Riverbridge Partners LLC
- SEC CIK
- 0001112325
- Latest filing
- Jul 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 17, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 178
- +4 vs. Q1 2024
- Portfolio value
- $7.36B
- −$836.9M (−10.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PNTGPennant Group, Inc. | COM | 1,140,469 | $26.4M | 0.4% | −98,010−7.9% | Reduced | History |
| JAMFJamf Holding Corp. | COM | 1,677,152 | $27.7M | 0.4% | +1,677,152 | New | History |
| FICOFair Isaac Corp | COM | 18,941 | $28.2M | 0.4% | −959−4.8% | Reduced | History |
| PYCRPaycor HCM, Inc. | COM | 2,239,040 | $28.4M | 0.4% | +359,345+19.1% | Added | History |
| JKHYJack Henry & Associates Inc | Stock | 171,553 | $28.5M | 0.4% | −6,970−3.9% | Reduced | History |
| FIVNFive9, Inc. | COM | 700,779 | $30.9M | 0.4% | −59,558−7.8% | Reduced | History |
| NEOGNeogen Corp | COM | 2,029,446 | $31.7M | 0.4% | −114,071−5.3% | Reduced | History |
| USPHU S Physical Therapy Inc | COM | 347,799 | $32.1M | 0.4% | −28,926−7.7% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 86,865 | $33.5M | 0.5% | −1,439−1.6% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,278,688 | $34.5M | 0.5% | −239,384−6.8% | Reduced | History |
| SQSPSquarespace, Inc. | CLASS A | 795,495 | $34.7M | 0.5% | −1,459,956−64.7% | Reduced | History |
| CERTCertara, Inc. | COM | 2,638,667 | $36.5M | 0.5% | −179,844−6.4% | Reduced | History |
| DOCSDoximity, Inc. | CL A | 1,328,325 | $37.2M | 0.5% | +1,328,325 | New | History |
| TOSTToast, Inc. | Stock | 1,552,637 | $40.0M | 0.5% | −65,623−4.1% | Reduced | History |
| POWIPower Integrations Inc | COM | 582,231 | $40.9M | 0.6% | −48,072−7.6% | Reduced | History |
| NFLXNetflix Inc | Stock | 61,016 | $41.2M | 0.6% | −1,169−1.9% | Reduced | History |
| SBUXStarbucks Corp | Stock | 538,102 | $41.9M | 0.6% | −10,996−2.0% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 442,226 | $43.2M | 0.6% | −5,909−1.3% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 1,155,969 | $43.5M | 0.6% | −96,223−7.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 220,128 | $43.6M | 0.6% | +220,128 | New | History |
| CHEChemed Corp | COM | 87,787 | $47.6M | 0.6% | −7,500−7.9% | Reduced | History |
| VVisa Inc. | Stock | 183,870 | $48.3M | 0.7% | −3,123−1.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 263,131 | $48.3M | 0.7% | −3,883−1.5% | Reduced | History |
| OPCHOption Care Health, Inc. | COM NEW | 1,815,694 | $50.3M | 0.7% | −144,166−7.4% | Reduced | History |
| PGNYProgyny, Inc. | COM | 1,839,380 | $52.6M | 0.7% | −157,215−7.9% | Reduced | History |
| PWSCPowerschool Holdings, Inc. | COM CL A | 2,378,198 | $53.2M | 0.7% | −130,673−5.2% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 109,524 | $53.4M | 0.7% | −1,981−1.8% | Reduced | History |
| ENTGEntegris Inc | COM | 423,497 | $57.3M | 0.8% | −18,594−4.2% | Reduced | History |
| GKOSGLAUKOS Corp | COM | 493,075 | $58.4M | 0.8% | −41,439−7.8% | Reduced | History |
| KAIKadant Inc | COM | 201,699 | $59.3M | 0.8% | −16,829−7.7% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 827,087 | $59.3M | 0.8% | −34,544−4.0% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 289,272 | $59.8M | 0.8% | −14,506−4.8% | Reduced | History |
| DVDoubleVerify Holdings, Inc. | COM | 3,125,851 | $60.9M | 0.8% | +628,451+25.2% | Added | History |
| WSOWatsco Inc | COM | 135,284 | $62.7M | 0.9% | −5,316−3.8% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 3,479,760 | $63.5M | 0.9% | −233,805−6.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 364,587 | $66.4M | 0.9% | −8,382−2.2% | Reduced | History |
| RGENRepligen Corp | COM | 527,872 | $66.5M | 0.9% | +82,704+18.6% | Added | History |
| ALGNAlign Technology Inc | COM | 279,566 | $67.5M | 0.9% | −12,143−4.2% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 483,662 | $67.6M | 0.9% | −28,758−5.6% | Reduced | History |
| DHRDanaher Corp | Stock | 285,182 | $71.3M | 1.0% | −5,312−1.8% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 393,222 | $72.0M | 1.0% | −7,932−2.0% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 6,717,726 | $74.6M | 1.0% | −486,538−6.8% | Reduced | History |
| CGNXCognex Corp | COM | 1,603,028 | $75.0M | 1.0% | −122,792−7.1% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 154,749 | $78.8M | 1.1% | −2,896−1.8% | Reduced | History |
| ALRMAlarm.com Holdings, Inc. | COM | 1,266,757 | $80.5M | 1.1% | −359,645−22.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 317,895 | $81.7M | 1.1% | −6,042−1.9% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 183,829 | $82.0M | 1.1% | −3,371−1.8% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 593,346 | $84.9M | 1.2% | −25,224−4.1% | Reduced | History |
| BLBlackline, Inc. | COM | 1,815,562 | $88.0M | 1.2% | −145,724−7.4% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 910,909 | $88.2M | 1.2% | −65,704−6.7% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 113,286 | $89.1M | 1.2% | −2,090−1.8% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 5,146,217 | $89.4M | 1.2% | −253,445−4.7% | Reduced | History |
| EXPOExponent Inc | COM | 947,145 | $90.1M | 1.2% | −58,202−5.8% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 441,931 | $100.9M | 1.4% | −8,140−1.8% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 386,918 | $104.3M | 1.4% | −10,051−2.5% | Reduced | History |
| PCTYPaylocity Holding Corp | COM | 812,189 | $107.1M | 1.5% | −57,436−6.6% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 294,884 | $113.6M | 1.5% | −16,780−5.4% | Reduced | History |
| ANSSAnsys Inc | COM | 391,925 | $126.0M | 1.7% | −13,630−3.4% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 993,501 | $128.5M | 1.7% | −72,034−6.8% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,299,722 | $129.2M | 1.8% | −265,949−17.0% | Reduced | History |
| WKWorkiva Inc | COM CL A | 1,829,712 | $133.6M | 1.8% | −117,926−6.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 719,515 | $139.0M | 1.9% | −12,981−1.8% | Reduced | History |
| FASTFastenal Co | Stock | 2,238,182 | $140.6M | 1.9% | −60,720−2.6% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 1,023,129 | $141.1M | 1.9% | −54,545−5.1% | Reduced | History |
| ROLRollins Inc | COM | 2,926,510 | $142.8M | 1.9% | −84,217−2.8% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 1,927,442 | $142.9M | 1.9% | −54,633−2.8% | Reduced | History |
| SPSCSPS Commerce Inc | COM | 771,603 | $145.2M | 2.0% | −58,102−7.0% | Reduced | History |
| FIVEFive Below, Inc | COM | 1,377,908 | $150.2M | 2.0% | +72,020+5.5% | Added | History |
| ENSGEnsign Group, Inc | COM | 1,274,065 | $157.6M | 2.1% | −72,020−5.4% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 486,936 | $160.4M | 2.2% | −14,955−3.0% | Reduced | History |
| TYLTyler Technologies Inc | COM | 391,588 | $196.9M | 2.7% | −14,105−3.5% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 535,996 | $220.8M | 3.0% | −70,254−11.6% | Reduced | History |
| RBARB Global Inc. | COM | 2,895,323 | $221.1M | 3.0% | −374,832−11.5% | Reduced | History |
| HEIHeico Corp | COM | 1,000,883 | $223.8M | 3.0% | −113,489−10.2% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 1,614,475 | $225.9M | 3.1% | −84,298−5.0% | Reduced | History |
| GLOBGlobant S.A. | COM | 1,282,221 | $228.6M | 3.1% | −66,556−4.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 2,094,285 | $258.7M | 3.5% | −527,685−20.1% | ReducedConverted for a 10-for-1 split | History |
| MSFTMicrosoft Corp | Stock | 590,484 | $263.9M | 3.6% | −10,292−1.7% | Reduced | History |
Sold out since Q1 2024 (9)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| MODNModel N, Inc. | COM | 1,265,298 | $36.0M | 0.4% | History |
| IMXIInternational Money Express, Inc. | COM | 964,731 | $22.0M | 0.3% | History |
| DHDefinitive Healthcare Corp. | CLASS A COM | 1,756,726 | $14.2M | 0.2% | History |
| KSMDWS Strategic Municipal Income Trust | COM | 64,081 | $572.9K | <0.1% | History |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 93,095 | $518.5K | <0.1% | History |
| BKTBlackRock Income Trust, Inc. | COM NEW | 31,775 | $378.1K | <0.1% | History |
| CCIFCarlyle Credit Income Fund | SHS BEN INT | 34,098 | $268.4K | <0.1% | History |
| Chugai Pharmaceutical Co Ltd ADR171269103 | ADR | 13,200 | $252.5K | <0.1% | – |
| JFRNuveen Floating Rate Income Fund | COM | 28,636 | $250.0K | <0.1% | History |