Riverbridge Partners LLC
- SEC CIK
- 0001112325
- Latest filing
- Jul 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 186
- +1 vs. Q2 2025
- Portfolio value
- $5.93B
- −$289.0M (−4.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWFGTWFG, Inc. | COM CL A | 542,661 | $14.9M | 0.3% | +198,394+57.6% | Added | History |
| POWIPower Integrations Inc | COM | 377,112 | $15.2M | 0.3% | −34,075−8.3% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 2,006,806 | $15.5M | 0.3% | −253,083−11.2% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 317,806 | $15.6M | 0.3% | −17,850−5.3% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 749,968 | $15.8M | 0.3% | −67,373−8.2% | Reduced | History |
| KRNTKornit Digital Ltd. | SHS | 1,197,445 | $16.2M | 0.3% | −340,784−22.2% | Reduced | History |
| JKHYJack Henry & Associates Inc | Stock | 109,904 | $16.4M | 0.3% | −8,356−7.1% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 220,583 | $16.4M | 0.3% | −19,795−8.2% | Reduced | History |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 1,188,534 | $18.6M | 0.3% | −91,010−7.1% | Reduced | History |
| PNTGPennant Group, Inc. | COM | 742,054 | $18.7M | 0.3% | −65,083−8.1% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 125,304 | $19.6M | 0.3% | −8,323−6.2% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 773,176 | $19.9M | 0.3% | −70,173−8.3% | Reduced | History |
| BROSDutch Bros Inc. | CL A | 382,857 | $20.0M | 0.3% | +382,857 | New | History |
| AAONAaon, Inc. | COM PAR $0.004 | 224,184 | $20.9M | 0.4% | +224,184 | New | History |
| CASYCaseys General Stores Inc | COM | 37,149 | $21.0M | 0.4% | +37,149 | New | History |
| HLMNHillman Solutions Corp. | COM | 2,319,134 | $21.3M | 0.4% | −170,592−6.9% | Reduced | History |
| ALGNAlign Technology Inc | COM | 193,232 | $24.2M | 0.4% | −20,343−9.5% | Reduced | History |
| DVDoubleVerify Holdings, Inc. | COM | 2,044,188 | $24.5M | 0.4% | −163,860−7.4% | Reduced | History |
| Riverbridge Growth Fund - Inst46141P404 | COM | 661,445 | $25.1M | 0.4% | −2100.0% | Reduced | – |
| CHEChemed Corp | COM | 56,975 | $25.5M | 0.4% | −5,029−8.1% | Reduced | History |
| FICOFair Isaac Corp | COM | 17,273 | $25.8M | 0.4% | −743−4.1% | Reduced | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 1,468,140 | $26.5M | 0.4% | −142,100−8.8% | Reduced | History |
| SNPSSynopsys Inc | COM | 54,081 | $26.7M | 0.5% | +54,081 | New | History |
| TRNSTranscat Inc | COM | 407,213 | $29.8M | 0.5% | −33,534−7.6% | Reduced | History |
| EXPOExponent Inc | COM | 483,015 | $33.6M | 0.6% | −40,146−7.7% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 253,371 | $34.7M | 0.6% | −19,218−7.1% | Reduced | History |
| WSOWatsco Inc | COM | 86,349 | $34.9M | 0.6% | −6,254−6.8% | Reduced | History |
| CSWCSW Industrials, Inc. | COM | 144,208 | $35.0M | 0.6% | +30,705+27.1% | Added | History |
| TOSTToast, Inc. | Stock | 962,752 | $35.2M | 0.6% | −72,243−7.0% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 77,285 | $35.3M | 0.6% | −3,100−3.9% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 3,567,434 | $35.4M | 0.6% | +560,697+18.6% | Added | History |
| BLBlackline, Inc. | COM | 720,617 | $38.3M | 0.6% | −58,504−7.5% | Reduced | History |
| CTASCintas Corp | Stock | 193,258 | $39.7M | 0.7% | −8,147−4.0% | Reduced | History |
| AGYSAgilysys Inc | COM | 377,091 | $39.7M | 0.7% | −20,448−5.1% | Reduced | History |
| SBUXStarbucks Corp | Stock | 473,552 | $40.1M | 0.7% | −18,741−3.8% | Reduced | History |
| OPCHOption Care Health, Inc. | COM NEW | 1,446,956 | $40.2M | 0.7% | +181,277+14.3% | Added | History |
| DOCSDoximity, Inc. | CL A | 555,184 | $40.6M | 0.7% | −383,436−40.9% | Reduced | History |
| ENTGEntegris Inc | COM | 443,532 | $41.0M | 0.7% | +170,892+62.7% | Added | History |
| ALRMAlarm.com Holdings, Inc. | COM | 815,440 | $43.3M | 0.7% | −67,276−7.6% | Reduced | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 261,977 | $43.9M | 0.7% | −19,715−7.0% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 185,768 | $44.0M | 0.7% | −7,060−3.7% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 132,583 | $45.8M | 0.8% | −4,596−3.4% | Reduced | History |
| CGNXCognex Corp | COM | 1,012,657 | $45.9M | 0.8% | −73,904−6.8% | Reduced | History |
| RGENRepligen Corp | COM | 343,435 | $45.9M | 0.8% | −24,644−6.7% | Reduced | History |
| GKOSGLAUKOS Corp | COM | 569,644 | $46.5M | 0.8% | +165,673+41.0% | Added | History |
| SPSCSPS Commerce Inc | COM | 471,225 | $49.1M | 0.8% | −47,195−9.1% | Reduced | History |
| DHRDanaher Corp | Stock | 250,247 | $49.6M | 0.8% | −9,737−3.7% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 906,442 | $50.4M | 0.9% | −48,447−5.1% | Reduced | History |
| GLOBGlobant S.A. | COM | 891,589 | $51.2M | 0.9% | −71,519−7.4% | Reduced | History |
| VVisa Inc. | Stock | 159,314 | $54.4M | 0.9% | −6,447−3.9% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 588,745 | $55.5M | 0.9% | −49,317−7.7% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 2,250,685 | $55.9M | 0.9% | +151,895+7.2% | Added | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 6,190,816 | $56.4M | 1.0% | −510,680−7.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 242,205 | $59.0M | 1.0% | −9,884−3.9% | Reduced | History |
| KAIKadant Inc | COM | 198,383 | $59.0M | 1.0% | −17,307−8.0% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 95,433 | $61.0M | 1.0% | −3,897−3.9% | Reduced | History |
| NFLXNetflix Inc | Stock | 52,570 | $63.0M | 1.1% | −2,350−4.3% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 1,157,289 | $63.8M | 1.1% | −107,670−8.5% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 283,520 | $65.2M | 1.1% | −14,991−5.0% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 914,037 | $67.4M | 1.1% | −50,714−5.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 308,340 | $75.0M | 1.3% | −10,303−3.2% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 310,275 | $78.0M | 1.3% | −4,811−1.5% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 161,470 | $78.6M | 1.3% | −5,946−3.6% | Reduced | History |
| TSLATesla, Inc. | Stock | 188,198 | $83.7M | 1.4% | −10,787−5.4% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 99,029 | $91.1M | 1.5% | −3,698−3.6% | Reduced | History |
| PCTYPaylocity Holding Corp | COM | 575,762 | $91.7M | 1.5% | −46,187−7.4% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 444,764 | $92.6M | 1.6% | −25,317−5.4% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 362,540 | $95.1M | 1.6% | −20,980−5.5% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 388,514 | $95.5M | 1.6% | −13,523−3.4% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 349,071 | $104.0M | 1.8% | −12,307−3.4% | Reduced | History |
| WKWorkiva Inc | COM CL A | 1,290,870 | $111.1M | 1.9% | −84,997−6.2% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 4,633,867 | $115.4M | 1.9% | −314,004−6.3% | Reduced | History |
| ROLRollins Inc | COM | 2,001,848 | $117.6M | 2.0% | −110,849−5.2% | Reduced | History |
| FASTFastenal Co | Stock | 2,507,250 | $123.0M | 2.1% | −110,684−4.2% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 290,524 | $123.5M | 2.1% | +29,053+11.1% | Added | History |
| ENSGEnsign Group, Inc | COM | 763,132 | $131.8M | 2.2% | −105,811−12.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 632,358 | $138.8M | 2.3% | −21,252−3.3% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 1,659,183 | $140.0M | 2.4% | −94,835−5.4% | Reduced | History |
| TYLTyler Technologies Inc | COM | 268,627 | $140.5M | 2.4% | −13,254−4.7% | Reduced | History |
| FIVEFive Below, Inc | COM | 959,148 | $148.4M | 2.5% | −67,845−6.6% | Reduced | History |
| RBARB Global Inc. | COM | 1,662,763 | $180.2M | 3.0% | −104,845−5.9% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 365,088 | $187.7M | 3.2% | −68,936−15.9% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 953,066 | $209.2M | 3.5% | −151,119−13.7% | Reduced | History |
| HEIHeico Corp | COM | 653,205 | $210.9M | 3.6% | −60,171−8.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 516,182 | $267.4M | 4.5% | −19,125−3.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,724,831 | $321.8M | 5.4% | −117,001−6.4% | Reduced | History |
Sold out since Q2 2025 (11)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 307,279 | $107.9M | 1.7% | History |
| PCKPIMCO California Municipal Income Fund II | COM | 129,835 | $695.9K | <0.1% | History |
| PHDPioneer Floating Rate Fund, Inc. | COM | 62,293 | $611.7K | <0.1% | History |
| DMOWestern Asset Mortgage Opportunity Fund Inc. | COM | 44,664 | $533.3K | <0.1% | History |
| CERTCertara, Inc. | COM | 43,741 | $511.8K | <0.1% | History |
| IQIInvesco Quality Municipal Income Trust | COM | 44,873 | $420.9K | <0.1% | History |
| Chugai Pharmaceutical Co Ltd ADR171269103 | ADR | 10,773 | $280.9K | <0.1% | – |
| VMOInvesco Municipal Opportunity Trust | COM | 26,289 | $241.3K | <0.1% | History |
| MFCManulife Financial Corp | COM | 7,016 | $224.2K | <0.1% | History |
| Schneider Electric SE80687P106 | COM | 3,967 | $211.8K | <0.1% | – |
| VGMInvesco Trust for Investment Grade Municipals | COM | 21,707 | $206.0K | <0.1% | History |