$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 | Buy | Globant S.A. | $211,649,000 | +71.5% | 1,412,406 | +0.6% | 3.32% | +28.6% |
CSGP | Sell | CoStar Group, Inc. | $171,440,000 | +17.5% | 241,237 | -2.9% | 2.69% | -11.9% |
PRLB | Buy | Proto Labs, Inc. | $171,460,000 | +49.4% | 1,524,498 | +1.2% | 2.69% | +12.0% |
LOPE | Buy | Grand Canyon Education, Inc. | $159,259,000 | +21.0% | 1,759,186 | +2.0% | 2.50% | -9.3% |
BL | Buy | BlackLine, Inc. | $156,686,000 | +58.1% | 1,889,833 | +0.3% | 2.46% | +18.6% |
CHE | Sell | Chemed Corporation | $151,723,000 | -4.0% | 336,362 | -7.8% | 2.38% | -28.0% |
MSFT | Buy | Microsoft Corporation | $146,662,000 | +30.5% | 720,662 | +1.1% | 2.30% | -2.2% |
TYL | Buy | Tyler Technologies, Inc. | $145,908,000 | +21.1% | 420,630 | +3.5% | 2.29% | -9.2% |
RBA | Buy | Ritchie Bros. Auctioneers, Inc | $143,324,000 | +21.0% | 3,508,541 | +1.2% | 2.25% | -9.3% |
FIVE | Buy | Five Below, Inc. | $139,378,000 | +52.7% | 1,303,692 | +0.6% | 2.19% | +14.5% |
WST | Buy | West Pharmaceutical Services, | $137,593,000 | +54.7% | 605,681 | +3.7% | 2.16% | +16.0% |
VRSK | Buy | Verisk Analytics, Inc. | $136,173,000 | +25.4% | 800,074 | +2.7% | 2.14% | -6.0% |
FAST | Buy | Fastenal Company | $135,167,000 | +42.2% | 3,155,159 | +3.7% | 2.12% | +6.6% |
AMED | Buy | Amedisys, Inc. | $133,433,000 | +10.0% | 672,069 | +1.7% | 2.09% | -17.5% |
ANSS | Buy | Ansys, Inc. | $131,964,000 | +29.1% | 452,351 | +2.9% | 2.07% | -3.2% |
PEGA | Sell | Pegasystems, Inc. | $123,004,000 | +41.5% | 1,215,811 | -0.4% | 1.93% | +6.0% |
TDOC | Sell | Teladoc Health, Inc. | $118,999,000 | -15.6% | 623,555 | -31.5% | 1.87% | -36.7% |
VEEV | Sell | Veeva Systems, Inc. Class A | $117,799,000 | +6.0% | 502,514 | -29.3% | 1.85% | -20.5% |
PAYC | Buy | Paycom Software, Inc. | $116,702,000 | +59.1% | 376,787 | +3.8% | 1.83% | +19.3% |
HEI | Buy | HEICO Corporation | $109,969,000 | +45.5% | 1,103,552 | +8.9% | 1.73% | +9.1% |
ALRM | Sell | Alarm.com Holdings, Inc. | $108,150,000 | +65.5% | 1,668,717 | -0.6% | 1.70% | +24.0% |
HCSG | Buy | Healthcare Services Group, Inc | $103,504,000 | +20.3% | 4,231,582 | +17.6% | 1.62% | -9.8% |
TECH | Buy | Bio-Techne Corporation | $102,327,000 | +40.2% | 387,499 | +0.7% | 1.61% | +5.2% |
NATI | Buy | National Instruments Corporati | $102,343,000 | +18.8% | 2,643,828 | +1.6% | 1.61% | -10.9% |
NEOG | Buy | Neogen Corporation | $97,213,000 | +17.5% | 1,252,747 | +1.4% | 1.53% | -11.9% |
OLLI | Buy | Ollie's Bargain Outlet Holding | $95,117,000 | +114.0% | 974,057 | +1.6% | 1.49% | +60.5% |
AMZN | Buy | Amazon.com, Inc. | $93,725,000 | +46.7% | 33,973 | +3.7% | 1.47% | +10.0% |
GNTX | Buy | Gentex Corporation | $93,318,000 | +17.2% | 3,621,172 | +0.8% | 1.46% | -12.1% |
ROL | Buy | Rollins, Inc. | $92,664,000 | +22.1% | 2,185,987 | +4.1% | 1.45% | -8.5% |
PCTY | Sell | Paylocity Holding Corp. | $78,113,000 | +62.9% | 535,426 | -1.4% | 1.23% | +22.1% |
WK | Buy | Workiva, Inc. Class A | $76,843,000 | +149.7% | 1,436,587 | +50.9% | 1.21% | +87.3% |
EXPO | Buy | Exponent, Inc. | $74,227,000 | +12.7% | 917,175 | +0.1% | 1.16% | -15.5% |
PS | Buy | Pluralsight, Inc. Class A | $73,891,000 | +67.3% | 4,093,704 | +1.8% | 1.16% | +25.5% |
KRNT | Buy | Kornit Digital Ltd. | $72,022,000 | +118.0% | 1,349,239 | +1.6% | 1.13% | +63.3% |
ECL | Buy | Ecolab, Inc. | $71,756,000 | +30.2% | 360,673 | +1.9% | 1.13% | -2.4% |
CRM | Buy | Salesforce.com, Inc. | $69,792,000 | +34.6% | 372,562 | +3.4% | 1.10% | +0.8% |
SPSC | Sell | SPS Commerce, Inc. | $67,649,000 | +55.4% | 900,552 | -3.8% | 1.06% | +16.4% |
ADI | Buy | Analog Devices, Inc. | $63,611,000 | +39.5% | 518,681 | +2.0% | 1.00% | +4.5% |
TWOU | Buy | 2U, Inc. | $63,204,000 | +80.7% | 1,665,027 | +1.0% | 0.99% | +35.5% |
FISV | Buy | Fiserv, Inc. | $62,375,000 | +5.7% | 638,959 | +2.8% | 0.98% | -20.8% |
INFO | Buy | IHS Markit Ltd. | $60,598,000 | +28.5% | 802,625 | +2.1% | 0.95% | -3.6% |
PRO | Sell | Pros Holdings, Inc. | $60,517,000 | +43.0% | 1,362,067 | -0.1% | 0.95% | +7.2% |
SBUX | Buy | Starbucks Corporation | $57,858,000 | +14.1% | 786,215 | +2.0% | 0.91% | -14.4% |
FIVN | Sell | Five9, Inc. | $57,200,000 | +39.4% | 516,854 | -3.7% | 0.90% | +4.5% |
DHR | Buy | Danaher Corporation | $56,557,000 | +33.5% | 319,837 | +4.5% | 0.89% | +0.1% |
UNH | Buy | UnitedHealth Group, Inc. | $54,673,000 | +21.7% | 185,363 | +2.9% | 0.86% | -8.7% |
GWRE | Buy | Guidewire Software, Inc. | $53,573,000 | +46.6% | 483,294 | +4.9% | 0.84% | +9.9% |
PRAA | Sell | PRA Group, Inc. | $51,420,000 | +39.3% | 1,330,049 | -0.1% | 0.81% | +4.4% |
AOS | Buy | A. O. Smith Corporation | $47,068,000 | +35.5% | 998,904 | +8.7% | 0.74% | +1.7% |
NOW | Buy | ServiceNow, Inc. | $42,999,000 | +47.3% | 106,155 | +4.2% | 0.68% | +10.5% |
IFF | Buy | International Flavors & Fragra | $43,003,000 | +25.6% | 351,159 | +4.7% | 0.68% | -5.7% |
FND | Sell | Floor & Decor Holdings, Inc. C | $42,353,000 | +74.8% | 734,653 | -2.7% | 0.66% | +31.2% |
GDDY | Buy | GoDaddy, Inc. Class A | $41,991,000 | +35.4% | 572,630 | +5.5% | 0.66% | +1.5% |
KIDS | Buy | OrthoPediatrics Corp. | $41,332,000 | +29.1% | 944,518 | +17.0% | 0.65% | -3.1% |
IDXX | Buy | IDEXX Laboratories, Inc. | $40,633,000 | +77.2% | 123,071 | +30.0% | 0.64% | +32.9% |
FRPT | Sell | Freshpet, Inc. | $39,709,000 | +27.2% | 474,647 | -2.9% | 0.62% | -4.6% |
V | Buy | Visa, Inc. | $39,044,000 | +24.4% | 202,121 | +3.8% | 0.61% | -6.7% |
AMN | Sell | AMN Healthcare Services, Inc. | $38,577,000 | -22.3% | 852,729 | -0.7% | 0.60% | -41.8% |
NVDA | Buy | NVIDIA Corporation | $37,425,000 | +50.0% | 98,509 | +4.1% | 0.59% | +12.5% |
POWI | Sell | Power Integrations, Inc. | $37,084,000 | +29.9% | 313,926 | -2.9% | 0.58% | -2.7% |
DSGX | Sell | Descartes Systems Group Inc. | $34,994,000 | +48.7% | 661,521 | -3.3% | 0.55% | +11.4% |
MINI | Sell | Mobile Mini, Inc. | $34,477,000 | -8.0% | 1,168,700 | -18.2% | 0.54% | -31.0% |
LIN | Buy | Linde Plc | $33,732,000 | +25.9% | 159,030 | +2.7% | 0.53% | -5.7% |
ALGN | New | Align Technology, Inc. | $32,921,000 | – | 119,957 | +100.0% | 0.52% | – |
NFLX | Buy | Netflix Inc. | $32,825,000 | +25.7% | 72,136 | +3.7% | 0.52% | -5.9% |
MMS | Sell | MAXIMUS, Inc. | $32,183,000 | +17.6% | 456,827 | -2.9% | 0.50% | -11.9% |
GOOGL | Buy | Alphabet, Inc. Class A | $31,196,000 | +27.1% | 21,999 | +4.2% | 0.49% | -4.7% |
SERV | New | ServiceMaster Global Holdings, | $31,165,000 | – | 873,205 | +100.0% | 0.49% | – |
CHGG | Sell | Chegg, Inc. | $30,242,000 | -6.0% | 449,635 | -50.0% | 0.48% | -29.4% |
USPH | Sell | U.S. Physical Therapy, Inc. | $29,185,000 | +14.1% | 360,225 | -2.8% | 0.46% | -14.4% |
EYE | Sell | National Vision Holdings, Inc. | $29,157,000 | +54.0% | 955,334 | -2.0% | 0.46% | +15.7% |
INOV | Sell | Inovalon Holdings, Inc. Class | $29,014,000 | +12.1% | 1,506,429 | -3.1% | 0.46% | -16.1% |
RHHBY | Buy | Roche Holding Ltd. ADR | $28,590,000 | +10.6% | 660,039 | +3.6% | 0.45% | -17.0% |
CGNX | Buy | Cognex Corporation | $27,179,000 | +47.7% | 455,107 | +4.4% | 0.43% | +10.9% |
ENSG | New | Ensign Group Inc. | $26,617,000 | – | 636,016 | +100.0% | 0.42% | – |
HSKA | Sell | Heska Corporation | $26,277,000 | +64.1% | 282,030 | -2.6% | 0.41% | +23.0% |
JKHY | New | Jack Henry & Associates, Inc. | $25,449,000 | – | 138,285 | +100.0% | 0.40% | – |
CCMP | Sell | Cabot Microelectronics Corpora | $24,827,000 | +19.2% | 177,921 | -2.5% | 0.39% | -10.6% |
GOOG | Buy | Alphabet, Inc. Class C | $23,378,000 | +25.1% | 16,538 | +2.9% | 0.37% | -6.1% |
PETQ | New | PetIQ, Inc. Class A | $23,328,000 | – | 669,572 | +100.0% | 0.37% | – |
ROG | Sell | Rogers Corporation | $22,929,000 | +29.4% | 184,019 | -2.0% | 0.36% | -3.0% |
EXLS | Sell | ExlService Holdings, Inc. | $22,236,000 | +18.5% | 350,721 | -2.7% | 0.35% | -11.2% |
WSO | Buy | Watsco, Inc. | $21,811,000 | +19.9% | 122,743 | +6.6% | 0.34% | -10.2% |
LII | Buy | Lennox International, Inc. | $21,650,000 | +34.2% | 92,922 | +4.7% | 0.34% | +0.6% |
KAI | New | Kadant Inc. | $21,347,000 | – | 214,194 | +100.0% | 0.34% | – |
CVGW | Sell | Calavo Growers, Inc. | $20,402,000 | +5.7% | 324,312 | -3.1% | 0.32% | -20.8% |
VRNT | Sell | Verint Systems, Inc. | $18,441,000 | +1.1% | 408,160 | -3.8% | 0.29% | -24.3% |
AZPN | Buy | Aspen Technology, Inc. | $18,416,000 | +14.3% | 177,747 | +4.9% | 0.29% | -14.2% |
GSHD | Sell | Goosehead Insurance, Inc. | $17,943,000 | +63.6% | 238,730 | -2.8% | 0.28% | +22.6% |
DORM | Sell | Dorman Products, Inc. | $16,681,000 | +18.2% | 248,714 | -2.6% | 0.26% | -11.5% |
Sell | Riverbridge Growth Fund - Inst | $15,248,000 | +24.0% | 592,159 | -2.7% | 0.24% | -7.0% | |
CASS | Sell | Cass Information Systems, Inc. | $12,846,000 | +8.1% | 329,122 | -2.7% | 0.20% | -18.9% |
MIDD | Buy | Middleby Corporation | $12,820,000 | +44.9% | 162,406 | +4.4% | 0.20% | +8.6% |
INGN | Sell | Inogen, Inc. | $9,282,000 | -33.6% | 261,318 | -3.4% | 0.15% | -50.0% |
Buy | Vanguard 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% | 17,336 | 0.0% | 0.10% | +7.6% | |
EFX | Sell | Equifax, Inc. | $4,249,000 | +43.2% | 24,722 | -0.5% | 0.07% | +8.1% |
CSCO | Sell | Cisco Systems, Inc. | $4,104,000 | +16.7% | 87,987 | -1.7% | 0.06% | -13.5% |
PEP | Buy | PepsiCo, Inc. | $3,913,000 | +13.9% | 29,585 | +3.5% | 0.06% | -15.3% |
JNJ | Buy | Johnson & Johnson | $3,221,000 | +14.7% | 22,907 | +7.0% | 0.05% | -13.6% |
INTC | Sell | Intel Corporation | $3,057,000 | +10.2% | 51,093 | -0.4% | 0.05% | -17.2% |
MMM | Buy | 3M Company | $2,704,000 | +17.2% | 17,332 | +2.5% | 0.04% | -12.5% |
ROK | Sell | Rockwell Automation Com | $2,472,000 | +40.3% | 11,606 | -0.6% | 0.04% | +5.4% |
WMT | Sell | Walmart, Inc. | $2,427,000 | +4.8% | 20,265 | -0.6% | 0.04% | -20.8% |
PG | Buy | Procter & Gamble Company | $2,199,000 | +20.8% | 18,394 | +11.1% | 0.04% | -7.9% |
PAYX | Sell | Paychex, Inc. | $2,076,000 | +19.3% | 27,403 | -0.9% | 0.03% | -8.3% |
SNA | Sell | Snap-on, Inc. | $2,041,000 | +26.6% | 14,733 | -0.5% | 0.03% | -5.9% |
CL | Sell | Colgate-Palmolive Company | $1,902,000 | +9.6% | 25,956 | -0.8% | 0.03% | -16.7% |
TJX | Buy | TJX Companies, Inc. | $1,927,000 | +5.9% | 38,108 | +0.1% | 0.03% | -21.1% |
RBGLY | Sell | Reckitt Benckiser Group ADR | $1,753,000 | +19.8% | 95,470 | -0.5% | 0.03% | -9.7% |
ASB | Buy | ASSOCIATED 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% | 14,151 | 0.0% | 0.02% | -11.1% | ||
ABT | Buy | Abbott Laboratories | $1,447,000 | +26.6% | 15,830 | +9.2% | 0.02% | -4.2% |
JPM | JPMorgan Chase & Co. | $700,000 | +4.5% | 7,445 | 0.0% | 0.01% | -21.4% | |
IWB | Sell | Ishares Tr Russell 1000 | $615,000 | +17.4% | 3,580 | -3.3% | 0.01% | -9.1% |
MDT | Medtronic plc | $611,000 | +1.7% | 6,665 | 0.0% | 0.01% | -23.1% | |
VTI | Sell | Vanguard Index Fds Stk Mrk Etf | $657,000 | -55.6% | 4,195 | -63.4% | 0.01% | -67.7% |
BRKB | Buy | Berkshire Hathaway Inc. Class | $593,000 | +110.3% | 3,320 | +114.9% | 0.01% | +50.0% |
IWM | Sell | Ishares Tr Russell 2000 | $507,000 | -89.4% | 3,542 | -91.5% | 0.01% | -92.0% |
MCD | New | McDonald's Corporation | $541,000 | – | 2,935 | +100.0% | 0.01% | – |
TSLA | Sell | Tesla Motors Inc. | $416,000 | +93.5% | 385 | -6.1% | 0.01% | +40.0% |
IWO | Sell | Ishares Tr Russell 2000 Growth | $476,000 | -48.5% | 2,301 | -60.6% | 0.01% | -63.2% |
ILMN | Buy | Illumina, Inc. | $387,000 | +37.2% | 1,046 | +1.3% | 0.01% | 0.0% |
JPMORGAN TR II LARGE CAP GR A | $412,000 | +36.0% | 8,585 | 0.0% | 0.01% | 0.0% | ||
DIS | New | Walt Disney Company | $405,000 | – | 3,628 | +100.0% | 0.01% | – |
KO | Buy | Coca-Cola Company | $371,000 | +47.2% | 8,304 | +45.6% | 0.01% | +20.0% |
Growth Fd Amer Inc Com | $406,000 | +26.1% | 7,424 | 0.0% | 0.01% | -14.3% | ||
AXP | New | American Express Company | $338,000 | – | 3,550 | +100.0% | 0.01% | – |
HON | New | Honeywell International Inc. | $289,000 | – | 2,000 | +100.0% | 0.01% | – |
CWB | SPDR SERIES TRUST BLMBRG BRC C | $303,000 | +26.8% | 5,000 | 0.0% | 0.01% | 0.0% | |
SYK | Stryker Corp Com | $342,000 | +8.2% | 1,900 | 0.0% | 0.01% | -28.6% | |
USB | U.S. Bancorp | $318,000 | +6.7% | 8,637 | 0.0% | 0.01% | -16.7% | |
BMY | Bristol-Myers Squibb Company | $343,000 | +5.5% | 5,825 | 0.0% | 0.01% | -28.6% | |
IUSG | Sell | iShares 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% | 2,327 | 0.0% | 0.00% | -20.0% | |
WM | New | Waste Mgmt | $267,000 | – | 2,522 | +100.0% | 0.00% | – |
COST | New | Costco Wholesale Corporation | $261,000 | – | 861 | +100.0% | 0.00% | – |
Fidelity Contra Fund | $238,000 | +27.3% | 15,922 | 0.0% | 0.00% | 0.0% | ||
XEL | New | Xcel Energy Inc Com | $238,000 | – | 3,810 | +100.0% | 0.00% | – |
IVV | Sell | Ishares Core S&P 500 Etf | $257,000 | -76.7% | 830 | -80.6% | 0.00% | -82.6% |
ORCL | Oracle Corporation | $276,000 | +14.0% | 5,000 | 0.0% | 0.00% | -20.0% | |
ABBV | New | AbbVie, Inc. | $210,000 | – | 2,140 | +100.0% | 0.00% | – |
TRUP | Sell | Trupanion, Inc. | $216,000 | -97.9% | 5,053 | -98.7% | 0.00% | -98.6% |
New | Stone Ridge Alternative Lendin | $102,000 | – | 10,427 | +100.0% | 0.00% | – | |
New | Stone Ridge Tr II Rns Rsk | $143,000 | – | 18,197 | +100.0% | 0.00% | – | |
AMCR | AMCOR PLC ORD | $156,000 | +25.8% | 15,300 | 0.0% | 0.00% | -33.3% | |
EVH | Sell | Evolent 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% | 51,000 | 0.0% | 0.00% | – | |
Exit | RB Eco Leaders Fund Institutio | $0 | – | -16,633 | -100.0% | -0.01% | – | |
IVW | Exit | Ishares Tr S&p500 Grw | $0 | – | -1,926 | -100.0% | -0.01% | – |
VXF | Exit | VANGUARD INDEX FDS EXTEND MKT | $0 | – | -10,387 | -100.0% | -0.02% | – |
CMD | Exit | Cantel Medical Corp. | $0 | – | -77,224 | -100.0% | -0.06% | – |
AYI | Exit | Acuity 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
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.