RIVERBRIDGE PARTNERS LLC

CIK

1112325

Location

MINNEAPOLIS, MN

Portfolio Value

Mid $3,394,626,412

Diversification

Diversified

Filing Date

Global Rank

#963 / 8,700 ▼ 46

Top Industry

Software - Application 10.6%

Period ended 2 months ago

Filed Jul 13, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

163 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.9%

+0.9 pts

Top 5

21.3%

+2.5 pts

Top 10

35.4%

+2.3 pts

HHI

210

Diversified+19

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.2%	$1,024,911,003	36
Healthcare	20.3%	$690,456,455	25
Industrials	20.0%	$678,656,190	21
Consumer Cyclical	13.1%	$443,642,295	14
Financial Services	6.8%	$229,913,852	48
Consumer Defensive	3.7%	$125,755,963	6
Communication Services	3.7%	$125,455,893	3
Real Estate	1.0%	$34,773,860	3
Basic Materials	0.9%	$29,925,692	3
Energy	0.2%	$8,090,675	2
Unclassified	0.1%	$3,044,534	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLOB	Globant S.A.	+82,004	769,815	$22,278,446
MFM	Aberdeen Municipal Income Fund	+66,641	247,902	$1,393,209
GWRE	Guidewire Software, Inc.	+37,447	266,959	$32,849,304
TSI	Tcw Strategic Income Fund Inc	+8,436	298,509	$1,346,275
SNPS	Synopsys Inc	+7,363	56,481	$25,194,479
WIW	Western Asset Inflation-Linked Opportunities & Income Fund	+7,131	252,005	$2,116,842
JHS	John Hancock Income Securities Trust	+5,816	206,659	$2,279,448
VEEV	Veeva Systems Inc	+5,661	313,378	$55,615,193
NBB	Nuveen Taxable Municipal Income Fund	+4,109	145,001	$2,288,115
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.	+3,708	240,803	$1,858,999
BBN	BlackRock Taxable Municipal Bond Trust	+3,342	120,853	$1,954,193
BKT	Blackrock Income Trust, Inc.	+3,123	111,623	$1,196,598
SDHY	PGIM Short Duration High Yield Opportunities Fund	+2,200	164,714	$2,699,662
SEVN	Seven Hills Realty Trust	+2,068	243,649	$2,053,961
RA	Brookfield Real Assets Income Fund Inc.	+1,950	241,792	$3,114,280
FINS	Angel Oak Financial Strategies Income Term Trust	+1,886	235,363	$3,012,646
PGZ	Principal Real Estate Income Fund	+1,871	204,139	$2,100,590
AOMR	Angel Oak Mortgage REIT, Inc.	+1,686	199,078	$1,807,628
MSIF	Msc Income Fund, Inc.	+1,371	114,945	$1,329,913
JHI	John Hancock Investors Trust	+1,370	49,133	$654,451
FSSL	FS Specialty Lending Fund	+1,314	159,597	$1,779,506
GBDC	GOLUB CAPITAL BDC, Inc.	+1,073	107,382	$1,383,080
FDUS	FIDUS INVESTMENT Corp	+984	110,869	$2,114,271
VBF	Invesco Bond Fund	+931	32,766	$496,732
ARCC	Ares Capital Corp	+923	111,289	$2,062,185
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CCC	CCC Intelligent Solutions Holdings Inc.	−1,574,042	2,907,042	$15,000,336
PRVA	Privia Health Group, Inc.	−919,351	2,998,597	$77,153,900
HLMN	Hillman Solutions Corp.	−851,596	1,202,992	$10,153,252
ACVA	ACV Auctions Inc.	−848,006	1,839,453	$13,225,667
FWRG	First Watch Restaurant Group, Inc.	−743,068	1,348,632	$17,383,866
DV	DoubleVerify Holdings, Inc.	−469,825	972,989	$10,547,200
GDYN	Grid Dynamics Holdings, Inc.	−440,959	986,450	$5,603,036
SPSC	Sps Commerce Inc	−383,074	24,311	$1,389,859
PNTG	Pennant Group, Inc.	−345,219	315,832	$11,669,992
OPCH	Option Care Health, Inc.	−333,792	650,568	$13,642,410
CGNX	Cognex Corp	−270,766	444,577	$32,196,266
FRPT	Freshpet, Inc.	−247,705	675,318	$39,924,800
RBA	Rb Global Inc.	−247,392	1,027,992	$119,709,668
PPT	Franklin Premier Income Trust	−239,427	393,732	$1,374,124
GOOGL	Alphabet Inc.	−238,450	239,570	$85,615,130
LEO	Bny Mellon Strategic Municipals, Inc.	−220,260	138,053	$891,822
FAST	Fastenal Co	−220,172	2,001,710	$96,142,131
TWFG	TWFG, Inc.	−216,956	332,658	$8,000,424
WK	Workiva Inc	−214,959	436,284	$21,164,136
DOCS	Doximity, Inc.	−208,523	281,219	$5,832,482
ALRM	Alarm.com Holdings, Inc.	−197,982	394,872	$18,448,419
POWI	Power Integrations Inc	−197,530	138,538	$11,603,942
BROS	Dutch Bros Inc.	−193,775	317,628	$22,808,866
TECH	BIO-TECHNE Corp	−172,409	436,507	$30,839,219
LOPE	Grand Canyon Education, Inc.	−160,894	555,692	$79,525,082
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
ETN	Eaton Corp plc	26,919	$11,470,724
BOOT	Boot Barn Holdings, Inc.	67,475	$11,084,118
GRDN	Guardian Pharmacy Services, Inc.	244,585	$10,240,773
PI	Impinj Inc	56,028	$8,024,890
WHD	Cactus, Inc.	152,967	$7,836,499
MMT	Aberdeen Multi-Market Income Fund	280,036	$1,232,158
BHK	Blackrock Core Bond Trust	105,350	$966,059
BTZ	Blackrock Credit Allocation Income Trust	93,180	$952,299
DMO	Western Asset Mortgage Opportunity Fund Inc.	64,397	$689,691
WEA	Western Asset Premier Bond Fund	49,913	$531,573
MFC	Manulife Financial Corp	6,593	$267,082
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	9,752	$244,385
CNI	Canadian National Railway Co	1,739	$207,358
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	80,779	$40,046,997
EXPO	Exponent Inc	533,119	$34,786,014
AAXJ	iShares MSCI All Country Asia ex Japan ETF	51,472	$17,487,273
WSC	WillScot Holdings Corp	669,142	$11,616,305
ALKT	Alkami Technology, Inc.	688,980	$10,796,316
—		23,627	$4,862,436
INSP	Inspire Medical Systems, Inc.	92,494	$4,770,840
KIDS	Orthopediatrics Corp	263,439	$4,180,776
VEU	Vanguard FTSE All-World Ex-US ETF	25,027	$1,352,709
CCAP	Crescent Capital BDC, Inc.	102,056	$1,239,980
VB	Vanguard Morningstar Small-Cap ETF	2,773	$547,232
DCOR	Dimensional US Core Equity 1 ETF	14,944	$530,960
WDAY	Workday, Inc.	3,994	$518,900
VIG	Vanguard Dividend Appreciation ETF	5,791	$513,661
PAYC	Paycom Software, Inc.	3,348	$406,915
BIT	BlackRock Multi-Sector Income Trust	26,326	$329,601
BAESY	Bae Systems PLC /Fi/	1,897	$221,000
MCR	Mfs Charter Income Trust	207,236	$0
CXE	Mfs High Income Municipal Trust	101,715	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

163 tracked positions · $3,394,626,412 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 163 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	998,902	-157,641	$199,870,301	−0.9%	5.89%
MSFT	Microsoft Corp Technology	Reduced	413,524	-46,282	$154,252,722	−9.4%	4.54%
HEI	Heico Corp Industrials	Reduced	361,213	-45,013	$128,660,458	+15.5%	3.79%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	504,618	-57,421	$120,270,654	+2.7%	3.54%
RBA	Rb Global Inc. Industrials	Reduced	1,027,992	-247,392	$119,709,668	−2.1%	3.53%
ADI	Analog Devices Inc Technology	Reduced	295,295	-51,370	$117,282,315	+6.3%	3.45%
MEDP	Medpace Holdings, Inc. Healthcare	Reduced	183,941	-53,466	$97,413,314	−14.6%	2.87%
FAST	Fastenal Co Industrials	Reduced	2,001,710	-220,172	$96,142,131	−6.7%	2.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	239,570	-238,450	$85,615,130	−37.6%	2.52%
WST	West Pharmaceutical Services Inc Healthcare	Reduced	232,514	-28,928	$83,472,526	+27.4%	2.46%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Reduced	555,692	-160,894	$79,525,082	−34.7%	2.34%
PRVA	Privia Health Group, Inc. Healthcare	Reduced	2,998,597	-919,351	$77,153,900	−4.3%	2.27%
FIVE	Five Below, Inc Consumer Cyclical	Reduced	428,994	-143,307	$77,128,831	−41.0%	2.27%
TYL	Tyler Technologies Inc Technology	Reduced	251,422	-4,991	$73,530,878	−16.2%	2.17%
ENSG	Ensign Group, Inc Healthcare	Reduced	440,086	-129,259	$70,545,785	−38.5%	2.08%
KNSL	Kinsale Capital Group, Inc. Financial Services	Reduced	185,530	-60,706	$61,189,649	−27.3%	1.80%
KAI	Kadant Inc Industrials	Reduced	194,573	-57,657	$61,140,673	−17.1%	1.80%
VEEV	Veeva Systems Inc Healthcare	Added	313,378	+5,661	$55,615,193	+2.9%	1.64%
WSO	Watsco Inc Industrials	Reduced	120,334	-11,404	$50,146,787	+4.6%	1.48%
SPGI	S&P Global Inc. Financial Services	Reduced	129,844	-14,371	$50,028,633	−18.4%	1.47%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	272,866	-18,826	$48,987,632	−11.5%	1.44%
NOW	ServiceNow, Inc. Technology	Reduced	490,814	-58,970	$48,728,013	−15.2%	1.44%
ROL	Rollins Inc Consumer Cyclical	Reduced	1,126,020	-116,565	$47,000,074	−29.2%	1.38%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	107,923	-13,717	$45,392,413	+0.4%	1.34%
UNH	Unitedhealth Group Inc Healthcare	Reduced	107,378	-10,981	$44,629,518	+39.4%	1.31%
V	Visa Inc. Financial Services	Reduced	126,874	-14,791	$43,529,200	+1.7%	1.28%
DHR	Danaher Corp /De/ Healthcare	Added	223,404	+579	$42,553,993	+0.7%	1.25%
FRPT	Freshpet, Inc. Consumer Defensive	Reduced	675,318	-247,705	$39,924,800	−26.6%	1.18%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	386,968	-40,912	$39,544,259	+3.2%	1.16%
GKOS	GLAUKOS Corp Healthcare	Reduced	282,089	-151,139	$39,424,758	−15.5%	1.16%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	73,440	-9,084	$38,661,753	−16.6%	1.14%
CTAS	Cintas Corp Industrials	Reduced	222,153	-7,005	$37,783,782	−2.5%	1.11%
PCTY	Paylocity Holding Corp Technology	Reduced	328,366	-133,653	$34,324,097	−31.2%	1.01%
GWRE	Guidewire Software, Inc. Technology	Added	266,959	+37,447	$32,849,304	−4.3%	0.97%
CGNX	Cognex Corp Technology	Reduced	444,577	-270,766	$32,196,266	−8.1%	0.95%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Reduced	524,882	-130,529	$31,156,995	−6.4%	0.92%
CSGP	Costar Group, Inc. Real Estate	Reduced	1,091,535	-135,856	$30,912,271	−37.6%	0.91%
TECH	BIO-TECHNE Corp Healthcare	Reduced	436,507	-172,409	$30,839,219	−3.1%	0.91%
FICO	Fair Isaac Corp Technology	Reduced	24,897	-2,004	$29,746,437	+3.6%	0.88%
NFLX	Netflix Inc Communication Services	Reduced	410,274	-53,309	$29,293,563	−34.3%	0.86%
AAON	Aaon, Inc. Industrials	Reduced	208,611	-93,758	$26,464,391	+5.8%	0.78%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	124,379	-56,598	$26,038,743	−16.2%	0.77%
SNPS	Synopsys Inc Technology	Added	56,481	+7,363	$25,194,479	+29.4%	0.74%
MSI	Motorola Solutions, Inc. Technology	Reduced	60,313	-6,965	$25,047,385	−14.2%	0.74%
ENTG	Entegris Inc Technology	Reduced	137,455	-75,880	$24,722,656	−1.2%	0.73%
RGEN	Repligen Corp Healthcare	Reduced	172,507	-85,969	$23,536,855	−22.7%	0.69%
BROS	Dutch Bros Inc. Consumer Cyclical	Reduced	317,628	-193,775	$22,808,866	−12.0%	0.67%
GLOB	Globant S.A. Technology	Added	769,815	+82,004	$22,278,446	−29.8%	0.66%
WK	Workiva Inc Technology	Reduced	436,284	-214,959	$21,164,136	−45.5%	0.62%
CSW	Csw Industrials, Inc. Industrials	Reduced	73,442	-42,209	$20,438,908	−32.2%	0.60%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.