$5.48 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 133 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 9.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LOPE | Sell | Grand Canyon Education, Inc. | $224,058,000 | +12.5% | 2,135,513 | -4.0% | 4.09% | +6.3% |
| PRLB | Buy | Proto Labs, Inc. | $209,778,000 | +14.6% | 1,784,583 | +0.4% | 3.83% | +8.2% |
| NATI | Sell | National Instruments Corporati | $169,812,000 | +20.7% | 3,357,952 | -0.6% | 3.10% | +14.0% |
| ULTI | Sell | Ultimate Software Group, Inc. | $162,257,000 | +11.5% | 665,805 | -0.2% | 2.96% | +5.3% |
| HEI | Buy | HEICO Corporation | $159,796,000 | +15.0% | 1,840,753 | +25.0% | 2.92% | +8.6% |
| RBA | Buy | Ritchie Bros. Auctioneers, Inc | $157,621,000 | +6.3% | 5,008,607 | +1.1% | 2.88% | +0.4% |
| CHE | Buy | Chemed Corporation | $147,532,000 | +12.7% | 540,687 | +0.3% | 2.69% | +6.4% |
| FIVE | Buy | Five Below, Inc. | $147,050,000 | +10.9% | 2,005,045 | +0.2% | 2.68% | +4.7% |
| ATHN | Buy | athenahealth, Inc. | $134,694,000 | +7.9% | 941,719 | +0.4% | 2.46% | +1.9% |
| HCSG | Buy | Healthcare Services Group, Inc | $125,531,000 | -11.2% | 2,887,095 | +7.6% | 2.29% | -16.2% |
| GNTX | Buy | Gentex Corporation | $117,022,000 | +10.0% | 5,083,497 | +0.1% | 2.14% | +3.9% |
| CSGP | Sell | CoStar Group, Inc. | $114,739,000 | -15.8% | 316,365 | -31.0% | 2.10% | -20.5% |
| VEEV | Buy | Veeva Systems, Inc. Class A | $109,406,000 | +32.1% | 1,498,307 | +0.0% | 2.00% | +24.7% |
| PRAA | Buy | PRA Group, Inc. | $102,724,000 | +16.7% | 2,703,272 | +1.9% | 1.88% | +10.2% |
| FAST | Sell | Fastenal Company | $98,873,000 | -1.5% | 1,811,197 | -1.3% | 1.81% | -7.0% |
| VRSK | Sell | Verisk Analytics, Inc. | $94,748,000 | +7.4% | 911,039 | -0.9% | 1.73% | +1.3% |
| TWOU | Buy | 2U, Inc. | $87,595,000 | +31.3% | 1,042,421 | +0.8% | 1.60% | +24.0% |
| ANSS | Sell | Ansys, Inc. | $86,741,000 | +4.9% | 553,581 | -1.2% | 1.58% | -0.9% |
| PRO | Buy | Pros Holdings, Inc. | $84,009,000 | +26.7% | 2,544,945 | +1.6% | 1.53% | +19.7% |
| ROL | Sell | Rollins, Inc. | $81,953,000 | +6.2% | 1,605,980 | -3.2% | 1.50% | +0.3% |
| GLOB | Buy | Globant S.A. | $81,129,000 | +15.7% | 1,574,107 | +4.3% | 1.48% | +9.2% |
| TECH | Buy | Bio-Techne Corporation | $80,106,000 | +17.2% | 530,364 | +0.5% | 1.46% | +10.7% |
| MSFT | Sell | Microsoft Corporation | $78,193,000 | +5.3% | 856,721 | -1.3% | 1.43% | -0.6% |
| INFO | Sell | IHS Markit Ltd. | $76,553,000 | +6.0% | 1,586,912 | -0.8% | 1.40% | +0.1% |
| BECN | Sell | Beacon Roofing Supply, Inc. | $70,399,000 | -17.0% | 1,326,537 | -0.3% | 1.29% | -21.6% |
| MMS | Buy | MAXIMUS, Inc. | $68,920,000 | -6.2% | 1,032,658 | +0.6% | 1.26% | -11.3% |
| NEOG | Buy | Neogen Corporation | $67,603,000 | +8.4% | 1,009,149 | +33.1% | 1.23% | +2.4% |
| UNFI | Sell | United Natural Foods, Inc. | $66,982,000 | -28.6% | 1,559,904 | -18.1% | 1.22% | -32.6% |
| AMZN | Sell | Amazon.com, Inc. | $66,621,000 | +22.3% | 46,030 | -1.2% | 1.22% | +15.5% |
| FISV | Buy | Fiserv, Inc. | $64,660,000 | +6.8% | 906,752 | +96.4% | 1.18% | +0.9% |
| PEGA | Buy | Pegasystems, Inc. | $62,480,000 | +30.8% | 1,030,177 | +1.7% | 1.14% | +23.5% |
| KNX | Buy | Knight-Swift Transportation Ho | $59,970,000 | +78.4% | 1,303,404 | +69.5% | 1.10% | +68.5% |
| ELLI | Buy | Ellie Mae, Inc. | $59,389,000 | +3.8% | 645,956 | +1.0% | 1.08% | -2.0% |
| LKQ | Sell | LKQ Corporation | $57,628,000 | -7.8% | 1,518,525 | -1.2% | 1.05% | -13.0% |
| MINI | Sell | Mobile Mini, Inc. | $55,062,000 | +23.3% | 1,265,796 | -2.2% | 1.00% | +16.5% |
| WAGE | Buy | WageWorks, Inc. | $51,767,000 | -25.3% | 1,145,296 | +2.5% | 0.94% | -29.5% |
| TYL | Buy | Tyler Technologies, Inc. | $51,590,000 | +19.4% | 244,547 | +0.2% | 0.94% | +12.8% |
| EXLS | Buy | ExlService Holdings, Inc. | $50,249,000 | -7.0% | 901,002 | +0.6% | 0.92% | -12.2% |
| ECL | Sell | Ecolab, Inc. | $49,452,000 | +0.5% | 360,779 | -1.7% | 0.90% | -5.1% |
| SNA | Buy | Snap-on, Inc. | $48,597,000 | -14.9% | 329,385 | +0.5% | 0.89% | -19.7% |
| SBUX | Sell | Starbucks Corporation | $47,820,000 | -0.2% | 826,041 | -1.0% | 0.87% | -5.8% |
| DORM | Buy | Dorman Products, Inc. | $47,686,000 | +9.1% | 720,218 | +0.7% | 0.87% | +3.1% |
| HSTM | Buy | Healthstream, Inc. | $46,661,000 | +11.1% | 1,879,218 | +3.6% | 0.85% | +4.9% |
| MD | Buy | Mednax, Inc. | $46,643,000 | +6.8% | 838,457 | +2.6% | 0.85% | +0.9% |
| ALRM | Buy | Alarm.com Holdings, Inc. | $46,356,000 | +1.3% | 1,228,298 | +1.3% | 0.85% | -4.3% |
| AOS | New | A. O. Smith Corporation | $45,903,000 | – | 721,851 | +100.0% | 0.84% | – |
| AYI | Buy | Acuity Brands, Inc. | $44,381,000 | -14.9% | 318,850 | +7.6% | 0.81% | -19.7% |
| IFF | Sell | International Flavors & Fragra | $43,509,000 | -11.4% | 317,792 | -1.2% | 0.80% | -16.2% |
| WST | Sell | West Pharmaceutical Services, | $43,192,000 | -10.9% | 489,206 | -0.4% | 0.79% | -15.8% |
| UNH | Sell | UnitedHealth Group, Inc. | $41,885,000 | -5.2% | 195,725 | -2.4% | 0.76% | -10.5% |
| CVGW | Buy | Calavo Growers, Inc. | $41,828,000 | +11.1% | 453,663 | +1.7% | 0.76% | +4.9% |
| SPSC | Buy | SPS Commerce, Inc. | $41,656,000 | +36.2% | 650,158 | +3.3% | 0.76% | +28.5% |
| CRM | Sell | Salesforce.com, Inc. | $40,804,000 | +11.7% | 350,853 | -1.8% | 0.74% | +5.5% |
| EVH | Buy | Evolent Health, Inc. Class A | $40,131,000 | +21.9% | 2,816,223 | +5.2% | 0.73% | +15.3% |
| PCTY | Buy | Paylocity Holding Corp. | $35,728,000 | +10.6% | 697,409 | +1.8% | 0.65% | +4.3% |
| TDOC | Buy | Teladoc, Inc. | $35,672,000 | +19.2% | 885,159 | +3.0% | 0.65% | +12.4% |
| BL | New | BlackLine, Inc. | $34,413,000 | – | 877,659 | +100.0% | 0.63% | – |
| EXPO | Buy | Exponent, Inc. | $33,930,000 | +11.7% | 431,411 | +1.0% | 0.62% | +5.6% |
| POWI | Buy | Power Integrations, Inc. | $32,177,000 | -5.6% | 470,770 | +1.6% | 0.59% | -10.8% |
| GDDY | Buy | GoDaddy, Inc. Class A | $32,111,000 | +22.6% | 522,814 | +0.3% | 0.59% | +15.6% |
| WK | New | Workiva, Inc. Class A | $30,963,000 | – | 1,306,459 | +100.0% | 0.56% | – |
| HSKA | Buy | Heska Corporation | $30,664,000 | +92.3% | 387,810 | +95.1% | 0.56% | +81.8% |
| WBA | Buy | Walgreens Boots Alliance, Inc. | $30,498,000 | +3.0% | 465,831 | +14.2% | 0.56% | -2.8% |
| ADI | Buy | Analog Devices, Inc. | $30,064,000 | +7.4% | 329,897 | +4.9% | 0.55% | +1.5% |
| MIDD | Sell | Middleby Corporation | $29,466,000 | -8.9% | 238,034 | -0.7% | 0.54% | -14.1% |
| HSIC | Buy | Henry Schein, Inc. | $29,006,000 | +7.4% | 431,580 | +11.7% | 0.53% | +1.5% |
| FRPT | Buy | Freshpet, Inc. | $28,891,000 | -11.8% | 1,756,279 | +1.6% | 0.53% | -16.7% |
| WSO | Sell | Watsco, Inc. | $28,589,000 | +5.9% | 157,976 | -0.5% | 0.52% | 0.0% |
| FNGN | Sell | Financial Engines, Inc. | $27,604,000 | -25.2% | 788,684 | -35.2% | 0.50% | -29.3% |
| USPH | Buy | U.S. Physical Therapy, Inc. | $27,599,000 | +14.1% | 339,471 | +1.3% | 0.50% | +7.7% |
| CCMP | Buy | Cabot Microelectronics Corpora | $26,373,000 | +15.5% | 246,221 | +1.4% | 0.48% | +9.0% |
| VRNT | Sell | Verint Systems, Inc. | $25,062,000 | -48.0% | 588,316 | -48.9% | 0.46% | -50.8% |
| CSCO | Sell | Cisco Systems, Inc. | $24,683,000 | +9.3% | 575,491 | -2.4% | 0.45% | +3.2% |
| PX | Buy | Praxair, Inc. | $24,650,000 | -5.2% | 170,827 | +1.6% | 0.45% | -10.5% |
| MMM | Sell | 3M Company | $24,590,000 | -8.8% | 112,015 | -2.3% | 0.45% | -14.0% |
| V | Sell | Visa, Inc. | $23,910,000 | +4.7% | 199,881 | -0.2% | 0.44% | -1.1% |
| WBC | Sell | WABCO Holdings, Inc. | $23,803,000 | -6.7% | 177,808 | -0.0% | 0.44% | -11.9% |
| CASS | Buy | Cass Information Systems, Inc. | $22,884,000 | +3.7% | 384,533 | +1.4% | 0.42% | -2.1% |
| RHHBY | Sell | Roche Holding Ltd. ADR | $22,430,000 | -10.1% | 784,263 | -0.6% | 0.41% | -14.9% |
| GOOGL | Sell | Alphabet, Inc. Class A | $21,680,000 | -2.7% | 20,904 | -1.1% | 0.40% | -8.1% |
| INOV | Sell | Inovalon Holdings, Inc. Class | $20,274,000 | -52.1% | 1,912,655 | -32.2% | 0.37% | -54.8% |
| CAKE | Sell | Cheesecake Factory, Inc. | $19,748,000 | -3.3% | 409,531 | -3.4% | 0.36% | -8.6% |
| CGNX | Sell | Cognex Corporation | $19,521,000 | -15.3% | 375,470 | -0.4% | 0.36% | -20.2% |
| MDT | Sell | Medtronic plc | $18,975,000 | -3.5% | 236,539 | -2.9% | 0.35% | -8.7% |
| GOOG | Sell | Alphabet, Inc. Class C | $18,579,000 | -3.1% | 18,007 | -1.7% | 0.34% | -8.6% |
| CERN | Sell | Cerner Corporation | $17,116,000 | -15.0% | 295,112 | -1.3% | 0.31% | -19.7% |
| RBGLY | Sell | Reckitt Benckiser Group ADR | $16,277,000 | -9.9% | 961,464 | -0.4% | 0.30% | -14.9% |
| DGII | Buy | Digi International, Inc. | $13,694,000 | +12.1% | 1,329,560 | +4.0% | 0.25% | +5.9% |
| DPLO | Sell | Diplomat Pharmacy, Inc. | $12,169,000 | -51.4% | 603,899 | -51.6% | 0.22% | -54.2% |
| INWK | Buy | InnerWorkings, Inc. | $10,981,000 | -7.6% | 1,213,322 | +2.4% | 0.20% | -12.6% |
| Sell | Riverbridge Growth Fund - Inst | $8,796,000 | -0.5% | 465,390 | -4.8% | 0.16% | -5.8% | |
| AAPL | Sell | Apple Inc. | $7,190,000 | -1.3% | 42,854 | -0.5% | 0.13% | -7.1% |
| Buy | Vanguard Index Tr 500 Index Ad | $6,602,000 | -1.0% | 27,078 | +0.2% | 0.12% | -6.2% | |
| PEP | Buy | PepsiCo, Inc. | $3,990,000 | -8.9% | 36,551 | +0.1% | 0.07% | -14.1% |
| INTC | Sell | Intel Corporation | $3,628,000 | +7.7% | 69,653 | -4.6% | 0.07% | +1.5% |
| JNJ | Sell | Johnson & Johnson | $3,626,000 | -12.4% | 28,299 | -4.4% | 0.07% | -17.5% |
| Sell | Vanguard Index Trust 500 Index | $3,443,000 | -5.6% | 14,123 | -4.4% | 0.06% | -11.3% | |
| CL | Sell | Colgate-Palmolive Company | $2,563,000 | -9.7% | 35,763 | -5.0% | 0.05% | -14.5% |
| WMT | Sell | Walmart, Inc. | $2,463,000 | -14.4% | 27,683 | -5.0% | 0.04% | -19.6% |
| SLB | Buy | Schlumberger NV | $2,418,000 | +7.5% | 37,325 | +11.8% | 0.04% | 0.0% |
| PAYX | Sell | Paychex, Inc. | $2,329,000 | -14.2% | 37,814 | -5.2% | 0.04% | -18.9% |
| USB | U.S. Bancorp | $2,180,000 | -5.8% | 43,170 | 0.0% | 0.04% | -11.1% | |
| PG | Sell | Procter & Gamble Company | $2,015,000 | -18.0% | 25,412 | -5.0% | 0.04% | -22.9% |
| CAH | Buy | Cardinal Health, Inc. | $1,900,000 | +11.8% | 30,315 | +9.3% | 0.04% | +6.1% |
| CREE | Sell | Cree, Inc. | $1,852,000 | +4.8% | 45,949 | -3.5% | 0.03% | 0.0% |
| EFX | New | Equifax, Inc. | $1,826,000 | – | 15,496 | +100.0% | 0.03% | – |
| Sell | Fidelity Concord Str T Sp 500 | $1,635,000 | -12.0% | 17,628 | -11.3% | 0.03% | -16.7% | |
| TGT | Buy | Target Corporation | $1,171,000 | +6.5% | 16,863 | +0.0% | 0.02% | 0.0% |
| JPM | JPMorgan Chase & Co. | $1,163,000 | +2.8% | 10,575 | 0.0% | 0.02% | -4.5% | |
| PDCO | Buy | Patterson Companies, Inc. | $707,000 | -35.6% | 31,788 | +4.7% | 0.01% | -38.1% |
| SPY | Sell | Spdr S&P 500 Etf | $622,000 | -60.8% | 2,363 | -60.2% | 0.01% | -64.5% |
| IVV | Sell | Ishares Core S&P 500 Etf | $606,000 | -96.6% | 2,285 | -96.5% | 0.01% | -96.8% |
| IWB | Buy | Ishares Tr Russell 1000 | $572,000 | +2.1% | 3,896 | +3.5% | 0.01% | -9.1% |
| IWM | Sell | Ishares Tr Russell 2000 | $569,000 | -91.9% | 3,749 | -91.8% | 0.01% | -92.6% |
| Buy | RB All Cap Growth Fund Investo | $496,000 | +49.8% | 26,606 | +43.6% | 0.01% | +50.0% | |
| Sell | Growth Fd Amer Inc Com | $421,000 | -23.2% | 8,255 | -25.3% | 0.01% | -27.3% | |
| Buy | Dodge & Cox Stk Fd Com | $404,000 | -2.9% | 2,050 | +0.2% | 0.01% | -12.5% | |
| BMY | Bristol-Myers Squibb Company | $368,000 | +3.1% | 5,825 | 0.0% | 0.01% | 0.0% | |
| PCAR | Paccar Inc. | $380,000 | -6.9% | 5,743 | 0.0% | 0.01% | -12.5% | |
| WFC | Sell | Wells Fargo & Company | $353,000 | -15.3% | 6,731 | -2.2% | 0.01% | -25.0% |
| ITW | Sell | Illinois Tool Works Inc. | $317,000 | -67.7% | 2,021 | -65.7% | 0.01% | -68.4% |
| SYK | Stryker Corp Com | $306,000 | +4.1% | 1,900 | 0.0% | 0.01% | 0.0% | |
| BRKB | Berkshire Hathaway Inc. Class | $328,000 | +0.6% | 1,645 | 0.0% | 0.01% | 0.0% | |
| KO | Sell | Coca-Cola Company | $248,000 | -6.8% | 5,704 | -1.5% | 0.01% | 0.0% |
| Third Ave Tr Real Estate Fd | $248,000 | -2.0% | 7,376 | 0.0% | 0.01% | 0.0% | ||
| JPMORGAN TR II LARGE CAP GR A | $260,000 | +5.3% | 6,572 | 0.0% | 0.01% | 0.0% | ||
| BA | Boeing Co Com | $278,000 | +11.2% | 849 | 0.0% | 0.01% | 0.0% | |
| IUSG | Sell | iShares Core S&P U.S. Growth E | $282,000 | -80.4% | 5,156 | -80.7% | 0.01% | -82.1% |
| ILMN | Illumina, Inc. | $219,000 | +8.4% | 925 | 0.0% | 0.00% | 0.0% | |
| IWO | Sell | Ishares Tr Russell 2000 Growth | $226,000 | -85.2% | 1,188 | -85.5% | 0.00% | -86.7% |
| ORCL | Oracle Corporation | $229,000 | -3.0% | 5,000 | 0.0% | 0.00% | -20.0% | |
| T | Buy | AT&T Inc. | $203,000 | -8.6% | 5,708 | +0.1% | 0.00% | 0.0% |
| AGCO | Agco Corp Com | $224,000 | -9.3% | 3,457 | 0.0% | 0.00% | -20.0% | |
| VZ | Exit | Verizon Communications Com | $0 | – | -3,801 | -100.0% | -0.00% | – |
| BURBY | Exit | Burberry Group ADR | $0 | – | -10,762 | -100.0% | -0.01% | – |
| GIS | Exit | General Mls Inc Com | $0 | – | -4,424 | -100.0% | -0.01% | – |
| IWF | Exit | Ishares Tr Russell 1000 Growth | $0 | – | -2,808 | -100.0% | -0.01% | – |
| SUSA | Exit | iShares MSCI USA ESG Select ET | $0 | – | -3,323 | -100.0% | -0.01% | – |
| Exit | Alger Fds Ii Alger Spctra I | $0 | – | -18,853 | -100.0% | -0.01% | – | |
| RPG | Exit | Rydex ETF Trust Gug S&p500 Pu | $0 | – | -5,086 | -100.0% | -0.01% | – |
| VXF | Exit | VANGUARD INDEX FDS EXTEND MKT | $0 | – | -28,165 | -100.0% | -0.06% | – |
| SSYS | Exit | Stratasys Ltd. | $0 | – | -827,389 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-03
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.