$7.93 Billion is the total value of RIVERBRIDGE PARTNERS LLC's 192 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 24.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FIVE | Buy | Five Below, Inc. | $273,787,400 | -3.0% | 1,393,037 | +1.7% | 3.45% | -12.8% |
| GLOB | Buy | Globant S.A. | $269,346,086 | +21.9% | 1,498,698 | +11.3% | 3.40% | +9.7% |
| New | RB Global, Inc. | $243,974,865 | – | 4,066,248 | +100.0% | 3.08% | – | |
| CSGP | Buy | CoStar Group, Inc. | $228,494,558 | +33.5% | 2,567,355 | +3.3% | 2.88% | +20.0% |
| WST | Buy | West Pharmaceutical Services, | $215,522,901 | +15.0% | 563,503 | +4.2% | 2.72% | +3.4% |
| WK | Buy | Workiva, Inc. | $212,955,241 | +3.4% | 2,094,779 | +4.2% | 2.68% | -7.0% |
| HEI | Buy | HEICO Corporation | $212,004,066 | +7.5% | 1,198,169 | +3.9% | 2.67% | -3.3% |
| LOPE | Buy | Grand Canyon Education, Inc. | $197,094,405 | -7.5% | 1,909,644 | +2.1% | 2.48% | -16.8% |
| FAST | Buy | Fastenal Company | $197,025,069 | +13.6% | 3,339,974 | +3.9% | 2.48% | +2.2% |
| TYL | Buy | Tyler Technologies, Inc. | $182,771,355 | +25.0% | 438,858 | +6.4% | 2.30% | +12.4% |
| ANSS | Buy | Ansys, Inc. | $170,417,814 | +7.0% | 515,995 | +7.9% | 2.15% | -3.8% |
| PCTY | Buy | Paylocity Holding Corporation | $169,990,351 | +28.8% | 921,207 | +38.7% | 2.14% | +15.8% |
| FND | Buy | Floor & Decor Holdings, Inc. | $157,878,221 | +32.0% | 1,518,644 | +24.7% | 1.99% | +18.7% |
| MEDP | Buy | Medpace Holdings, Inc. | $156,520,156 | +88.9% | 651,706 | +47.9% | 1.97% | +69.8% |
| ROL | Buy | Rollins, Inc. | $150,495,959 | +17.9% | 3,513,798 | +3.4% | 1.90% | +6.0% |
| AMED | Buy | Amedisys, Inc. | $142,607,240 | +27.1% | 1,559,572 | +2.2% | 1.80% | +14.3% |
| ENSG | Buy | Ensign Group, Inc. | $136,620,751 | +1.8% | 1,431,183 | +1.9% | 1.72% | -8.5% |
| PAYC | Buy | Paycom Software, Inc. | $134,995,647 | +11.4% | 420,233 | +5.4% | 1.70% | +0.2% |
| BL | Buy | BlackLine, Inc. | $113,401,210 | -17.6% | 2,107,046 | +2.9% | 1.43% | -25.8% |
| PRVA | Buy | Privia Health Group, Inc. | $113,422,944 | +81.8% | 4,344,042 | +92.3% | 1.43% | +63.6% |
| ALRM | Buy | Alarm.com Holdings, Inc. | $102,131,759 | +8.9% | 1,976,234 | +6.0% | 1.29% | -2.0% |
| CGNX | Buy | Cognex Corporation | $102,079,220 | +17.1% | 1,822,192 | +3.5% | 1.29% | +5.3% |
| EXPO | Buy | Exponent, Inc. | $99,169,159 | -3.3% | 1,062,679 | +3.3% | 1.25% | -13.1% |
| KNSL | Buy | Kinsale Capital Group, Inc. | $95,542,460 | +60.5% | 255,325 | +28.7% | 1.20% | +44.2% |
| ALGN | Buy | Align Technology, Inc. | $93,844,886 | +9.8% | 265,368 | +3.8% | 1.18% | -1.3% |
| GWRE | Buy | Guidewire Software, Inc. | $88,158,257 | -1.5% | 1,158,757 | +6.3% | 1.11% | -11.4% |
| PGNY | Buy | Progyny, Inc. | $83,073,882 | +27.5% | 2,111,690 | +4.1% | 1.05% | +14.6% |
| SQSP | Buy | Squarespace, Inc. | $75,014,911 | +2.6% | 2,378,406 | +3.4% | 0.95% | -7.7% |
| FRPT | Buy | Freshpet, Inc. | $74,095,486 | +37.0% | 1,125,900 | +37.8% | 0.93% | +23.2% |
| TECH | Buy | Bio-Techne Corporation | $73,693,891 | +22.2% | 902,780 | +11.1% | 0.93% | +9.9% |
| AMN | Buy | AMN Healthcare Services, Inc. | $72,076,091 | +34.9% | 660,521 | +2.6% | 0.91% | +21.4% |
| FIVN | Buy | Five9, Inc. | $67,727,307 | +20.8% | 821,435 | +5.9% | 0.85% | +8.7% |
| CRL | Buy | Charles River Laboratories Int | $67,528,147 | +11.9% | 321,180 | +7.4% | 0.85% | +0.6% |
| KRNT | Buy | Kornit Digital Ltd. | $56,271,789 | +57.5% | 1,915,961 | +3.8% | 0.71% | +41.5% |
| WSO | Buy | Watsco, Inc. | $56,088,346 | +34.0% | 147,032 | +11.7% | 0.71% | +20.4% |
| Buy | CCC Intelligent Solutions Hold | $56,027,808 | +60.7% | 4,998,020 | +28.6% | 0.71% | +44.4% | |
| GDDY | Buy | GoDaddy, Inc. Class A | $49,950,387 | +7.2% | 664,853 | +10.9% | 0.63% | -3.5% |
| V | Buy | Visa, Inc. | $48,789,179 | +6.6% | 205,445 | +1.2% | 0.62% | -4.1% |
| KIDS | Buy | OrthoPediatrics Corp. | $47,749,558 | +3.4% | 1,088,929 | +4.5% | 0.60% | -7.0% |
| ACVA | New | ACV Auctions, Inc. | $42,268,775 | – | 2,447,526 | +100.0% | 0.53% | – |
| ZI | Buy | ZoomInfo Technologies, Inc. | $41,091,643 | +8.0% | 1,618,418 | +5.1% | 0.52% | -3.0% |
| ENTG | Buy | Entegris, Inc. | $38,729,610 | +50.6% | 349,482 | +11.4% | 0.49% | +35.2% |
| IAC | Buy | IAC, Inc. | $34,849,669 | +27.0% | 554,931 | +4.3% | 0.44% | +14.0% |
| GDYN | Buy | Grid Dynamics Holdings, Inc. | $34,083,350 | -16.4% | 3,684,687 | +3.5% | 0.43% | -24.8% |
| Buy | Definitive Healthcare Corp. | $31,865,797 | +9.4% | 2,896,891 | +2.7% | 0.40% | -1.5% | |
| JKHY | Buy | Jack Henry & Associates, Inc. | $31,275,897 | +22.2% | 186,911 | +10.1% | 0.39% | +9.7% |
| RGEN | New | Repligen Corporation | $30,385,037 | – | 214,796 | +100.0% | 0.38% | – |
| MSI | New | Motorola Solutions, Inc. | $27,775,196 | – | 94,705 | +100.0% | 0.35% | – |
| Buy | Riverbridge Growth Fund - Inst | $20,796,452 | +12.6% | 737,724 | +3.0% | 0.26% | +1.2% | |
| Buy | Vanguard Index Tr 500 Index Ad | $6,336,422 | +8.4% | 15,434 | +0.1% | 0.08% | -2.4% | |
| TSLA | Buy | Tesla Inc. | $1,725,064 | +27.1% | 6,590 | +0.8% | 0.02% | +15.8% |
| ACN | New | Accenture Plc | $1,569,129 | – | 5,085 | +100.0% | 0.02% | – |
| New | FS Credit Opportunities Corpcef | $548,264 | – | 115,424 | +100.0% | 0.01% | – | |
| New | JPMORGAN TR II LRG CAP GROWTH | $577,531 | – | 10,474 | +100.0% | 0.01% | – | |
| MVF | New | BlackRock MuniVest Fund, Inc.ncef | $299,707 | – | 44,533 | +100.0% | 0.00% | – |
| HRL | New | Hormel Foods Corp. | $200,296 | – | 4,980 | +100.0% | 0.00% | – |
| TTD | New | Trade Desk, Inc. | $260,772 | – | 3,377 | +100.0% | 0.00% | – |
| FB | New | Meta Platforms Inc. Class A | $222,123 | – | 774 | +100.0% | 0.00% | – |
| OTLY | Buy | Oatly Group AB Sponsored ADR | $271,697 | -13.7% | 132,535 | +1.9% | 0.00% | -25.0% |
| WEA | Buy | Western Asset Premier Bond Funcef | $246,516 | +40.5% | 24,192 | +40.7% | 0.00% | +50.0% |
| JHS | New | John Hancock Income Securitiescef | $195,519 | – | 18,154 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-25
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.