$4.78 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 137 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 12.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHE | Sell | Chemed Corporation | $158,060,000 | -1.8% | 364,865 | -0.4% | 3.31% | +14.5% |
| CSGP | Sell | CoStar Group, Inc. | $145,924,000 | -3.6% | 248,504 | -1.7% | 3.06% | +12.4% |
| TDOC | Sell | Teladoc Health, Inc. | $141,010,000 | +16.5% | 909,682 | -37.1% | 2.95% | +35.8% |
| LOPE | Buy | Grand Canyon Education, Inc. | $131,629,000 | -19.8% | 1,725,495 | +0.6% | 2.76% | -6.5% |
| GLOB | Sell | Globant S.A. | $123,408,000 | -17.8% | 1,404,275 | -0.8% | 2.58% | -4.1% |
| AMED | Sell | Amedisys, Inc. | $121,272,000 | +9.4% | 660,741 | -0.5% | 2.54% | +27.6% |
| TYL | Sell | Tyler Technologies, Inc. | $120,472,000 | -2.3% | 406,231 | -1.2% | 2.52% | +13.9% |
| RBA | Sell | Ritchie Bros. Auctioneers, Inc | $118,479,000 | -21.2% | 3,466,335 | -1.0% | 2.48% | -8.1% |
| PRLB | Sell | Proto Labs, Inc. | $114,737,000 | -25.2% | 1,507,122 | -0.2% | 2.40% | -12.8% |
| MSFT | Sell | Microsoft Corporation | $112,392,000 | -3.0% | 712,648 | -3.0% | 2.35% | +13.1% |
| VEEV | Sell | Veeva Systems, Inc. Class A | $111,168,000 | +10.0% | 710,929 | -1.0% | 2.33% | +28.3% |
| VRSK | Sell | Verisk Analytics, Inc. | $108,574,000 | -8.5% | 778,976 | -1.9% | 2.27% | +6.7% |
| ANSS | Sell | Ansys, Inc. | $102,203,000 | -12.7% | 439,638 | -3.3% | 2.14% | +1.8% |
| BL | Sell | BlackLine, Inc. | $99,085,000 | +1.7% | 1,883,381 | -0.3% | 2.07% | +18.6% |
| FAST | Sell | Fastenal Company | $95,042,000 | -16.9% | 3,041,355 | -1.7% | 1.99% | -3.1% |
| FIVE | Buy | Five Below, Inc. | $91,252,000 | -30.4% | 1,296,558 | +26.4% | 1.91% | -18.9% |
| WST | Sell | West Pharmaceutical Services, | $88,914,000 | +0.5% | 584,002 | -0.8% | 1.86% | +17.1% |
| PEGA | Sell | Pegasystems, Inc. | $86,922,000 | -11.2% | 1,220,300 | -0.7% | 1.82% | +3.6% |
| NATI | Sell | National Instruments Corporati | $86,123,000 | -22.4% | 2,603,472 | -0.7% | 1.80% | -9.5% |
| HCSG | Buy | Healthcare Services Group, Inc | $86,053,000 | +33.1% | 3,599,025 | +35.3% | 1.80% | +55.1% |
| NEOG | Sell | Neogen Corporation | $82,750,000 | +1.8% | 1,235,262 | -0.9% | 1.73% | +18.6% |
| GNTX | Buy | Gentex Corporation | $79,618,000 | -21.6% | 3,592,885 | +2.5% | 1.67% | -8.6% |
| ROL | Buy | Rollins, Inc. | $75,902,000 | +9.7% | 2,100,222 | +0.7% | 1.59% | +27.9% |
| HEI | Buy | HEICO Corporation | $75,585,000 | -32.4% | 1,013,063 | +3.4% | 1.58% | -21.2% |
| PAYC | Sell | Paycom Software, Inc. | $73,362,000 | -28.7% | 363,158 | -6.5% | 1.54% | -16.8% |
| TECH | Sell | Bio-Techne Corporation | $72,968,000 | -14.3% | 384,813 | -0.8% | 1.53% | -0.1% |
| EXPO | Sell | Exponent, Inc. | $65,883,000 | +3.6% | 916,192 | -0.6% | 1.38% | +20.8% |
| ALRM | Buy | Alarm.com Holdings, Inc. | $65,330,000 | +4.1% | 1,679,004 | +14.9% | 1.37% | +21.4% |
| AMZN | Buy | Amazon.com, Inc. | $63,890,000 | +7.2% | 32,769 | +1.6% | 1.34% | +25.0% |
| FISV | Sell | Fiserv, Inc. | $59,039,000 | -18.4% | 621,527 | -0.7% | 1.24% | -4.8% |
| ECL | Sell | Ecolab, Inc. | $55,133,000 | -20.1% | 353,805 | -1.1% | 1.15% | -6.9% |
| CRM | Buy | Salesforce.com, Inc. | $51,867,000 | -11.2% | 360,241 | +0.3% | 1.09% | +3.6% |
| SBUX | Sell | Starbucks Corporation | $50,693,000 | -25.9% | 771,108 | -0.9% | 1.06% | -13.6% |
| AMN | Sell | AMN Healthcare Services, Inc. | $49,638,000 | -8.0% | 858,639 | -0.8% | 1.04% | +7.3% |
| PCTY | Sell | Paylocity Holding Corp. | $47,963,000 | -41.2% | 543,060 | -19.6% | 1.00% | -31.5% |
| INFO | Sell | IHS Markit Ltd. | $47,170,000 | -22.7% | 786,162 | -3.0% | 0.99% | -9.9% |
| ADI | Sell | Analog Devices, Inc. | $45,597,000 | -25.5% | 508,615 | -1.2% | 0.96% | -13.1% |
| UNH | Sell | UnitedHealth Group, Inc. | $44,921,000 | -15.7% | 180,129 | -0.6% | 0.94% | -1.8% |
| OLLI | New | Ollie's Bargain Outlet Holding | $44,437,000 | – | 958,927 | +100.0% | 0.93% | – |
| PS | Buy | Pluralsight, Inc. Class A | $44,160,000 | -29.9% | 4,021,869 | +9.8% | 0.92% | -18.3% |
| SPSC | Buy | SPS Commerce, Inc. | $43,544,000 | -15.7% | 936,229 | +0.5% | 0.91% | -1.6% |
| DHR | Buy | Danaher Corporation | $42,373,000 | -9.3% | 306,139 | +0.6% | 0.89% | +5.7% |
| PRO | Sell | Pros Holdings, Inc. | $42,318,000 | -48.8% | 1,363,771 | -1.1% | 0.89% | -40.3% |
| FIVN | Buy | Five9, Inc. | $41,047,000 | +17.3% | 536,846 | +0.6% | 0.86% | +36.8% |
| MINI | Sell | Mobile Mini, Inc. | $37,474,000 | -30.9% | 1,428,670 | -0.1% | 0.78% | -19.5% |
| PRAA | Sell | PRA Group, Inc. | $36,918,000 | -24.5% | 1,331,807 | -1.2% | 0.77% | -12.0% |
| GWRE | Sell | Guidewire Software, Inc. | $36,542,000 | -29.3% | 460,755 | -2.1% | 0.76% | -17.5% |
| TWOU | Buy | 2U, Inc. | $34,971,000 | -0.2% | 1,648,029 | +12.9% | 0.73% | +16.4% |
| AOS | Buy | A. O. Smith Corporation | $34,743,000 | -19.6% | 918,888 | +1.4% | 0.73% | -6.2% |
| IFF | Sell | International Flavors & Fragra | $34,226,000 | -22.6% | 335,287 | -2.1% | 0.72% | -9.8% |
| KRNT | New | Kornit Digital Ltd. | $33,042,000 | – | 1,327,532 | +100.0% | 0.69% | – |
| CHGG | Buy | Chegg, Inc. | $32,157,000 | -5.5% | 898,738 | +0.2% | 0.67% | +10.1% |
| KIDS | Buy | OrthoPediatrics Corp. | $32,013,000 | -9.1% | 807,595 | +7.8% | 0.67% | +6.0% |
| V | Buy | Visa, Inc. | $31,385,000 | -13.9% | 194,790 | +0.4% | 0.66% | +0.3% |
| FRPT | Sell | Freshpet, Inc. | $31,217,000 | -17.3% | 488,756 | -23.5% | 0.65% | -3.7% |
| GDDY | Sell | GoDaddy, Inc. Class A | $31,011,000 | -18.8% | 542,996 | -3.5% | 0.65% | -5.4% |
| WK | Buy | Workiva, Inc. Class A | $30,777,000 | -22.6% | 951,963 | +0.7% | 0.64% | -9.8% |
| NOW | Buy | ServiceNow, Inc. | $29,200,000 | +2.6% | 101,892 | +1.1% | 0.61% | +19.6% |
| POWI | Buy | Power Integrations, Inc. | $28,559,000 | -10.5% | 323,322 | +0.2% | 0.60% | +4.4% |
| MMS | Buy | MAXIMUS, Inc. | $27,372,000 | -21.6% | 470,309 | +0.2% | 0.57% | -8.6% |
| LIN | Sell | Linde Plc | $26,801,000 | -20.4% | 154,918 | -2.1% | 0.56% | -7.3% |
| NFLX | Buy | Netflix Inc. | $26,114,000 | +20.8% | 69,545 | +4.1% | 0.55% | +41.0% |
| INOV | Buy | Inovalon Holdings, Inc. Class | $25,893,000 | +81.7% | 1,554,174 | +105.2% | 0.54% | +111.7% |
| RHHBY | Sell | Roche Holding Ltd. ADR | $25,859,000 | -0.5% | 637,340 | -0.6% | 0.54% | +15.8% |
| USPH | Sell | U.S. Physical Therapy, Inc. | $25,570,000 | -40.1% | 370,583 | -0.8% | 0.54% | -30.2% |
| NVDA | Buy | NVIDIA Corporation | $24,944,000 | +14.5% | 94,628 | +2.2% | 0.52% | +33.5% |
| GOOGL | Buy | Alphabet, Inc. Class A | $24,542,000 | -11.0% | 21,121 | +2.6% | 0.51% | +3.8% |
| FND | Buy | Floor & Decor Holdings, Inc. C | $24,228,000 | -36.8% | 754,997 | +0.0% | 0.51% | -26.4% |
| DSGX | Sell | Descartes Systems Group Inc. | $23,537,000 | -19.8% | 684,426 | -0.4% | 0.49% | -6.5% |
| IDXX | New | IDEXX Laboratories, Inc. | $22,937,000 | – | 94,689 | +100.0% | 0.48% | – |
| CCMP | Buy | Cabot Microelectronics Corpora | $20,833,000 | -20.7% | 182,519 | +0.2% | 0.44% | -7.6% |
| CVGW | Buy | Calavo Growers, Inc. | $19,308,000 | -36.2% | 334,689 | +0.1% | 0.40% | -25.7% |
| EYE | Sell | National Vision Holdings, Inc. | $18,938,000 | -40.5% | 975,194 | -0.7% | 0.40% | -30.8% |
| EXLS | Sell | ExlService Holdings, Inc. | $18,763,000 | -59.7% | 360,627 | -46.2% | 0.39% | -52.9% |
| GOOG | Sell | Alphabet, Inc. Class C | $18,686,000 | -14.2% | 16,070 | -1.4% | 0.39% | 0.0% |
| CGNX | Sell | Cognex Corporation | $18,404,000 | -27.0% | 435,906 | -3.1% | 0.38% | -15.0% |
| VRNT | Buy | Verint Systems, Inc. | $18,235,000 | -21.8% | 424,070 | +0.6% | 0.38% | -8.8% |
| WSO | Sell | Watsco, Inc. | $18,190,000 | -15.2% | 115,106 | -3.3% | 0.38% | -1.0% |
| AYI | Sell | Acuity Brands, Inc. | $18,115,000 | -59.7% | 211,472 | -35.0% | 0.38% | -53.0% |
| ROG | Buy | Rogers Corporation | $17,724,000 | -20.8% | 187,713 | +4.6% | 0.37% | -7.7% |
| LII | Sell | Lennox International, Inc. | $16,136,000 | -28.2% | 88,762 | -3.6% | 0.34% | -16.3% |
| AZPN | Sell | Aspen Technology, Inc. | $16,116,000 | -22.7% | 169,518 | -1.7% | 0.34% | -9.9% |
| HSKA | Sell | Heska Corporation | $16,015,000 | -42.4% | 289,608 | -0.1% | 0.34% | -32.9% |
| DORM | Buy | Dorman Products, Inc. | $14,118,000 | -26.9% | 255,445 | +0.2% | 0.30% | -14.7% |
| INGN | Sell | Inogen, Inc. | $13,972,000 | -24.4% | 270,461 | -0.1% | 0.29% | -12.0% |
| EVH | Sell | Evolent Health, Inc. Class A | $13,847,000 | -47.2% | 2,550,050 | -12.0% | 0.29% | -38.4% |
| Sell | Riverbridge Growth Fund - Inst | $12,296,000 | -19.2% | 608,702 | -10.3% | 0.26% | -5.9% | |
| CASS | Buy | Cass Information Systems, Inc. | $11,888,000 | -39.0% | 338,116 | +0.2% | 0.25% | -28.9% |
| GSHD | New | Goosehead Insurance, Inc. | $10,965,000 | – | 245,676 | +100.0% | 0.23% | – |
| TRUP | Buy | Trupanion, Inc. | $10,275,000 | -30.1% | 394,722 | +0.6% | 0.22% | -18.6% |
| MIDD | Sell | Middleby Corporation | $8,849,000 | -49.3% | 155,573 | -2.5% | 0.18% | -41.1% |
| Buy | Vanguard Index Tr 500 Index Ad | $6,681,000 | -19.9% | 28,007 | +0.0% | 0.14% | -6.7% | |
| IWM | Sell | Ishares Tr Russell 2000 | $4,796,000 | -57.0% | 41,904 | -37.8% | 0.10% | -50.0% |
| AAPL | Apple Inc. | $4,408,000 | -13.4% | 17,336 | 0.0% | 0.09% | +1.1% | |
| CSCO | Sell | Cisco Systems, Inc. | $3,517,000 | -24.0% | 89,465 | -7.3% | 0.07% | -10.8% |
| PEP | Sell | PepsiCo, Inc. | $3,434,000 | -18.9% | 28,595 | -7.7% | 0.07% | -5.3% |
| EFX | Sell | Equifax, Inc. | $2,968,000 | -20.8% | 24,851 | -7.1% | 0.06% | -7.5% |
| JNJ | Sell | Johnson & Johnson | $2,808,000 | -18.7% | 21,417 | -9.5% | 0.06% | -4.8% |
| INTC | Sell | Intel Corporation | $2,775,000 | -19.1% | 51,284 | -10.5% | 0.06% | -6.5% |
| CMD | Sell | Cantel Medical Corp. | $2,772,000 | -87.1% | 77,224 | -74.5% | 0.06% | -85.0% |
| MMM | Sell | 3M Company | $2,308,000 | -41.4% | 16,904 | -24.3% | 0.05% | -32.4% |
| WMT | Sell | Walmart, Inc. | $2,316,000 | -14.3% | 20,381 | -10.4% | 0.05% | -2.0% |
| PG | Sell | Procter & Gamble Company | $1,821,000 | -19.0% | 16,555 | -8.0% | 0.04% | -5.0% |
| TJX | New | TJX Companies, Inc. | $1,820,000 | – | 38,059 | +100.0% | 0.04% | – |
| ROK | Sell | Rockwell Automation Com | $1,762,000 | -31.2% | 11,673 | -7.6% | 0.04% | -19.6% |
| PAYX | Sell | Paychex, Inc. | $1,740,000 | -32.1% | 27,657 | -8.3% | 0.04% | -21.7% |
| CL | Sell | Colgate-Palmolive Company | $1,736,000 | -9.3% | 26,161 | -5.8% | 0.04% | +5.9% |
| SNA | Sell | Snap-on, Inc. | $1,612,000 | -92.6% | 14,812 | -88.5% | 0.03% | -91.3% |
| VTI | Buy | Vanguard Index Fds Stk Mrk Etf | $1,480,000 | +114.8% | 11,477 | +172.7% | 0.03% | +158.3% |
| RBGLY | Sell | Reckitt Benckiser Group ADR | $1,463,000 | -10.4% | 95,934 | -4.6% | 0.03% | +6.9% |
| Sell | Fidelity 500 Index Fund Inst | $1,275,000 | -19.6% | 14,151 | -0.0% | 0.03% | -3.6% | |
| ASB | Sell | ASSOCIATED BANC CORP COM | $1,154,000 | -44.3% | 90,198 | -4.1% | 0.02% | -35.1% |
| ABT | Abbott Laboratories | $1,143,000 | -9.2% | 14,490 | 0.0% | 0.02% | +4.3% | |
| IVV | Sell | Ishares Core S&P 500 Etf | $1,104,000 | -94.3% | 4,273 | -92.9% | 0.02% | -93.4% |
| VXF | Sell | VANGUARD INDEX FDS EXTEND MKT | $940,000 | -81.0% | 10,387 | -73.5% | 0.02% | -77.5% |
| IWO | Sell | Ishares Tr Russell 2000 Growth | $924,000 | -59.7% | 5,839 | -45.5% | 0.02% | -53.7% |
| IUSG | Sell | iShares Core S&P U.S. Growth E | $647,000 | -69.6% | 11,332 | -64.0% | 0.01% | -63.2% |
| JPM | JPMorgan Chase & Co. | $670,000 | -35.5% | 7,445 | 0.0% | 0.01% | -26.3% | |
| MDT | Medtronic plc | $601,000 | -20.5% | 6,665 | 0.0% | 0.01% | -7.1% | |
| IWB | Sell | Ishares Tr Russell 1000 | $524,000 | -22.1% | 3,701 | -1.8% | 0.01% | -8.3% |
| SYK | Stryker Corp Com | $316,000 | -20.8% | 1,900 | 0.0% | 0.01% | 0.0% | |
| IVW | New | Ishares Tr S&p500 Grw | $318,000 | – | 1,926 | +100.0% | 0.01% | – |
| BMY | Bristol-Myers Squibb Company | $325,000 | -13.1% | 5,825 | 0.0% | 0.01% | 0.0% | |
| Growth Fd Amer Inc Com | $322,000 | -15.3% | 7,424 | 0.0% | 0.01% | 0.0% | ||
| USB | U.S. Bancorp | $298,000 | -41.8% | 8,637 | 0.0% | 0.01% | -33.3% | |
| ILMN | Sell | Illumina, Inc. | $282,000 | -27.7% | 1,033 | -12.1% | 0.01% | -14.3% |
| JPMORGAN TR II LARGE CAP GR A | $303,000 | -11.7% | 8,585 | 0.0% | 0.01% | 0.0% | ||
| BRKB | Sell | Berkshire Hathaway Inc. Class | $282,000 | -24.4% | 1,545 | -6.1% | 0.01% | -14.3% |
| CWB | SPDR SERIES TRUST BLMBRG BRC C | $239,000 | -14.0% | 5,000 | 0.0% | 0.01% | 0.0% | |
| TSLA | New | Tesla Motors Inc. | $215,000 | – | 410 | +100.0% | 0.01% | – |
| KO | Coca-Cola Company | $252,000 | -20.3% | 5,704 | 0.0% | 0.01% | -16.7% | |
| RB Eco Leaders Fund Institutio | $227,000 | -9.6% | 16,633 | 0.0% | 0.01% | 0.0% | ||
| ORCL | Sell | Oracle Corporation | $242,000 | -15.7% | 5,000 | -7.5% | 0.01% | 0.0% |
| TGT | Target Corporation | $216,000 | -27.5% | 2,327 | 0.0% | 0.01% | 0.0% | |
| Fidelity Contra Fund | $187,000 | -14.2% | 15,922 | 0.0% | 0.00% | 0.0% | ||
| AMCR | AMCOR PLC ORD | $124,000 | -25.3% | 15,300 | 0.0% | 0.00% | 0.0% | |
| PLM | New | Polymet Mining Corp Com | $12,000 | – | 51,000 | +100.0% | 0.00% | – |
| AXP | Exit | American Express Company | $0 | – | -1,750 | -100.0% | -0.00% | – |
| Exit | Third Ave Tr Real Estate Fd | $0 | – | -9,443 | -100.0% | -0.00% | – | |
| WFC | Exit | Wells Fargo & Company | $0 | – | -4,628 | -100.0% | -0.00% | – |
| IWP | Exit | Ishares Tr Russell Mcp Gr | $0 | – | -1,904 | -100.0% | -0.01% | – |
| Exit | RB All Cap Growth Fund Investo | $0 | – | -12,475 | -100.0% | -0.01% | – | |
| LKQ | Exit | LKQ Corporation | $0 | – | -25,083 | -100.0% | -0.02% | – |
| NUMG | Exit | Nuveen ESG Mid-Cap Growth ETF | $0 | – | -51,999 | -100.0% | -0.03% | – |
| HSTM | Exit | Healthstream, Inc. | $0 | – | -555,273 | -100.0% | -0.27% | – |
| KNX | Exit | Knight-Swift Transportation Ho | $0 | – | -562,791 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-13
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/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 |
| SC 13G | 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.