$4.8 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 131 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 9.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PRLB | Sell | Proto Labs, Inc. | $175,595,000 | -35.4% | 1,556,828 | -7.3% | 3.66% | -19.4% |
| RBA | Sell | Ritchie Bros. Auctioneers, Inc | $148,200,000 | -12.9% | 4,529,336 | -3.8% | 3.09% | +8.6% |
| NATI | Sell | National Instruments Corporati | $137,878,000 | -9.4% | 3,038,294 | -3.6% | 2.88% | +12.9% |
| HCSG | Sell | Healthcare Services Group, Inc | $134,927,000 | -5.2% | 3,358,065 | -4.1% | 2.81% | +18.3% |
| CHE | Sell | Chemed Corporation | $133,059,000 | -14.9% | 469,710 | -4.0% | 2.78% | +6.1% |
| ULTI | Sell | Ultimate Software Group, Inc. | $130,520,000 | -27.9% | 533,019 | -5.1% | 2.72% | -10.0% |
| HEI | Sell | HEICO Corporation | $129,295,000 | -20.0% | 1,668,755 | -4.4% | 2.70% | -0.3% |
| LOPE | Sell | Grand Canyon Education, Inc. | $128,649,000 | -17.7% | 1,338,143 | -3.5% | 2.68% | +2.6% |
| FIVE | Sell | Five Below, Inc. | $116,842,000 | -24.6% | 1,141,930 | -4.1% | 2.44% | -5.9% |
| CSGP | Sell | CoStar Group, Inc. | $96,843,000 | -22.2% | 287,078 | -2.9% | 2.02% | -2.9% |
| TWOU | Buy | 2U, Inc. | $94,129,000 | +27.3% | 1,893,175 | +92.5% | 1.96% | +58.8% |
| VRSK | Sell | Verisk Analytics, Inc. | $91,416,000 | -12.9% | 838,368 | -3.7% | 1.91% | +8.5% |
| GLOB | Sell | Globant S.A. | $89,553,000 | -9.6% | 1,590,081 | -5.4% | 1.87% | +12.7% |
| FAST | Sell | Fastenal Company | $86,580,000 | -13.4% | 1,655,762 | -3.9% | 1.80% | +8.0% |
| VEEV | Sell | Veeva Systems, Inc. Class A | $84,221,000 | -21.2% | 942,912 | -4.0% | 1.76% | -1.8% |
| GNTX | Sell | Gentex Corporation | $81,982,000 | -19.8% | 4,056,509 | -14.8% | 1.71% | +0.1% |
| MSFT | Sell | Microsoft Corporation | $80,025,000 | -12.6% | 787,882 | -1.6% | 1.67% | +9.0% |
| ROL | Buy | Rollins, Inc. | $77,127,000 | -14.5% | 2,136,470 | +43.8% | 1.61% | +6.6% |
| EVH | Buy | Evolent Health, Inc. Class A | $75,839,000 | -22.2% | 3,801,449 | +10.8% | 1.58% | -2.9% |
| ALRM | Sell | Alarm.com Holdings, Inc. | $73,452,000 | -15.7% | 1,416,075 | -6.7% | 1.53% | +5.2% |
| ANSS | Sell | Ansys, Inc. | $70,738,000 | -27.3% | 494,876 | -5.1% | 1.48% | -9.3% |
| PRO | Sell | Pros Holdings, Inc. | $69,658,000 | -16.7% | 2,218,402 | -7.1% | 1.45% | +3.9% |
| INFO | Sell | IHS Markit Ltd. | $69,043,000 | -14.1% | 1,439,294 | -3.4% | 1.44% | +7.1% |
| TECH | Sell | Bio-Techne Corporation | $68,830,000 | -32.0% | 475,606 | -4.1% | 1.44% | -15.2% |
| BL | Buy | BlackLine, Inc. | $66,005,000 | +41.3% | 1,611,836 | +94.9% | 1.38% | +76.2% |
| TDOC | Buy | Teladoc Health, Inc. | $60,923,000 | -15.9% | 1,229,038 | +46.5% | 1.27% | +4.9% |
| WST | Sell | West Pharmaceutical Services, | $60,726,000 | -24.1% | 619,463 | -4.4% | 1.27% | -5.4% |
| TYL | Sell | Tyler Technologies, Inc. | $59,374,000 | -30.2% | 319,525 | -7.9% | 1.24% | -12.9% |
| FISV | Sell | Fiserv, Inc. | $51,864,000 | -12.6% | 705,729 | -2.0% | 1.08% | +9.0% |
| NEOG | Sell | Neogen Corporation | $51,663,000 | -23.6% | 906,372 | -4.1% | 1.08% | -4.7% |
| ECL | Sell | Ecolab, Inc. | $51,511,000 | -7.4% | 349,586 | -1.4% | 1.07% | +15.5% |
| PAYC | Sell | Paycom Software, Inc. | $51,333,000 | -24.7% | 419,218 | -4.4% | 1.07% | -6.1% |
| PCTY | Sell | Paylocity Holding Corp. | $50,851,000 | -30.0% | 844,560 | -6.7% | 1.06% | -12.8% |
| BECN | Sell | Beacon Roofing Supply, Inc. | $50,305,000 | -18.5% | 1,585,900 | -7.0% | 1.05% | +1.6% |
| IFF | Sell | International Flavors & Fragra | $50,160,000 | -7.6% | 373,574 | -4.3% | 1.05% | +15.2% |
| SBUX | Sell | Starbucks Corporation | $49,242,000 | +11.9% | 764,621 | -1.2% | 1.03% | +39.5% |
| DORM | Sell | Dorman Products, Inc. | $48,689,000 | +12.9% | 540,868 | -3.5% | 1.02% | +40.8% |
| CRM | Buy | Salesforce.com, Inc. | $47,333,000 | -9.7% | 345,570 | +4.8% | 0.99% | +12.7% |
| USPH | Sell | U.S. Physical Therapy, Inc. | $46,675,000 | -16.9% | 456,038 | -3.7% | 0.97% | +3.6% |
| SPSC | Sell | SPS Commerce, Inc. | $46,643,000 | -22.6% | 566,192 | -6.8% | 0.97% | -3.5% |
| AMZN | Sell | Amazon.com, Inc. | $46,387,000 | -27.8% | 30,884 | -3.7% | 0.97% | -10.0% |
| AMN | Sell | AMN Healthcare Services, Inc. | $45,392,000 | -3.3% | 801,131 | -6.7% | 0.95% | +20.6% |
| UNH | Sell | UnitedHealth Group, Inc. | $43,198,000 | -8.1% | 173,402 | -1.9% | 0.90% | +14.6% |
| PEGA | Sell | Pegasystems, Inc. | $42,721,000 | -29.1% | 893,176 | -7.2% | 0.89% | -11.6% |
| EXLS | Sell | ExlService Holdings, Inc. | $42,631,000 | -24.4% | 810,175 | -4.9% | 0.89% | -5.7% |
| WK | Sell | Workiva, Inc. Class A | $41,120,000 | -15.3% | 1,145,718 | -6.8% | 0.86% | +5.5% |
| MINI | Sell | Mobile Mini, Inc. | $40,495,000 | -30.6% | 1,275,431 | -4.2% | 0.84% | -13.5% |
| MMS | Sell | MAXIMUS, Inc. | $40,392,000 | -36.2% | 620,551 | -36.2% | 0.84% | -20.5% |
| ADI | Buy | Analog Devices, Inc. | $40,014,000 | +39.8% | 466,195 | +50.6% | 0.83% | +74.1% |
| EXPO | Sell | Exponent, Inc. | $39,970,000 | -8.9% | 788,203 | -3.7% | 0.83% | +13.5% |
| SNA | Sell | Snap-on, Inc. | $39,862,000 | -29.5% | 274,360 | -10.9% | 0.83% | -12.1% |
| PRAA | Sell | PRA Group, Inc. | $38,555,000 | -57.9% | 1,582,076 | -37.8% | 0.80% | -47.5% |
| GWRE | New | Guidewire Software, Inc. | $37,523,000 | – | 467,694 | +100.0% | 0.78% | – |
| ELLI | Sell | Ellie Mae, Inc. | $33,826,000 | -41.1% | 538,371 | -11.1% | 0.70% | -26.6% |
| FRPT | Sell | Freshpet, Inc. | $32,618,000 | -15.5% | 1,014,252 | -3.6% | 0.68% | +5.4% |
| IVV | Buy | Ishares Core S&P 500 Etf | $32,334,000 | +5768.2% | 128,510 | +6732.0% | 0.67% | +7388.9% |
| LKQ | Sell | LKQ Corporation | $31,307,000 | -30.8% | 1,319,310 | -7.6% | 0.65% | -13.6% |
| HSIC | Sell | Henry Schein, Inc. | $30,632,000 | -11.6% | 390,114 | -4.3% | 0.64% | +10.4% |
| GDDY | Sell | GoDaddy, Inc. Class A | $30,587,000 | -25.6% | 466,118 | -5.4% | 0.64% | -7.1% |
| HSKA | Sell | Heska Corporation | $30,546,000 | -26.7% | 354,772 | -3.5% | 0.64% | -8.5% |
| CHGG | Sell | Chegg, Inc. | $30,531,000 | -5.4% | 1,074,262 | -5.3% | 0.64% | +18.2% |
| WBA | Sell | Walgreens Boots Alliance, Inc. | $30,115,000 | -9.1% | 440,728 | -3.1% | 0.63% | +13.4% |
| CVGW | Sell | Calavo Growers, Inc. | $29,869,000 | -27.7% | 409,385 | -4.3% | 0.62% | -9.8% |
| KNX | Sell | Knight-Swift Transportation Ho | $27,340,000 | -34.4% | 1,090,564 | -9.8% | 0.57% | -18.2% |
| AYI | Sell | Acuity Brands, Inc. | $27,190,000 | -42.2% | 236,539 | -21.0% | 0.57% | -28.0% |
| POWI | Sell | Power Integrations, Inc. | $26,195,000 | -7.4% | 429,571 | -4.1% | 0.55% | +15.4% |
| LII | Sell | Lennox International, Inc. | $26,189,000 | -5.2% | 119,660 | -5.4% | 0.55% | +18.2% |
| WAGE | Sell | WageWorks, Inc. | $25,301,000 | -45.2% | 931,556 | -13.8% | 0.53% | -31.6% |
| HSTM | Sell | Healthstream, Inc. | $25,025,000 | -25.6% | 1,036,215 | -4.5% | 0.52% | -7.1% |
| V | Sell | Visa, Inc. | $24,493,000 | -13.2% | 185,640 | -1.3% | 0.51% | +8.3% |
| LIN | New | Linde Plc | $23,905,000 | – | 153,196 | +100.0% | 0.50% | – |
| AOS | Sell | A. O. Smith Corporation | $23,268,000 | -35.5% | 544,925 | -19.3% | 0.48% | -19.6% |
| FND | Sell | Floor & Decor Holdings, Inc. | $22,415,000 | -22.0% | 865,439 | -9.2% | 0.47% | -2.9% |
| CASS | Buy | Cass Information Systems, Inc. | $22,066,000 | -6.7% | 416,966 | +14.8% | 0.46% | +16.5% |
| VRNT | Sell | Verint Systems, Inc. | $21,594,000 | -21.6% | 510,380 | -7.2% | 0.45% | -2.2% |
| MIDD | Sell | Middleby Corporation | $21,473,000 | -25.4% | 209,026 | -6.0% | 0.45% | -6.9% |
| CCMP | Sell | Cabot Microelectronics Corpora | $21,300,000 | -11.4% | 223,390 | -4.2% | 0.44% | +10.4% |
| CGNX | Sell | Cognex Corporation | $20,571,000 | -35.4% | 531,953 | -6.8% | 0.43% | -19.4% |
| GOOGL | Sell | Alphabet, Inc. Class A | $20,383,000 | -14.3% | 19,506 | -1.0% | 0.42% | +6.8% |
| RHHBY | Sell | Roche Holding Ltd. ADR | $19,080,000 | -1.1% | 618,215 | -2.5% | 0.40% | +23.6% |
| MMM | Sell | 3M Company | $18,998,000 | -12.8% | 99,708 | -3.6% | 0.40% | +8.8% |
| WSO | Sell | Watsco, Inc. | $18,919,000 | -28.0% | 135,970 | -7.8% | 0.40% | -10.0% |
| GOOG | Sell | Alphabet, Inc. Class C | $16,939,000 | -14.7% | 16,357 | -1.7% | 0.35% | +6.3% |
| WBC | Sell | WABCO Holdings, Inc. | $16,559,000 | -15.1% | 154,264 | -6.7% | 0.34% | +5.8% |
| CAKE | Sell | Cheesecake Factory, Inc. | $15,915,000 | -22.9% | 365,774 | -5.1% | 0.33% | -3.8% |
| MDT | Sell | Medtronic plc | $15,795,000 | -32.1% | 173,648 | -26.6% | 0.33% | -15.4% |
| KIDS | New | OrthoPediatrics Corp. | $14,703,000 | – | 421,540 | +100.0% | 0.31% | – |
| IWM | Buy | Ishares Tr Russell 2000 | $13,535,000 | +1798.3% | 101,083 | +2288.0% | 0.28% | +2250.0% |
| INOV | Sell | Inovalon Holdings, Inc. Class | $12,913,000 | +31.6% | 910,618 | -6.8% | 0.27% | +64.0% |
| NFLX | Sell | Netflix Inc. | $12,327,000 | -47.7% | 46,056 | -26.9% | 0.26% | -34.8% |
| RBGLY | Sell | Reckitt Benckiser Group ADR | $11,931,000 | -26.1% | 779,006 | -11.8% | 0.25% | -7.8% |
| TRUP | Sell | Trupanion, Inc. | $11,683,000 | -34.4% | 458,886 | -7.9% | 0.24% | -18.1% |
| DGII | Sell | Digi International, Inc. | $11,273,000 | -27.6% | 1,117,285 | -3.5% | 0.24% | -9.6% |
| Buy | Riverbridge Growth Fund - Inst | $9,446,000 | -11.1% | 541,293 | +12.4% | 0.20% | +10.7% | |
| NVDA | Sell | NVIDIA Corporation | $8,351,000 | -65.4% | 62,554 | -27.1% | 0.17% | -56.8% |
| VXF | Buy | VANGUARD INDEX FDS EXTEND MKT | $3,839,000 | +518.2% | 38,462 | +659.1% | 0.08% | +700.0% |
| Sell | Vanguard Index Tr 500 Index Ad | $3,566,000 | -51.4% | 15,407 | -43.5% | 0.07% | -39.8% | |
| CSCO | Sell | Cisco Systems, Inc. | $3,518,000 | -30.5% | 81,180 | -22.0% | 0.07% | -14.1% |
| PEP | Sell | PepsiCo, Inc. | $3,464,000 | -6.2% | 31,354 | -5.1% | 0.07% | +16.1% |
| Vanguard Index Trust 500 Index | $3,184,000 | -14.0% | 13,758 | 0.0% | 0.07% | +6.5% | ||
| JNJ | Sell | Johnson & Johnson | $3,188,000 | -10.5% | 24,700 | -4.2% | 0.07% | +10.0% |
| INTC | Sell | Intel Corporation | $2,814,000 | -6.4% | 59,956 | -5.7% | 0.06% | +18.0% |
| AAPL | Apple Inc. | $2,762,000 | -30.1% | 17,512 | 0.0% | 0.06% | -12.1% | |
| IWO | Buy | Ishares Tr Russell 2000 Growth | $2,749,000 | +322.3% | 16,363 | +440.7% | 0.06% | +418.2% |
| WMT | Sell | Walmart, Inc. | $2,188,000 | -6.9% | 23,494 | -6.2% | 0.05% | +17.9% |
| IUSG | New | iShares Core S&P U.S. Growth E | $2,163,000 | – | 41,044 | +100.0% | 0.04% | – |
| PAYX | Sell | Paychex, Inc. | $2,080,000 | -17.2% | 31,926 | -6.4% | 0.04% | +2.4% |
| PG | Sell | Procter & Gamble Company | $2,021,000 | +4.5% | 21,984 | -5.4% | 0.04% | +31.2% |
| New | Fidelity 500 Index Fund Inst | $1,532,000 | – | 17,586 | +100.0% | 0.03% | – | |
| CL | Sell | Colgate-Palmolive Company | $1,556,000 | -28.5% | 26,147 | -19.5% | 0.03% | -11.1% |
| ATHN | Sell | athenahealth, Inc. | $1,362,000 | -98.8% | 10,321 | -98.8% | 0.03% | -98.6% |
| Buy | RB All Cap Growth Fund Investo | $704,000 | -11.1% | 40,984 | +12.6% | 0.02% | +15.4% | |
| CAH | Sell | Cardinal Health, Inc. | $740,000 | -49.1% | 16,581 | -38.5% | 0.02% | -37.5% |
| EFX | Sell | Equifax, Inc. | $723,000 | -61.7% | 7,764 | -46.3% | 0.02% | -53.1% |
| JPM | Sell | JPMorgan Chase & Co. | $727,000 | -39.1% | 7,445 | -29.6% | 0.02% | -25.0% |
| SLB | Sell | Schlumberger NV | $621,000 | -69.8% | 17,211 | -49.0% | 0.01% | -61.8% |
| IWB | Sell | Ishares Tr Russell 1000 | $508,000 | -17.9% | 3,662 | -4.3% | 0.01% | +10.0% |
| SUSA | New | iShares MSCI USA ESG Select ET | $410,000 | – | 3,976 | +100.0% | 0.01% | – |
| Buy | Growth Fd Amer Inc Com | $395,000 | -15.6% | 9,226 | +11.8% | 0.01% | 0.0% | |
| USB | Sell | U.S. Bancorp | $395,000 | -23.9% | 8,637 | -12.1% | 0.01% | -11.1% |
| Sell | Dodge & Cox Stk Fd Com | $313,000 | -24.8% | 1,809 | -6.8% | 0.01% | 0.0% | |
| MD | Sell | Mednax, Inc. | $332,000 | -99.1% | 10,067 | -98.7% | 0.01% | -98.9% |
| BRKB | Berkshire Hathaway Inc. Class | $336,000 | -4.5% | 1,645 | 0.0% | 0.01% | +16.7% | |
| SYK | Stryker Corp Com | $298,000 | -11.8% | 1,900 | 0.0% | 0.01% | 0.0% | |
| BMY | Bristol-Myers Squibb Company | $303,000 | -16.3% | 5,825 | 0.0% | 0.01% | 0.0% | |
| KO | Coca-Cola Company | $270,000 | +2.7% | 5,704 | 0.0% | 0.01% | +50.0% | |
| ILMN | Illumina, Inc. | $277,000 | -18.5% | 925 | 0.0% | 0.01% | 0.0% | |
| WFC | Sell | Wells Fargo & Company | $261,000 | -26.3% | 5,671 | -15.7% | 0.01% | -16.7% |
| ORCL | Oracle Corporation | $226,000 | -12.4% | 5,000 | 0.0% | 0.01% | +25.0% | |
| Buy | JPMORGAN TR II LARGE CAP GR A | $247,000 | -18.8% | 7,571 | +15.2% | 0.01% | 0.0% | |
| Buy | RB Eco Leaders Fund Institutio | $162,000 | -14.7% | 13,667 | +14.8% | 0.00% | 0.0% | |
| AGCO | Exit | Agco Corp Com | $0 | – | -3,457 | -100.0% | -0.00% | – |
| Exit | Third Ave Tr Real Estate Fd | $0 | – | -7,376 | -100.0% | -0.00% | – | |
| TGT | Exit | Target Corporation | $0 | – | -2,586 | -100.0% | -0.00% | – |
| CERN | Exit | Cerner Corporation | $0 | – | -14,116 | -100.0% | -0.02% | – |
| Exit | Fidelity Concord Str T Sp 500 | $0 | – | -17,494 | -100.0% | -0.03% | – | |
| PX | Exit | Praxair, Inc. | $0 | – | -159,585 | -100.0% | -0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-14
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.