Riverbridge Partners LLC
- SEC CIK
- 0001112325
- Latest filing
- Jul 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 15, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 202
- +10 vs. Q3 2023
- Portfolio value
- $8.00B
- +$677.1M (+9.2%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 14,703 | $2.30M | <0.1% | −784−5.1% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 7,988 | $2.48M | <0.1% | −234−2.8% | Reduced | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,904 | $2.75M | <0.1% | +3,680+50.9% | Added | – |
| SNASnap-on Inc | COM | 9,895 | $2.86M | <0.1% | −284−2.8% | Reduced | History |
| PGProcter & Gamble Co | Stock | 19,847 | $2.91M | <0.1% | −470−2.3% | Reduced | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 28,370 | $2.95M | <0.1% | +16,534+139.7% | Added | – |
| PEPPepsiCo Inc | Stock | 19,623 | $3.33M | <0.1% | −475−2.4% | Reduced | History |
| TJXTJX Companies Inc | Stock | 39,963 | $3.75M | <0.1% | −894−2.2% | Reduced | History |
| EFXEquifax Inc | COM | 19,109 | $4.73M | 0.1% | −472−2.4% | Reduced | History |
| LINLinde PLC | Stock | 14,584 | $5.99M | 0.1% | −141−1.0% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 13,957 | $6.67M | 0.1% | +11,361+437.6% | Added | – |
| Vanguard Index FDS922908710 | COM | 15,230 | $6.70M | 0.1% | −212−1.4% | Reduced | – |
| VLTOVeralto Corp | Stock | 92,789 | $7.63M | 0.1% | +92,789 | New | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 48,591 | $7.99M | 0.1% | +30,125+163.1% | Added | – |
| AAPLApple Inc. | Stock | 81,138 | $15.6M | 0.2% | −1,951−2.3% | Reduced | History |
| KIDSOrthopediatrics Corp | COM | 505,503 | $16.4M | 0.2% | −551,835−52.2% | Reduced | History |
| DHDefinitive Healthcare Corp. | CLASS A COM | 1,762,573 | $17.5M | 0.2% | −1,054,444−37.4% | Reduced | History |
| PNTGPennant Group, Inc. | COM | 1,258,740 | $17.5M | 0.2% | −34,435−2.7% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 93,677 | $18.8M | 0.2% | +85,151+998.7% | Added | – |
| PHRPhreesia, Inc. | COM | 844,602 | $19.6M | 0.2% | −27,094−3.1% | Reduced | History |
| Riverbridge Growth Fund - Inst46141P404 | COM | 706,624 | $21.2M | 0.3% | −25,880−3.5% | Reduced | – |
| IMXIInternational Money Express, Inc. | COM | 974,233 | $21.5M | 0.3% | −21,844−2.2% | Reduced | History |
| GTMZoomInfo Technologies Inc. | Stock | 1,411,014 | $26.1M | 0.3% | −92,779−6.2% | Reduced | History |
| ECLEcolab Inc. | Stock | 132,573 | $26.3M | 0.3% | −80,810−37.9% | Reduced | History |
| TOSTToast, Inc. | Stock | 1,556,814 | $28.4M | 0.4% | −60,930−3.8% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 91,723 | $28.7M | 0.4% | −2,166−2.3% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 380,741 | $28.9M | 0.4% | −5,034−1.3% | Reduced | History |
| JKHYJack Henry & Associates Inc | Stock | 179,530 | $29.3M | 0.4% | −3,247−1.8% | Reduced | History |
| NFLXNetflix Inc | Stock | 64,927 | $31.6M | 0.4% | −1,918−2.9% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 441,166 | $31.7M | 0.4% | −38,796−8.1% | Reduced | History |
| MODNModel N, Inc. | COM | 1,268,146 | $34.2M | 0.4% | −49,045−3.7% | Reduced | History |
| KRNTKornit Digital Ltd. | SHS | 1,799,364 | $34.5M | 0.4% | −71,150−3.8% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 1,291,971 | $35.3M | 0.4% | +565,709+77.9% | Added | History |
| USPHU S Physical Therapy Inc | COM | 387,478 | $36.1M | 0.5% | −5,890−1.5% | Reduced | History |
| PWSCPowerschool Holdings, Inc. | COM CL A | 1,573,223 | $37.1M | 0.5% | +97,295+6.6% | Added | History |
| ENTGEntegris Inc | COM | 339,533 | $40.7M | 0.5% | −1,879−0.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 289,644 | $40.8M | 0.5% | −7,495−2.5% | Reduced | History |
| PYCRPaycor HCM, Inc. | COM | 1,911,191 | $41.3M | 0.5% | +632,678+49.5% | Added | History |
| GKOSGLAUKOS Corp | COM | 548,136 | $43.6M | 0.5% | −10,351−1.9% | Reduced | History |
| NEOGNeogen Corp | COM | 2,182,981 | $43.9M | 0.5% | −49,357−2.2% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,573,514 | $47.6M | 0.6% | −77,734−2.1% | Reduced | History |
| AMNAmn Healthcare Services Inc | COM | 639,860 | $47.9M | 0.6% | −8,311−1.3% | Reduced | History |
| CERTCertara, Inc. | COM | 2,816,378 | $49.5M | 0.6% | −89,782−3.1% | Reduced | History |
| VVisa Inc. | Stock | 195,306 | $50.8M | 0.6% | −6,532−3.2% | Reduced | History |
| POWIPower Integrations Inc | COM | 650,561 | $53.4M | 0.7% | −8,312−1.3% | Reduced | History |
| SBUXStarbucks Corp | Stock | 573,497 | $55.1M | 0.7% | −14,845−2.5% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 519,345 | $55.1M | 0.7% | −131,607−20.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 397,564 | $55.5M | 0.7% | −10,667−2.6% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 3,748,433 | $56.8M | 0.7% | −78,951−2.1% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 1,290,411 | $57.4M | 0.7% | −17,346−1.3% | Reduced | History |
| CHEChemed Corp | COM | 98,330 | $57.5M | 0.7% | −1,215−1.2% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 714,925 | $60.1M | 0.8% | −8,927−1.2% | Reduced | History |
| WSOWatsco Inc | COM | 142,836 | $61.2M | 0.8% | −1,202−0.8% | Reduced | History |
| FIVNFive9, Inc. | COM | 779,233 | $61.3M | 0.8% | −19,371−2.4% | Reduced | History |
| KAIKadant Inc | COM | 225,583 | $63.2M | 0.8% | −2,752−1.2% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 116,365 | $64.6M | 0.8% | −3,246−2.7% | Reduced | History |
| OPCHOption Care Health, Inc. | COM NEW | 1,957,825 | $66.0M | 0.8% | +743,815+61.3% | Added | History |
| TECHBIO-TECHNE Corp | COM | 867,199 | $66.9M | 0.8% | −15,058−1.7% | Reduced | History |
| DHRDanaher Corp | Stock | 302,599 | $70.0M | 0.9% | −5,124−1.7% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 300,690 | $71.1M | 0.9% | −14,368−4.6% | Reduced | History |
| CGNXCognex Corp | COM | 1,720,647 | $71.8M | 0.9% | −60,485−3.4% | Reduced | History |
| PGNYProgyny, Inc. | COM | 2,014,458 | $74.9M | 0.9% | −47,686−2.3% | Reduced | History |
| SQSPSquarespace, Inc. | CLASS A | 2,293,124 | $75.7M | 0.9% | −40,236−1.7% | Reduced | History |
| ALGNAlign Technology Inc | COM | 289,963 | $79.4M | 1.0% | +29,573+11.4% | Added | History |
| VEEVVeeva Systems Inc | Stock | 416,714 | $80.2M | 1.0% | −11,216−2.6% | Reduced | History |
| RGENRepligen Corp | COM | 450,939 | $81.1M | 1.0% | −8,822−1.9% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 248,523 | $83.2M | 1.0% | −2,329−0.9% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 7,378,442 | $84.0M | 1.0% | +2,487,578+50.9% | Added | History |
| NOWServiceNow, Inc. | Stock | 120,232 | $84.9M | 1.1% | −3,066−2.5% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 195,013 | $85.9M | 1.1% | −5,089−2.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 163,754 | $86.2M | 1.1% | −4,459−2.7% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 337,949 | $88.9M | 1.1% | −9,242−2.7% | Reduced | History |
| EXPOExponent Inc | COM | 1,027,646 | $90.5M | 1.1% | −15,169−1.5% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 467,424 | $92.8M | 1.2% | −12,096−2.5% | Reduced | History |
| DVDoubleVerify Holdings, Inc. | COM | 2,561,388 | $94.2M | 1.2% | +1,183,100+85.8% | Added | History |
| FRPTFreshpet, Inc. | Stock | 1,091,544 | $94.7M | 1.2% | −14,235−1.3% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 469,608 | $97.1M | 1.2% | −11,609−2.4% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 409,308 | $97.8M | 1.2% | −16,222−3.8% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 4,595,358 | $105.8M | 1.3% | +348,328+8.2% | Added | History |
| ALRMAlarm.com Holdings, Inc. | COM | 1,667,109 | $107.7M | 1.3% | −265,316−13.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 763,311 | $116.0M | 1.4% | −15,538−2.0% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 1,108,009 | $120.8M | 1.5% | −27,768−2.4% | Reduced | History |
| BLBlackline, Inc. | COM | 2,010,762 | $125.6M | 1.6% | −53,294−2.6% | Reduced | History |
| ROLRollins Inc | COM | 3,101,985 | $135.5M | 1.7% | −344,288−10.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 273,754 | $135.6M | 1.7% | −7,580−2.7% | Reduced | History |
| PCTYPaylocity Holding Corp | COM | 881,434 | $145.3M | 1.8% | −23,337−2.6% | Reduced | History |
| ENSGEnsign Group, Inc | COM | 1,385,348 | $155.4M | 1.9% | −19,439−1.4% | Reduced | History |
| SPSCSPS Commerce Inc | COM | 850,767 | $164.9M | 2.1% | −32,385−3.7% | Reduced | History |
| TYLTyler Technologies Inc | COM | 417,836 | $174.7M | 2.2% | −12,734−3.0% | Reduced | History |
| ANSSAnsys Inc | COM | 486,002 | $176.4M | 2.2% | −16,685−3.3% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,608,656 | $179.5M | 2.2% | −21,932−1.3% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 516,023 | $181.7M | 2.3% | −7,996−1.5% | Reduced | History |
| FASTFastenal Co | Stock | 2,943,989 | $190.7M | 2.4% | −270,057−8.4% | Reduced | History |
| WKWorkiva Inc | COM CL A | 2,005,276 | $203.6M | 2.5% | −46,309−2.3% | Reduced | History |
| HEIHeico Corp | COM | 1,145,574 | $204.9M | 2.6% | −24,591−2.1% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 683,943 | $209.6M | 2.6% | +43,036+6.7% | Added | History |
| CSGPCostar Group, Inc. | COM | 2,466,897 | $215.6M | 2.7% | −45,909−1.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 625,753 | $235.3M | 2.9% | −16,253−2.5% | Reduced | History |
| RBARB Global Inc. | COM | 3,573,277 | $239.0M | 3.0% | −253,290−6.6% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 1,845,731 | $243.7M | 3.0% | −28,814−1.5% | Reduced | History |
Sold out since Q3 2023 (10)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| PPLIPeople Inc | COM NEW | 543,414 | $27.4M | 0.4% | History |
| BBDCBarings BDC, Inc. | COM | 110,896 | $988.1K | <0.1% | History |
| ILMNIllumina, Inc. | COM | 5,970 | $819.6K | <0.1% | History |
| NATINational Instruments Corp | COM | 6,976 | $415.9K | <0.1% | History |
| OKTAOkta, Inc. | CL A | 5,050 | $411.6K | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,503 | $321.7K | <0.1% | History |
| BMYBristol Myers Squibb Co | Stock | 3,981 | $231.1K | <0.1% | History |
| AMEDAmedisys Inc | COM | 2,235 | $208.7K | <0.1% | History |
| OTLYOatly Group AB | SPONSORED ADS | 171,585 | $153.8K | <0.1% | History |
| Vsblty Groupe Technologies Cor91834N605 | ADR | 60,000 | $2.43K | <0.1% | – |