$5.28 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 134 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 4.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PRLB | Buy | Proto Labs, Inc. | $157,103,000 | -2.9% | 1,538,713 | +10.4% | 2.98% | -2.7% |
| CHE | Buy | Chemed Corporation | $155,648,000 | +15.8% | 372,748 | +0.1% | 2.95% | +16.0% |
| CSGP | Sell | CoStar Group, Inc. | $150,262,000 | +2.0% | 253,308 | -4.7% | 2.85% | +2.2% |
| RBA | Sell | Ritchie Bros. Auctioneers, Inc | $148,432,000 | +9.6% | 3,720,107 | -8.8% | 2.81% | +9.8% |
| FIVE | Buy | Five Below, Inc. | $129,740,000 | +7.9% | 1,028,864 | +2.7% | 2.46% | +8.1% |
| GLOB | Buy | Globant S.A. | $129,089,000 | -9.2% | 1,409,580 | +0.2% | 2.45% | -9.1% |
| VRSK | Buy | Verisk Analytics, Inc. | $125,754,000 | +9.3% | 795,205 | +1.3% | 2.38% | +9.6% |
| HEI | Buy | HEICO Corporation | $122,762,000 | -5.0% | 983,038 | +1.8% | 2.33% | -4.8% |
| TDOC | Sell | Teladoc Health, Inc. | $118,563,000 | +1.8% | 1,750,785 | -0.2% | 2.25% | +2.0% |
| LOPE | Buy | Grand Canyon Education, Inc. | $117,856,000 | -15.9% | 1,200,159 | +0.2% | 2.23% | -15.8% |
| MSFT | Buy | Microsoft Corporation | $111,881,000 | +4.9% | 804,728 | +1.1% | 2.12% | +5.1% |
| NATI | Sell | National Instruments Corporati | $110,785,000 | -0.9% | 2,638,357 | -0.9% | 2.10% | -0.8% |
| VEEV | Buy | Veeva Systems, Inc. Class A | $110,786,000 | -4.2% | 725,563 | +1.7% | 2.10% | -4.1% |
| TYL | Buy | Tyler Technologies, Inc. | $108,177,000 | +23.1% | 412,104 | +1.3% | 2.05% | +23.3% |
| ANSS | Buy | Ansys, Inc. | $101,367,000 | +8.8% | 457,927 | +0.7% | 1.92% | +9.0% |
| FAST | Buy | Fastenal Company | $101,145,000 | +1.6% | 3,095,967 | +1.4% | 1.92% | +1.9% |
| GNTX | Sell | Gentex Corporation | $98,305,000 | +11.7% | 3,570,179 | -0.2% | 1.86% | +11.9% |
| BL | Sell | BlackLine, Inc. | $90,503,000 | -11.3% | 1,892,974 | -0.7% | 1.72% | -11.1% |
| INFO | Buy | IHS Markit Ltd. | $90,236,000 | +6.3% | 1,349,228 | +1.3% | 1.71% | +6.5% |
| AMED | Buy | Amedisys, Inc. | $87,648,000 | +8.9% | 669,017 | +0.9% | 1.66% | +9.1% |
| NEOG | Buy | Neogen Corporation | $85,833,000 | +29.8% | 1,260,208 | +18.4% | 1.63% | +30.0% |
| PEGA | Buy | Pegasystems, Inc. | $85,241,000 | +12.3% | 1,252,630 | +17.6% | 1.62% | +12.5% |
| WST | Buy | West Pharmaceutical Services, | $83,979,000 | +15.3% | 592,149 | +1.7% | 1.59% | +15.5% |
| PRO | Sell | Pros Holdings, Inc. | $83,571,000 | -28.3% | 1,402,195 | -23.8% | 1.58% | -28.1% |
| PAYC | Buy | Paycom Software, Inc. | $81,563,000 | -6.8% | 389,342 | +0.9% | 1.54% | -6.6% |
| TECH | Sell | Bio-Techne Corporation | $77,649,000 | -6.6% | 396,839 | -0.4% | 1.47% | -6.4% |
| FISV | Buy | Fiserv, Inc. | $75,696,000 | +15.1% | 730,726 | +1.3% | 1.43% | +15.3% |
| HCSG | Sell | Healthcare Services Group, Inc | $74,150,000 | -21.5% | 3,052,714 | -2.0% | 1.40% | -21.3% |
| ROL | Buy | Rollins, Inc. | $72,364,000 | -3.8% | 2,123,986 | +1.3% | 1.37% | -3.6% |
| ECL | Buy | Ecolab, Inc. | $70,905,000 | +1.4% | 358,032 | +1.1% | 1.34% | +1.7% |
| ALRM | Buy | Alarm.com Holdings, Inc. | $70,279,000 | +10.2% | 1,506,830 | +26.4% | 1.33% | +10.4% |
| SBUX | Buy | Starbucks Corporation | $68,998,000 | +6.6% | 780,349 | +1.1% | 1.31% | +6.7% |
| PS | Buy | Pluralsight, Inc. Class A | $68,045,000 | -9.5% | 4,051,477 | +63.4% | 1.29% | -9.4% |
| PCTY | Sell | Paylocity Holding Corp. | $67,665,000 | +3.6% | 693,429 | -0.4% | 1.28% | +3.7% |
| ADI | Buy | Analog Devices, Inc. | $57,459,000 | +0.2% | 514,266 | +1.3% | 1.09% | +0.5% |
| AMZN | Buy | Amazon.com, Inc. | $56,155,000 | -6.7% | 32,349 | +1.7% | 1.06% | -6.6% |
| MINI | Buy | Mobile Mini, Inc. | $53,682,000 | +61.7% | 1,456,369 | +33.5% | 1.02% | +61.9% |
| CRM | Buy | Salesforce.com, Inc. | $53,305,000 | -0.7% | 359,100 | +1.5% | 1.01% | -0.6% |
| AMN | Sell | AMN Healthcare Services, Inc. | $50,716,000 | +5.4% | 881,098 | -0.7% | 0.96% | +5.5% |
| GWRE | Buy | Guidewire Software, Inc. | $49,780,000 | +5.2% | 472,390 | +1.2% | 0.94% | +5.4% |
| USPH | Sell | U.S. Physical Therapy, Inc. | $49,654,000 | +4.3% | 380,348 | -2.0% | 0.94% | +4.6% |
| PRAA | Sell | PRA Group, Inc. | $46,263,000 | +19.5% | 1,369,122 | -0.5% | 0.88% | +19.6% |
| EXLS | Sell | ExlService Holdings, Inc. | $45,524,000 | +0.9% | 679,871 | -0.4% | 0.86% | +1.1% |
| SPSC | Buy | SPS Commerce, Inc. | $44,907,000 | -8.8% | 954,044 | +98.1% | 0.85% | -8.6% |
| AYI | Buy | Acuity Brands, Inc. | $44,585,000 | -2.0% | 330,771 | +0.3% | 0.84% | -1.7% |
| AOS | Buy | A. O. Smith Corporation | $44,356,000 | +2.4% | 929,691 | +1.2% | 0.84% | +2.6% |
| WK | Sell | Workiva, Inc. Class A | $42,423,000 | -25.2% | 967,890 | -0.8% | 0.80% | -25.1% |
| IFF | Buy | International Flavors & Fragra | $41,916,000 | -15.0% | 341,643 | +0.6% | 0.79% | -14.8% |
| EXPO | Sell | Exponent, Inc. | $39,702,000 | +17.0% | 567,978 | -2.0% | 0.75% | +17.1% |
| FND | Sell | Floor & Decor Holdings, Inc. C | $39,392,000 | +19.8% | 770,135 | -1.9% | 0.75% | +19.9% |
| LKQ | Buy | LKQ Corporation | $39,065,000 | +18.7% | 1,242,140 | +0.4% | 0.74% | +18.8% |
| UNH | Sell | UnitedHealth Group, Inc. | $38,484,000 | -12.2% | 177,086 | -1.4% | 0.73% | -12.1% |
| GDDY | Buy | GoDaddy, Inc. Class A | $37,278,000 | +36.9% | 564,988 | +45.6% | 0.71% | +37.1% |
| MMS | Sell | MAXIMUS, Inc. | $37,023,000 | +4.4% | 479,205 | -2.0% | 0.70% | +4.6% |
| V | Buy | Visa, Inc. | $33,395,000 | +0.8% | 194,143 | +1.7% | 0.63% | +1.0% |
| CVGW | Sell | Calavo Growers, Inc. | $32,471,000 | -3.6% | 341,152 | -2.0% | 0.62% | -3.5% |
| FRPT | Sell | Freshpet, Inc. | $32,414,000 | +6.9% | 651,267 | -2.2% | 0.61% | +7.2% |
| DHR | Buy | Danaher Corporation | $30,565,000 | +2.7% | 211,623 | +1.7% | 0.58% | +2.8% |
| LIN | Buy | Linde Plc | $30,506,000 | -2.8% | 157,476 | +0.7% | 0.58% | -2.7% |
| POWI | Sell | Power Integrations, Inc. | $29,819,000 | +10.5% | 329,749 | -2.0% | 0.56% | +10.8% |
| FIVN | Sell | Five9, Inc. | $29,312,000 | +4.1% | 545,442 | -0.6% | 0.56% | +4.1% |
| DSGX | Sell | Descartes Systems Group Inc. | $28,266,000 | +8.6% | 701,227 | -0.4% | 0.54% | +8.9% |
| CHGG | Sell | Chegg, Inc. | $27,397,000 | -23.9% | 914,765 | -1.9% | 0.52% | -23.8% |
| TWOU | Sell | 2U, Inc. | $27,035,000 | -57.2% | 1,660,624 | -1.0% | 0.51% | -57.1% |
| BECN | Sell | Beacon Roofing Supply, Inc. | $26,873,000 | -10.4% | 801,452 | -1.9% | 0.51% | -10.2% |
| CCMP | Sell | Cabot Microelectronics Corpora | $26,290,000 | +25.8% | 186,178 | -2.0% | 0.50% | +26.1% |
| LII | Buy | Lennox International, Inc. | $25,613,000 | -9.8% | 105,418 | +2.1% | 0.48% | -9.7% |
| GOOGL | Buy | Alphabet, Inc. Class A | $25,120,000 | +14.9% | 20,571 | +1.9% | 0.48% | +15.3% |
| EVH | Buy | Evolent Health, Inc. Class A | $24,651,000 | -8.9% | 3,428,455 | +0.7% | 0.47% | -8.8% |
| EYE | Sell | National Vision Holdings, Inc. | $24,063,000 | -23.0% | 999,723 | -1.7% | 0.46% | -22.8% |
| CMD | Sell | Cantel Medical Corp. | $23,407,000 | -8.9% | 312,925 | -1.8% | 0.44% | -8.6% |
| RHHBY | Buy | Roche Holding Ltd. ADR | $23,363,000 | +5.0% | 641,676 | +1.5% | 0.44% | +5.2% |
| HSTM | Sell | Healthstream, Inc. | $22,442,000 | -1.8% | 866,822 | -2.0% | 0.42% | -1.6% |
| CGNX | Buy | Cognex Corporation | $22,197,000 | +4.3% | 451,794 | +1.9% | 0.42% | +4.7% |
| AZPN | Buy | Aspen Technology, Inc. | $22,014,000 | -0.6% | 178,857 | +0.3% | 0.42% | -0.5% |
| KNX | Sell | Knight-Swift Transportation Ho | $21,565,000 | +8.8% | 594,082 | -1.6% | 0.41% | +9.1% |
| HSKA | Sell | Heska Corporation | $20,727,000 | -19.3% | 292,466 | -3.0% | 0.39% | -19.1% |
| DORM | Sell | Dorman Products, Inc. | $20,765,000 | -10.1% | 261,066 | -1.5% | 0.39% | -10.1% |
| SNA | Buy | Snap-on, Inc. | $20,355,000 | -5.1% | 130,033 | +0.5% | 0.39% | -4.9% |
| WSO | Buy | Watsco, Inc. | $20,217,000 | +5.4% | 119,498 | +1.8% | 0.38% | +5.5% |
| GOOG | Buy | Alphabet, Inc. Class C | $19,996,000 | +13.4% | 16,404 | +0.6% | 0.38% | +13.5% |
| MIDD | Buy | Middleby Corporation | $18,917,000 | -12.5% | 161,820 | +1.6% | 0.36% | -12.5% |
| CASS | Sell | Cass Information Systems, Inc. | $18,626,000 | +9.7% | 344,981 | -1.5% | 0.35% | +10.0% |
| VRNT | Sell | Verint Systems, Inc. | $18,443,000 | -21.2% | 431,124 | -1.0% | 0.35% | -21.2% |
| KIDS | Buy | OrthoPediatrics Corp. | $18,091,000 | +27.7% | 513,070 | +41.3% | 0.34% | +28.0% |
| NFLX | Sell | Netflix Inc. | $17,816,000 | -28.6% | 66,571 | -2.0% | 0.34% | -28.4% |
| MMM | Buy | 3M Company | $16,916,000 | -3.1% | 102,894 | +2.2% | 0.32% | -2.7% |
| NVDA | Sell | NVIDIA Corporation | $15,884,000 | +5.0% | 91,248 | -0.9% | 0.30% | +5.2% |
| INGN | Sell | Inogen, Inc. | $13,055,000 | -29.9% | 272,499 | -2.3% | 0.25% | -29.8% |
| INOV | Sell | Inovalon Holdings, Inc. Class | $12,590,000 | +10.7% | 768,164 | -2.0% | 0.24% | +11.2% |
| Buy | Riverbridge Growth Fund - Inst | $12,580,000 | +1.1% | 593,406 | +1.7% | 0.24% | +1.3% | |
| TRUP | Sell | Trupanion, Inc. | $10,262,000 | -30.7% | 403,708 | -1.4% | 0.19% | -30.7% |
| IVV | Buy | Ishares Core S&P 500 Etf | $9,043,000 | +2673.9% | 30,293 | +2641.4% | 0.17% | +2750.0% |
| Buy | Vanguard Index Tr 500 Index Ad | $8,715,000 | +97.4% | 31,728 | +95.0% | 0.16% | +96.4% | |
| CSCO | Sell | Cisco Systems, Inc. | $4,817,000 | -10.3% | 97,489 | -0.7% | 0.09% | -10.8% |
| PEP | Sell | PepsiCo, Inc. | $4,310,000 | +3.7% | 31,436 | -0.9% | 0.08% | +3.8% |
| AAPL | Buy | Apple Inc. | $3,832,000 | +18.9% | 17,108 | +5.0% | 0.07% | +19.7% |
| EFX | Sell | Equifax, Inc. | $3,790,000 | +2.9% | 26,944 | -1.1% | 0.07% | +2.9% |
| JNJ | Sell | Johnson & Johnson | $3,095,000 | -7.8% | 23,921 | -0.8% | 0.06% | -7.8% |
| INTC | Sell | Intel Corporation | $2,997,000 | +6.6% | 58,151 | -1.0% | 0.06% | +7.5% |
| WMT | Sell | Walmart, Inc. | $2,739,000 | +6.3% | 23,076 | -1.0% | 0.05% | +6.1% |
| PAYX | Sell | Paychex, Inc. | $2,516,000 | -0.5% | 30,392 | -1.1% | 0.05% | 0.0% |
| PG | Sell | Procter & Gamble Company | $2,257,000 | +12.2% | 18,146 | -1.1% | 0.04% | +13.2% |
| ROK | Sell | Rockwell Automation Com | $2,097,000 | -0.5% | 12,723 | -1.1% | 0.04% | 0.0% |
| CL | Sell | Colgate-Palmolive Company | $2,091,000 | +1.9% | 28,439 | -0.7% | 0.04% | +2.6% |
| ASB | Buy | ASSOCIATED BANC CORP COM | $2,005,000 | +5.2% | 99,022 | +9.9% | 0.04% | +5.6% |
| RBGLY | Sell | Reckitt Benckiser Group ADR | $1,644,000 | -10.5% | 105,166 | -9.4% | 0.03% | -11.4% |
| Fidelity 500 Index Fund Inst | $1,471,000 | +1.2% | 14,151 | 0.0% | 0.03% | +3.7% | ||
| IWM | Buy | Ishares Tr Russell 2000 | $1,292,000 | +125.9% | 8,536 | +132.0% | 0.02% | +118.2% |
| ABT | Abbott Laboratories | $1,252,000 | -0.5% | 14,959 | 0.0% | 0.02% | 0.0% | |
| IWO | Buy | Ishares Tr Russell 2000 Growth | $1,030,000 | +75.2% | 5,345 | +82.6% | 0.02% | +81.8% |
| JPM | JPMorgan Chase & Co. | $876,000 | +5.3% | 7,445 | 0.0% | 0.02% | +6.2% | |
| IUSG | Buy | iShares Core S&P U.S. Growth E | $821,000 | +196.4% | 13,053 | +195.3% | 0.02% | +220.0% |
| MDT | Sell | Medtronic plc | $724,000 | -77.6% | 6,665 | -79.9% | 0.01% | -77.0% |
| IWB | Ishares Tr Russell 1000 | $620,000 | +1.0% | 3,770 | 0.0% | 0.01% | 0.0% | |
| VTI | New | Vanguard Index Fds Stk Mrk Etf | $633,000 | – | 4,195 | +100.0% | 0.01% | – |
| USB | U.S. Bancorp | $478,000 | +5.5% | 8,637 | 0.0% | 0.01% | 0.0% | |
| SYK | Stryker Corp Com | $411,000 | +5.1% | 1,900 | 0.0% | 0.01% | +14.3% | |
| ILMN | Illumina, Inc. | $359,000 | -17.3% | 1,179 | 0.0% | 0.01% | -12.5% | |
| Sell | Growth Fd Amer Inc Com | $344,000 | -4.7% | 6,977 | -2.7% | 0.01% | 0.0% | |
| KO | Coca-Cola Company | $311,000 | +7.2% | 5,704 | 0.0% | 0.01% | +20.0% | |
| BMY | Bristol-Myers Squibb Company | $295,000 | +11.7% | 5,825 | 0.0% | 0.01% | +20.0% | |
| JPMORGAN TR II LARGE CAP GR A | $313,000 | -1.3% | 7,571 | 0.0% | 0.01% | 0.0% | ||
| BRKB | Berkshire Hathaway Inc. Class | $342,000 | -2.6% | 1,645 | 0.0% | 0.01% | -14.3% | |
| ORCL | Buy | Oracle Corporation | $298,000 | +4.6% | 5,408 | +8.2% | 0.01% | +20.0% |
| CWB | SPDR SERIES TRUST BLMBRG BRC C | $262,000 | -0.8% | 5,000 | 0.0% | 0.01% | 0.0% | |
| TGT | Target Corporation | $276,000 | +23.2% | 2,586 | 0.0% | 0.01% | +25.0% | |
| WFC | Wells Fargo & Company | $233,000 | +6.4% | 4,628 | 0.0% | 0.00% | 0.0% | |
| Third Ave Tr Real Estate Fd | $225,000 | +0.4% | 8,039 | 0.0% | 0.00% | 0.0% | ||
| Buy | RB All Cap Growth Fund Investo | $222,000 | +0.5% | 10,662 | +1.2% | 0.00% | 0.0% | |
| RB Eco Leaders Fund Institutio | $234,000 | -0.8% | 16,061 | 0.0% | 0.00% | 0.0% | ||
| AXP | American Express Company | $207,000 | -4.2% | 1,750 | 0.0% | 0.00% | 0.0% | |
| New | Fidelity Contra Fund | $205,000 | – | 15,922 | +100.0% | 0.00% | – | |
| AMCR | AMCOR PLC ORD | $149,000 | -15.3% | 15,300 | 0.0% | 0.00% | 0.0% | |
| Exit | Dodge & Cox Stk Fd Com | $0 | – | -1,736 | -100.0% | -0.01% | – | |
| WAGE | Exit | WageWorks, Inc. | $0 | – | -9,398 | -100.0% | -0.01% | – |
| Exit | Vanguard Index Trust 500 Index | $0 | – | -12,769 | -100.0% | -0.07% | – | |
| HSIC | Exit | Henry Schein, Inc. | $0 | – | -367,928 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-11
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.