RIVERBRIDGE PARTNERS LLC
Filing Date
Global Rank
#620
/ 8,232
▼ 56
Top Industry
Software - Application
12.7%
3Y Alpha vs SPY
-20.1%
Period ended 3 months ago
Filed Apr 17, 2026 · 59d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.8%
SPY
+74.2%
Annualised alpha
-20.1%
Max drawdown
−23.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
162 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.1%
−0.5 pts
Top 5
18.8%
−1.2 pts
Top 10
33.1%
+0.1 pts
HHI
190
Diversified−4
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.3% | $1,200,784,759 |
| Healthcare | 19.9% | $791,090,973 |
| Industrials | 18.9% | $749,884,896 |
| Consumer Cyclical | 12.9% | $510,059,956 |
| Financial Services | 6.7% | $266,560,542 |
| Consumer Defensive | 4.6% | $182,777,308 |
| Communication Services | 3.4% | $135,307,784 |
| Basic Materials | 1.9% | $74,874,434 |
| Real Estate | 1.3% | $53,121,309 |
| Unclassified | 0.1% | $3,081,795 |
| Energy | 0.0% | $304,854 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FWRG | First Watch Restaurant Group, Inc. | +995,671 | 2,091,700 | $21,921,016 | |
| BROS | Dutch Bros Inc. | +206,297 | 511,403 | $25,907,675 | |
| FSCO | FS Credit Opportunities Corp. | +174,445 | 385,289 | $1,964,973 | |
| TSI | Tcw Strategic Income Fund Inc | +81,081 | 290,073 | $1,302,427 | |
| KAI | Kadant Inc | +76,366 | 252,230 | $73,739,440 | |
| NOW | ServiceNow, Inc. | +75,942 | 549,784 | $57,479,917 | |
| LIN | Linde PLC | +71,122 | 80,779 | $40,046,997 | |
| WSO | Watsco Inc | +62,328 | 131,738 | $47,924,967 | |
| BBN | BlackRock Taxable Municipal Bond Trust | +60,739 | 117,511 | $1,900,152 | |
| MHD | Blackrock Muniholdings Fund, Inc. | +57,999 | 115,874 | $1,307,058 | |
| TSLX | Sixth Street Specialty Lending, Inc. | +53,766 | 143,704 | $2,641,279 | |
| LEO | Bny Mellon Strategic Municipals, Inc. | +36,496 | 358,313 | $2,253,788 | |
| PPT | Putnam Premier Income Trust | +23,733 | 633,159 | $2,247,714 | |
| PNI | Pimco New York Municipal Income Fund II | +20,682 | 223,261 | $1,529,337 | |
| VFL | abrdn National Municipal Income Fund | +18,933 | 194,085 | $1,933,086 | |
| RA | Brookfield Real Assets Income Fund Inc. | +18,535 | 239,842 | $3,084,368 | |
| FINS | Angel Oak Financial Strategies Income Term Trust | +17,967 | 233,477 | $2,976,831 | |
| TYL | Tyler Technologies Inc | +17,673 | 256,413 | $87,790,682 | |
| MFM | Mfs Municipal Income Trust | +17,534 | 181,261 | $976,996 | |
| SEVN | Seven Hills Realty Trust | +17,170 | 241,581 | $1,985,795 | |
| CTAS | Cintas Corp | +16,437 | 229,158 | $38,759,784 | |
| AFB | Alliancebernstein National Municipal Income Fund | +16,144 | 155,029 | $1,657,260 | |
| RFMZ | RiverNorth Flexible Municipal Income Fund II, Inc. | +15,846 | 225,057 | $2,846,971 | |
| PCQ | Pimco California Municipal Income Fund | +15,744 | 161,861 | $1,388,767 | |
| CXE | Mfs High Income Municipal Trust | +15,429 | 101,715 | $377,362 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ALKT | Alkami Technology, Inc. | −1,096,118 | 688,980 | $10,796,316 | |
| PRVA | Privia Health Group, Inc. | −665,642 | 3,917,948 | $80,592,190 | |
| CCC | CCC Intelligent Solutions Holdings Inc. | −639,396 | 4,481,084 | $26,886,504 | |
| WK | Workiva Inc | −502,184 | 651,243 | $38,833,620 | |
| ACVA | ACV Auctions Inc. | −434,573 | 2,687,459 | $11,394,826 | |
| NVDA | Nvidia Corp | −370,437 | 1,156,543 | $201,701,099 | |
| PAYC | Paycom Software, Inc. | −353,862 | 3,348 | $406,915 | |
| GDYN | Grid Dynamics Holdings, Inc. | −318,558 | 1,427,409 | $8,136,231 | |
| ROL | Rollins Inc | −303,128 | 1,242,585 | $66,366,464 | |
| TOST | Toast, Inc. | −295,245 | 459,807 | $12,189,483 | |
| OPCH | Option Care Health, Inc. | −278,193 | 984,360 | $26,498,971 | |
| FIVE | Five Below, Inc | −242,342 | 572,301 | $130,759,332 | |
| RBA | Rb Global Inc. | −225,982 | 1,275,384 | $122,245,556 | |
| CSGP | Costar Group, Inc. | −225,155 | 1,227,391 | $49,512,952 | |
| DV | DoubleVerify Holdings, Inc. | −218,881 | 1,442,814 | $13,706,733 | |
| DMB | BNY Mellon Municipal Bond Infrastructure Fund, Inc. | −201,155 | 83,758 | $882,809 | |
| HEI | Heico Corp | −183,299 | 406,226 | $111,387,169 | |
| TECH | BIO-TECHNE Corp | −176,872 | 608,916 | $31,821,950 | |
| FAST | Fastenal Co | −159,678 | 2,221,882 | $103,095,324 | |
| CGNX | Cognex Corp | −151,720 | 715,343 | $35,044,653 | |
| LOPE | Grand Canyon Education, Inc. | −136,521 | 716,586 | $121,841,117 | |
| ENTG | Entegris Inc | −131,618 | 213,335 | $25,011,395 | |
| ALRM | Alarm.com Holdings, Inc. | −130,507 | 592,854 | $25,605,364 | |
| ENSG | Ensign Group, Inc | −127,165 | 569,345 | $114,723,017 | |
| HLMN | Hillman Solutions Corp. | −111,414 | 2,054,588 | $17,094,172 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| APPF | Appfolio Inc | 88,112 | $13,905,835 | |
| CWST | Casella Waste Systems Inc | 173,205 | $13,742,084 | |
| LMAT | Lemaitre Vascular Inc | 105,599 | $11,528,242 | |
| RBC | RBC Bearings INC | 20,386 | $11,072,044 | |
| COST | Costco Wholesale Corp /New | 1,767 | $1,760,691 | |
| ZTS | Zoetis Inc. | 14,257 | $1,685,319 | |
| HTGC | Hercules Capital, Inc. | 90,672 | $1,339,225 | |
| SPY | Spdr S&P 500 ETF Trust | 1,694 | $1,101,675 | |
| MYI | Blackrock Muniyield Quality Fund III, Inc. | 73,672 | $774,292 | |
| HYT | Blackrock Corporate High Yield Fund, Inc. | 69,422 | $591,475 | |
| BAESY | Bae Systems PLC /Fi/ | 1,897 | $221,000 | |
| RIO | Rio Tinto PLC | 2,284 | $213,074 | |
| OBICY | OBIC Co., Ltd./ADR | 11,452 | $140,172 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CWAN | Clearwater Analytics Holdings, Inc. | 1,298,714 | $31,324,981 | |
| BL | Blackline, Inc. | 372,814 | $20,612,886 | |
| TTD | Trade Desk, Inc. | 223,103 | $8,468,989 | |
| PHR | Phreesia, Inc. | 459,047 | $7,767,075 | |
| DSM | Bny Mellon Strategic Municipal Bond Fund, Inc. | 237,540 | $1,465,621 | |
| HDB | Hdfc Bank Ltd | 7,156 | $261,480 | |
| FISV | Fiserv Inc | 3,080 | $206,883 | |
| ISRG | Intuitive Surgical Inc | 360 | $203,889 | |
| No positions match the current search. | ||||
6 positions ·
$182,777,308 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LOPE |
Grand Canyon Education, Inc.
Consumer Defensive
|
Reduced | 716,586 | $121,841,117 | 66.66% | |
| FRPT |
Freshpet, Inc.
Consumer Defensive
|
Reduced | 923,023 | $54,421,436 | 29.77% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 19,451 | $2,417,370 | 1.32% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 14,393 | $2,078,924 | 1.14% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 1,767 | $1,760,691 | 0.96% | |
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
Held | 2,321 | $257,770 | 0.14% |