Riverbridge Partners LLC
- SEC CIK
- 0001112325
- Latest filing
- Jul 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 17, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 192
- +4 vs. Q4 2025
- Portfolio value
- $4.09B
- −$1.25B (−23.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,156,543 | $201.7M | 4.9% | −370,437−24.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 459,806 | $170.2M | 4.2% | −33,356−6.8% | Reduced | History |
| FIVEFive Below, Inc | COM | 572,301 | $130.8M | 3.2% | −242,342−29.7% | Reduced | History |
| RBARB Global Inc. | COM | 1,275,384 | $122.2M | 3.0% | −225,982−15.1% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 716,586 | $121.8M | 3.0% | −136,521−16.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 562,039 | $117.1M | 2.9% | −45,727−7.5% | Reduced | History |
| ENSGEnsign Group, Inc | COM | 569,345 | $114.7M | 2.8% | −127,165−18.3% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 237,407 | $114.0M | 2.8% | −35,562−13.0% | Reduced | History |
| HEIHeico Corp | COM | 406,226 | $111.4M | 2.7% | −183,299−31.1% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 346,665 | $110.3M | 2.7% | −27,701−7.4% | Reduced | History |
| FASTFastenal Co | Stock | 2,221,882 | $103.1M | 2.5% | −159,678−6.7% | Reduced | History |
| TYLTyler Technologies Inc | COM | 256,413 | $87.8M | 2.1% | +17,673+7.4% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 246,236 | $84.1M | 2.1% | −22,217−8.3% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 3,917,948 | $80.6M | 2.0% | −665,642−14.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 267,866 | $77.0M | 1.9% | −33,714−11.2% | Reduced | History |
| KAIKadant Inc | COM | 252,230 | $73.7M | 1.8% | +76,366+43.4% | Added | History |
| ROLRollins Inc | COM | 1,242,585 | $66.4M | 1.6% | −303,128−19.6% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 261,442 | $65.5M | 1.6% | −57,171−17.9% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 144,215 | $61.3M | 1.5% | −10,776−7.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 210,154 | $60.3M | 1.5% | −20,709−9.0% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 549,784 | $57.5M | 1.4% | +75,942+16.0% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 291,692 | $55.3M | 1.4% | −37,134−11.3% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 923,023 | $54.4M | 1.3% | −80,687−8.0% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 307,717 | $54.1M | 1.3% | −22,426−6.8% | Reduced | History |
| PCTYPaylocity Holding Corp | COM | 462,019 | $49.9M | 1.2% | −31,444−6.4% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 1,227,391 | $49.5M | 1.2% | −225,155−15.5% | Reduced | History |
| WSOWatsco Inc | COM | 131,738 | $47.9M | 1.2% | +62,328+89.8% | Added | History |
| GKOSGLAUKOS Corp | COM | 433,228 | $46.6M | 1.1% | −101,941−19.0% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 82,524 | $46.4M | 1.1% | −7,175−8.0% | Reduced | History |
| TSLATesla, Inc. | Stock | 121,640 | $45.2M | 1.1% | −11,299−8.5% | Reduced | History |
| NFLXNetflix Inc | Stock | 463,583 | $44.6M | 1.1% | −40,487−8.0% | Reduced | History |
| VVisa Inc. | Stock | 141,665 | $42.8M | 1.0% | −11,248−7.4% | Reduced | History |
| DHRDanaher Corp | Stock | 222,825 | $42.2M | 1.0% | −17,781−7.4% | Reduced | History |
| LINLinde PLC | Stock | 80,779 | $40.0M | 1.0% | +71,122+736.5% | Added | History |
| WKWorkiva Inc | COM CL A | 651,243 | $38.8M | 1.0% | −502,184−43.5% | Reduced | History |
| CTASCintas Corp | Stock | 229,158 | $38.8M | 0.9% | +16,437+7.7% | Added | History |
| SBUXStarbucks Corp | Stock | 427,880 | $38.3M | 0.9% | −23,597−5.2% | Reduced | History |
| CGNXCognex Corp | COM | 715,343 | $35.0M | 0.9% | −151,720−17.5% | Reduced | History |
| EXPOExponent Inc | COM | 533,119 | $34.8M | 0.9% | −21,074−3.8% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 229,512 | $34.3M | 0.8% | −19,363−7.8% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 655,411 | $33.3M | 0.8% | −41,083−5.9% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 451,422 | $32.3M | 0.8% | −82,923−15.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 118,359 | $32.0M | 0.8% | −5,572−4.5% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 608,916 | $31.8M | 0.8% | −176,872−22.5% | Reduced | History |
| GLOBGlobant S.A. | COM | 687,811 | $31.7M | 0.8% | −80,963−10.5% | Reduced | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 180,977 | $31.1M | 0.8% | −43,159−19.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 165,259 | $30.8M | 0.8% | −13,185−7.4% | Reduced | History |
| RGENRepligen Corp | COM | 258,476 | $30.5M | 0.7% | −54,889−17.5% | Reduced | History |
| CSWCSW Industrials, Inc. | COM | 115,651 | $30.1M | 0.7% | −14,761−11.3% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 67,278 | $29.2M | 0.7% | −4,957−6.9% | Reduced | History |
| FICOFair Isaac Corp | COM | 26,901 | $28.7M | 0.7% | −2,999−10.0% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 4,481,084 | $26.9M | 0.7% | −639,396−12.5% | Reduced | History |
| OPCHOption Care Health, Inc. | COM NEW | 984,360 | $26.5M | 0.6% | −278,193−22.0% | Reduced | History |
| BROSDutch Bros Inc. | CL A | 511,403 | $25.9M | 0.6% | +206,297+67.6% | Added | History |
| ALRMAlarm.com Holdings, Inc. | COM | 592,854 | $25.6M | 0.6% | −130,507−18.0% | Reduced | History |
| AAONAaon, Inc. | COM PAR $0.004 | 302,369 | $25.0M | 0.6% | −52,001−14.7% | Reduced | History |
| ENTGEntegris Inc | COM | 213,335 | $25.0M | 0.6% | −131,618−38.2% | Reduced | History |
| SAPSAP SE | ADR | 138,939 | $23.8M | 0.6% | +4,448+3.3% | Added | History |
| TRNSTranscat Inc | COM | 310,476 | $22.8M | 0.6% | −27,029−8.0% | Reduced | History |
| SPSCSPS Commerce Inc | COM | 407,385 | $22.7M | 0.6% | −73,439−15.3% | Reduced | History |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 2,091,700 | $21.9M | 0.5% | +995,671+90.8% | Added | History |
| Riverbridge Growth Fund - Inst46141P404 | COM | 841,027 | $21.4M | 0.5% | +8,524+1.0% | Added | – |
| PNTGPennant Group, Inc. | COM | 661,051 | $20.1M | 0.5% | −43,484−6.2% | Reduced | History |
| SNPSSynopsys Inc | COM | 49,118 | $19.5M | 0.5% | +8,431+20.7% | Added | History |
| CHEChemed Corp | COM | 50,747 | $19.2M | 0.5% | −3,372−6.2% | Reduced | History |
| AGYSAgilysys Inc | COM | 256,054 | $18.2M | 0.4% | −76,103−22.9% | Reduced | History |
| POWIPower Integrations Inc | COM | 336,068 | $17.2M | 0.4% | −21,526−6.0% | Reduced | History |
| HLMNHillman Solutions Corp. | COM | 2,054,588 | $17.1M | 0.4% | −111,414−5.1% | Reduced | History |
| LOARLoar Holdings Inc. | COM SHS | 258,416 | $14.8M | 0.4% | −18,633−6.7% | Reduced | History |
| APPFAppfolio Inc | COM CL A | 88,112 | $13.9M | 0.3% | +88,112 | New | History |
| CWSTCasella Waste Systems Inc | CL A | 173,205 | $13.7M | 0.3% | +173,205 | New | History |
| DVDoubleVerify Holdings, Inc. | COM | 1,442,814 | $13.7M | 0.3% | −218,881−13.2% | Reduced | History |
| CASYCaseys General Stores Inc | COM | 17,612 | $12.8M | 0.3% | −11,449−39.4% | Reduced | History |
| TOSTToast, Inc. | Stock | 459,807 | $12.2M | 0.3% | −295,245−39.1% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 669,142 | $11.6M | 0.3% | −47,080−6.6% | Reduced | History |
| LMATLemaitre Vascular Inc | COM | 105,599 | $11.5M | 0.3% | +105,599 | New | History |
| DOCSDoximity, Inc. | CL A | 489,742 | $11.4M | 0.3% | −38,836−7.3% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 2,687,459 | $11.4M | 0.3% | −434,573−13.9% | Reduced | History |
| RBCRBC Bearings INC | COM | 20,386 | $11.1M | 0.3% | +20,386 | New | History |
| CRLCharles River Laboratories International, Inc. | COM | 63,788 | $11.0M | 0.3% | −35,540−35.8% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 688,980 | $10.8M | 0.3% | −1,096,118−61.4% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 16,347 | $10.7M | 0.3% | −68,577−80.8% | Reduced | – |
| GDDYGoDaddy Inc. | CL A | 125,308 | $10.4M | 0.3% | −73,512−37.0% | Reduced | History |
| TWFGTWFG, Inc. | COM CL A | 549,614 | $10.1M | 0.2% | −44,130−7.4% | Reduced | History |
| JKHYJack Henry & Associates Inc | Stock | 63,045 | $9.96M | 0.2% | −26,740−29.8% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 673,148 | $9.26M | 0.2% | −42,011−5.9% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 195,817 | $8.35M | 0.2% | −14,575−6.9% | Reduced | History |
| BBSIBarrett Business Services Inc | COM | 284,277 | $8.30M | 0.2% | −11,266−3.8% | Reduced | History |
| ALGNAlign Technology Inc | COM | 47,918 | $8.21M | 0.2% | −25,379−34.6% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 1,427,409 | $8.14M | 0.2% | −318,558−18.2% | Reduced | History |
| AAPLApple Inc. | Stock | 31,869 | $8.09M | 0.2% | +26+0.1% | Added | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 23,627 | $4.86M | 0.1% | −28,924−55.0% | Reduced | – |
| INSPInspire Medical Systems, Inc. | COM | 92,494 | $4.77M | 0.1% | −4,617−4.8% | Reduced | History |
| Vanguard Index FDS922908710 | COM | 7,184 | $4.33M | 0.1% | −10.0% | Reduced | – |
| KIDSOrthopediatrics Corp | COM | 263,439 | $4.18M | 0.1% | −4,826−1.8% | Reduced | History |
| TJXTJX Companies Inc | Stock | 23,653 | $3.78M | 0.1% | +83+0.4% | Added | History |
| ECLEcolab Inc. | Stock | 13,364 | $3.56M | 0.1% | +100+0.8% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,144 | $3.50M | 0.1% | −4,432−28.5% | Reduced | – |
| RABrookfield Real Assets Income Fund Inc. | SHS BEN INT | 239,842 | $3.08M | 0.1% | +18,535+8.4% | Added | History |
| SNASnap-on Inc | COM | 8,413 | $3.06M | 0.1% | +16+0.2% | Added | History |
Sold out since Q4 2025 (14)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| CWANClearwater Analytics Holdings, Inc. | CL A | 1,298,714 | $31.3M | 0.6% | History |
| BLBlackline, Inc. | COM | 372,814 | $20.6M | 0.4% | History |
| TTDTrade Desk, Inc. | Stock | 223,103 | $8.47M | 0.2% | History |
| PHRPhreesia, Inc. | COM | 459,047 | $7.77M | 0.1% | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,255 | $4.55M | 0.1% | – |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 237,540 | $1.47M | <0.1% | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 16,692 | $1.26M | <0.1% | – |
| iShares Tr464288802 | ESG OPTIMIZED | 8,260 | $1.15M | <0.1% | – |
| MUEBlackRock Muniholdings Quality Fund II, Inc. | COM | 47,303 | $474.4K | <0.1% | History |
| MVTBlackRock Munivest Fund II, Inc. | COM | 38,068 | $411.5K | <0.1% | History |
| MVFBlackRock Munivest Fund, Inc. | COM | 39,648 | $274.8K | <0.1% | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,156 | $261.5K | <0.1% | History |
| FISVFiserv Inc | Stock | 3,080 | $206.9K | <0.1% | History |
| ISRGIntuitive Surgical Inc | COM NEW | 360 | $203.9K | <0.1% | History |