CIK: 0001112325
Total reported value
$4.1B
Reporting period: 2026-03-31 · Number of holdings: 192
RIVERBRIDGE PARTNERS LLC disclosed 192 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.1B and a quarterly turnover rate of 34.8%.
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Riverbridge Partners LLC's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 55 equally-sized positions, well below its 192 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.58), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 29% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim PAYC
-99.1% -$56.5M
Trim WK
-43.5% -$60.6M
Add g54950103
+736.5% $35.9M
Add KAI
+43.4% $23.6M
Trim HEI
-31.1% -$79.4M
Trim IVV
-80.8% -$47.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.94% | -0.40% | -24.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | -0.30% | -6.76% | |
| 3 | FIVE | Five Below | Stock-Consumer Disc | 3.20% | +0.32% | -29.75% | |
| 4 | RBA | Rb Global INC | Stock-Industrials | 2.99% | +0.09% | -15.05% | |
| 5 | LOPE | Grand Canyon Education INC | Stock-Consumer Staples | 2.98% | +0.32% | -16.00% | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.86% | +0.23% | -7.52% | |
| 7 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 2.81% | — | -18.26% | |
| 8 | MEDP | Medpace Holdings INC | Stock-Healthcare | 2.79% | -0.08% | -13.03% | |
| 9 | HEI | Heico CORP | Stock-Industrials | 2.73% | -0.85% | -31.09% | |
| 10 | ADI | Analog Devices INC | Stock-Tech | 2.70% | — | -7.40% | |
| 11 | FAST | Fastenal Co | Stock-Industrials | 2.52% | — | -6.70% | |
| 12 | TYL | Tyler Technologies INC | Stock-Tech | 2.15% | +0.12% | +7.40% | |
| 13 | KNSL | Kinsale Capital Group INC | Stock-Financials | 2.06% | +0.09% | -8.28% | |
| 14 | PRVA | Privia Health Group INC | Stock-Other | 1.97% | -0.07% | -14.52% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.89% | +0.12% | -11.18% | |
| 16 | KAI | Kadant INC | Stock-Other | 1.80% | +0.86% | +43.42% | |
| 17 | ROL | Rollins INC | Stock-Consumer Disc | 1.62% | -0.12% | -19.61% | |
| 18 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.60% | -0.04% | -17.94% | |
| 19 | SPGI | S&p Global INC | Stock-Financials | 1.50% | -0.02% | -6.95% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | — | -8.97% | |
| 21 | NOW | Servicenow INC | Stock-Tech | 1.41% | +0.05% | +16.03% | |
| 22 | VRSK | Verisk Analytics INC | Stock-Industrials | 1.35% | -0.03% | -11.29% | |
| 23 | FRPT | Freshpet INC | Stock-Consumer Staples | 1.33% | — | -8.04% | |
| 24 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.32% | -0.06% | -6.79% | |
| 25 | PCTY | Paylocity Holding CORP | Stock-Tech | 1.22% | -0.19% | -6.37% | |
| 26 | CSGP | Costar Group INC | Stock-Real Estate | 1.21% | -0.62% | -15.50% | |
| 27 | WSO | Watsco INC | Stock-Industrials | 1.17% | +0.73% | +89.80% | |
| 28 | GKOS | Glaukos CORP | Stock-Healthcare | 1.14% | +0.01% | -19.05% | |
| 29 | IDXX | Idexx Laboratories INC | Stock-Healthcare | 1.13% | -0.01% | -8.00% | |
| 30 | TSLA | Tesla INC | Stock-Consumer Disc | 1.11% | -0.01% | -8.50% | |
| 31 | NFLX | Netflix INC | Stock-Comm Services | 1.09% | — | -8.03% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | — | -7.36% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 1.03% | — | -7.39% | |
| 34 | ✓ | Linde plc | Stock-Other | 0.98% | +0.90% | +736.48% | |
| 35 | WK | Workiva INC | Stock-Tech | 0.95% | -0.91% | -43.54% | |
| 36 | CTAS | Cintas CORP | Stock-Industrials | 0.95% | — | +7.73% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.94% | — | -5.23% | |
| 38 | CGNX | Cognex CORP | Stock-Tech | 0.86% | — | -17.50% | |
| 39 | ✓ | Exponent, Inc. | Stock-Other | 0.85% | — | -3.80% | |
| 40 | GWRE | Guidewire Software INC | Stock-Tech | 0.84% | -0.10% | -7.78% | |
| 41 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 0.81% | — | -5.90% | |
| 42 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.79% | -0.09% | -15.52% | |
| 43 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.78% | — | -4.50% | |
| 44 | TECH | Bio-techne CORP | Stock-Healthcare | 0.78% | -0.09% | -22.51% | |
| 45 | GLOB | Globant S.A. | Stock-Tech | 0.78% | -0.16% | -10.53% | |
| 46 | SSD | Simpson Manufacturing Co INC | Stock-Materials | 0.76% | — | -19.26% | |
| 47 | CRM | Salesforce INC | Stock-Tech | 0.75% | -0.13% | -7.39% | |
| 48 | RGEN | Repligen CORP | Stock-Healthcare | 0.75% | -0.21% | -17.52% | |
| 49 | CSW | Csw Industrials INC | Stock-Industrials | 0.74% | — | -11.32% | |
| 50 | MSI | Motorola Solutions INC | Stock-Tech | 0.71% | — | -6.86% |
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
-5.8%
Based on 65% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 192 | $4.1B | 35 | |
| 2025-12-31 | 188 | $5.3B | 21 | |
| 2025-09-30 | 186 | $5.9B | 29 | |
| 2025-06-30 | 185 | $6.2B | 0 | |
| 2025-03-31 | 180 | $6.2B | 100 | |
| 2024-12-31 | 179 | $7.3B | 0 | |
| 2024-09-30 | 182 | $7.5B | 0 | |
| 2024-06-30 | 178 | $7.4B | 0 | |
| 2024-03-31 | 174 | $8.2B | 0 | |
| 2023-12-31 | 202 | $8.0B | 0 | |
| 2023-09-30 | 192 | $7.3B | 0 | |
| 2023-06-30 | 192 | $7.9B | 0 | |
| 2023-03-31 | 189 | $7.1B | 0 | |
| 2022-12-31 | 195 | $6.7B | 0 | |
| 2022-09-30 | 194 | $6.7B | 0 | |
| 2022-06-30 | 195 | $6.2B | 0 | |
| 2022-03-31 | 161 | $8.8B | 0 | |
| 2021-12-31 | 168 | $10.1B | 0 | |
| 2021-09-30 | 156 | $10.0B | 0 | |
| 2021-06-30 | 157 | $9.8B | 94 | |
| 2021-03-31 | 153 | $8.8B | 20 | |
| 2020-12-31 | 152 | $9.1B | 25 | |
| 2020-09-30 | 148 | $7.2B | 21 | |
| 2020-06-30 | 148 | $6.4B | 32 | |
| 2020-03-31 | 137 | $4.8B | 24 | |
| 2019-12-31 | 138 | $5.6B | 13 | |
| 2019-09-30 | 134 | $5.3B | 11 | |
| 2019-06-30 | 136 | $5.3B | 22 | |
| 2019-03-31 | 132 | $5.1B | 25 | |
| 2018-12-31 | 131 | $4.8B | 29 | |
| 2018-09-30 | 131 | $6.0B | 18 | |
| 2018-06-30 | 128 | $5.5B | 17 | |
| 2018-03-31 | 133 | $5.5B | 17 | |
| 2017-12-31 | 138 | $5.2B | 12 | |
| 2017-09-30 | 139 | $5.1B | 17 | |
| 2017-06-30 | 139 | $5.2B | 21 | |
| 2017-03-31 | 135 | $5.0B | 14 | |
| 2016-12-31 | 133 | $4.8B | 26 | |
| 2016-09-30 | 131 | $5.0B | 18 | |
| 2016-06-30 | 133 | $4.8B | 16 | |
| 2016-03-31 | 135 | $4.8B | 19 | |
| 2015-12-31 | 138 | $4.9B | 21 | |
| 2015-09-30 | 135 | $4.9B | 22 | 190385D215670R304685W |
| 2015-06-30 | 134 | $5.3B | 18 | 115670R290385D3242309 |
| 2015-03-31 | 131 | $5.6B | 15 | |
| 2014-12-31 | 129 | $5.4B | 17 | |
| 2014-09-30 | 128 | $5.1B | 26 | 115670R290385D3636518 |
| 2014-06-30 | 131 | $5.7B | 12 | 115670R290385D3636518 |
| 2014-03-31 | 128 | $5.5B | 12 | |
| 2013-12-31 | 126 | $5.5B | 49 | 115670R290385D3636518 |
| 2013-09-30 | 122 | $4.6B | 17 | |
| 2013-06-30 | 123 | $4.0B | 0 |
Riverbridge Partners LLC's most significant position changes for 2026-03-31: Sold out: Clearwater Analytics Holdings, Inc. (CWAN); Sold out: Blackline INC (BL); New buy: Appfolio INC - A (APPF); New buy: Casella Waste Systems Inc-a (CWST); Trim: Paycom Software INC (PAYC) — shares -99.06%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Linde plc | +0.9% | +736.48% | Add |
| 2 | KAI | Kadant INC | +0.9% | +43.42% | Add |
| 3 | WSO | Watsco INC | +0.7% | +89.80% | Add |
| 4 | FIVE | Five Below | +0.3% | -29.75% | Trim |
| 5 | LOPE | Grand Canyon Education INC | +0.3% | -16.00% | Trim |
| 6 | AMZN | Amazon.com INC | +0.2% | -7.52% | Trim |
| 7 | TYL | Tyler Technologies INC | +0.1% | +7.40% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -11.18% | Trim |
| 9 | RBA | Rb Global INC | +0.1% | -15.05% | Trim |
| 10 | KNSL | Kinsale Capital Group INC | +0.1% | -8.28% | Trim |
| 11 | NOW | Servicenow INC | +0.1% | +16.03% | Add |
| 12 | GKOS | Glaukos CORP | 0% | -19.05% | Trim |
| 13 | DHR | Danaher CORP | — | -7.39% | Trim |
| 14 | TSLA | Tesla INC | 0% | -8.50% | Trim |
| 15 | IDXX | Idexx Laboratories INC | 0% | -8.00% | Trim |
| 16 | SPGI | S&p Global INC | 0% | -6.95% | Trim |
| 17 | VRSK | Verisk Analytics INC | 0% | -11.29% | Trim |
| 18 | WST | West Pharmaceutical Services | 0% | -17.94% | Trim |
| 19 | VEEV | Veeva Systems Inc-class A | -0.1% | -6.79% | Trim |
| 20 | PRVA | Privia Health Group INC | -0.1% | -14.52% | Trim |
| 21 | MEDP | Medpace Holdings INC | -0.1% | -13.03% | Trim |
| 22 | DSGX | Descartes Systems Grp/the | -0.1% | -15.52% | Trim |
| 23 | TECH | Bio-techne CORP | -0.1% | -22.51% | Trim |
| 24 | GWRE | Guidewire Software INC | -0.1% | -7.78% | Trim |
| 25 | CCC | Ccc Intelligent Solutions Ho | -0.1% | -12.49% | Trim |
| 26 | OPCH | Option Care Health INC | -0.1% | -22.03% | Trim |
| 27 | ROL | Rollins INC | -0.1% | -19.61% | Trim |
| 28 | CRM | Salesforce INC | -0.1% | -7.39% | Trim |
| 29 | GLOB | Globant S.A. | -0.2% | -10.53% | Trim |
| 30 | PCTY | Paylocity Holding CORP | -0.2% | -6.37% | Trim |
| 31 | ACVA | Acv Auctions Inc-a | -0.2% | -13.92% | Trim |
| 32 | TOST | Toast Inc-class A | -0.2% | -39.10% | Trim |
| 33 | RGEN | Repligen CORP | -0.2% | -17.52% | Trim |
| 34 | GDDY | Godaddy INC - Class A | -0.2% | -36.97% | Trim |
| 35 | SPSC | Sps Commerce INC | -0.2% | -15.27% | Trim |
| 36 | FICO | Fair Isaac CORP | -0.3% | -10.03% | Trim |
| 37 | AGYS | Agilysys INC | -0.3% | -22.91% | Trim |
| 38 | MSFT | Microsoft CORP | -0.3% | -6.76% | Trim |
| 39 | NVDA | Nvidia CORP | -0.4% | -24.26% | Trim |
| 40 | IWM | Ishares Russell 2000 ETF | -0.4% | -97.74% | Trim |
| 41 | ALKT | Alkami Technology INC | -0.5% | -61.40% | Trim |
| 42 | CSGP | Costar Group INC | -0.6% | -15.50% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.8% | -80.75% | Trim |
| 44 | HEI | Heico CORP | -0.9% | -31.09% | Trim |
| 45 | WK | Workiva INC | -0.9% | -43.54% | Trim |
| 46 | PAYC | Paycom Software INC | -1.1% | -99.06% | Trim |
| 47 | CWAN | Clearwater Analytics Holdings, Inc. | — | EXIT | Sold out |
| 48 | BL | Blackline INC | — | EXIT | Sold out |
| 49 | APPF | Appfolio INC - A | — | NEW | New buy |
| 50 | CWST | Casella Waste Systems Inc-a | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-17 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-15 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-21 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-17 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-17 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-26 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-15 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-01-24 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2024-02-15 | Amendment | View on EDGAR |
| 2023-09-30 | 2023-10-16 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-25 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-21 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-11 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-26 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-29 | Amendment | View on EDGAR |
| 2022-06-30 | 2022-07-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-20 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-26 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-26 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-21 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-22 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-08 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-08 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-11 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-10 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-04 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-03 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-03 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-03 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-24 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-01 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-24 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-25 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-20 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-24 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-01 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-27 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-28 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-23 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-20 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-23 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-20 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-05 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-31 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-09 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-10 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-04 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-09 | 13F-HR | View on EDGAR |
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