Riverbridge Partners LLC
- SEC CIK
- 0001112325
- Latest filing
- Jul 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 11, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 195
- +1 vs. Q3 2022
- Portfolio value
- $6.66B
- −$74.0M (−1.1%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Index FDS922908710 | COM | 15,413 | $5.46M | 0.1% | +3,523+29.6% | Added | – |
| AAPLApple Inc. | Stock | 67,488 | $8.77M | 0.1% | +1,563+2.4% | Added | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 72,258 | $9.60M | 0.1% | +52,463+265.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 25,125 | $9.65M | 0.1% | +19,885+379.5% | Added | – |
| PYPLPayPal Holdings, Inc. | Stock | 165,198 | $11.8M | 0.2% | −7,613−4.4% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 412,445 | $14.2M | 0.2% | −8,631−2.0% | Reduced | History |
| PNTGPennant Group, Inc. | COM | 1,372,199 | $15.1M | 0.2% | −36,739−2.6% | Reduced | History |
| Riverbridge Growth Fund - Inst46141P404 | COM | 708,349 | $16.1M | 0.2% | +14,436+2.1% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 97,102 | $16.9M | 0.3% | +85,018+703.6% | Added | – |
| AZPNAspen Technology, Inc. | COM | 85,307 | $17.5M | 0.3% | −5,195−5.7% | Reduced | History |
| HSKAHeska Corp | COM RESTRC NEW | 316,085 | $19.6M | 0.3% | −8,667−2.7% | Reduced | History |
| ENTGEntegris Inc | COM | 300,500 | $19.7M | 0.3% | −31,229−9.4% | Reduced | History |
| PROPROS Holdings, Inc. | COM | 837,842 | $20.3M | 0.3% | −13,352−1.6% | Reduced | History |
| NFLXNetflix Inc | Stock | 70,591 | $20.8M | 0.3% | −2,444−3.3% | Reduced | History |
| ILMNIllumina, Inc. | COM | 105,275 | $21.3M | 0.3% | −4,322−3.9% | Reduced | History |
| PPLIPeople Inc | COM NEW | 519,266 | $23.1M | 0.3% | −40,065−7.2% | Reduced | History |
| HCSGHealthcare Services Group Inc | COM | 2,119,468 | $25.4M | 0.4% | −233,248−9.9% | Reduced | History |
| GKOSGLAUKOS Corp | COM | 598,796 | $26.2M | 0.4% | −12,864−2.1% | Reduced | History |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 589,963 | $27.6M | 0.4% | −9,954−1.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 316,740 | $28.1M | 0.4% | −6,149−1.9% | Reduced | History |
| JKHYJack Henry & Associates Inc | Stock | 173,199 | $30.4M | 0.5% | −9,209−5.0% | Reduced | History |
| PHRPhreesia, Inc. | COM | 946,272 | $30.6M | 0.5% | −17,473−1.8% | Reduced | History |
| DHDefinitive Healthcare Corp. | CLASS A COM | 2,847,381 | $31.3M | 0.5% | +433,758+18.0% | Added | History |
| PRAAPra Group Inc | COM | 951,138 | $32.1M | 0.5% | −13,225−1.4% | Reduced | History |
| USPHU S Physical Therapy Inc | COM | 402,222 | $32.6M | 0.5% | −4,649−1.1% | Reduced | History |
| PYCRPaycor HCM, Inc. | COM | 1,360,366 | $33.3M | 0.5% | −19,966−1.4% | Reduced | History |
| WSOWatsco Inc | COM | 133,887 | $33.4M | 0.5% | −7,613−5.4% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 128,263 | $33.5M | 0.5% | +128,263 | New | History |
| ECLEcolab Inc. | Stock | 233,120 | $33.9M | 0.5% | −6,870−2.9% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 4,024,336 | $35.0M | 0.5% | +4,024,336 | New | History |
| GOOGLAlphabet Inc. | Stock | 442,777 | $39.1M | 0.6% | −20,540−4.4% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,568,001 | $40.0M | 0.6% | −236,474−6.2% | Reduced | History |
| NEOGNeogen Corp | COM | 2,698,945 | $41.1M | 0.6% | −130,558−4.6% | Reduced | History |
| FIVNFive9, Inc. | COM | 608,830 | $41.3M | 0.6% | −35,614−5.5% | Reduced | History |
| KIDSOrthopediatrics Corp | COM | 1,060,238 | $42.1M | 0.6% | −53,264−4.8% | Reduced | History |
| EYENational Vision Holdings, Inc. | COM | 1,090,250 | $42.3M | 0.6% | −14,302−1.3% | Reduced | History |
| KRNTKornit Digital Ltd. | SHS | 1,864,146 | $42.8M | 0.6% | +417,742+28.9% | Added | History |
| VVisa Inc. | Stock | 206,372 | $42.9M | 0.6% | −4,544−2.2% | Reduced | History |
| KAIKadant Inc | COM | 246,529 | $43.8M | 0.7% | −3,340−1.3% | Reduced | History |
| PGNYProgyny, Inc. | COM | 1,408,198 | $43.9M | 0.7% | −68,854−4.7% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 1,933,473 | $43.9M | 0.7% | −48,617−2.5% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 834,010 | $44.0M | 0.7% | −32,189−3.7% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 708,359 | $44.3M | 0.7% | −56,729−7.4% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 608,605 | $45.5M | 0.7% | −36,921−5.7% | Reduced | History |
| GTMZoomInfo Technologies Inc. | Stock | 1,526,339 | $46.0M | 0.7% | −121,393−7.4% | Reduced | History |
| PEGAPegasystems Inc | COM | 1,358,798 | $46.5M | 0.7% | −68,426−4.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 321,054 | $46.9M | 0.7% | −5,809−1.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 364,211 | $48.3M | 0.7% | −12,635−3.4% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 130,044 | $50.5M | 0.8% | +10,044+8.4% | Added | History |
| POWIPower Integrations Inc | COM | 711,739 | $51.0M | 0.8% | −9,591−1.3% | Reduced | History |
| SQSPSquarespace, Inc. | CLASS A | 2,322,899 | $51.5M | 0.8% | −114,771−4.7% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 126,604 | $51.6M | 0.8% | −2,723−2.1% | Reduced | History |
| CHEChemed Corp | COM | 101,815 | $52.0M | 0.8% | −1,065−1.0% | Reduced | History |
| ALGNAlign Technology Inc | COM | 250,706 | $52.9M | 0.8% | −18,278−6.8% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 765,515 | $53.3M | 0.8% | −3,083−0.4% | Reduced | History |
| OSHOak Street Health, Inc. | COM | 2,607,606 | $56.1M | 0.8% | −121,138−4.4% | Reduced | History |
| MODNModel N, Inc. | COM | 1,416,011 | $57.4M | 0.9% | −16,162−1.1% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 357,310 | $57.7M | 0.9% | −8,795−2.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 719,327 | $60.4M | 0.9% | −29,425−3.9% | Reduced | History |
| SBUXStarbucks Corp | Stock | 625,128 | $62.0M | 0.9% | −10,823−1.7% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 1,411,304 | $63.7M | 1.0% | −616,612−30.4% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 300,808 | $65.5M | 1.0% | −18,412−5.8% | Reduced | History |
| CERTCertara, Inc. | COM | 4,187,184 | $67.3M | 1.0% | −192,438−4.4% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 825,421 | $68.4M | 1.0% | −49,055−5.6% | ReducedConverted for a 4-for-1 split | History |
| AMNAmn Healthcare Services Inc | COM | 665,909 | $68.5M | 1.0% | −18,385−2.7% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,004,538 | $69.9M | 1.1% | −32,431−3.1% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 212,688 | $71.2M | 1.1% | −3,722−1.7% | Reduced | History |
| NATINational Instruments Corp | COM | 1,950,205 | $72.0M | 1.1% | −64,105−3.2% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 511,043 | $83.8M | 1.3% | −8,446−1.6% | Reduced | History |
| CGNXCognex Corp | COM | 1,808,642 | $85.2M | 1.3% | +207,375+13.0% | Added | History |
| DHRDanaher Corp | Stock | 321,868 | $85.4M | 1.3% | −6,622−2.0% | Reduced | History |
| ALRMAlarm.com Holdings, Inc. | COM | 1,893,940 | $93.7M | 1.4% | −70,485−3.6% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 179,518 | $95.2M | 1.4% | −3,327−1.8% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 455,694 | $96.8M | 1.5% | −11,143−2.4% | Reduced | History |
| EXPOExponent Inc | COM | 1,060,467 | $105.1M | 1.6% | −34,039−3.1% | Reduced | History |
| ANSSAnsys Inc | COM | 476,373 | $115.1M | 1.7% | −24,263−4.8% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 671,025 | $118.4M | 1.8% | −23,351−3.4% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 507,386 | $119.4M | 1.8% | −22,125−4.2% | Reduced | History |
| SPSCSPS Commerce Inc | COM | 943,523 | $121.2M | 1.8% | −70,105−6.9% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 400,161 | $124.2M | 1.9% | −17,266−4.1% | Reduced | History |
| ROLRollins Inc | COM | 3,452,078 | $126.1M | 1.9% | −134,517−3.8% | Reduced | History |
| AMEDAmedisys Inc | COM | 1,525,893 | $127.5M | 1.9% | −102,380−6.3% | Reduced | History |
| PCTYPaylocity Holding Corp | COM | 676,061 | $131.3M | 2.0% | −95,661−12.4% | Reduced | History |
| TYLTyler Technologies Inc | COM | 411,540 | $132.7M | 2.0% | −19,884−4.6% | Reduced | History |
| BLBlackline, Inc. | COM | 2,085,836 | $140.3M | 2.1% | −63,414−3.0% | Reduced | History |
| FASTFastenal Co | Stock | 3,264,734 | $154.5M | 2.3% | −125,142−3.7% | Reduced | History |
| ENSGEnsign Group, Inc | COM | 1,638,782 | $155.0M | 2.3% | −39,114−2.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 699,432 | $167.7M | 2.5% | −14,672−2.1% | Reduced | History |
| HEIHeico Corp | COM | 1,174,350 | $180.4M | 2.7% | −47,559−3.9% | Reduced | History |
| WKWorkiva Inc | COM CL A | 2,178,057 | $182.9M | 2.7% | −59,188−2.6% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 2,526,341 | $195.2M | 2.9% | −91,471−3.5% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 2,059,490 | $217.6M | 3.3% | −55,608−2.6% | Reduced | History |
| GLOBGlobant S.A. | COM | 1,374,490 | $231.1M | 3.5% | −43,872−3.1% | Reduced | History |
| RBARB Global Inc. | COM | 4,078,780 | $235.9M | 3.5% | −117,563−2.8% | Reduced | History |
| FIVEFive Below, Inc | COM | 1,510,743 | $267.2M | 4.0% | −115,149−7.1% | Reduced | History |
Sold out since Q3 2022 (9)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| FVRRFiverr International Ltd. | ORD SHS | 410,186 | $12.5M | 0.2% | History |
| PRLBProto Labs Inc | COM | 227,004 | $8.27M | 0.1% | History |
| TWLOTwilio Inc | CL A | 111,139 | $7.68M | 0.1% | History |
| PRCHPorch Group, Inc. | COM | 2,569,184 | $5.78M | 0.1% | History |
| TDUPThredUp Inc. | CL A | 2,447,890 | $4.50M | 0.1% | History |
| AVLRAvalara, Inc. | COM | 19,762 | $1.81M | <0.1% | History |
| BKCCBlackRock Capital Investment Corp | COM | 149,712 | $508.0K | <0.1% | History |
| TCPCBlackRock TCP Capital Corp. | COM | 40,141 | $439.0K | <0.1% | History |
| MITIMitesco, Inc. | COMMON STOCK | 12,750 | $1.00K | <0.1% | History |