6% |
| AYI | Sell | Acuity Brands, Inc. | $68,660,000 | -0.8% | 337,759 | -0.4% | 1.31% | -5.5% |
| DORM | Sell | Dorman Products, Inc. | $65,537,000 | -2.7% | 791,795 | -3.5% | 1.25% | -7.4% |
| VRNT | Sell | Verint Systems, Inc. | $64,553,000 | -8.6% | 1,586,078 | -2.5% | 1.23% | -13.0% |
| MSFT | Sell | Microsoft Corporation | $63,593,000 | +3.5% | 922,574 | -1.1% | 1.22% | -1.5% |
| FISV | Sell | Fiserv, Inc. | $62,447,000 | +5.0% | 510,442 | -1.0% | 1.19% | 0.0% |
| PRO | Sell | Pros Holdings, Inc. | $59,402,000 | +9.8% | 2,168,749 | -3.0% | 1.14% | +4.5% |
| EVH | New | Evolent Health, Inc. Class A | $58,878,000 | – | 2,322,594 | +100.0% | 1.13% | – |
| NEOG | Sell | Neogen Corporation | $58,253,000 | -27.8% | 842,899 | -31.5% | 1.11% | -31.2% |
| EXLS | Sell | ExlService Holdings, Inc. | $55,009,000 | +14.5% | 989,732 | -2.4% | 1.05% | +9.0% |
| TWOU | Sell | 2U, Inc. | $54,758,000 | +13.9% | 1,167,040 | -3.8% | 1.05% | +8.4% |
| HSTM | Sell | Healthstream, Inc. | $54,691,000 | +5.2% | 2,077,924 | -3.2% | 1.05% | +0.2% |
| MD | Sell | Mednax, Inc. | $53,887,000 | -13.7% | 892,612 | -0.9% | 1.03% | -17.8% |
| LKQ | Sell | LKQ Corporation | $52,779,000 | +11.9% | 1,601,794 | -0.6% | 1.01% | +6.4% |
| ECL | Sell | Ecolab, Inc. | $52,411,000 | +5.0% | 394,811 | -0.9% | 1.00% | 0.0% |
| FNGN | Sell | Financial Engines, Inc. | $51,226,000 | -19.0% | 1,399,615 | -3.6% | 0.98% | -22.8% |
| ALRM | New | Alarm.com Holdings, Inc. | $50,898,000 | – | 1,352,602 | +100.0% | 0.97% | – |
| AMZN | Sell | Amazon.com, Inc. | $49,837,000 | +8.8% | 51,485 | -0.3% | 0.95% | +3.6% |
| SBUX | Sell | Starbucks Corporation | $49,731,000 | -1.1% | 852,879 | -1.0% | 0.95% | -5.8% |
| SPSC | Sell | SPS Commerce, Inc. | $48,795,000 | +3.2% | 765,290 | -5.3% | 0.93% | -1.7% |
| WST | New | West Pharmaceutical Services, | $48,340,000 | – | 511,423 | +100.0% | 0.92% | – |
| WAGE | Buy | WageWorks, Inc. | $46,638,000 | +49.2% | 694,024 | +60.5% | 0.89% | +42.0% |
| IFF | Sell | International Flavors & Fragra | $44,488,000 | +1.6% | 329,543 | -0.2% | 0.85% | -3.2% |
| GLOB | New | Globant S.A. | $43,179,000 | – | 994,002 | +100.0% | 0.83% | – |
| INOV | Sell | Inovalon Holdings, Inc. Class | $41,322,000 | +1.9% | 3,142,392 | -2.3% | 0.79% | -2.9% |
| WBA | Sell | Walgreens Boots Alliance, Inc. | $40,545,000 | -6.0% | 517,747 | -0.3% | 0.78% | -10.5% |
| UNH | Sell | UnitedHealth Group, Inc. | $40,298,000 | +10.9% | 217,333 | -1.9% | 0.77% | +5.6% |
| POWI | Sell | Power Integrations, Inc. | $39,941,000 | +4.7% | 547,894 | -5.6% | 0.76% | -0.4% |
| CVGW | Buy | Calavo Growers, Inc. | $38,658,000 | +82.2% | 559,857 | +59.9% | 0.74% | +73.5% |
| INWK | Sell | InnerWorkings, Inc. | $38,027,000 | +13.1% | 3,278,231 | -2.9% | 0.73% | +7.7% |
| NVDQ | Sell | Novadaq Technologies, Inc. | $37,089,000 | +45.6% | 3,164,568 | -3.2% | 0.71% | +38.5% |
| PCTY | Sell | Paylocity Holding Corp. | $36,905,000 | +10.8% | 816,851 | -5.2% | 0.71% | +5.5% |
| FRPT | Sell | Freshpet, Inc. | $34,301,000 | +42.5% | 2,066,316 | -5.6% | 0.66% | +35.5% |
| SNA | Buy | Snap-on, Inc. | $34,248,000 | -5.8% | 216,758 | +0.5% | 0.66% | -10.4% |
| SSYS | Sell | Stratasys Ltd. | $33,947,000 | -10.2% | 1,456,339 | -21.1% | 0.65% | -14.5% |
| CRM | Sell | Salesforce.com, Inc. | $33,880,000 | +4.2% | 391,219 | -0.8% | 0.65% | -0.8% |
| KNX | Sell | Knight Transportation, Inc. | $33,800,000 | +12.7% | 912,292 | -4.7% | 0.65% | +7.1% |
| TTSH | Sell | Tile Shop Holdings, Inc. | $30,518,000 | +1.4% | 1,477,869 | -5.5% | 0.58% | -3.3% |
| MIDD | Sell | Middleby Corporation | $29,497,000 | -11.9% | 242,754 | -1.1% | 0.56% | -16.1% |
| EXPO | Sell | Exponent, Inc. | $28,935,000 | -7.2% | 496,308 | -5.2% | 0.55% | -11.7% |
| CASS | Sell | Cass Information Systems, Inc. | $28,820,000 | -5.6% | 439,055 | -4.9% | 0.55% | -10.1% |
| RHHBY | Sell | Roche Holding Ltd. ADR | $27,599,000 | -1.6% | 865,858 | -1.3% | 0.53% | -6.2% |
| MMM | Sell | 3M Company | $26,081,000 | +7.9% | 125,275 | -0.9% | 0.50% | +2.7% |
| MINI | Sell | Mobile Mini, Inc. | $25,845,000 | -7.0% | 865,813 | -4.9% | 0.49% | -11.5% |
| CAKE | Sell | Cheesecake Factory, Inc. | $25,418,000 | -24.6% | 505,320 | -5.0% | 0.49% | -28.2% |
| HSIC | Buy | Henry Schein, Inc. | $24,980,000 | +28.9% | 136,489 | +19.7% | 0.48% | +22.9% |
| ADI | New | Analog Devices, Inc. | $24,054,000 | – | 309,180 | +100.0% | 0.46% | – |
| PX | Sell | Praxair, Inc. | $24,019,000 | +10.5% | 181,209 | -1.2% | 0.46% | +5.0% |
| HSKA | Sell | Heska Corporation | $23,907,000 | -6.7% | 234,217 | -4.0% | 0.46% | -11.3% |
| USPH | Sell | U.S. Physical Therapy, Inc. | $23,840,000 | -12.8% | 394,694 | -5.7% | 0.46% | -16.9% |
| TDOC | New | Teladoc, Inc. | $23,392,000 | – | 674,125 | +100.0% | 0.45% | – |
| WBC | Sell | WABCO Holdings, Inc. | $22,774,000 | +8.6% | 178,606 | -0.0% | 0.44% | +3.6% |
| MDT | Sell | Medtronic plc | $21,678,000 | +9.8% | 244,259 | -0.3% | 0.42% | +4.5% |
| CERN | Sell | Cerner Corporation | $21,652,000 | +11.8% | 325,741 | -1.0% | 0.41% | +6.4% |
| RBGLY | Buy | Reckitt Benckiser Group ADR | $21,492,000 | +11.0% | 1,062,791 | +0.0% | 0.41% | +5.7% |
| CCMP | Sell | Cabot Microelectronics Corpora | $21,324,000 | -8.5% | 288,820 | -5.0% | 0.41% | -12.8% |
| CGNX | Sell | Cognex Corporation | $21,247,000 | -73.5% | 250,263 | -73.8% | 0.41% | -74.8% |
| DPLO | Sell | Diplomat Pharmacy, Inc. | $20,912,000 | -10.5% | 1,412,945 | -3.5% | 0.40% | -14.7% |
| CSCO | Sell | Cisco Systems, Inc. | $20,261,000 | -7.6% | 647,308 | -0.2% | 0.39% | -12.0% |
| GOOGL | Sell | Alphabet, Inc. Class A | $19,864,000 | +7.7% | 21,367 | -1.8% | 0.38% | +2.4% |
| PDCO | Sell | Patterson Companies, Inc. | $19,512,000 | -45.0% | 415,591 | -47.0% | 0.37% | -47.6% |
| TYL | New | Tyler Technologies, Inc. | $19,154,000 | – | 109,034 | +100.0% | 0.37% | – |
| ECOM | Sell | ChannelAdvisor Corporation | $18,667,000 | +0.2% | 1,616,232 | -3.3% | 0.36% | -4.5% |
| GOOG | Sell | Alphabet, Inc. Class C | $16,944,000 | +8.9% | 18,646 | -0.6% | 0.32% | +3.8% |
| DGII | Sell | Digi International, Inc. | $15,327,000 | -19.1% | 1,510,048 | -5.1% | 0.29% | -22.9% |
| WSO | New | Watsco, Inc. | $14,930,000 | – | 96,823 | +100.0% | 0.29% | – |
| Sell | Vanguard Index Trust 500 Index | $6,611,000 | -1.2% | 29,549 | -3.7% | 0.13% | -6.0% | |
| Buy | Riverbridge Growth Fund - Inst | $6,523,000 | +13.9% | 396,541 | +7.3% | 0.12% | +8.7% | |
| Vanguard Index Tr 500 Index Ad | $6,437,000 | +2.6% | 28,769 | 0.0% | 0.12% | -2.4% | ||
| AAPL | Sell | Apple Inc. | $5,990,000 | +0.0% | 41,592 | -0.2% | 0.12% | -4.2% |
| JNJ | Sell | Johnson & Johnson | $3,785,000 | +3.7% | 28,615 | -2.4% | 0.07% | -1.4% |
| PEP | Sell | PepsiCo, Inc. | $3,206,000 | -1.9% | 27,758 | -5.0% | 0.06% | -7.6% |
| BURBY | Sell | Burberry Group ADR | $2,839,000 | -79.0% | 131,603 | -79.0% | 0.05% | -80.1% |
| CL | Sell | Colgate-Palmolive Company | $2,815,000 | -1.1% | 37,976 | -2.3% | 0.05% | -5.3% |
| ITW | Sell | Illinois Tool Works Inc. | $2,795,000 | +5.5% | 19,513 | -2.5% | 0.05% | 0.0% |
| SLB | Sell | Schlumberger NV | $2,596,000 | -17.4% | 39,429 | -2.0% | 0.05% | -20.6% |
| INTC | Sell | Intel Corporation | $2,483,000 | -8.7% | 73,588 | -2.4% | 0.05% | -14.5% |
| SPY | Sell | Spdr S&P 500 Etf | $2,400,000 | -26.5% | 9,926 | -28.3% | 0.05% | -30.3% |
| GE | Sell | General Electric Company | $2,316,000 | -10.8% | 85,755 | -1.6% | 0.04% | -15.4% |
| USB | Sell | U.S. Bancorp | $2,241,000 | -2.9% | 43,170 | -3.7% | 0.04% | -6.5% |
| PAYX | Sell | Paychex, Inc. | $2,258,000 | -4.3% | 39,654 | -1.0% | 0.04% | -8.5% |
| WMT | Sell | Wal-Mart Stores, Inc. | $2,220,000 | +2.8% | 29,332 | -2.1% | 0.04% | -2.3% |
| PG | Sell | Procter & Gamble Company | $2,063,000 | -6.0% | 23,677 | -3.1% | 0.04% | -11.4% |
| Sell | Fidelity Concord Str T Sp 500 | $1,954,000 | -9.5% | 22,947 | -11.6% | 0.04% | -14.0% | |
| CAH | Sell | Cardinal Health, Inc. | $1,549,000 | -6.6% | 19,873 | -2.3% | 0.03% | -9.1% |
| TGT | Sell | Target Corporation | $1,314,000 | -53.2% | 25,134 | -50.6% | 0.02% | -55.4% |
| IVV | Buy | Ishares Core S&P 500 Etf | $1,098,000 | +41.3% | 4,510 | +37.7% | 0.02% | +31.2% |
| CREE | Sell | Cree, Inc. | $1,062,000 | -24.9% | 43,077 | -18.6% | 0.02% | -28.6% |
| SRCL | Sell | Stericycle, Inc. | $992,000 | -97.7% | 13,004 | -97.5% | 0.02% | -97.8% |
| JPM | JPMorgan Chase & Co. | $967,000 | +4.1% | 10,575 | 0.0% | 0.02% | -5.3% | |
| IWM | Sell | Ishares Tr Russell 2000 | $859,000 | -42.8% | 6,097 | -44.2% | 0.02% | -46.7% |
| QCOM | Sell | Qualcomm, Inc. | $764,000 | -96.0% | 13,828 | -95.9% | 0.02% | -96.1% |
| Growth Fd Amer Inc Com | $738,000 | +3.8% | 15,635 | 0.0% | 0.01% | 0.0% | ||
| RPG | Rydex ETF Trust Gug S&p500 Pu | $659,000 | +5.1% | 6,996 | 0.0% | 0.01% | 0.0% | |
| IWF | Ishares Tr Russell 1000 Growth | $561,000 | +4.7% | 4,713 | 0.0% | 0.01% | 0.0% | |
| WFM | Sell | Whole Foods Market, Inc. | $562,000 | -94.8% | 13,353 | -96.3% | 0.01% | -95.0% |
| IWB | Sell | Ishares Tr Russell 1000 | $536,000 | -3.1% | 3,961 | -6.0% | 0.01% | -9.1% |
| Dodge & Cox Stk Fd Com | $539,000 | +1.3% | 2,798 | 0.0% | 0.01% | -9.1% | ||
| CNO | New | Cno Financial | $482,000 | – | 23,094 | +100.0% | 0.01% | – |
| PCAR | Paccar Inc. | $379,000 | -1.8% | 5,743 | 0.0% | 0.01% | -12.5% | |
| Alger Fds Ii Alger Spctra I | $348,000 | +4.8% | 17,775 | 0.0% | 0.01% | 0.0% | ||
| WFC | Wells Fargo & Company | $381,000 | -0.5% | 6,881 | 0.0% | 0.01% | -12.5% | |
| IWO | Sell | Ishares Tr Russell 2000 Growth | $299,000 | -49.8% | 1,769 | -52.0% | 0.01% | -50.0% |
| ABCO | Sell | Advisory Board Company | $319,000 | +1.6% | 6,190 | -7.7% | 0.01% | 0.0% |
| HRL | Buy | Hormel Foods Corp. | $335,000 | +65.0% | 9,808 | +67.5% | 0.01% | +50.0% |
| ROP | Sell | Roper Technologies, Inc. | $286,000 | -8.6% | 1,234 | -18.5% | 0.01% | -16.7% |
| IUSG | New | Ishares Core US Growth ETF | $273,000 | – | 5,657 | +100.0% | 0.01% | – |
| KO | Coca Cola Co Com | $260,000 | +5.7% | 5,786 | 0.0% | 0.01% | 0.0% | |
| ORCL | Oracle Corporation | $251,000 | +12.6% | 5,000 | 0.0% | 0.01% | +25.0% | |
| SYK | Stryker Corp Com | $264,000 | +5.6% | 1,900 | 0.0% | 0.01% | 0.0% | |
| IWR | Sell | iShares Russell Midcap ETF | $269,000 | -13.8% | 1,398 | -16.1% | 0.01% | -16.7% |
| BRKB | Berkshire Hathaway Inc. Class | $279,000 | +1.8% | 1,645 | 0.0% | 0.01% | -16.7% | |
| Sell | Third Ave Tr Real Estate Fd | $231,000 | +1.8% | 7,009 | -0.2% | 0.00% | -20.0% | |
| Sell | JPMORGAN TR II LARGE CAP GR A | $217,000 | +4.3% | 5,680 | -3.8% | 0.00% | 0.0% | |
| Buy | RB All Cap Growth Fund Investo | $203,000 | +26.9% | 12,495 | +19.9% | 0.00% | +33.3% | |
| FDX | Exit | FedEx Corporation | $0 | – | -1,228 | -100.0% | -0.01% | – |
| XOM | Exit | Exxon Mobil Corporation | $0 | – | -2,745 | -100.0% | -0.01% | – |
| VAL | Exit | Valspar Corporation | $0 | – | -2,441 | -100.0% | -0.01% | – |
| NEE | Exit | NextEra Energy, Inc. | $0 | – | -1,892 | -100.0% | -0.01% | – |
| VXF | Exit | VANGUARD INDEX FDS EXTEND MKT | $0 | – | -11,408 | -100.0% | -0.02% | – |
| ZLTQ | Exit | ZELTIQ Aesthetics, Inc. | $0 | – | -1,260,664 | -100.0% | -1.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-24
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.