Riverbridge Partners LLC
- SEC CIK
- 0001112325
- Latest filing
- Jul 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 15, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 185
- +5 vs. Q1 2025
- Portfolio value
- $6.22B
- −$18.1M (−0.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,841,832 | $291.0M | 4.7% | −78,293−4.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 535,307 | $266.3M | 4.3% | −14,977−2.7% | Reduced | History |
| HEIHeico Corp | COM | 713,376 | $234.0M | 3.8% | −92,938−11.5% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 1,104,185 | $208.7M | 3.4% | −164,340−13.0% | Reduced | History |
| RBARB Global Inc. | COM | 1,767,608 | $187.7M | 3.0% | −284,868−13.9% | Reduced | History |
| TYLTyler Technologies Inc | COM | 281,881 | $167.1M | 2.7% | −19,790−6.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 653,610 | $143.4M | 2.3% | −19,215−2.9% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 1,754,018 | $141.0M | 2.3% | −112,327−6.0% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 434,024 | $136.2M | 2.2% | −47,102−9.8% | Reduced | History |
| FIVEFive Below, Inc | COM | 1,026,993 | $134.7M | 2.2% | −102,248−9.1% | Reduced | History |
| ENSGEnsign Group, Inc | COM | 868,943 | $134.0M | 2.2% | −204,126−19.0% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 261,471 | $126.5M | 2.0% | −29,345−10.1% | Reduced | History |
| ROLRollins Inc | COM | 2,112,697 | $119.2M | 1.9% | −160,398−7.1% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 4,947,871 | $113.8M | 1.8% | −569,799−10.3% | Reduced | History |
| PCTYPaylocity Holding Corp | COM | 621,949 | $112.7M | 1.8% | −78,413−11.2% | Reduced | History |
| FASTFastenal Co | Stock | 2,617,934 | $110.0M | 1.8% | −66,304−2.5% | ReducedConverted for a 2-for-1 split | History |
| PAYCPaycom Software, Inc. | Stock | 470,081 | $108.8M | 1.8% | −36,765−7.3% | Reduced | History |
| ANSSAnsys Inc | COM | 307,279 | $107.9M | 1.7% | −23,447−7.1% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 102,727 | $105.6M | 1.7% | −2,856−2.7% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 361,378 | $104.1M | 1.7% | −9,549−2.6% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 315,086 | $98.1M | 1.6% | −17,478−5.3% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 402,037 | $95.7M | 1.5% | −11,494−2.8% | Reduced | History |
| WKWorkiva Inc | COM CL A | 1,375,867 | $94.2M | 1.5% | −160,583−10.5% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 167,416 | $88.3M | 1.4% | −4,836−2.8% | Reduced | History |
| GLOBGlobant S.A. | COM | 963,108 | $87.5M | 1.4% | −92,963−8.8% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 1,264,959 | $86.0M | 1.4% | +238,130+23.2% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 383,520 | $83.9M | 1.4% | −24,886−6.1% | Reduced | History |
| NFLXNetflix Inc | Stock | 54,920 | $73.5M | 1.2% | −2,019−3.5% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 964,751 | $73.3M | 1.2% | −95,945−9.0% | Reduced | History |
| SPSCSPS Commerce Inc | COM | 518,420 | $70.6M | 1.1% | −74,284−12.5% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 298,511 | $70.3M | 1.1% | −127,262−29.9% | Reduced | History |
| KAIKadant Inc | COM | 215,690 | $68.5M | 1.1% | −31,499−12.7% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 638,062 | $64.9M | 1.0% | −92,462−12.7% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 2,098,790 | $63.3M | 1.0% | +412,299+24.4% | Added | History |
| TSLATesla, Inc. | Stock | 198,985 | $63.2M | 1.0% | −6,583−3.2% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 6,701,496 | $63.1M | 1.0% | +1,380,783+26.0% | Added | History |
| VVisa Inc. | Stock | 165,761 | $58.9M | 0.9% | −4,787−2.8% | Reduced | History |
| DOCSDoximity, Inc. | CL A | 938,620 | $57.6M | 0.9% | −142,693−13.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 318,643 | $56.2M | 0.9% | −8,409−2.6% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 99,330 | $53.3M | 0.9% | −3,162−3.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 192,828 | $52.6M | 0.8% | −104,350−35.1% | Reduced | History |
| DHRDanaher Corp | Stock | 259,984 | $51.4M | 0.8% | −7,002−2.6% | Reduced | History |
| ALRMAlarm.com Holdings, Inc. | COM | 882,716 | $49.9M | 0.8% | −129,268−12.8% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 954,889 | $49.1M | 0.8% | +334,436+53.9% | Added | History |
| GDDYGoDaddy Inc. | CL A | 272,589 | $49.1M | 0.8% | −34,716−11.3% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 3,006,737 | $48.8M | 0.8% | −375,180−11.1% | Reduced | History |
| TOSTToast, Inc. | Stock | 1,034,995 | $45.8M | 0.7% | −138,438−11.8% | Reduced | History |
| RGENRepligen Corp | COM | 368,079 | $45.8M | 0.7% | −54,023−12.8% | Reduced | History |
| AGYSAgilysys Inc | COM | 397,539 | $45.6M | 0.7% | −56,178−12.4% | Reduced | History |
| SBUXStarbucks Corp | Stock | 492,293 | $45.1M | 0.7% | −13,226−2.6% | Reduced | History |
| CTASCintas Corp | Stock | 201,405 | $44.9M | 0.7% | −5,242−2.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 252,089 | $44.7M | 0.7% | −5,849−2.3% | Reduced | History |
| BLBlackline, Inc. | COM | 779,121 | $44.1M | 0.7% | −298,883−27.7% | Reduced | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 281,692 | $43.7M | 0.7% | −39,887−12.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 137,179 | $42.8M | 0.7% | −4,840−3.4% | Reduced | History |
| GKOSGLAUKOS Corp | COM | 403,971 | $41.7M | 0.7% | +118,509+41.5% | Added | History |
| OPCHOption Care Health, Inc. | COM NEW | 1,265,679 | $41.1M | 0.7% | −183,176−12.6% | Reduced | History |
| WSOWatsco Inc | COM | 92,603 | $40.9M | 0.7% | −10,920−10.5% | Reduced | History |
| ALGNAlign Technology Inc | COM | 213,575 | $40.4M | 0.7% | −13,973−6.1% | Reduced | History |
| EXPOExponent Inc | COM | 523,161 | $39.1M | 0.6% | −72,189−12.1% | Reduced | History |
| TRNSTranscat Inc | COM | 440,747 | $37.9M | 0.6% | +213,927+94.3% | Added | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 1,610,240 | $35.3M | 0.6% | +1,610,240 | New | History |
| CGNXCognex Corp | COM | 1,086,561 | $34.5M | 0.6% | −153,598−12.4% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 80,385 | $33.8M | 0.5% | −966−1.2% | Reduced | History |
| DVDoubleVerify Holdings, Inc. | COM | 2,208,048 | $33.1M | 0.5% | −273,308−11.0% | Reduced | History |
| FICOFair Isaac Corp | COM | 18,016 | $32.9M | 0.5% | −499−2.7% | Reduced | History |
| CSWCSW Industrials, Inc. | COM | 113,503 | $32.6M | 0.5% | +4,146+3.8% | Added | History |
| KRNTKornit Digital Ltd. | SHS | 1,538,229 | $30.6M | 0.5% | −220,746−12.5% | Reduced | History |
| CHEChemed Corp | COM | 62,004 | $30.2M | 0.5% | −9,515−13.3% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 2,259,889 | $26.1M | 0.4% | −334,157−12.9% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 240,378 | $25.4M | 0.4% | −36,755−13.3% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 335,656 | $24.2M | 0.4% | −418−0.1% | Reduced | History |
| Riverbridge Growth Fund - Inst46141P404 | COM | 661,655 | $24.1M | 0.4% | +4,688+0.7% | Added | – |
| PNTGPennant Group, Inc. | COM | 807,137 | $24.1M | 0.4% | −121,474−13.1% | Reduced | History |
| POWIPower Integrations Inc | COM | 411,187 | $23.0M | 0.4% | −61,607−13.0% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 817,341 | $22.4M | 0.4% | −123,974−13.2% | Reduced | History |
| ENTGEntegris Inc | COM | 272,640 | $22.0M | 0.4% | −45,599−14.3% | Reduced | History |
| JKHYJack Henry & Associates Inc | Stock | 118,260 | $21.3M | 0.3% | −13,941−10.5% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 843,349 | $20.6M | 0.3% | −123,681−12.8% | Reduced | History |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 1,279,544 | $20.5M | 0.3% | +1,279,544 | New | History |
| CRLCharles River Laboratories International, Inc. | COM | 133,627 | $20.3M | 0.3% | −89,107−40.0% | Reduced | History |
| HLMNHillman Solutions Corp. | COM | 2,489,726 | $17.8M | 0.3% | −416,962−14.3% | Reduced | History |
| PHRPhreesia, Inc. | COM | 551,522 | $15.7M | 0.3% | −82,874−13.1% | Reduced | History |
| BBSIBarrett Business Services Inc | COM | 354,809 | $14.8M | 0.2% | +354,809 | New | History |
| INSPInspire Medical Systems, Inc. | COM | 113,886 | $14.8M | 0.2% | −18,505−14.0% | Reduced | History |
| TWFGTWFG, Inc. | COM CL A | 344,267 | $12.0M | 0.2% | +344,267 | New | History |
| JAMFJamf Holding Corp. | COM | 1,174,779 | $11.2M | 0.2% | −203,841−14.8% | Reduced | History |
| KIDSOrthopediatrics Corp | COM | 321,040 | $6.90M | 0.1% | −51,438−13.8% | Reduced | History |
| AAPLApple Inc. | Stock | 32,375 | $6.64M | 0.1% | −157−0.5% | Reduced | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 31,560 | $6.08M | 0.1% | −18,241−36.6% | Reduced | – |
| LINLinde PLC | Stock | 10,551 | $4.95M | 0.1% | −2,436−18.8% | Reduced | History |
| TJXTJX Companies Inc | Stock | 34,980 | $4.32M | 0.1% | −414−1.2% | Reduced | History |
| Vanguard Index FDS922908710 | COM | 7,193 | $4.12M | 0.1% | −20.0% | Reduced | – |
| EFXEquifax Inc | COM | 14,468 | $3.75M | 0.1% | −2,731−15.9% | Reduced | History |
| ECLEcolab Inc. | Stock | 13,556 | $3.65M | 0.1% | −57−0.4% | Reduced | History |
| WMTWalmart Inc. | Stock | 34,204 | $3.34M | 0.1% | −282−0.8% | Reduced | History |
| ORCLOracle Corp | Stock | 14,392 | $3.15M | 0.1% | +9,592+199.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,280 | $2.78M | <0.1% | +496+4.2% | Added | History |
| SNASnap-on Inc | COM | 8,669 | $2.70M | <0.1% | −72−0.8% | Reduced | History |
| PGProcter & Gamble Co | Stock | 15,201 | $2.42M | <0.1% | −119−0.8% | Reduced | History |
Sold out since Q1 2025 (7)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| PYCRPaycor HCM, Inc. | COM | 2,087,850 | $46.9M | 0.8% | History |
| USPHU S Physical Therapy Inc | COM | 283,261 | $20.5M | 0.3% | History |
| NEOGNeogen Corp | COM | 1,547,646 | $13.4M | 0.2% | History |
| PEPPepsiCo Inc | Stock | 2,152 | $322.7K | <0.1% | History |
| MDTMedtronic plc | Stock | 3,415 | $306.9K | <0.1% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 764 | $275.9K | <0.1% | – |
| Dassault Sys S A Sponsored ADR237545108 | COM | 5,411 | $206.4K | <0.1% | – |