$5.29 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 136 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 13.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PRLB | Sell | Proto Labs, Inc. | $161,719,000 | +6.2% | 1,393,888 | -3.8% | 3.06% | +3.4% |
| CSGP | Sell | CoStar Group, Inc. | $147,273,000 | +13.3% | 265,807 | -4.6% | 2.79% | +10.4% |
| GLOB | Sell | Globant S.A. | $142,219,000 | +36.9% | 1,407,417 | -3.3% | 2.69% | +33.3% |
| LOPE | Sell | Grand Canyon Education, Inc. | $140,131,000 | -2.0% | 1,197,493 | -4.1% | 2.65% | -4.5% |
| RBA | Sell | Ritchie Bros. Auctioneers, Inc | $135,434,000 | -5.9% | 4,076,884 | -3.7% | 2.56% | -8.3% |
| CHE | Sell | Chemed Corporation | $134,411,000 | -3.1% | 372,495 | -14.1% | 2.54% | -5.6% |
| HEI | Sell | HEICO Corporation | $129,214,000 | -12.5% | 965,652 | -37.9% | 2.44% | -14.8% |
| FIVE | Sell | Five Below, Inc. | $120,233,000 | -7.5% | 1,001,773 | -4.2% | 2.27% | -9.9% |
| TDOC | Buy | Teladoc Health, Inc. | $116,516,000 | +37.5% | 1,754,498 | +15.2% | 2.20% | +34.0% |
| PRO | Sell | Pros Holdings, Inc. | $116,476,000 | +41.4% | 1,841,221 | -5.6% | 2.20% | +37.7% |
| VEEV | Sell | Veeva Systems, Inc. Class A | $115,701,000 | +1.9% | 713,722 | -20.3% | 2.19% | -0.8% |
| VRSK | Sell | Verisk Analytics, Inc. | $115,002,000 | +5.1% | 785,212 | -4.6% | 2.18% | +2.3% |
| NATI | Sell | National Instruments Corporati | $111,792,000 | -9.1% | 2,662,338 | -4.0% | 2.12% | -11.4% |
| MSFT | Sell | Microsoft Corporation | $106,665,000 | +13.1% | 796,242 | -0.4% | 2.02% | +10.2% |
| BL | Buy | BlackLine, Inc. | $102,018,000 | +54.5% | 1,906,518 | +33.7% | 1.93% | +50.5% |
| FAST | Buy | Fastenal Company | $99,511,000 | -3.2% | 3,053,420 | +91.0% | 1.88% | -5.8% |
| HCSG | Sell | Healthcare Services Group, Inc | $94,437,000 | -8.8% | 3,114,692 | -0.8% | 1.79% | -11.2% |
| ANSS | Sell | Ansys, Inc. | $93,160,000 | +6.2% | 454,839 | -5.2% | 1.76% | +3.5% |
| GNTX | Sell | Gentex Corporation | $88,042,000 | +14.1% | 3,577,500 | -4.1% | 1.66% | +11.1% |
| TYL | Buy | Tyler Technologies, Inc. | $87,908,000 | +33.8% | 406,943 | +26.6% | 1.66% | +30.3% |
| PAYC | Sell | Paycom Software, Inc. | $87,513,000 | +14.8% | 385,998 | -4.3% | 1.66% | +11.7% |
| INFO | Sell | IHS Markit Ltd. | $84,877,000 | +12.2% | 1,332,033 | -4.2% | 1.61% | +9.3% |
| TECH | Sell | Bio-Techne Corporation | $83,099,000 | -1.4% | 398,575 | -6.1% | 1.57% | -3.9% |
| AMED | New | AMEDISYS INC COM | $80,465,000 | – | 662,756 | +100.0% | 1.52% | – |
| PEGA | Buy | Pegasystems, Inc. | $75,878,000 | +50.0% | 1,065,549 | +36.9% | 1.44% | +46.1% |
| ROL | Buy | Rollins, Inc. | $75,186,000 | -12.1% | 2,096,058 | +2.0% | 1.42% | -14.4% |
| PS | Buy | Pluralsight, Inc. Class A | $75,168,000 | +3.4% | 2,479,168 | +8.3% | 1.42% | +0.8% |
| WST | Sell | West Pharmaceutical Services, | $72,837,000 | +8.8% | 581,996 | -4.2% | 1.38% | +6.0% |
| ECL | Sell | Ecolab, Inc. | $69,900,000 | +11.7% | 354,031 | -0.2% | 1.32% | +8.7% |
| NEOG | Buy | Neogen Corporation | $66,130,000 | +36.6% | 1,064,724 | +26.2% | 1.25% | +33.1% |
| FISV | Sell | Fiserv, Inc. | $65,763,000 | +3.0% | 721,398 | -0.2% | 1.24% | +0.3% |
| PCTY | Sell | Paylocity Holding Corp. | $65,319,000 | -0.0% | 696,218 | -5.0% | 1.24% | -2.6% |
| SBUX | Sell | Starbucks Corporation | $64,731,000 | +12.4% | 772,165 | -0.3% | 1.22% | +9.5% |
| ALRM | Sell | Alarm.com Holdings, Inc. | $63,798,000 | -20.5% | 1,192,484 | -3.6% | 1.21% | -22.6% |
| TWOU | Sell | 2U, Inc. | $63,120,000 | -49.0% | 1,676,929 | -3.9% | 1.19% | -50.3% |
| AMZN | Buy | Amazon.com, Inc. | $60,212,000 | +7.0% | 31,797 | +0.6% | 1.14% | +4.2% |
| ADI | Buy | Analog Devices, Inc. | $57,322,000 | +8.5% | 507,856 | +1.2% | 1.08% | +5.7% |
| WK | Sell | Workiva, Inc. Class A | $56,696,000 | +12.5% | 975,998 | -1.8% | 1.07% | +9.7% |
| CRM | Sell | Salesforce.com, Inc. | $53,686,000 | -4.3% | 353,823 | -0.1% | 1.02% | -6.7% |
| IFF | Sell | International Flavors & Fragra | $49,288,000 | +6.8% | 339,706 | -5.2% | 0.93% | +4.0% |
| SPSC | Sell | SPS Commerce, Inc. | $49,217,000 | -5.4% | 481,528 | -1.8% | 0.93% | -7.8% |
| AMN | Buy | AMN Healthcare Services, Inc. | $48,139,000 | +39.3% | 887,346 | +20.9% | 0.91% | +35.8% |
| USPH | Sell | U.S. Physical Therapy, Inc. | $47,587,000 | +12.9% | 388,244 | -3.3% | 0.90% | +9.9% |
| GWRE | Sell | Guidewire Software, Inc. | $47,337,000 | +0.4% | 466,922 | -3.8% | 0.90% | -2.3% |
| AYI | Buy | Acuity Brands, Inc. | $45,482,000 | +36.0% | 329,793 | +18.3% | 0.86% | +32.3% |
| EXLS | Sell | ExlService Holdings, Inc. | $45,135,000 | +3.8% | 682,521 | -5.8% | 0.85% | +1.2% |
| UNH | Sell | UnitedHealth Group, Inc. | $43,829,000 | -1.5% | 179,619 | -0.1% | 0.83% | -4.1% |
| AOS | Buy | A. O. Smith Corporation | $43,314,000 | +28.6% | 918,444 | +45.4% | 0.82% | +25.2% |
| PRAA | Sell | PRA Group, Inc. | $38,722,000 | -0.5% | 1,376,059 | -5.2% | 0.73% | -3.0% |
| CHGG | Sell | Chegg, Inc. | $35,990,000 | -1.7% | 932,624 | -2.9% | 0.68% | -4.2% |
| MMS | Sell | MAXIMUS, Inc. | $35,473,000 | -5.9% | 489,008 | -7.9% | 0.67% | -8.3% |
| EXPO | Sell | Exponent, Inc. | $33,939,000 | -11.7% | 579,764 | -13.0% | 0.64% | -14.1% |
| CVGW | Sell | Calavo Growers, Inc. | $33,682,000 | +11.8% | 348,168 | -3.1% | 0.64% | +8.9% |
| MINI | Sell | Mobile Mini, Inc. | $33,196,000 | -13.1% | 1,090,883 | -3.0% | 0.63% | -15.4% |
| V | Buy | Visa, Inc. | $33,120,000 | +11.2% | 190,839 | +0.0% | 0.63% | +8.3% |
| LKQ | Sell | LKQ Corporation | $32,908,000 | -11.3% | 1,236,695 | -5.4% | 0.62% | -13.6% |
| FND | Sell | Floor & Decor Holdings, Inc. C | $32,892,000 | -1.3% | 785,015 | -2.9% | 0.62% | -3.9% |
| LIN | Sell | Linde Plc | $31,392,000 | +13.1% | 156,333 | -0.9% | 0.59% | +10.2% |
| EYE | New | National Vision Holdings, Inc. | $31,247,000 | – | 1,016,827 | +100.0% | 0.59% | – |
| FRPT | Sell | Freshpet, Inc. | $30,308,000 | -19.6% | 665,953 | -25.3% | 0.57% | -21.7% |
| BECN | Sell | Beacon Roofing Supply, Inc. | $29,995,000 | +10.5% | 816,856 | -3.2% | 0.57% | +7.6% |
| DHR | New | Danaher Corporation | $29,748,000 | – | 208,141 | +100.0% | 0.56% | – |
| LII | Sell | Lennox International, Inc. | $28,387,000 | -3.9% | 103,225 | -7.6% | 0.54% | -6.4% |
| FIVN | New | Five9, Inc. | $28,158,000 | – | 548,991 | +100.0% | 0.53% | – |
| GDDY | Sell | GoDaddy, Inc. Class A | $27,221,000 | -15.0% | 388,045 | -8.9% | 0.52% | -17.2% |
| EVH | Sell | Evolent Health, Inc. Class A | $27,058,000 | -39.9% | 3,403,526 | -4.9% | 0.51% | -41.4% |
| POWI | Sell | Power Integrations, Inc. | $26,986,000 | +0.1% | 336,571 | -12.7% | 0.51% | -2.7% |
| DSGX | New | Descartes Systems Group Inc. | $26,018,000 | – | 704,151 | +100.0% | 0.49% | – |
| HSIC | Sell | Henry Schein, Inc. | $25,718,000 | +11.4% | 367,928 | -4.2% | 0.49% | +8.7% |
| HSKA | Sell | Heska Corporation | $25,671,000 | -3.0% | 301,407 | -3.1% | 0.49% | -5.4% |
| CMD | Sell | Cantel Medical Corp. | $25,707,000 | +18.1% | 318,786 | -2.0% | 0.49% | +14.9% |
| NFLX | Buy | Netflix Inc. | $24,960,000 | +3.7% | 67,953 | +0.6% | 0.47% | +0.9% |
| VRNT | Sell | Verint Systems, Inc. | $23,416,000 | -11.8% | 435,408 | -1.8% | 0.44% | -14.0% |
| DORM | Sell | Dorman Products, Inc. | $23,096,000 | -4.0% | 265,050 | -3.0% | 0.44% | -6.4% |
| HSTM | Sell | Healthstream, Inc. | $22,862,000 | -10.8% | 884,065 | -3.2% | 0.43% | -13.3% |
| RHHBY | Sell | Roche Holding Ltd. ADR | $22,259,000 | +2.0% | 632,162 | -0.2% | 0.42% | -0.7% |
| AZPN | New | Aspen Technology, Inc. | $22,156,000 | – | 178,276 | +100.0% | 0.42% | – |
| GOOGL | Buy | Alphabet, Inc. Class A | $21,853,000 | -7.8% | 20,182 | +0.2% | 0.41% | -10.2% |
| MIDD | Sell | Middleby Corporation | $21,620,000 | -15.7% | 159,322 | -19.2% | 0.41% | -17.9% |
| SNA | Sell | Snap-on, Inc. | $21,440,000 | -2.7% | 129,435 | -8.1% | 0.41% | -5.1% |
| CGNX | Sell | Cognex Corporation | $21,276,000 | -14.4% | 443,445 | -9.2% | 0.40% | -16.8% |
| CCMP | Sell | Cabot Microelectronics Corpora | $20,905,000 | -4.7% | 189,910 | -3.0% | 0.40% | -7.3% |
| KNX | Sell | Knight-Swift Transportation Ho | $19,829,000 | -2.7% | 603,819 | -3.2% | 0.38% | -5.3% |
| WSO | Sell | Watsco, Inc. | $19,187,000 | +4.8% | 117,333 | -8.2% | 0.36% | +2.0% |
| INGN | New | Inogen, Inc. | $18,623,000 | – | 278,960 | +100.0% | 0.35% | – |
| GOOG | Sell | Alphabet, Inc. Class C | $17,631,000 | -9.1% | 16,311 | -1.3% | 0.33% | -11.4% |
| MMM | Sell | 3M Company | $17,454,000 | -17.5% | 100,695 | -1.1% | 0.33% | -19.7% |
| CASS | Sell | Cass Information Systems, Inc. | $16,981,000 | -1.1% | 350,258 | -3.5% | 0.32% | -3.9% |
| NVDA | Buy | NVIDIA Corporation | $15,124,000 | -8.0% | 92,089 | +0.6% | 0.29% | -10.3% |
| TRUP | Sell | Trupanion, Inc. | $14,798,000 | +7.1% | 409,590 | -3.0% | 0.28% | +4.5% |
| KIDS | Sell | OrthoPediatrics Corp. | $14,165,000 | -14.4% | 363,215 | -3.0% | 0.27% | -16.8% |
| Buy | Riverbridge Growth Fund - Inst | $12,444,000 | +7.8% | 583,679 | +1.5% | 0.24% | +4.9% | |
| INOV | Sell | Inovalon Holdings, Inc. Class | $11,368,000 | +11.3% | 783,489 | -4.6% | 0.22% | +8.6% |
| CSCO | Buy | Cisco Systems, Inc. | $5,372,000 | +38.0% | 98,148 | +36.2% | 0.10% | +34.2% |
| Vanguard Index Tr 500 Index Ad | $4,416,000 | +3.8% | 16,270 | 0.0% | 0.08% | +1.2% | ||
| PEP | Buy | PepsiCo, Inc. | $4,158,000 | +7.2% | 31,709 | +0.2% | 0.08% | +5.3% |
| EFX | Buy | Equifax, Inc. | $3,683,000 | +16.1% | 27,232 | +1.7% | 0.07% | +12.9% |
| Vanguard Index Trust 500 Index | $3,466,000 | +3.8% | 12,769 | 0.0% | 0.07% | +1.5% | ||
| JNJ | Sell | Johnson & Johnson | $3,358,000 | -2.0% | 24,111 | -1.6% | 0.06% | -4.5% |
| AAPL | Sell | Apple Inc. | $3,224,000 | -0.1% | 16,287 | -4.1% | 0.06% | -3.2% |
| MDT | Sell | Medtronic plc | $3,230,000 | -70.3% | 33,165 | -72.3% | 0.06% | -71.1% |
| INTC | Sell | Intel Corporation | $2,811,000 | -12.4% | 58,721 | -1.7% | 0.05% | -14.5% |
| WMT | Sell | Walmart, Inc. | $2,576,000 | +13.0% | 23,316 | -0.3% | 0.05% | +11.4% |
| PAYX | Sell | Paychex, Inc. | $2,528,000 | -1.0% | 30,725 | -3.5% | 0.05% | -4.0% |
| ROK | Buy | Rockwell Automation Com | $2,107,000 | -3.9% | 12,863 | +2.9% | 0.04% | -7.0% |
| CL | Sell | Colgate-Palmolive Company | $2,052,000 | +1.9% | 28,630 | -2.6% | 0.04% | 0.0% |
| PG | Sell | Procter & Gamble Company | $2,012,000 | +1.8% | 18,350 | -3.4% | 0.04% | 0.0% |
| ASB | New | ASSOCIATED BANC CORP COM | $1,905,000 | – | 90,123 | +100.0% | 0.04% | – |
| RBGLY | Sell | Reckitt Benckiser Group ADR | $1,837,000 | -87.4% | 116,124 | -86.7% | 0.04% | -87.6% |
| Sell | Fidelity 500 Index Fund Inst | $1,453,000 | -11.9% | 14,151 | -15.1% | 0.03% | -15.6% | |
| ABT | New | Abbott Laboratories | $1,258,000 | – | 14,959 | +100.0% | 0.02% | – |
| JPM | JPMorgan Chase & Co. | $832,000 | +10.3% | 7,445 | 0.0% | 0.02% | +6.7% | |
| IWB | Sell | Ishares Tr Russell 1000 | $614,000 | +1.8% | 3,770 | -1.6% | 0.01% | 0.0% |
| IWM | Sell | Ishares Tr Russell 2000 | $572,000 | 0.0% | 3,679 | -1.6% | 0.01% | 0.0% |
| IWO | Sell | Ishares Tr Russell 2000 Growth | $588,000 | -32.3% | 2,927 | -33.7% | 0.01% | -35.3% |
| USB | U.S. Bancorp | $453,000 | +8.9% | 8,637 | 0.0% | 0.01% | +12.5% | |
| WAGE | Sell | WageWorks, Inc. | $477,000 | -98.6% | 9,398 | -99.0% | 0.01% | -98.7% |
| ILMN | Buy | Illumina, Inc. | $434,000 | +51.2% | 1,179 | +27.5% | 0.01% | +33.3% |
| Growth Fd Amer Inc Com | $361,000 | +3.4% | 7,173 | 0.0% | 0.01% | 0.0% | ||
| SYK | Stryker Corp Com | $391,000 | +4.3% | 1,900 | 0.0% | 0.01% | 0.0% | |
| BRKB | Berkshire Hathaway Inc. Class | $351,000 | +6.4% | 1,645 | 0.0% | 0.01% | +16.7% | |
| Sell | Dodge & Cox Stk Fd Com | $325,000 | -2.7% | 1,736 | -4.6% | 0.01% | 0.0% | |
| IVV | Buy | Ishares Core S&P 500 Etf | $326,000 | +8.3% | 1,105 | +4.3% | 0.01% | 0.0% |
| JPMORGAN TR II LARGE CAP GR A | $317,000 | +7.5% | 7,571 | 0.0% | 0.01% | 0.0% | ||
| BMY | Bristol-Myers Squibb Company | $264,000 | -5.0% | 5,825 | 0.0% | 0.01% | 0.0% | |
| KO | Coca-Cola Company | $290,000 | +8.6% | 5,704 | 0.0% | 0.01% | 0.0% | |
| ORCL | Oracle Corporation | $285,000 | +5.9% | 5,000 | 0.0% | 0.01% | 0.0% | |
| CWB | SPDR SERIES TRUST BLMBRG BRC C | $264,000 | +1.1% | 5,000 | 0.0% | 0.01% | 0.0% | |
| IUSG | Sell | iShares Core S&P U.S. Growth E | $277,000 | -26.1% | 4,420 | -28.9% | 0.01% | -28.6% |
| Buy | RB Eco Leaders Fund Institutio | $236,000 | +25.5% | 16,061 | +17.5% | 0.00% | 0.0% | |
| Sell | RB All Cap Growth Fund Investo | $221,000 | -39.5% | 10,535 | -43.0% | 0.00% | -42.9% | |
| WFC | Wells Fargo & Company | $219,000 | -2.2% | 4,628 | 0.0% | 0.00% | 0.0% | |
| Third Ave Tr Real Estate Fd | $224,000 | -3.0% | 8,039 | 0.0% | 0.00% | 0.0% | ||
| TGT | Target Corporation | $224,000 | +7.7% | 2,586 | 0.0% | 0.00% | 0.0% | |
| AXP | New | American Express Company | $216,000 | – | 1,750 | +100.0% | 0.00% | – |
| AMCR | New | AMCOR PLC ORD | $176,000 | – | 15,300 | +100.0% | 0.00% | – |
| Exit | STONE RIDGE TR II RNS RSK PR I | $0 | – | -10,730 | -100.0% | -0.00% | – | |
| ELLI | Exit | Ellie Mae, Inc. | $0 | – | -4,582 | -100.0% | -0.01% | – |
| Exit | NUVEEN MUN TR SHDU HYD MUN I | $0 | – | -50,313 | -100.0% | -0.01% | – | |
| VXF | Exit | VANGUARD INDEX FDS EXTEND MKT | $0 | – | -6,627 | -100.0% | -0.02% | – |
| WBC | Exit | WABCO Holdings Inc. | $0 | – | -141,469 | -100.0% | -0.36% | – |
| WBA | Exit | Walgreens Boots Alliance, Inc. | $0 | – | -449,165 | -100.0% | -0.55% | – |
| ULTI | Exit | Ultimate Software Group, Inc. | $0 | – | -490,129 | -100.0% | -3.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-10
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.