$5.15 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 132 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 11.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ULTI | Sell | Ultimate Software Group, Inc. | $161,806,000 | +24.0% | 490,129 | -8.0% | 3.14% | +15.4% |
| PRLB | Sell | Proto Labs, Inc. | $152,308,000 | -13.3% | 1,448,620 | -7.0% | 2.96% | -19.2% |
| HEI | Sell | HEICO Corporation | $147,640,000 | +14.2% | 1,556,239 | -6.7% | 2.87% | +6.3% |
| RBA | Sell | Ritchie Bros. Auctioneers, Inc | $143,944,000 | -2.9% | 4,233,635 | -6.5% | 2.80% | -9.5% |
| LOPE | Sell | Grand Canyon Education, Inc. | $142,964,000 | +11.1% | 1,248,487 | -6.7% | 2.78% | +3.5% |
| CHE | Sell | Chemed Corporation | $138,763,000 | +4.3% | 433,539 | -7.7% | 2.70% | -2.9% |
| CSGP | Sell | CoStar Group, Inc. | $129,987,000 | +34.2% | 278,692 | -2.9% | 2.52% | +25.0% |
| FIVE | Sell | Five Below, Inc. | $129,954,000 | +11.2% | 1,045,911 | -8.4% | 2.52% | +3.6% |
| TWOU | Sell | 2U, Inc. | $123,649,000 | +31.4% | 1,745,229 | -7.8% | 2.40% | +22.3% |
| NATI | Sell | National Instruments Corporati | $122,966,000 | -10.8% | 2,771,999 | -8.8% | 2.39% | -16.9% |
| VEEV | Sell | Veeva Systems, Inc. Class A | $113,592,000 | +34.9% | 895,415 | -5.0% | 2.21% | +25.6% |
| VRSK | Sell | Verisk Analytics, Inc. | $109,460,000 | +19.7% | 823,011 | -1.8% | 2.13% | +11.5% |
| GLOB | Sell | Globant S.A. | $103,901,000 | +16.0% | 1,455,202 | -8.5% | 2.02% | +8.1% |
| HCSG | Sell | Healthcare Services Group, Inc | $103,538,000 | -23.3% | 3,138,458 | -6.5% | 2.01% | -28.5% |
| FAST | Sell | Fastenal Company | $102,821,000 | +18.8% | 1,598,841 | -3.4% | 2.00% | +10.6% |
| MSFT | Buy | Microsoft Corporation | $94,295,000 | +17.8% | 799,519 | +1.5% | 1.83% | +9.7% |
| ANSS | Sell | Ansys, Inc. | $87,702,000 | +24.0% | 480,006 | -3.0% | 1.70% | +15.5% |
| ROL | Sell | Rollins, Inc. | $85,564,000 | +10.9% | 2,055,836 | -3.8% | 1.66% | +3.4% |
| TDOC | Buy | Teladoc Health, Inc. | $84,710,000 | +39.0% | 1,523,561 | +24.0% | 1.64% | +29.5% |
| TECH | Sell | Bio-Techne Corporation | $84,254,000 | +22.4% | 424,346 | -10.8% | 1.64% | +14.0% |
| PRO | Sell | Pros Holdings, Inc. | $82,361,000 | +18.2% | 1,949,832 | -12.1% | 1.60% | +10.1% |
| ALRM | Sell | Alarm.com Holdings, Inc. | $80,277,000 | +9.3% | 1,236,939 | -12.7% | 1.56% | +1.8% |
| GNTX | Sell | Gentex Corporation | $77,165,000 | -5.9% | 3,731,360 | -8.0% | 1.50% | -12.3% |
| PAYC | Sell | Paycom Software, Inc. | $76,254,000 | +48.5% | 403,182 | -3.8% | 1.48% | +38.4% |
| INFO | Sell | IHS Markit Ltd. | $75,649,000 | +9.6% | 1,391,123 | -3.3% | 1.47% | +2.0% |
| PS | New | Pluralsight, Inc. Class A | $72,669,000 | – | 2,289,504 | +100.0% | 1.41% | – |
| WST | Sell | West Pharmaceutical Services, | $66,940,000 | +10.2% | 607,437 | -1.9% | 1.30% | +2.7% |
| BL | Sell | BlackLine, Inc. | $66,027,000 | +0.0% | 1,425,447 | -11.6% | 1.28% | -6.8% |
| TYL | Buy | Tyler Technologies, Inc. | $65,687,000 | +10.6% | 321,364 | +0.6% | 1.28% | +3.1% |
| PCTY | Sell | Paylocity Holding Corp. | $65,349,000 | +28.5% | 732,699 | -13.2% | 1.27% | +19.7% |
| FISV | Buy | Fiserv, Inc. | $63,824,000 | +23.1% | 722,969 | +2.4% | 1.24% | +14.7% |
| ECL | Buy | Ecolab, Inc. | $62,603,000 | +21.5% | 354,609 | +1.4% | 1.22% | +13.2% |
| SBUX | Buy | Starbucks Corporation | $57,596,000 | +17.0% | 774,770 | +1.3% | 1.12% | +9.0% |
| AMZN | Buy | Amazon.com, Inc. | $56,268,000 | +21.3% | 31,598 | +2.3% | 1.09% | +13.0% |
| CRM | Buy | Salesforce.com, Inc. | $56,098,000 | +18.5% | 354,224 | +2.5% | 1.09% | +10.3% |
| ADI | Buy | Analog Devices, Inc. | $52,822,000 | +32.0% | 501,781 | +7.6% | 1.03% | +23.0% |
| SPSC | Sell | SPS Commerce, Inc. | $52,006,000 | +11.5% | 490,342 | -13.4% | 1.01% | +3.8% |
| PEGA | Sell | Pegasystems, Inc. | $50,577,000 | +18.4% | 778,101 | -12.9% | 0.98% | +10.2% |
| WK | Sell | Workiva, Inc. Class A | $50,377,000 | +22.5% | 993,621 | -13.3% | 0.98% | +14.1% |
| NEOG | Sell | Neogen Corporation | $48,413,000 | -6.3% | 843,581 | -6.9% | 0.94% | -12.7% |
| GWRE | Buy | Guidewire Software, Inc. | $47,145,000 | +25.6% | 485,229 | +3.7% | 0.92% | +17.1% |
| IFF | Sell | International Flavors & Fragra | $46,130,000 | -8.0% | 358,182 | -4.1% | 0.90% | -14.3% |
| EVH | Sell | Evolent Health, Inc. Class A | $45,020,000 | -40.6% | 3,578,667 | -5.9% | 0.87% | -44.7% |
| UNH | Buy | UnitedHealth Group, Inc. | $44,475,000 | +3.0% | 179,871 | +3.7% | 0.86% | -4.1% |
| EXLS | Sell | ExlService Holdings, Inc. | $43,466,000 | +2.0% | 724,195 | -10.6% | 0.84% | -5.1% |
| USPH | Sell | U.S. Physical Therapy, Inc. | $42,154,000 | -9.7% | 401,356 | -12.0% | 0.82% | -15.8% |
| PRAA | Sell | PRA Group, Inc. | $38,906,000 | +0.9% | 1,451,173 | -8.3% | 0.76% | -6.0% |
| EXPO | Sell | Exponent, Inc. | $38,448,000 | -3.8% | 666,119 | -15.5% | 0.75% | -10.3% |
| MINI | Sell | Mobile Mini, Inc. | $38,182,000 | -5.7% | 1,124,993 | -11.8% | 0.74% | -12.1% |
| FRPT | Sell | Freshpet, Inc. | $37,685,000 | +15.5% | 891,107 | -12.1% | 0.73% | +7.6% |
| MMS | Sell | MAXIMUS, Inc. | $37,704,000 | -6.7% | 531,198 | -14.4% | 0.73% | -13.1% |
| LKQ | Sell | LKQ Corporation | $37,120,000 | +18.6% | 1,307,952 | -0.9% | 0.72% | +10.4% |
| CHGG | Sell | Chegg, Inc. | $36,626,000 | +20.0% | 960,799 | -10.6% | 0.71% | +11.6% |
| WAGE | Sell | WageWorks, Inc. | $34,810,000 | +37.6% | 921,884 | -1.0% | 0.68% | +28.0% |
| AMN | Sell | AMN Healthcare Services, Inc. | $34,565,000 | -23.9% | 734,016 | -8.4% | 0.67% | -29.1% |
| AOS | Buy | A. O. Smith Corporation | $33,679,000 | +44.7% | 631,632 | +15.9% | 0.65% | +34.8% |
| AYI | Buy | Acuity Brands, Inc. | $33,449,000 | +23.0% | 278,716 | +17.8% | 0.65% | +14.6% |
| FND | Sell | Floor & Decor Holdings, Inc. C | $33,317,000 | +48.6% | 808,282 | -6.6% | 0.65% | +38.5% |
| GDDY | Sell | GoDaddy, Inc. Class A | $32,023,000 | +4.7% | 425,888 | -8.6% | 0.62% | -2.5% |
| CVGW | Sell | Calavo Growers, Inc. | $30,139,000 | +0.9% | 359,445 | -12.2% | 0.58% | -6.1% |
| V | Buy | Visa, Inc. | $29,794,000 | +21.6% | 190,758 | +2.8% | 0.58% | +13.3% |
| LII | Sell | Lennox International, Inc. | $29,538,000 | +12.8% | 111,716 | -6.6% | 0.57% | +5.1% |
| WBA | Buy | Walgreens Boots Alliance, Inc. | $28,419,000 | -5.6% | 449,165 | +1.9% | 0.55% | -12.1% |
| LIN | Buy | Linde Plc | $27,766,000 | +16.2% | 157,823 | +3.0% | 0.54% | +8.2% |
| BECN | Sell | Beacon Roofing Supply, Inc. | $27,135,000 | -46.1% | 843,765 | -46.8% | 0.53% | -49.8% |
| POWI | Sell | Power Integrations, Inc. | $26,967,000 | +2.9% | 385,580 | -10.2% | 0.52% | -4.0% |
| VRNT | Sell | Verint Systems, Inc. | $26,538,000 | +22.9% | 443,339 | -13.1% | 0.52% | +14.4% |
| HSKA | Sell | Heska Corporation | $26,471,000 | -13.3% | 310,989 | -12.3% | 0.51% | -19.3% |
| HSTM | Sell | Healthstream, Inc. | $25,625,000 | +2.4% | 913,230 | -11.9% | 0.50% | -4.6% |
| MIDD | Sell | Middleby Corporation | $25,633,000 | +19.4% | 197,129 | -5.7% | 0.50% | +11.2% |
| CGNX | Sell | Cognex Corporation | $24,850,000 | +20.8% | 488,589 | -8.2% | 0.48% | +12.6% |
| NFLX | Buy | Netflix Inc. | $24,081,000 | +95.4% | 67,538 | +46.6% | 0.47% | +82.1% |
| DORM | Sell | Dorman Products, Inc. | $24,065,000 | -50.6% | 273,185 | -49.5% | 0.47% | -54.0% |
| GOOGL | Buy | Alphabet, Inc. Class A | $23,697,000 | +16.3% | 20,135 | +3.2% | 0.46% | +8.2% |
| HSIC | Sell | Henry Schein, Inc. | $23,092,000 | -24.6% | 384,160 | -1.5% | 0.45% | -29.9% |
| SNA | Sell | Snap-on, Inc. | $22,037,000 | -44.7% | 140,793 | -48.7% | 0.43% | -48.5% |
| CCMP | Sell | Cabot Microelectronics Corpora | $21,925,000 | +2.9% | 195,833 | -12.3% | 0.43% | -4.1% |
| RHHBY | Buy | Roche Holding Ltd. ADR | $21,813,000 | +14.3% | 633,456 | +2.5% | 0.42% | +6.5% |
| CMD | New | Cantel Medical Corp. | $21,759,000 | – | 325,291 | +100.0% | 0.42% | – |
| MMM | Buy | 3M Company | $21,158,000 | +11.4% | 101,830 | +2.1% | 0.41% | +3.8% |
| KNX | Sell | Knight-Swift Transportation Ho | $20,376,000 | -25.5% | 623,490 | -42.8% | 0.40% | -30.5% |
| GOOG | Buy | Alphabet, Inc. Class C | $19,396,000 | +14.5% | 16,531 | +1.1% | 0.38% | +6.8% |
| WBC | Sell | WABCO Holdings Inc. | $18,650,000 | +12.6% | 141,469 | -8.3% | 0.36% | +4.9% |
| WSO | Sell | Watsco, Inc. | $18,311,000 | -3.2% | 127,860 | -6.0% | 0.36% | -9.9% |
| CASS | Sell | Cass Information Systems, Inc. | $17,176,000 | -22.2% | 363,139 | -12.9% | 0.33% | -27.4% |
| KIDS | Sell | OrthoPediatrics Corp. | $16,556,000 | +12.6% | 374,312 | -11.2% | 0.32% | +4.9% |
| NVDA | Buy | NVIDIA Corporation | $16,434,000 | +96.8% | 91,524 | +46.3% | 0.32% | +83.3% |
| RBGLY | Buy | Reckitt Benckiser Group ADR | $14,538,000 | +21.9% | 874,081 | +12.2% | 0.28% | +13.3% |
| TRUP | Sell | Trupanion, Inc. | $13,823,000 | +18.3% | 422,208 | -8.0% | 0.27% | +9.8% |
| Buy | Riverbridge Growth Fund - Inst | $11,547,000 | +22.2% | 575,324 | +6.3% | 0.22% | +13.7% | |
| MDT | Sell | Medtronic plc | $10,889,000 | -31.1% | 119,553 | -31.2% | 0.21% | -35.9% |
| INOV | Sell | Inovalon Holdings, Inc. Class | $10,213,000 | -20.9% | 821,659 | -9.8% | 0.20% | -26.4% |
| Buy | Vanguard Index Tr 500 Index Ad | $4,256,000 | +19.3% | 16,270 | +5.6% | 0.08% | +12.2% | |
| CSCO | Sell | Cisco Systems, Inc. | $3,892,000 | +10.6% | 72,079 | -11.2% | 0.08% | +4.1% |
| PEP | Buy | PepsiCo, Inc. | $3,878,000 | +12.0% | 31,641 | +0.9% | 0.08% | +4.2% |
| JNJ | Sell | Johnson & Johnson | $3,425,000 | +7.4% | 24,504 | -0.8% | 0.07% | +1.5% |
| Sell | Vanguard Index Trust 500 Index | $3,340,000 | +4.9% | 12,769 | -7.2% | 0.06% | -1.5% | |
| AAPL | Sell | Apple Inc. | $3,227,000 | +16.8% | 16,987 | -3.0% | 0.06% | +8.6% |
| EFX | Buy | Equifax, Inc. | $3,173,000 | +338.9% | 26,774 | +244.8% | 0.06% | +313.3% |
| INTC | Sell | Intel Corporation | $3,209,000 | +14.0% | 59,755 | -0.3% | 0.06% | +5.1% |
| PAYX | Sell | Paychex, Inc. | $2,554,000 | +22.8% | 31,851 | -0.2% | 0.05% | +16.3% |
| WMT | Sell | Walmart, Inc. | $2,280,000 | +4.2% | 23,376 | -0.5% | 0.04% | -4.3% |
| ROK | New | Rockwell Automation Com | $2,192,000 | – | 12,495 | +100.0% | 0.04% | – |
| CL | Buy | Colgate-Palmolive Company | $2,014,000 | +29.4% | 29,382 | +12.4% | 0.04% | +21.9% |
| PG | Sell | Procter & Gamble Company | $1,976,000 | -2.2% | 18,989 | -13.6% | 0.04% | -9.5% |
| Sell | Fidelity 500 Index Fund Inst | $1,649,000 | +7.6% | 16,661 | -5.3% | 0.03% | 0.0% | |
| IWO | Sell | Ishares Tr Russell 2000 Growth | $868,000 | -68.4% | 4,415 | -73.0% | 0.02% | -70.2% |
| JPM | JPMorgan Chase & Co. | $754,000 | +3.7% | 7,445 | 0.0% | 0.02% | 0.0% | |
| VXF | Sell | VANGUARD INDEX FDS EXTEND MKT | $765,000 | -80.1% | 6,627 | -82.8% | 0.02% | -81.2% |
| IWB | Buy | Ishares Tr Russell 1000 | $603,000 | +18.7% | 3,831 | +4.6% | 0.01% | +9.1% |
| IWM | Sell | Ishares Tr Russell 2000 | $572,000 | -95.8% | 3,737 | -96.3% | 0.01% | -96.1% |
| New | NUVEEN MUN TR SHDU HYD MUN I | $521,000 | – | 50,313 | +100.0% | 0.01% | – | |
| ELLI | Sell | Ellie Mae, Inc. | $452,000 | -98.7% | 4,582 | -99.1% | 0.01% | -98.7% |
| USB | U.S. Bancorp | $416,000 | +5.3% | 8,637 | 0.0% | 0.01% | 0.0% | |
| Sell | RB All Cap Growth Fund Investo | $365,000 | -48.2% | 18,470 | -54.9% | 0.01% | -53.3% | |
| IUSG | Sell | iShares Core S&P U.S. Growth E | $375,000 | -82.7% | 6,219 | -84.8% | 0.01% | -84.4% |
| SYK | Stryker Corp Com | $375,000 | +25.8% | 1,900 | 0.0% | 0.01% | +16.7% | |
| Sell | Growth Fd Amer Inc Com | $349,000 | -11.6% | 7,173 | -22.3% | 0.01% | -12.5% | |
| JPMORGAN TR II LARGE CAP GR A | $295,000 | +19.4% | 7,571 | 0.0% | 0.01% | +20.0% | ||
| ILMN | Illumina, Inc. | $287,000 | +3.6% | 925 | 0.0% | 0.01% | 0.0% | |
| IVV | Sell | Ishares Core S&P 500 Etf | $301,000 | -99.1% | 1,059 | -99.2% | 0.01% | -99.1% |
| Buy | Dodge & Cox Stk Fd Com | $334,000 | +6.7% | 1,819 | +0.6% | 0.01% | -14.3% | |
| BRKB | Berkshire Hathaway Inc. Class | $330,000 | -1.8% | 1,645 | 0.0% | 0.01% | -14.3% | |
| CWB | New | SPDR SERIES TRUST BLMBRG BRC C | $261,000 | – | 5,000 | +100.0% | 0.01% | – |
| BMY | Bristol-Myers Squibb Company | $278,000 | -8.3% | 5,825 | 0.0% | 0.01% | -16.7% | |
| ORCL | Oracle Corporation | $269,000 | +19.0% | 5,000 | 0.0% | 0.01% | 0.0% | |
| KO | Coca-Cola Company | $267,000 | -1.1% | 5,704 | 0.0% | 0.01% | -16.7% | |
| New | Third Ave Tr Real Estate Fd | $231,000 | – | 8,039 | +100.0% | 0.00% | – | |
| WFC | Sell | Wells Fargo & Company | $224,000 | -14.2% | 4,628 | -18.4% | 0.00% | -20.0% |
| TGT | New | Target Corporation | $208,000 | – | 2,586 | +100.0% | 0.00% | – |
| RB Eco Leaders Fund Institutio | $188,000 | +16.0% | 13,667 | 0.0% | 0.00% | +33.3% | ||
| New | STONE RIDGE TR II RNS RSK PR I | $88,000 | – | 10,730 | +100.0% | 0.00% | – | |
| MD | Exit | Mednax, Inc. | $0 | – | -10,067 | -100.0% | -0.01% | – |
| SUSA | Exit | iShares MSCI USA ESG Select ET | $0 | – | -3,976 | -100.0% | -0.01% | – |
| SLB | Exit | Schlumberger NV | $0 | – | -17,211 | -100.0% | -0.01% | – |
| CAH | Exit | Cardinal Health, Inc. | $0 | – | -16,581 | -100.0% | -0.02% | – |
| ATHN | Exit | athenahealth, Inc. | $0 | – | -10,321 | -100.0% | -0.03% | – |
| DGII | Exit | Digi International, Inc. | $0 | – | -1,117,285 | -100.0% | -0.24% | – |
| CAKE | Exit | Cheesecake Factory, Inc. | $0 | – | -365,774 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-04
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.