$5.57 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 138 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 4.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LOPE | Buy | Grand Canyon Education, Inc. | $164,222,000 | +39.3% | 1,714,395 | +42.8% | 2.95% | +32.0% |
| CHE | Sell | Chemed Corporation | $160,896,000 | +3.4% | 366,288 | -1.7% | 2.89% | -2.0% |
| PRLB | Sell | Proto Labs, Inc. | $153,373,000 | -2.4% | 1,510,317 | -1.8% | 2.75% | -7.5% |
| CSGP | Sell | CoStar Group, Inc. | $151,320,000 | +0.7% | 252,917 | -0.2% | 2.72% | -4.6% |
| RBA | Sell | Ritchie Bros. Auctioneers, Inc | $150,312,000 | +1.3% | 3,499,689 | -5.9% | 2.70% | -4.1% |
| GLOB | Buy | Globant S.A. | $150,070,000 | +16.3% | 1,415,083 | +0.4% | 2.69% | +10.1% |
| FIVE | Sell | Five Below, Inc. | $131,194,000 | +1.1% | 1,026,073 | -0.3% | 2.36% | -4.2% |
| TYL | Sell | Tyler Technologies, Inc. | $123,362,000 | +14.0% | 411,180 | -0.2% | 2.22% | +8.0% |
| TDOC | Sell | Teladoc Health, Inc. | $121,025,000 | +2.1% | 1,445,598 | -17.4% | 2.17% | -3.3% |
| VRSK | Sell | Verisk Analytics, Inc. | $118,633,000 | -5.7% | 794,380 | -0.1% | 2.13% | -10.6% |
| ANSS | Sell | Ansys, Inc. | $117,042,000 | +15.5% | 454,692 | -0.7% | 2.10% | +9.4% |
| MSFT | Sell | Microsoft Corporation | $115,868,000 | +3.6% | 734,735 | -8.7% | 2.08% | -1.9% |
| FAST | Sell | Fastenal Company | $114,339,000 | +13.0% | 3,094,421 | -0.0% | 2.05% | +7.1% |
| HEI | Sell | HEICO Corporation | $111,798,000 | -8.9% | 979,393 | -0.4% | 2.01% | -13.7% |
| NATI | Sell | National Instruments Corporati | $111,013,000 | +0.2% | 2,621,937 | -0.6% | 1.99% | -5.1% |
| AMED | Sell | Amedisys, Inc. | $110,825,000 | +26.4% | 663,939 | -0.8% | 1.99% | +19.8% |
| PAYC | Sell | Paycom Software, Inc. | $102,841,000 | +26.1% | 388,430 | -0.2% | 1.85% | +19.5% |
| GNTX | Sell | Gentex Corporation | $101,597,000 | +3.3% | 3,505,751 | -1.8% | 1.82% | -2.1% |
| VEEV | Sell | Veeva Systems, Inc. Class A | $101,022,000 | -8.8% | 718,202 | -1.0% | 1.81% | -13.6% |
| PEGA | Sell | Pegasystems, Inc. | $97,852,000 | +14.8% | 1,228,522 | -1.9% | 1.76% | +8.8% |
| BL | Sell | BlackLine, Inc. | $97,420,000 | +7.6% | 1,889,443 | -0.2% | 1.75% | +2.0% |
| WST | Sell | West Pharmaceutical Services, | $88,493,000 | +5.4% | 588,655 | -0.6% | 1.59% | -0.1% |
| TECH | Sell | Bio-Techne Corporation | $85,139,000 | +9.6% | 387,858 | -2.3% | 1.53% | +3.9% |
| PRO | Sell | Pros Holdings, Inc. | $82,656,000 | -1.1% | 1,379,432 | -1.6% | 1.48% | -6.3% |
| PCTY | Sell | Paylocity Holding Corp. | $81,580,000 | +20.6% | 675,222 | -2.6% | 1.46% | +14.3% |
| NEOG | Sell | Neogen Corporation | $81,325,000 | -5.3% | 1,246,164 | -1.1% | 1.46% | -10.2% |
| FISV | Sell | Fiserv, Inc. | $72,380,000 | -4.4% | 625,959 | -14.3% | 1.30% | -9.4% |
| ROL | Sell | Rollins, Inc. | $69,180,000 | -4.4% | 2,086,263 | -1.8% | 1.24% | -9.4% |
| ECL | Sell | Ecolab, Inc. | $69,034,000 | -2.6% | 357,708 | -0.1% | 1.24% | -7.8% |
| SBUX | Sell | Starbucks Corporation | $68,410,000 | -0.9% | 778,099 | -0.3% | 1.23% | -6.0% |
| HCSG | Sell | Healthcare Services Group, Inc | $64,672,000 | -12.8% | 2,659,217 | -12.9% | 1.16% | -17.4% |
| EXPO | Buy | Exponent, Inc. | $63,612,000 | +60.2% | 921,778 | +62.3% | 1.14% | +51.9% |
| PS | Sell | Pluralsight, Inc. Class A | $63,012,000 | -7.4% | 3,661,352 | -9.6% | 1.13% | -12.3% |
| ALRM | Sell | Alarm.com Holdings, Inc. | $62,781,000 | -10.7% | 1,461,037 | -3.0% | 1.13% | -15.4% |
| ADI | Buy | Analog Devices, Inc. | $61,193,000 | +6.5% | 514,921 | +0.1% | 1.10% | +0.9% |
| INFO | Sell | IHS Markit Ltd. | $61,048,000 | -32.3% | 810,186 | -40.0% | 1.10% | -35.9% |
| AMZN | Sell | Amazon.com, Inc. | $59,609,000 | +6.2% | 32,259 | -0.3% | 1.07% | +0.6% |
| CRM | Sell | Salesforce.com, Inc. | $58,391,000 | +9.5% | 359,018 | -0.0% | 1.05% | +3.8% |
| MINI | Sell | Mobile Mini, Inc. | $54,229,000 | +1.0% | 1,430,476 | -1.8% | 0.97% | -4.2% |
| AMN | Sell | AMN Healthcare Services, Inc. | $53,928,000 | +6.3% | 865,485 | -1.8% | 0.97% | +0.7% |
| UNH | Buy | UnitedHealth Group, Inc. | $53,280,000 | +38.4% | 181,236 | +2.3% | 0.96% | +31.3% |
| GWRE | Sell | Guidewire Software, Inc. | $51,655,000 | +3.8% | 470,578 | -0.4% | 0.93% | -1.7% |
| SPSC | Sell | SPS Commerce, Inc. | $51,631,000 | +15.0% | 931,627 | -2.3% | 0.93% | +8.9% |
| PRAA | Sell | PRA Group, Inc. | $48,910,000 | +5.7% | 1,347,373 | -1.6% | 0.88% | +0.1% |
| DHR | Buy | Danaher Corporation | $46,722,000 | +52.9% | 304,418 | +43.8% | 0.84% | +44.9% |
| EXLS | Sell | ExlService Holdings, Inc. | $46,534,000 | +2.2% | 669,935 | -1.5% | 0.84% | -3.2% |
| AYI | Sell | Acuity Brands, Inc. | $44,922,000 | +0.8% | 325,522 | -1.6% | 0.81% | -4.5% |
| IFF | Buy | International Flavors & Fragra | $44,200,000 | +5.4% | 342,581 | +0.3% | 0.79% | 0.0% |
| AOS | Sell | A. O. Smith Corporation | $43,188,000 | -2.6% | 906,545 | -2.5% | 0.78% | -7.7% |
| USPH | Sell | U.S. Physical Therapy, Inc. | $42,700,000 | -14.0% | 373,418 | -1.8% | 0.77% | -18.5% |
| WK | Sell | Workiva, Inc. Class A | $39,752,000 | -6.3% | 945,357 | -2.3% | 0.71% | -11.2% |
| FND | Sell | Floor & Decor Holdings, Inc. C | $38,360,000 | -2.6% | 754,964 | -2.0% | 0.69% | -7.6% |
| GDDY | Sell | GoDaddy, Inc. Class A | $38,200,000 | +2.5% | 562,433 | -0.5% | 0.69% | -2.8% |
| FRPT | Sell | Freshpet, Inc. | $37,759,000 | +16.5% | 639,006 | -1.9% | 0.68% | +10.4% |
| V | Sell | Visa, Inc. | $36,467,000 | +9.2% | 194,079 | -0.0% | 0.66% | +3.5% |
| KIDS | Buy | OrthoPediatrics Corp. | $35,200,000 | +94.6% | 749,104 | +46.0% | 0.63% | +84.3% |
| TWOU | Sell | 2U, Inc. | $35,032,000 | +29.6% | 1,460,259 | -12.1% | 0.63% | +22.9% |
| FIVN | Sell | Five9, Inc. | $34,985,000 | +19.4% | 533,471 | -2.2% | 0.63% | +13.2% |
| MMS | Sell | MAXIMUS, Inc. | $34,906,000 | -5.7% | 469,230 | -2.1% | 0.63% | -10.7% |
| CHGG | Sell | Chegg, Inc. | $34,014,000 | +24.2% | 897,228 | -1.9% | 0.61% | +17.7% |
| LIN | Buy | Linde Plc | $33,677,000 | +10.4% | 158,181 | +0.4% | 0.60% | +4.7% |
| POWI | Sell | Power Integrations, Inc. | $31,910,000 | +7.0% | 322,613 | -2.2% | 0.57% | +1.4% |
| EYE | Sell | National Vision Holdings, Inc. | $31,835,000 | +32.3% | 981,662 | -1.8% | 0.57% | +25.4% |
| CVGW | Sell | Calavo Growers, Inc. | $30,287,000 | -6.7% | 334,334 | -2.0% | 0.54% | -11.5% |
| DSGX | Sell | Descartes Systems Group Inc. | $29,346,000 | +3.8% | 686,950 | -2.0% | 0.53% | -1.7% |
| NOW | New | ServiceNow, Inc. | $28,448,000 | – | 100,764 | +100.0% | 0.51% | – |
| HSKA | Sell | Heska Corporation | $27,804,000 | +34.1% | 289,806 | -0.9% | 0.50% | +27.0% |
| GOOGL | Buy | Alphabet, Inc. Class A | $27,571,000 | +9.8% | 20,585 | +0.1% | 0.50% | +4.0% |
| CCMP | Sell | Cabot Microelectronics Corpora | $26,278,000 | -0.0% | 182,085 | -2.2% | 0.47% | -5.2% |
| EVH | Sell | Evolent Health, Inc. Class A | $26,219,000 | +6.4% | 2,897,179 | -15.5% | 0.47% | +0.9% |
| RHHBY | Sell | Roche Holding Ltd. ADR | $25,989,000 | +11.2% | 641,174 | -0.1% | 0.47% | +5.4% |
| CGNX | Sell | Cognex Corporation | $25,210,000 | +13.6% | 449,853 | -0.4% | 0.45% | +7.6% |
| VRNT | Sell | Verint Systems, Inc. | $23,329,000 | +26.5% | 421,404 | -2.3% | 0.42% | +20.1% |
| LII | Sell | Lennox International, Inc. | $22,475,000 | -12.3% | 92,124 | -12.6% | 0.40% | -16.7% |
| ROG | New | Rogers Corporation | $22,392,000 | – | 179,524 | +100.0% | 0.40% | – |
| SNA | Sell | Snap-on, Inc. | $21,885,000 | +7.5% | 129,189 | -0.6% | 0.39% | +1.8% |
| GOOG | Sell | Alphabet, Inc. Class C | $21,784,000 | +8.9% | 16,293 | -0.7% | 0.39% | +3.2% |
| NVDA | Buy | NVIDIA Corporation | $21,785,000 | +37.2% | 92,583 | +1.5% | 0.39% | +29.9% |
| NFLX | Buy | Netflix Inc. | $21,611,000 | +21.3% | 66,788 | +0.3% | 0.39% | +14.8% |
| CMD | Sell | Cantel Medical Corp. | $21,483,000 | -8.2% | 303,008 | -3.2% | 0.39% | -13.1% |
| WSO | Sell | Watsco, Inc. | $21,450,000 | +6.1% | 119,068 | -0.4% | 0.38% | +0.5% |
| AZPN | Sell | Aspen Technology, Inc. | $20,856,000 | -5.3% | 172,467 | -3.6% | 0.37% | -10.3% |
| KNX | Sell | Knight-Swift Transportation Ho | $20,170,000 | -6.5% | 562,791 | -5.3% | 0.36% | -11.5% |
| CASS | Sell | Cass Information Systems, Inc. | $19,486,000 | +4.6% | 337,480 | -2.2% | 0.35% | -0.8% |
| IVV | Buy | Ishares Core S&P 500 Etf | $19,321,000 | +113.7% | 59,774 | +97.3% | 0.35% | +102.9% |
| DORM | Sell | Dorman Products, Inc. | $19,307,000 | -7.0% | 254,985 | -2.3% | 0.35% | -11.7% |
| INGN | Sell | Inogen, Inc. | $18,493,000 | +41.7% | 270,636 | -0.7% | 0.33% | +34.4% |
| MIDD | Sell | Middleby Corporation | $17,469,000 | -7.7% | 159,507 | -1.4% | 0.31% | -12.3% |
| Buy | Riverbridge Growth Fund - Inst | $15,214,000 | +20.9% | 678,586 | +14.4% | 0.27% | +14.7% | |
| HSTM | Sell | Healthstream, Inc. | $15,103,000 | -32.7% | 555,273 | -35.9% | 0.27% | -36.2% |
| TRUP | Sell | Trupanion, Inc. | $14,705,000 | +43.3% | 392,551 | -2.8% | 0.26% | +36.1% |
| INOV | Sell | Inovalon Holdings, Inc. Class | $14,254,000 | +13.2% | 757,392 | -1.4% | 0.26% | +7.1% |
| IWM | Buy | Ishares Tr Russell 2000 | $11,163,000 | +764.0% | 67,380 | +689.4% | 0.20% | +733.3% |
| Sell | Vanguard Index Tr 500 Index Ad | $8,346,000 | -4.2% | 27,995 | -11.8% | 0.15% | -9.1% | |
| AAPL | Buy | Apple Inc. | $5,091,000 | +32.9% | 17,336 | +1.3% | 0.09% | +24.7% |
| VXF | New | VANGUARD INDEX FDS EXTEND MKT | $4,939,000 | – | 39,204 | +100.0% | 0.09% | – |
| CSCO | Sell | Cisco Systems, Inc. | $4,630,000 | -3.9% | 96,529 | -1.0% | 0.08% | -8.8% |
| PEP | Sell | PepsiCo, Inc. | $4,235,000 | -1.7% | 30,986 | -1.4% | 0.08% | -7.3% |
| MMM | Sell | 3M Company | $3,939,000 | -76.7% | 22,329 | -78.3% | 0.07% | -77.9% |
| EFX | Sell | Equifax, Inc. | $3,747,000 | -1.1% | 26,743 | -0.7% | 0.07% | -6.9% |
| INTC | Sell | Intel Corporation | $3,430,000 | +14.4% | 57,307 | -1.5% | 0.06% | +8.8% |
| JNJ | Sell | Johnson & Johnson | $3,452,000 | +11.5% | 23,663 | -1.1% | 0.06% | +5.1% |
| WMT | Sell | Walmart, Inc. | $2,702,000 | -1.4% | 22,738 | -1.5% | 0.05% | -5.8% |
| ROK | Sell | Rockwell Automation Com | $2,561,000 | +22.1% | 12,638 | -0.7% | 0.05% | +15.0% |
| PAYX | Sell | Paychex, Inc. | $2,564,000 | +1.9% | 30,149 | -0.8% | 0.05% | -4.2% |
| IWO | Buy | Ishares Tr Russell 2000 Growth | $2,295,000 | +122.8% | 10,711 | +100.4% | 0.04% | +105.0% |
| PG | Sell | Procter & Gamble Company | $2,249,000 | -0.4% | 18,004 | -0.8% | 0.04% | -7.0% |
| IUSG | Buy | iShares Core S&P U.S. Growth E | $2,131,000 | +159.6% | 31,506 | +141.4% | 0.04% | +137.5% |
| ASB | Sell | ASSOCIATED BANC CORP COM | $2,072,000 | +3.3% | 94,028 | -5.0% | 0.04% | -2.6% |
| CL | Sell | Colgate-Palmolive Company | $1,913,000 | -8.5% | 27,782 | -2.3% | 0.03% | -15.0% |
| NUMG | New | Nuveen ESG Mid-Cap Growth ETF | $1,834,000 | – | 51,999 | +100.0% | 0.03% | – |
| RBGLY | Sell | Reckitt Benckiser Group ADR | $1,632,000 | -0.7% | 100,514 | -4.4% | 0.03% | -6.5% |
| Buy | Fidelity 500 Index Fund Inst | $1,586,000 | +7.8% | 14,157 | +0.0% | 0.03% | 0.0% | |
| ABT | Sell | Abbott Laboratories | $1,259,000 | +0.6% | 14,490 | -3.1% | 0.02% | -4.2% |
| JPM | JPMorgan Chase & Co. | $1,038,000 | +18.5% | 7,445 | 0.0% | 0.02% | +11.8% | |
| LKQ | Sell | LKQ Corporation | $895,000 | -97.7% | 25,083 | -98.0% | 0.02% | -97.8% |
| MDT | Medtronic plc | $756,000 | +4.4% | 6,665 | 0.0% | 0.01% | 0.0% | |
| IWB | Ishares Tr Russell 1000 | $673,000 | +8.5% | 3,770 | 0.0% | 0.01% | 0.0% | |
| VTI | Buy | Vanguard Index Fds Stk Mrk Etf | $689,000 | +8.8% | 4,209 | +0.3% | 0.01% | 0.0% |
| USB | U.S. Bancorp | $512,000 | +7.1% | 8,637 | 0.0% | 0.01% | 0.0% | |
| ILMN | Sell | Illumina, Inc. | $390,000 | +8.6% | 1,175 | -0.3% | 0.01% | 0.0% |
| Buy | Growth Fd Amer Inc Com | $380,000 | +10.5% | 7,424 | +6.4% | 0.01% | 0.0% | |
| SYK | Stryker Corp Com | $399,000 | -2.9% | 1,900 | 0.0% | 0.01% | -12.5% | |
| BMY | Bristol-Myers Squibb Company | $374,000 | +26.8% | 5,825 | 0.0% | 0.01% | +16.7% | |
| BRKB | Berkshire Hathaway Inc. Class | $373,000 | +9.1% | 1,645 | 0.0% | 0.01% | +16.7% | |
| KO | Coca-Cola Company | $316,000 | +1.6% | 5,704 | 0.0% | 0.01% | 0.0% | |
| Buy | JPMORGAN TR II LARGE CAP GR A | $343,000 | +9.6% | 8,585 | +13.4% | 0.01% | 0.0% | |
| CWB | SPDR SERIES TRUST BLMBRG BRC C | $278,000 | +6.1% | 5,000 | 0.0% | 0.01% | 0.0% | |
| Buy | RB All Cap Growth Fund Investo | $275,000 | +23.9% | 12,475 | +17.0% | 0.01% | +25.0% | |
| TGT | Sell | Target Corporation | $298,000 | +8.0% | 2,327 | -10.0% | 0.01% | 0.0% |
| Buy | RB Eco Leaders Fund Institutio | $251,000 | +7.3% | 16,633 | +3.6% | 0.01% | +25.0% | |
| IWP | New | Ishares Tr Russell Mcp Gr | $291,000 | – | 1,904 | +100.0% | 0.01% | – |
| ORCL | Oracle Corporation | $287,000 | -3.7% | 5,408 | 0.0% | 0.01% | -16.7% | |
| AXP | American Express Company | $218,000 | +5.3% | 1,750 | 0.0% | 0.00% | 0.0% | |
| WFC | Wells Fargo & Company | $249,000 | +6.9% | 4,628 | 0.0% | 0.00% | 0.0% | |
| Fidelity Contra Fund | $218,000 | +6.3% | 15,922 | 0.0% | 0.00% | 0.0% | ||
| Buy | Third Ave Tr Real Estate Fd | $239,000 | +6.2% | 9,443 | +17.5% | 0.00% | 0.0% | |
| AMCR | AMCOR PLC ORD | $166,000 | +11.4% | 15,300 | 0.0% | 0.00% | 0.0% | |
| BECN | Exit | Beacon Roofing Supply, Inc. | $0 | – | -801,452 | -100.0% | -0.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-14
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.