Riverbridge Partners LLC
- SEC CIK
- 0001112325
- Latest filing
- Jul 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 25, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 192
- +3 vs. Q1 2023
- Portfolio value
- $7.93B
- +$798.7M (+11.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TJXTJX Companies Inc | Stock | 41,683 | $3.53M | <0.1% | −2,289−5.2% | Reduced | History |
| PEPPepsiCo Inc | Stock | 20,576 | $3.81M | <0.1% | −955−4.4% | Reduced | History |
| EFXEquifax Inc | COM | 20,176 | $4.75M | 0.1% | −972−4.6% | Reduced | History |
| LINLinde PLC | Stock | 15,111 | $5.76M | 0.1% | −757−4.8% | Reduced | History |
| Vanguard Index FDS922908710 | COM | 15,434 | $6.34M | 0.1% | +12+0.1% | Added | – |
| PNTGPennant Group, Inc. | COM | 1,309,232 | $16.1M | 0.2% | −28,668−2.1% | Reduced | History |
| AAPLApple Inc. | Stock | 83,404 | $16.2M | 0.2% | −1,927−2.3% | Reduced | History |
| Riverbridge Growth Fund - Inst46141P404 | COM | 737,724 | $20.8M | 0.3% | +21,568+3.0% | Added | – |
| GSHDGoosehead Insurance, Inc. | COM CL A | 392,475 | $24.7M | 0.3% | −8,289−2.1% | Reduced | History |
| EYENational Vision Holdings, Inc. | COM | 1,026,887 | $24.9M | 0.3% | −14,144−1.4% | Reduced | History |
| IMXIInternational Money Express, Inc. | COM | 1,022,612 | $25.1M | 0.3% | −19,473−1.9% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 94,705 | $27.8M | 0.4% | +94,705 | New | History |
| PHRPhreesia, Inc. | COM | 898,380 | $27.9M | 0.4% | −18,404−2.0% | Reduced | History |
| HCSGHealthcare Services Group Inc | COM | 1,893,706 | $28.3M | 0.4% | −175,737−8.5% | Reduced | History |
| NFLXNetflix Inc | Stock | 68,052 | $30.0M | 0.4% | −1,916−2.7% | Reduced | History |
| RGENRepligen Corp | COM | 214,796 | $30.4M | 0.4% | +214,796 | New | History |
| PYCRPaycor HCM, Inc. | COM | 1,307,235 | $30.9M | 0.4% | −6,598−0.5% | Reduced | History |
| JKHYJack Henry & Associates Inc | Stock | 186,911 | $31.3M | 0.4% | +17,143+10.1% | Added | History |
| DHDefinitive Healthcare Corp. | CLASS A COM | 2,896,891 | $31.9M | 0.4% | +76,043+2.7% | Added | History |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 557,888 | $32.3M | 0.4% | −10,976−1.9% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,684,687 | $34.1M | 0.4% | +126,059+3.5% | Added | History |
| PPLIPeople Inc | COM NEW | 554,931 | $34.8M | 0.4% | +22,938+4.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 301,919 | $36.5M | 0.5% | −9,008−2.9% | Reduced | History |
| ENTGEntegris Inc | COM | 349,482 | $38.7M | 0.5% | +35,868+11.4% | Added | History |
| GKOSGLAUKOS Corp | COM | 568,364 | $40.5M | 0.5% | −11,547−2.0% | Reduced | History |
| ECLEcolab Inc. | Stock | 217,141 | $40.5M | 0.5% | −14,112−6.1% | Reduced | History |
| GTMZoomInfo Technologies Inc. | Stock | 1,618,418 | $41.1M | 0.5% | +78,199+5.1% | Added | History |
| ACVAACV Auctions Inc. | COM CL A | 2,447,526 | $42.3M | 0.5% | +2,447,526 | New | History |
| KIDSOrthopediatrics Corp | COM | 1,088,929 | $47.7M | 0.6% | +46,476+4.5% | Added | History |
| MODNModel N, Inc. | COM | 1,357,097 | $48.0M | 0.6% | −7,115−0.5% | Reduced | History |
| USPHU S Physical Therapy Inc | COM | 400,420 | $48.6M | 0.6% | −8,484−2.1% | Reduced | History |
| VVisa Inc. | Stock | 205,445 | $48.8M | 0.6% | +2,507+1.2% | Added | History |
| NEOGNeogen Corp | COM | 2,277,645 | $49.5M | 0.6% | −404,848−15.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 416,761 | $49.9M | 0.6% | −15,200−3.5% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 664,853 | $50.0M | 0.6% | +65,100+10.9% | Added | History |
| KAIKadant Inc | COM | 232,324 | $51.6M | 0.7% | −4,672−2.0% | Reduced | History |
| CERTCertara, Inc. | COM | 2,976,281 | $54.2M | 0.7% | −1,211,188−28.9% | Reduced | History |
| CHEChemed Corp | COM | 101,270 | $54.9M | 0.7% | −2,066−2.0% | Reduced | History |
| DVDoubleVerify Holdings, Inc. | COM | 1,412,157 | $55.0M | 0.7% | −3,282−0.2% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 4,998,020 | $56.0M | 0.7% | +1,111,626+28.6% | Added | History |
| WSOWatsco Inc | COM | 147,032 | $56.1M | 0.7% | +15,446+11.7% | Added | History |
| KRNTKornit Digital Ltd. | SHS | 1,915,961 | $56.3M | 0.7% | +70,452+3.8% | Added | History |
| DSGXDescartes Systems Group Inc | COM | 740,456 | $59.3M | 0.7% | −702−0.1% | Reduced | History |
| SBUXStarbucks Corp | Stock | 600,519 | $59.5M | 0.7% | −15,942−2.6% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 121,723 | $61.1M | 0.8% | −3,244−2.6% | Reduced | History |
| POWIPower Integrations Inc | COM | 670,560 | $63.5M | 0.8% | −13,548−2.0% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 1,330,540 | $63.6M | 0.8% | −25,141−1.9% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 321,180 | $67.5M | 0.9% | +22,186+7.4% | Added | History |
| FIVNFive9, Inc. | COM | 821,435 | $67.7M | 0.9% | +46,071+5.9% | Added | History |
| NOWServiceNow, Inc. | Stock | 125,304 | $70.4M | 0.9% | −3,296−2.6% | Reduced | History |
| AMNAmn Healthcare Services Inc | COM | 660,521 | $72.1M | 0.9% | +16,479+2.6% | Added | History |
| TECHBIO-TECHNE Corp | COM | 902,780 | $73.7M | 0.9% | +90,066+11.1% | Added | History |
| FRPTFreshpet, Inc. | Stock | 1,125,900 | $74.1M | 0.9% | +308,584+37.8% | Added | History |
| CRMSalesforce, Inc. | Stock | 353,447 | $74.7M | 0.9% | −9,948−2.7% | Reduced | History |
| SQSPSquarespace, Inc. | CLASS A | 2,378,406 | $75.0M | 0.9% | +77,177+3.4% | Added | History |
| DHRDanaher Corp | Stock | 313,427 | $75.2M | 0.9% | −3,445−1.1% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 204,218 | $81.9M | 1.0% | −5,492−2.6% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 171,214 | $82.3M | 1.0% | −5,098−2.9% | Reduced | History |
| PGNYProgyny, Inc. | COM | 2,111,690 | $83.1M | 1.0% | +82,719+4.1% | Added | History |
| VEEVVeeva Systems Inc | Stock | 435,295 | $86.1M | 1.1% | −3,820−0.9% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 1,158,757 | $88.2M | 1.1% | +68,170+6.3% | Added | History |
| ALGNAlign Technology Inc | COM | 265,368 | $93.8M | 1.2% | +9,687+3.8% | Added | History |
| ADIAnalog Devices Inc | Stock | 490,099 | $95.5M | 1.2% | −13,704−2.7% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 255,325 | $95.5M | 1.2% | +56,941+28.7% | Added | History |
| EXPOExponent Inc | COM | 1,062,679 | $99.2M | 1.3% | +33,992+3.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 769,953 | $100.4M | 1.3% | −20,022−2.5% | Reduced | History |
| CGNXCognex Corp | COM | 1,822,192 | $102.1M | 1.3% | +62,190+3.5% | Added | History |
| ALRMAlarm.com Holdings, Inc. | COM | 1,976,234 | $102.1M | 1.3% | +111,805+6.0% | Added | History |
| BLBlackline, Inc. | COM | 2,107,046 | $113.4M | 1.4% | +58,688+2.9% | Added | History |
| PRVAPrivia Health Group, Inc. | COM | 4,344,042 | $113.4M | 1.4% | +2,084,802+92.3% | Added | History |
| NVDANVIDIA Corp | Stock | 289,444 | $122.4M | 1.5% | −27,142−8.6% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 564,307 | $127.6M | 1.6% | −97,836−14.8% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 420,233 | $135.0M | 1.7% | +21,565+5.4% | Added | History |
| ENSGEnsign Group, Inc | COM | 1,431,183 | $136.6M | 1.7% | +26,584+1.9% | Added | History |
| AMEDAmedisys Inc | COM | 1,559,572 | $142.6M | 1.8% | +34,261+2.2% | Added | History |
| ROLRollins Inc | COM | 3,513,798 | $150.5M | 1.9% | +113,949+3.4% | Added | History |
| MEDPMedpace Holdings, Inc. | COM | 651,706 | $156.5M | 2.0% | +211,011+47.9% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,518,644 | $157.9M | 2.0% | +301,033+24.7% | Added | History |
| PCTYPaylocity Holding Corp | COM | 921,207 | $170.0M | 2.1% | +257,084+38.7% | Added | History |
| ANSSAnsys Inc | COM | 515,995 | $170.4M | 2.1% | +37,566+7.9% | Added | History |
| SPSCSPS Commerce Inc | COM | 902,513 | $173.3M | 2.2% | −15,685−1.7% | Reduced | History |
| TYLTyler Technologies Inc | COM | 438,858 | $182.8M | 2.3% | +26,460+6.4% | Added | History |
| FASTFastenal Co | Stock | 3,339,974 | $197.0M | 2.5% | +124,312+3.9% | Added | History |
| LOPEGrand Canyon Education, Inc. | COM | 1,909,644 | $197.1M | 2.5% | +38,452+2.1% | Added | History |
| HEIHeico Corp | COM | 1,198,169 | $212.0M | 2.7% | +44,873+3.9% | Added | History |
| WKWorkiva Inc | COM CL A | 2,094,779 | $213.0M | 2.7% | +83,805+4.2% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 563,503 | $215.5M | 2.7% | +22,613+4.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 669,185 | $227.9M | 2.9% | −18,896−2.7% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 2,567,355 | $228.5M | 2.9% | +81,068+3.3% | Added | History |
| RBARB Global Inc. | COM | 4,066,248 | $244.0M | 3.1% | +81,036+2.0% | Added | History |
| GLOBGlobant S.A. | COM | 1,498,698 | $269.3M | 3.4% | +151,737+11.3% | Added | History |
| FIVEFive Below, Inc | COM | 1,393,037 | $273.8M | 3.5% | +23,061+1.7% | Added | History |
Sold out since Q1 2023 (8)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| HSKAHeska Corp | COM RESTRC NEW | 307,794 | $30.0M | 0.4% | History |
| PRAAPra Group Inc | COM | 755,669 | $29.4M | 0.4% | History |
| OSHOak Street Health, Inc. | COM | 26,704 | $1.03M | <0.1% | History |
| JPMorgan Tr II Large Cap GR A4812C0506 | COM | 10,763 | $511.6K | <0.1% | – |
| DLXDeluxe Corp | COM | 16,499 | $264.0K | <0.1% | History |
| PDIPIMCO Dynamic Income Fund | SHS | 12,983 | $234.0K | <0.1% | History |
| XELXcel Energy Inc | Stock | 3,200 | $215.8K | <0.1% | History |
| NEUENeueHealth, Inc. | COM | 47,000 | $10.4K | <0.1% | History |