Riverbridge Partners LLC
- SEC CIK
- 0001112325
- Latest filing
- Jul 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Feb 15, 2024. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 192
- 0 vs. Q2 2023
- Portfolio value
- $7.33B
- −$604.9M (−7.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GLOBGlobant S.A. | COM | 1,470,808 | $291.0M | 4.0% | −27,890−1.9% | Reduced | History |
| RBARB Global Inc. | COM | 3,826,567 | $239.2M | 3.3% | −239,681−5.9% | Reduced | History |
| FIVEFive Below, Inc | COM | 1,462,763 | $235.4M | 3.2% | +69,726+5.0% | Added | History |
| LOPEGrand Canyon Education, Inc. | COM | 1,874,545 | $219.1M | 3.0% | −35,099−1.8% | Reduced | History |
| WKWorkiva Inc | COM CL A | 2,051,585 | $207.9M | 2.8% | −43,194−2.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 642,006 | $202.7M | 2.8% | −27,179−4.1% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 524,019 | $196.6M | 2.7% | −39,484−7.0% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 2,512,806 | $193.2M | 2.6% | −54,549−2.1% | Reduced | History |
| HEIHeico Corp | COM | 1,170,165 | $189.5M | 2.6% | −28,004−2.3% | Reduced | History |
| FASTFastenal Co | Stock | 3,214,046 | $175.6M | 2.4% | −125,928−3.8% | Reduced | History |
| TYLTyler Technologies Inc | COM | 430,570 | $166.3M | 2.3% | −8,288−1.9% | Reduced | History |
| PCTYPaylocity Holding Corp | COM | 904,771 | $164.4M | 2.2% | −16,436−1.8% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 640,907 | $155.2M | 2.1% | −10,799−1.7% | Reduced | History |
| SPSCSPS Commerce Inc | COM | 883,152 | $150.7M | 2.1% | −19,361−2.1% | Reduced | History |
| ANSSAnsys Inc | COM | 502,687 | $149.6M | 2.0% | −13,308−2.6% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,630,588 | $147.6M | 2.0% | +111,944+7.4% | Added | History |
| ENSGEnsign Group, Inc | COM | 1,404,787 | $130.5M | 1.8% | −26,396−1.8% | Reduced | History |
| ROLRollins Inc | COM | 3,446,273 | $128.6M | 1.8% | −67,525−1.9% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 481,217 | $124.8M | 1.7% | +60,984+14.5% | Added | History |
| NVDANVIDIA Corp | Stock | 281,334 | $122.4M | 1.7% | −8,110−2.8% | Reduced | History |
| ALRMAlarm.com Holdings, Inc. | COM | 1,932,425 | $118.1M | 1.6% | −43,809−2.2% | Reduced | History |
| BLBlackline, Inc. | COM | 2,064,056 | $114.5M | 1.6% | −42,990−2.0% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 250,852 | $103.9M | 1.4% | −4,473−1.8% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 1,135,777 | $102.2M | 1.4% | −22,980−2.0% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 425,530 | $100.5M | 1.4% | −138,777−24.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 778,849 | $99.0M | 1.4% | +8,896+1.2% | Added | History |
| PRVAPrivia Health Group, Inc. | COM | 4,247,030 | $97.7M | 1.3% | −97,012−2.2% | Reduced | History |
| EXPOExponent Inc | COM | 1,042,815 | $89.3M | 1.2% | −19,864−1.9% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 427,930 | $87.1M | 1.2% | −7,365−1.7% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 168,213 | $84.8M | 1.2% | −3,001−1.8% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 479,520 | $84.0M | 1.1% | −10,579−2.2% | Reduced | History |
| ALGNAlign Technology Inc | COM | 260,390 | $79.5M | 1.1% | −4,978−1.9% | Reduced | History |
| DHRDanaher Corp | Stock | 307,723 | $76.3M | 1.0% | −5,704−1.8% | Reduced | History |
| CGNXCognex Corp | COM | 1,781,132 | $75.6M | 1.0% | −41,060−2.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 200,102 | $73.1M | 1.0% | −4,116−2.0% | Reduced | History |
| RGENRepligen Corp | COM | 459,761 | $73.1M | 1.0% | +244,965+114.0% | Added | History |
| FRPTFreshpet, Inc. | Stock | 1,105,779 | $72.8M | 1.0% | −20,121−1.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 347,191 | $70.4M | 1.0% | −6,256−1.8% | Reduced | History |
| PGNYProgyny, Inc. | COM | 2,062,144 | $70.2M | 1.0% | −49,546−2.3% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 123,298 | $68.9M | 0.9% | −2,006−1.6% | Reduced | History |
| SQSPSquarespace, Inc. | CLASS A | 2,333,360 | $67.6M | 0.9% | −45,046−1.9% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 4,890,864 | $65.3M | 0.9% | −107,156−2.1% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 315,058 | $61.7M | 0.8% | −6,122−1.9% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 882,257 | $60.1M | 0.8% | −20,523−2.3% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 3,827,384 | $58.1M | 0.8% | +1,379,858+56.4% | Added | History |
| AMNAmn Healthcare Services Inc | COM | 648,171 | $55.2M | 0.8% | −12,350−1.9% | Reduced | History |
| WSOWatsco Inc | COM | 144,038 | $54.4M | 0.7% | −2,994−2.0% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 1,307,757 | $54.4M | 0.7% | −22,783−1.7% | Reduced | History |
| SBUXStarbucks Corp | Stock | 588,342 | $53.7M | 0.7% | −12,177−2.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 408,231 | $53.4M | 0.7% | −8,530−2.0% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 723,852 | $53.1M | 0.7% | −16,604−2.2% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 119,611 | $52.3M | 0.7% | −2,112−1.7% | Reduced | History |
| CHEChemed Corp | COM | 99,545 | $51.7M | 0.7% | −1,725−1.7% | Reduced | History |
| KAIKadant Inc | COM | 228,335 | $51.5M | 0.7% | −3,989−1.7% | Reduced | History |
| FIVNFive9, Inc. | COM | 798,604 | $51.4M | 0.7% | −22,831−2.8% | Reduced | History |
| POWIPower Integrations Inc | COM | 658,873 | $50.3M | 0.7% | −11,687−1.7% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 650,952 | $48.5M | 0.7% | −13,901−2.1% | Reduced | History |
| VVisa Inc. | Stock | 201,838 | $46.4M | 0.6% | −3,607−1.8% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,651,248 | $44.5M | 0.6% | −33,439−0.9% | Reduced | History |
| CERTCertara, Inc. | COM | 2,906,160 | $42.3M | 0.6% | −70,121−2.4% | Reduced | History |
| GKOSGLAUKOS Corp | COM | 558,487 | $42.0M | 0.6% | −9,877−1.7% | Reduced | History |
| NEOGNeogen Corp | COM | 2,232,338 | $41.4M | 0.6% | −45,307−2.0% | Reduced | History |
| OPCHOption Care Health, Inc. | COM NEW | 1,214,010 | $39.3M | 0.5% | +1,214,010 | New | History |
| GOOGAlphabet Inc. | Stock | 297,139 | $39.2M | 0.5% | −4,780−1.6% | Reduced | History |
| DVDoubleVerify Holdings, Inc. | COM | 1,378,288 | $38.5M | 0.5% | −33,869−2.4% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 479,962 | $37.5M | 0.5% | +476,585+14,112.7% | Added | History |
| ECLEcolab Inc. | Stock | 213,383 | $36.1M | 0.5% | −3,758−1.7% | Reduced | History |
| USPHU S Physical Therapy Inc | COM | 393,368 | $36.1M | 0.5% | −7,052−1.8% | Reduced | History |
| KRNTKornit Digital Ltd. | SHS | 1,870,514 | $35.4M | 0.5% | −45,447−2.4% | Reduced | History |
| KIDSOrthopediatrics Corp | COM | 1,057,338 | $33.8M | 0.5% | −31,591−2.9% | Reduced | History |
| PWSCPowerschool Holdings, Inc. | COM CL A | 1,475,928 | $33.4M | 0.5% | +1,475,928 | New | History |
| MODNModel N, Inc. | COM | 1,317,191 | $32.2M | 0.4% | −39,906−2.9% | Reduced | History |
| ENTGEntegris Inc | COM | 341,412 | $32.1M | 0.4% | −8,070−2.3% | Reduced | History |
| TOSTToast, Inc. | Stock | 1,617,744 | $30.3M | 0.4% | +1,617,744 | New | History |
| PYCRPaycor HCM, Inc. | COM | 1,278,513 | $29.2M | 0.4% | −28,722−2.2% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 385,775 | $28.8M | 0.4% | −6,700−1.7% | Reduced | History |
| JKHYJack Henry & Associates Inc | Stock | 182,777 | $27.6M | 0.4% | −4,134−2.2% | Reduced | History |
| PPLIPeople Inc | COM NEW | 543,414 | $27.4M | 0.4% | −11,517−2.1% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 93,889 | $25.6M | 0.3% | −816−0.9% | Reduced | History |
| NFLXNetflix Inc | Stock | 66,845 | $25.2M | 0.3% | −1,207−1.8% | Reduced | History |
| GTMZoomInfo Technologies Inc. | Stock | 1,503,793 | $24.7M | 0.3% | −114,625−7.1% | Reduced | History |
| DHDefinitive Healthcare Corp. | CLASS A COM | 2,817,017 | $22.5M | 0.3% | −79,874−2.8% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 726,262 | $21.6M | 0.3% | +726,262 | New | History |
| Riverbridge Growth Fund - Inst46141P404 | COM | 732,504 | $19.7M | 0.3% | −5,220−0.7% | Reduced | – |
| IMXIInternational Money Express, Inc. | COM | 996,077 | $16.9M | 0.2% | −26,535−2.6% | Reduced | History |
| PHRPhreesia, Inc. | COM | 871,696 | $16.3M | 0.2% | −26,684−3.0% | Reduced | History |
| PNTGPennant Group, Inc. | COM | 1,293,175 | $14.4M | 0.2% | −16,057−1.2% | Reduced | History |
| AAPLApple Inc. | Stock | 83,089 | $14.2M | 0.2% | −315−0.4% | Reduced | History |
| Vanguard Index FDS922908710 | COM | 15,442 | $6.11M | 0.1% | +8+0.1% | Added | – |
| LINLinde PLC | Stock | 14,725 | $5.48M | 0.1% | −386−2.6% | Reduced | History |
| TJXTJX Companies Inc | Stock | 40,857 | $3.63M | <0.1% | −826−2.0% | Reduced | History |
| EFXEquifax Inc | COM | 19,581 | $3.59M | <0.1% | −595−2.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 20,098 | $3.41M | <0.1% | −478−2.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 20,317 | $2.96M | <0.1% | −411−2.0% | Reduced | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 18,466 | $2.65M | <0.1% | +7,928+75.2% | Added | – |
| SNASnap-on Inc | COM | 10,179 | $2.60M | <0.1% | −283−2.7% | Reduced | History |
| JNJJohnson & Johnson | Stock | 15,487 | $2.41M | <0.1% | −324−2.0% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 8,222 | $2.35M | <0.1% | −346−4.0% | Reduced | History |
| PAYXPaychex Inc | Stock | 19,127 | $2.21M | <0.1% | −516−2.6% | Reduced | History |
| WMTWalmart Inc. | Stock | 13,547 | $2.17M | <0.1% | −376−2.7% | Reduced | History |
Sold out since Q2 2023 (9)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 557,888 | $32.3M | 0.4% | History |
| HCSGHealthcare Services Group Inc | COM | 1,893,706 | $28.3M | 0.4% | History |
| EYENational Vision Holdings, Inc. | COM | 1,026,887 | $24.9M | 0.3% | History |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 59,052 | $578.1K | <0.1% | History |
| NSLNuveen Senior Income Fund | COM | 108,228 | $495.7K | <0.1% | History |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 24,192 | $246.5K | <0.1% | History |
| TGTTarget Corp | Stock | 1,633 | $215.4K | <0.1% | History |
| HRLHormel Foods Corp | COM | 4,980 | $200.3K | <0.1% | History |
| Vsblty Groupe Technologies91834N100 | COM | 60,000 | $4.62K | <0.1% | – |