$10.1 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 169 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 26.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLOB | Buy | Globant S.A. | $457,641,000 | +12.8% | 1,457,038 | +0.9% | 4.53% | +11.3% |
| FIVE | Buy | Five Below, Inc. | $325,930,000 | +19.5% | 1,575,378 | +2.1% | 3.22% | +17.8% |
| WST | Buy | West Pharmaceutical Services, | $289,946,000 | +10.5% | 618,209 | +0.0% | 2.87% | +9.0% |
| RBA | Buy | Ritchie Bros. Auctioneers, Inc | $287,164,000 | +0.2% | 4,691,463 | +1.0% | 2.84% | -1.1% |
| AMED | Buy | Amedisys, Inc. | $257,187,000 | +70.4% | 1,588,750 | +57.0% | 2.54% | +68.1% |
| BL | Buy | BlackLine, Inc. | $224,184,000 | -10.5% | 2,165,197 | +2.0% | 2.22% | -11.7% |
| VRSK | Buy | Verisk Analytics, Inc. | $217,108,000 | +14.3% | 949,187 | +0.1% | 2.15% | +12.8% |
| ANSS | Buy | Ansys, Inc. | $211,880,000 | +18.1% | 528,222 | +0.2% | 2.10% | +16.5% |
| HEI | Buy | HEICO Corporation | $189,301,000 | +9.4% | 1,312,584 | +0.0% | 1.87% | +7.9% |
| ALRM | Buy | Alarm.com Holdings, Inc. | $162,659,000 | +12.9% | 1,917,923 | +4.1% | 1.61% | +11.4% |
| PEGA | Buy | Pegasystems, Inc. | $157,821,000 | -8.9% | 1,411,386 | +3.5% | 1.56% | -10.1% |
| ENSG | Buy | Ensign Group, Inc. | $145,323,000 | +12.6% | 1,730,854 | +0.4% | 1.44% | +11.1% |
| NEOG | Buy | Neogen Corporation | $129,572,000 | +6.5% | 2,853,389 | +1.8% | 1.28% | +5.0% |
| EXPO | Buy | Exponent, Inc. | $123,572,000 | +6.7% | 1,058,614 | +3.4% | 1.22% | +5.3% |
| TECH | Buy | Bio-Techne Corporation | $121,259,000 | +9.5% | 234,389 | +2.6% | 1.20% | +8.0% |
| GDYN | Buy | Grid Dynamics Holdings, Inc. | $117,282,000 | +35.1% | 3,088,803 | +3.9% | 1.16% | +33.2% |
| CERT | Buy | Certara, Inc. | $116,206,000 | +21.5% | 4,088,873 | +41.6% | 1.15% | +19.8% |
| AMN | Buy | AMN Healthcare Services, Inc. | $109,071,000 | +10.2% | 891,615 | +3.3% | 1.08% | +8.7% |
| AVLR | Buy | Avalara, Inc. | $99,113,000 | -25.5% | 767,663 | +0.8% | 0.98% | -26.6% |
| GWRE | Buy | Guidewire Software, Inc. | $92,355,000 | -4.3% | 813,483 | +0.2% | 0.91% | -5.7% |
| FVRR | Buy | Fiverr International LTD | $86,039,000 | -13.5% | 756,719 | +38.9% | 0.85% | -14.7% |
| GDDY | Buy | GoDaddy, Inc. Class A | $84,259,000 | +24.6% | 992,916 | +2.3% | 0.83% | +22.9% |
| WSC | Buy | WillScot Mobile Mini Holdings | $78,097,000 | +34.0% | 1,912,260 | +4.1% | 0.77% | +32.2% |
| MEDP | Buy | Medpace Holdings, Inc. | $66,167,000 | +19.4% | 304,021 | +3.9% | 0.65% | +17.8% |
| KIDS | Buy | OrthoPediatrics Corp. | $66,162,000 | -5.7% | 1,105,273 | +3.2% | 0.65% | -7.0% |
| CRL | Buy | Charles River Laboratories Int | $64,368,000 | -5.6% | 170,838 | +3.4% | 0.64% | -6.9% |
| POWI | Buy | Power Integrations, Inc. | $63,048,000 | -2.5% | 678,734 | +3.9% | 0.62% | -3.9% |
| DSGX | Buy | Descartes Systems Group Inc. | $60,152,000 | +7.6% | 727,531 | +5.7% | 0.60% | +6.1% |
| HSKA | Buy | Heska Corporation | $55,900,000 | -26.5% | 306,320 | +4.2% | 0.55% | -27.4% |
| KAI | Buy | Kadant Inc. | $54,269,000 | +17.3% | 235,462 | +3.8% | 0.54% | +15.7% |
| CHE | Buy | Chemed Corporation | $52,555,000 | +17.8% | 99,341 | +3.5% | 0.52% | +16.3% |
| GSHD | Buy | Goosehead Insurance, Inc. | $51,659,000 | -11.0% | 397,136 | +4.1% | 0.51% | -12.2% |
| FRPT | Buy | Freshpet, Inc. | $50,971,000 | -30.7% | 535,013 | +3.8% | 0.50% | -31.6% |
| EYE | Buy | National Vision Holdings, Inc. | $49,996,000 | -12.2% | 1,041,800 | +3.9% | 0.49% | -13.5% |
| PRVA | New | Privia Health Group, Inc. | $46,271,000 | – | 1,788,592 | +100.0% | 0.46% | – |
| PRAA | Buy | PRA Group, Inc. | $45,776,000 | +23.6% | 911,684 | +3.7% | 0.45% | +22.1% |
| WSO | Buy | Watsco, Inc. | $45,783,000 | +20.4% | 146,327 | +1.9% | 0.45% | +18.9% |
| CGNX | Buy | Cognex Corporation | $44,427,000 | +0.2% | 571,341 | +3.4% | 0.44% | -1.3% |
| HCAT | Buy | Health Catalyst, Inc. | $44,115,000 | -17.8% | 1,113,456 | +3.8% | 0.44% | -19.0% |
| TMX | Buy | Terminix Global Holdings Inc | $43,203,000 | +13.0% | 955,188 | +4.1% | 0.43% | +11.5% |
| PGNY | New | Progyny, Inc. | $40,901,000 | – | 812,333 | +100.0% | 0.40% | – |
| MIDD | Buy | Middleby Corporation | $39,602,000 | +18.5% | 201,269 | +2.7% | 0.39% | +17.0% |
| MODN | Buy | Model N, Inc. | $39,543,000 | -8.6% | 1,316,772 | +2.0% | 0.39% | -9.9% |
| PRCH | Buy | Porch Group, Inc. | $37,637,000 | -8.4% | 2,414,157 | +3.9% | 0.37% | -9.7% |
| PHR | Buy | Phreesia Inc. | $37,577,000 | -30.2% | 902,004 | +3.4% | 0.37% | -31.1% |
| CCMP | Buy | CMC Materials, Inc. | $36,999,000 | +61.6% | 193,016 | +3.9% | 0.37% | +59.1% |
| USPH | Buy | U.S. Physical Therapy, Inc. | $36,438,000 | -10.7% | 381,346 | +3.3% | 0.36% | -12.0% |
| FIVN | New | Five9, Inc. | $36,088,000 | – | 262,799 | +100.0% | 0.36% | – |
| PYPL | New | PayPal Holdings, Inc. | $34,934,000 | – | 185,247 | +100.0% | 0.34% | – |
| SQSP | New | Squarespace, Inc. | $34,672,000 | – | 1,175,313 | +100.0% | 0.34% | – |
| AZPN | Buy | Aspen Technology, Inc. | $32,748,000 | +26.6% | 215,164 | +2.1% | 0.32% | +25.1% |
| CRNC | Buy | Cerence Inc. | $32,263,000 | -18.8% | 420,974 | +1.8% | 0.32% | -19.8% |
| IVV | Buy | Ishares Core S&P 500 Etf | $30,175,000 | +1830.6% | 63,262 | +1643.2% | 0.30% | +1762.5% |
| PNTG | Buy | Pennant Group, Inc. | $29,392,000 | -17.6% | 1,273,493 | +0.3% | 0.29% | -18.7% |
| TWLO | New | Twilio, Inc. | $28,906,000 | – | 109,768 | +100.0% | 0.29% | – |
| TDUP | New | ThredUp Inc. | $28,344,000 | – | 2,221,288 | +100.0% | 0.28% | – |
| GKOS | Buy | Glaukos Corporation | $24,644,000 | -6.4% | 554,555 | +1.5% | 0.24% | -7.6% |
| Buy | Riverbridge Growth Fund - Inst | $22,616,000 | +3.6% | 688,882 | +4.3% | 0.22% | +2.3% | |
| IWM | Buy | Ishares Tr Russell 2000 | $19,688,000 | +1426.2% | 88,507 | +1400.9% | 0.20% | +1400.0% |
| VXF | Buy | VANGUARD INDEX FDS EXTEND MKT | $17,529,000 | +216.3% | 95,860 | +215.4% | 0.17% | +208.9% |
| IWO | Buy | Ishares Tr Russell 2000 Growth | $12,592,000 | +904.9% | 42,969 | +906.5% | 0.12% | +861.5% |
| IUSG | Buy | iShares Core S&P U.S. Growth E | $8,707,000 | +449.3% | 75,290 | +386.5% | 0.09% | +437.5% |
| DG | Buy | Dollar General Corp | $4,438,000 | +61.4% | 18,820 | +45.2% | 0.04% | +57.1% |
| SUSA | New | iShares MSCI USA ESG Select ET | $3,445,000 | – | 32,425 | +100.0% | 0.03% | – |
| ALGN | Buy | Align Technology, Inc. | $2,201,000 | +19.0% | 3,349 | +20.5% | 0.02% | +15.8% |
| OKTA | Buy | Okta, Inc. | $1,167,000 | +55.8% | 5,204 | +64.9% | 0.01% | +50.0% |
| WDAY | New | Workday, Inc. Class A | $1,107,000 | – | 4,054 | +100.0% | 0.01% | – |
| SPGI | Buy | S&P Global, Inc. | $1,113,000 | +25.3% | 2,359 | +12.9% | 0.01% | +22.2% |
| IWF | New | Ishares Tr Russell 1000 Growth | $715,000 | – | 2,341 | +100.0% | 0.01% | – |
| DLX | New | Deluxe Corporation | $589,000 | – | 18,347 | +100.0% | 0.01% | – |
| Buy | JPMORGAN TR II LARGE CAP GR A | $631,000 | +8.0% | 10,454 | +15.5% | 0.01% | 0.0% | |
| VTI | Buy | Vanguard Index Fds Stk Mrk Etf | $654,000 | +81.2% | 2,710 | +66.6% | 0.01% | +50.0% |
| Buy | RB All Cap Growth Fund Investo | $400,000 | +31.1% | 12,488 | +32.6% | 0.00% | +33.3% | |
| Buy | Third Ave Tr Real Estate Fd | $282,000 | +11.0% | 10,267 | +8.7% | 0.00% | 0.0% | |
| VUG | New | Vanguard Growth ETF | $260,000 | – | 810 | +100.0% | 0.00% | – |
| WFC | New | Wells Fargo & Company | $293,000 | – | 6,100 | +100.0% | 0.00% | – |
| Buy | Growth Fd Amer Inc Com | $330,000 | +6.1% | 4,448 | +8.4% | 0.00% | 0.0% | |
| ADP | New | Automatic Data Process Com | $240,000 | – | 974 | +100.0% | 0.00% | – |
| UNP | New | Union Pacific Corporation | $252,000 | – | 1,000 | +100.0% | 0.00% | – |
| LII | New | Lennox International, Inc. | $201,000 | – | 619 | +100.0% | 0.00% | – |
| BHG | New | Bright Health Group, Inc. | $77,000 | – | 22,500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
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.