RIVERBRIDGE PARTNERS LLC - Q2 2020 holdings

$6.37 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 148 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 15.3% .

 Value Shares↓ Weighting
GLOB BuyGlobant S.A.$211,649,000
+71.5%
1,412,406
+0.6%
3.32%
+28.6%
CSGP SellCoStar Group, Inc.$171,440,000
+17.5%
241,237
-2.9%
2.69%
-11.9%
PRLB BuyProto Labs, Inc.$171,460,000
+49.4%
1,524,498
+1.2%
2.69%
+12.0%
LOPE BuyGrand Canyon Education, Inc.$159,259,000
+21.0%
1,759,186
+2.0%
2.50%
-9.3%
BL BuyBlackLine, Inc.$156,686,000
+58.1%
1,889,833
+0.3%
2.46%
+18.6%
CHE SellChemed Corporation$151,723,000
-4.0%
336,362
-7.8%
2.38%
-28.0%
MSFT BuyMicrosoft Corporation$146,662,000
+30.5%
720,662
+1.1%
2.30%
-2.2%
TYL BuyTyler Technologies, Inc.$145,908,000
+21.1%
420,630
+3.5%
2.29%
-9.2%
RBA BuyRitchie Bros. Auctioneers, Inc$143,324,000
+21.0%
3,508,541
+1.2%
2.25%
-9.3%
FIVE BuyFive Below, Inc.$139,378,000
+52.7%
1,303,692
+0.6%
2.19%
+14.5%
WST BuyWest Pharmaceutical Services,$137,593,000
+54.7%
605,681
+3.7%
2.16%
+16.0%
VRSK BuyVerisk Analytics, Inc.$136,173,000
+25.4%
800,074
+2.7%
2.14%
-6.0%
FAST BuyFastenal Company$135,167,000
+42.2%
3,155,159
+3.7%
2.12%
+6.6%
AMED BuyAmedisys, Inc.$133,433,000
+10.0%
672,069
+1.7%
2.09%
-17.5%
ANSS BuyAnsys, Inc.$131,964,000
+29.1%
452,351
+2.9%
2.07%
-3.2%
PEGA SellPegasystems, Inc.$123,004,000
+41.5%
1,215,811
-0.4%
1.93%
+6.0%
TDOC SellTeladoc Health, Inc.$118,999,000
-15.6%
623,555
-31.5%
1.87%
-36.7%
VEEV SellVeeva Systems, Inc. Class A$117,799,000
+6.0%
502,514
-29.3%
1.85%
-20.5%
PAYC BuyPaycom Software, Inc.$116,702,000
+59.1%
376,787
+3.8%
1.83%
+19.3%
HEI BuyHEICO Corporation$109,969,000
+45.5%
1,103,552
+8.9%
1.73%
+9.1%
ALRM SellAlarm.com Holdings, Inc.$108,150,000
+65.5%
1,668,717
-0.6%
1.70%
+24.0%
HCSG BuyHealthcare Services Group, Inc$103,504,000
+20.3%
4,231,582
+17.6%
1.62%
-9.8%
TECH BuyBio-Techne Corporation$102,327,000
+40.2%
387,499
+0.7%
1.61%
+5.2%
NATI BuyNational Instruments Corporati$102,343,000
+18.8%
2,643,828
+1.6%
1.61%
-10.9%
NEOG BuyNeogen Corporation$97,213,000
+17.5%
1,252,747
+1.4%
1.53%
-11.9%
OLLI BuyOllie's Bargain Outlet Holding$95,117,000
+114.0%
974,057
+1.6%
1.49%
+60.5%
AMZN BuyAmazon.com, Inc.$93,725,000
+46.7%
33,973
+3.7%
1.47%
+10.0%
GNTX BuyGentex Corporation$93,318,000
+17.2%
3,621,172
+0.8%
1.46%
-12.1%
ROL BuyRollins, Inc.$92,664,000
+22.1%
2,185,987
+4.1%
1.45%
-8.5%
PCTY SellPaylocity Holding Corp.$78,113,000
+62.9%
535,426
-1.4%
1.23%
+22.1%
WK BuyWorkiva, Inc. Class A$76,843,000
+149.7%
1,436,587
+50.9%
1.21%
+87.3%
EXPO BuyExponent, Inc.$74,227,000
+12.7%
917,175
+0.1%
1.16%
-15.5%
PS BuyPluralsight, Inc. Class A$73,891,000
+67.3%
4,093,704
+1.8%
1.16%
+25.5%
KRNT BuyKornit Digital Ltd.$72,022,000
+118.0%
1,349,239
+1.6%
1.13%
+63.3%
ECL BuyEcolab, Inc.$71,756,000
+30.2%
360,673
+1.9%
1.13%
-2.4%
CRM BuySalesforce.com, Inc.$69,792,000
+34.6%
372,562
+3.4%
1.10%
+0.8%
SPSC SellSPS Commerce, Inc.$67,649,000
+55.4%
900,552
-3.8%
1.06%
+16.4%
ADI BuyAnalog Devices, Inc.$63,611,000
+39.5%
518,681
+2.0%
1.00%
+4.5%
TWOU Buy2U, Inc.$63,204,000
+80.7%
1,665,027
+1.0%
0.99%
+35.5%
FISV BuyFiserv, Inc.$62,375,000
+5.7%
638,959
+2.8%
0.98%
-20.8%
INFO BuyIHS Markit Ltd.$60,598,000
+28.5%
802,625
+2.1%
0.95%
-3.6%
PRO SellPros Holdings, Inc.$60,517,000
+43.0%
1,362,067
-0.1%
0.95%
+7.2%
SBUX BuyStarbucks Corporation$57,858,000
+14.1%
786,215
+2.0%
0.91%
-14.4%
FIVN SellFive9, Inc.$57,200,000
+39.4%
516,854
-3.7%
0.90%
+4.5%
DHR BuyDanaher Corporation$56,557,000
+33.5%
319,837
+4.5%
0.89%
+0.1%
UNH BuyUnitedHealth Group, Inc.$54,673,000
+21.7%
185,363
+2.9%
0.86%
-8.7%
GWRE BuyGuidewire Software, Inc.$53,573,000
+46.6%
483,294
+4.9%
0.84%
+9.9%
PRAA SellPRA Group, Inc.$51,420,000
+39.3%
1,330,049
-0.1%
0.81%
+4.4%
AOS BuyA. O. Smith Corporation$47,068,000
+35.5%
998,904
+8.7%
0.74%
+1.7%
NOW BuyServiceNow, Inc.$42,999,000
+47.3%
106,155
+4.2%
0.68%
+10.5%
IFF BuyInternational Flavors & Fragra$43,003,000
+25.6%
351,159
+4.7%
0.68%
-5.7%
FND SellFloor & Decor Holdings, Inc. C$42,353,000
+74.8%
734,653
-2.7%
0.66%
+31.2%
GDDY BuyGoDaddy, Inc. Class A$41,991,000
+35.4%
572,630
+5.5%
0.66%
+1.5%
KIDS BuyOrthoPediatrics Corp.$41,332,000
+29.1%
944,518
+17.0%
0.65%
-3.1%
IDXX BuyIDEXX Laboratories, Inc.$40,633,000
+77.2%
123,071
+30.0%
0.64%
+32.9%
FRPT SellFreshpet, Inc.$39,709,000
+27.2%
474,647
-2.9%
0.62%
-4.6%
V BuyVisa, Inc.$39,044,000
+24.4%
202,121
+3.8%
0.61%
-6.7%
AMN SellAMN Healthcare Services, Inc.$38,577,000
-22.3%
852,729
-0.7%
0.60%
-41.8%
NVDA BuyNVIDIA Corporation$37,425,000
+50.0%
98,509
+4.1%
0.59%
+12.5%
POWI SellPower Integrations, Inc.$37,084,000
+29.9%
313,926
-2.9%
0.58%
-2.7%
DSGX SellDescartes Systems Group Inc.$34,994,000
+48.7%
661,521
-3.3%
0.55%
+11.4%
MINI SellMobile Mini, Inc.$34,477,000
-8.0%
1,168,700
-18.2%
0.54%
-31.0%
LIN BuyLinde Plc$33,732,000
+25.9%
159,030
+2.7%
0.53%
-5.7%
ALGN NewAlign Technology, Inc.$32,921,000119,957
+100.0%
0.52%
NFLX BuyNetflix Inc.$32,825,000
+25.7%
72,136
+3.7%
0.52%
-5.9%
MMS SellMAXIMUS, Inc.$32,183,000
+17.6%
456,827
-2.9%
0.50%
-11.9%
GOOGL BuyAlphabet, Inc. Class A$31,196,000
+27.1%
21,999
+4.2%
0.49%
-4.7%
SERV NewServiceMaster Global Holdings,$31,165,000873,205
+100.0%
0.49%
CHGG SellChegg, Inc.$30,242,000
-6.0%
449,635
-50.0%
0.48%
-29.4%
USPH SellU.S. Physical Therapy, Inc.$29,185,000
+14.1%
360,225
-2.8%
0.46%
-14.4%
EYE SellNational Vision Holdings, Inc.$29,157,000
+54.0%
955,334
-2.0%
0.46%
+15.7%
INOV SellInovalon Holdings, Inc. Class$29,014,000
+12.1%
1,506,429
-3.1%
0.46%
-16.1%
RHHBY BuyRoche Holding Ltd. ADR$28,590,000
+10.6%
660,039
+3.6%
0.45%
-17.0%
CGNX BuyCognex Corporation$27,179,000
+47.7%
455,107
+4.4%
0.43%
+10.9%
ENSG NewEnsign Group Inc.$26,617,000636,016
+100.0%
0.42%
HSKA SellHeska Corporation$26,277,000
+64.1%
282,030
-2.6%
0.41%
+23.0%
JKHY NewJack Henry & Associates, Inc.$25,449,000138,285
+100.0%
0.40%
CCMP SellCabot Microelectronics Corpora$24,827,000
+19.2%
177,921
-2.5%
0.39%
-10.6%
GOOG BuyAlphabet, Inc. Class C$23,378,000
+25.1%
16,538
+2.9%
0.37%
-6.1%
PETQ NewPetIQ, Inc. Class A$23,328,000669,572
+100.0%
0.37%
ROG SellRogers Corporation$22,929,000
+29.4%
184,019
-2.0%
0.36%
-3.0%
EXLS SellExlService Holdings, Inc.$22,236,000
+18.5%
350,721
-2.7%
0.35%
-11.2%
WSO BuyWatsco, Inc.$21,811,000
+19.9%
122,743
+6.6%
0.34%
-10.2%
LII BuyLennox International, Inc.$21,650,000
+34.2%
92,922
+4.7%
0.34%
+0.6%
KAI NewKadant Inc.$21,347,000214,194
+100.0%
0.34%
CVGW SellCalavo Growers, Inc.$20,402,000
+5.7%
324,312
-3.1%
0.32%
-20.8%
VRNT SellVerint Systems, Inc.$18,441,000
+1.1%
408,160
-3.8%
0.29%
-24.3%
AZPN BuyAspen Technology, Inc.$18,416,000
+14.3%
177,747
+4.9%
0.29%
-14.2%
GSHD SellGoosehead Insurance, Inc.$17,943,000
+63.6%
238,730
-2.8%
0.28%
+22.6%
DORM SellDorman Products, Inc.$16,681,000
+18.2%
248,714
-2.6%
0.26%
-11.5%
SellRiverbridge Growth Fund - Inst$15,248,000
+24.0%
592,159
-2.7%
0.24%
-7.0%
CASS SellCass Information Systems, Inc.$12,846,000
+8.1%
329,122
-2.7%
0.20%
-18.9%
MIDD BuyMiddleby Corporation$12,820,000
+44.9%
162,406
+4.4%
0.20%
+8.6%
INGN SellInogen, Inc.$9,282,000
-33.6%
261,318
-3.4%
0.15%
-50.0%
BuyVanguard Index Tr 500 Index Ad$8,017,000
+20.0%
28,021
+0.0%
0.13%
-10.0%
AAPL  Apple Inc.$6,324,000
+43.5%
17,3360.0%0.10%
+7.6%
EFX SellEquifax, Inc.$4,249,000
+43.2%
24,722
-0.5%
0.07%
+8.1%
CSCO SellCisco Systems, Inc.$4,104,000
+16.7%
87,987
-1.7%
0.06%
-13.5%
PEP BuyPepsiCo, Inc.$3,913,000
+13.9%
29,585
+3.5%
0.06%
-15.3%
JNJ BuyJohnson & Johnson$3,221,000
+14.7%
22,907
+7.0%
0.05%
-13.6%
INTC SellIntel Corporation$3,057,000
+10.2%
51,093
-0.4%
0.05%
-17.2%
MMM Buy3M Company$2,704,000
+17.2%
17,332
+2.5%
0.04%
-12.5%
ROK SellRockwell Automation Com$2,472,000
+40.3%
11,606
-0.6%
0.04%
+5.4%
WMT SellWalmart, Inc.$2,427,000
+4.8%
20,265
-0.6%
0.04%
-20.8%
PG BuyProcter & Gamble Company$2,199,000
+20.8%
18,394
+11.1%
0.04%
-7.9%
PAYX SellPaychex, Inc.$2,076,000
+19.3%
27,403
-0.9%
0.03%
-8.3%
SNA SellSnap-on, Inc.$2,041,000
+26.6%
14,733
-0.5%
0.03%
-5.9%
CL SellColgate-Palmolive Company$1,902,000
+9.6%
25,956
-0.8%
0.03%
-16.7%
TJX BuyTJX Companies, Inc.$1,927,000
+5.9%
38,108
+0.1%
0.03%
-21.1%
RBGLY SellReckitt Benckiser Group ADR$1,753,000
+19.8%
95,470
-0.5%
0.03%
-9.7%
ASB BuyASSOCIATED BANC CORP COM$1,625,000
+40.8%
118,781
+31.7%
0.03%
+8.3%
 Fidelity 500 Index Fund Inst$1,528,000
+19.8%
14,1510.0%0.02%
-11.1%
ABT BuyAbbott Laboratories$1,447,000
+26.6%
15,830
+9.2%
0.02%
-4.2%
JPM  JPMorgan Chase & Co.$700,000
+4.5%
7,4450.0%0.01%
-21.4%
IWB SellIshares Tr Russell 1000$615,000
+17.4%
3,580
-3.3%
0.01%
-9.1%
MDT  Medtronic plc$611,000
+1.7%
6,6650.0%0.01%
-23.1%
VTI SellVanguard Index Fds Stk Mrk Etf$657,000
-55.6%
4,195
-63.4%
0.01%
-67.7%
BRKB BuyBerkshire Hathaway Inc. Class$593,000
+110.3%
3,320
+114.9%
0.01%
+50.0%
IWM SellIshares Tr Russell 2000$507,000
-89.4%
3,542
-91.5%
0.01%
-92.0%
MCD NewMcDonald's Corporation$541,0002,935
+100.0%
0.01%
TSLA SellTesla Motors Inc.$416,000
+93.5%
385
-6.1%
0.01%
+40.0%
IWO SellIshares Tr Russell 2000 Growth$476,000
-48.5%
2,301
-60.6%
0.01%
-63.2%
ILMN BuyIllumina, Inc.$387,000
+37.2%
1,046
+1.3%
0.01%0.0%
 JPMORGAN TR II LARGE CAP GR A$412,000
+36.0%
8,5850.0%0.01%0.0%
DIS NewWalt Disney Company$405,0003,628
+100.0%
0.01%
KO BuyCoca-Cola Company$371,000
+47.2%
8,304
+45.6%
0.01%
+20.0%
 Growth Fd Amer Inc Com$406,000
+26.1%
7,4240.0%0.01%
-14.3%
AXP NewAmerican Express Company$338,0003,550
+100.0%
0.01%
HON NewHoneywell International Inc.$289,0002,000
+100.0%
0.01%
CWB  SPDR SERIES TRUST BLMBRG BRC C$303,000
+26.8%
5,0000.0%0.01%0.0%
SYK  Stryker Corp Com$342,000
+8.2%
1,9000.0%0.01%
-28.6%
USB  U.S. Bancorp$318,000
+6.7%
8,6370.0%0.01%
-16.7%
BMY  Bristol-Myers Squibb Company$343,000
+5.5%
5,8250.0%0.01%
-28.6%
IUSG SelliShares Core S&P U.S. Growth E$251,000
-61.2%
3,498
-69.1%
0.00%
-71.4%
TGT  Target Corporation$279,000
+29.2%
2,3270.0%0.00%
-20.0%
WM NewWaste Mgmt$267,0002,522
+100.0%
0.00%
COST NewCostco Wholesale Corporation$261,000861
+100.0%
0.00%
 Fidelity Contra Fund$238,000
+27.3%
15,9220.0%0.00%0.0%
XEL NewXcel Energy Inc Com$238,0003,810
+100.0%
0.00%
IVV SellIshares Core S&P 500 Etf$257,000
-76.7%
830
-80.6%
0.00%
-82.6%
ORCL  Oracle Corporation$276,000
+14.0%
5,0000.0%0.00%
-20.0%
ABBV NewAbbVie, Inc.$210,0002,140
+100.0%
0.00%
TRUP SellTrupanion, Inc.$216,000
-97.9%
5,053
-98.7%
0.00%
-98.6%
NewStone Ridge Alternative Lendin$102,00010,427
+100.0%
0.00%
NewStone Ridge Tr II Rns Rsk$143,00018,197
+100.0%
0.00%
AMCR  AMCOR PLC ORD$156,000
+25.8%
15,3000.0%0.00%
-33.3%
EVH SellEvolent Health, Inc. Class A$158,000
-98.9%
22,128
-99.1%
0.00%
-99.3%
PLM  Polymet Mining Corp Com$21,000
+75.0%
51,0000.0%0.00%
ExitRB Eco Leaders Fund Institutio$0-16,633
-100.0%
-0.01%
IVW ExitIshares Tr S&p500 Grw$0-1,926
-100.0%
-0.01%
VXF ExitVANGUARD INDEX FDS EXTEND MKT$0-10,387
-100.0%
-0.02%
CMD ExitCantel Medical Corp.$0-77,224
-100.0%
-0.06%
AYI ExitAcuity Brands, Inc.$0-211,472
-100.0%
-0.38%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-07-08
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Grand Canyon Education, Inc.42Q3 20234.2%
CoStar Group, Inc.42Q3 20233.4%
Five Below, Inc.42Q3 20234.0%
National Instruments Corporati42Q3 20234.3%
Chemed Corporation42Q3 20233.3%
Fastenal Company42Q3 20232.5%
Rollins, Inc.42Q3 20232.6%
Gentex Corporation42Q3 20232.8%
Microsoft Corporation42Q3 20232.9%
Ansys, Inc.42Q3 20232.2%

View RIVERBRIDGE PARTNERS LLC's complete holdings history.

Latest significant ownerships (13-D/G)
RIVERBRIDGE PARTNERS LLC Q2 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
ORTHOPEDIATRICS CORPFebruary 08, 2023941,0044.6%
HEALTHCARE SERVICES GROUP INCJanuary 21, 20223,447,3454.6%
ORTHOPEDIATRICS CORPJanuary 21, 20221,105,2735.6%
Proto Labs IncJanuary 21, 2022436,2231.6%
PROS Holdings, Inc.February 05, 20201,379,4323.3%
HEALTHSTREAM INCJanuary 25, 20191,036,2153.2%
PRA GROUP INCJanuary 25, 20191,582,0763.5%
CHANNELADVISOR CORPJanuary 29, 20181,2000.0%
DIGI INTERNATIONAL INCJanuary 29, 20181,278,5944.8%
Freshpet, Inc.January 29, 20181,729,2595.0%

View RIVERBRIDGE PARTNERS LLC's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-04-26
13F-HR/A2024-02-15
13F-HR/A2024-02-15
SC 13G/A2024-02-14
13F-HR2024-01-24
13F-HR2023-10-16
13F-HR2023-07-25
13F-HR2023-04-21
SC 13G/A2023-02-08
SC 13G/A2023-02-08

View RIVERBRIDGE PARTNERS LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (6371625000.0 != 6371627000.0)

Export RIVERBRIDGE PARTNERS LLC's holdings