$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 8.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSGP | Sell | CoStar Group, Inc. | $171,440,000 | +17.5% | 241,237 | -2.9% | 2.69% | -11.9% |
| CHE | Sell | Chemed Corporation | $151,723,000 | -4.0% | 336,362 | -7.8% | 2.38% | -28.0% |
| 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% |
| ALRM | Sell | Alarm.com Holdings, Inc. | $108,150,000 | +65.5% | 1,668,717 | -0.6% | 1.70% | +24.0% |
| PCTY | Sell | Paylocity Holding Corp. | $78,113,000 | +62.9% | 535,426 | -1.4% | 1.23% | +22.1% |
| SPSC | Sell | SPS Commerce, Inc. | $67,649,000 | +55.4% | 900,552 | -3.8% | 1.06% | +16.4% |
| PRO | Sell | Pros Holdings, Inc. | $60,517,000 | +43.0% | 1,362,067 | -0.1% | 0.95% | +7.2% |
| FIVN | Sell | Five9, Inc. | $57,200,000 | +39.4% | 516,854 | -3.7% | 0.90% | +4.5% |
| PRAA | Sell | PRA Group, Inc. | $51,420,000 | +39.3% | 1,330,049 | -0.1% | 0.81% | +4.4% |
| FND | Sell | Floor & Decor Holdings, Inc. C | $42,353,000 | +74.8% | 734,653 | -2.7% | 0.66% | +31.2% |
| FRPT | Sell | Freshpet, Inc. | $39,709,000 | +27.2% | 474,647 | -2.9% | 0.62% | -4.6% |
| AMN | Sell | AMN Healthcare Services, Inc. | $38,577,000 | -22.3% | 852,729 | -0.7% | 0.60% | -41.8% |
| 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% |
| MMS | Sell | MAXIMUS, Inc. | $32,183,000 | +17.6% | 456,827 | -2.9% | 0.50% | -11.9% |
| 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% |
| HSKA | Sell | Heska Corporation | $26,277,000 | +64.1% | 282,030 | -2.6% | 0.41% | +23.0% |
| CCMP | Sell | Cabot Microelectronics Corpora | $24,827,000 | +19.2% | 177,921 | -2.5% | 0.39% | -10.6% |
| 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% |
| 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% |
| 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% |
| INGN | Sell | Inogen, Inc. | $9,282,000 | -33.6% | 261,318 | -3.4% | 0.15% | -50.0% |
| 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% |
| INTC | Sell | Intel Corporation | $3,057,000 | +10.2% | 51,093 | -0.4% | 0.05% | -17.2% |
| 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% |
| 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% |
| RBGLY | Sell | Reckitt Benckiser Group ADR | $1,753,000 | +19.8% | 95,470 | -0.5% | 0.03% | -9.7% |
| IWB | Sell | Ishares Tr Russell 1000 | $615,000 | +17.4% | 3,580 | -3.3% | 0.01% | -9.1% |
| VTI | Sell | Vanguard Index Fds Stk Mrk Etf | $657,000 | -55.6% | 4,195 | -63.4% | 0.01% | -67.7% |
| IWM | Sell | Ishares Tr Russell 2000 | $507,000 | -89.4% | 3,542 | -91.5% | 0.01% | -92.0% |
| 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% |
| IUSG | Sell | iShares Core S&P U.S. Growth E | $251,000 | -61.2% | 3,498 | -69.1% | 0.00% | -71.4% |
| IVV | Sell | Ishares Core S&P 500 Etf | $257,000 | -76.7% | 830 | -80.6% | 0.00% | -82.6% |
| TRUP | Sell | Trupanion, Inc. | $216,000 | -97.9% | 5,053 | -98.7% | 0.00% | -98.6% |
| EVH | Sell | Evolent Health, Inc. Class A | $158,000 | -98.9% | 22,128 | -99.1% | 0.00% | -99.3% |
| 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.