$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 35.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TWOU | Buy | 2U, Inc. | $94,129,000 | +27.3% | 1,893,175 | +92.5% | 1.96% | +58.8% |
| 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% |
| 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% |
| CRM | Buy | Salesforce.com, Inc. | $47,333,000 | -9.7% | 345,570 | +4.8% | 0.99% | +12.7% |
| ADI | Buy | Analog Devices, Inc. | $40,014,000 | +39.8% | 466,195 | +50.6% | 0.83% | +74.1% |
| GWRE | New | Guidewire Software, Inc. | $37,523,000 | – | 467,694 | +100.0% | 0.78% | – |
| IVV | Buy | Ishares Core S&P 500 Etf | $32,334,000 | +5768.2% | 128,510 | +6732.0% | 0.67% | +7388.9% |
| LIN | New | Linde Plc | $23,905,000 | – | 153,196 | +100.0% | 0.50% | – |
| CASS | Buy | Cass Information Systems, Inc. | $22,066,000 | -6.7% | 416,966 | +14.8% | 0.46% | +16.5% |
| 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% |
| Buy | Riverbridge Growth Fund - Inst | $9,446,000 | -11.1% | 541,293 | +12.4% | 0.20% | +10.7% | |
| VXF | Buy | VANGUARD INDEX FDS EXTEND MKT | $3,839,000 | +518.2% | 38,462 | +659.1% | 0.08% | +700.0% |
| IWO | Buy | Ishares Tr Russell 2000 Growth | $2,749,000 | +322.3% | 16,363 | +440.7% | 0.06% | +418.2% |
| IUSG | New | iShares Core S&P U.S. Growth E | $2,163,000 | – | 41,044 | +100.0% | 0.04% | – |
| New | Fidelity 500 Index Fund Inst | $1,532,000 | – | 17,586 | +100.0% | 0.03% | – | |
| Buy | RB All Cap Growth Fund Investo | $704,000 | -11.1% | 40,984 | +12.6% | 0.02% | +15.4% | |
| 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% | |
| 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% |
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.