Investor
RIVERBRIDGE PARTNERS LLC
CIK 0001112325 · filed 2026-04-17 · SEC filing
13F book
$4.09B
Positions
192
18 new · 14 sold
Largest name
4.9%
Nvidia Corp · NVDA
Est. mark
−$508.5M
Price effect on 174 names still held. Flow −$739.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 1.16M | $201.7M | 4.9% | −$14M | Cut−$83.1M |
| Microsoft Corp | MSFT | 459.8K | $170.2M | 4.2% | −$52.2M | Cut−$68.3M |
| Five Below, Inc | FIVE | 572.3K | $130.8M | 3.2% | $23M | Cut−$22.7M |
| Rb Global Inc. | RBA | 1.28M | $122.2M | 3.0% | −$8.95M | Cut−$32.2M |
| Grand Canyon Ed Inc | — | 716.6K | $121.8M | 3.0% | $2.67M | Cut−$20M |
| Amazon Com Inc | AMZN | 562K | $117.1M | 2.9% | −$12.7M | Cut−$23.2M |
| Ensign Group, Inc | ENSG | 569.3K | $114.7M | 2.8% | $15.5M | Cut−$6.61M |
| Medpace Hldgs Inc | — | 237.4K | $114M | 2.8% | −$19.3M | Cut−$39.3M |
| Heico Corp New | — | 406.2K | $111.4M | 2.7% | −$20.1M | Cut−$79.4M |
| Analog Devices Inc | ADI | 346.7K | $110.3M | 2.7% | $16.3M | Cut$8.76M |
| Fastenal Co | FAST | 2.22M | $103.1M | 2.5% | $13.9M | Cut$7.52M |
| Tyler Technologies Inc | TYL | 256.4K | $87.8M | 2.1% | −$26.6M | Added−$20.6M |
| Kinsale Cap Group Inc | — | 246.2K | $84.1M | 2.1% | −$12.2M | Cut−$20.9M |
| Privia Health Group, Inc. | PRVA | 3.92M | $80.6M | 2.0% | −$12.3M | Cut−$28.1M |
| Alphabet Inc | — | 267.9K | $77M | 1.9% | −$6.81M | Cut−$17.4M |
| Kadant Inc | KAI | 252.2K | $73.7M | 1.8% | $1.29M | Added$23.6M |
| Rollins Inc | ROL | 1.24M | $66.4M | 1.6% | −$8.21M | Cut−$26.4M |
| West Pharmaceutical Svsc Inc | — | 261.4K | $65.5M | 1.6% | −$6.41M | Cut−$22.1M |
| S&P Global Inc. | SPGI | 144.2K | $61.3M | 1.5% | −$14M | Cut−$19.7M |
| Alphabet Inc | — | 210.2K | $60.3M | 1.5% | −$5.66M | Cut−$12.2M |
| ServiceNow, Inc. | NOW | 549.8K | $57.5M | 1.4% | −$23M | Added−$15.1M |
| Verisk Analytics, Inc. | VRSK | 291.7K | $55.3M | 1.4% | −$9.9M | Cut−$18.2M |
| Freshpet, Inc. | FRPT | 923K | $54.4M | 1.3% | −$1.82M | Cut−$6.73M |
| Veeva Sys Inc | — | 307.7K | $54.1M | 1.3% | −$14.6M | Cut−$19.6M |
| Paylocity Hldg Corp | — | 462K | $49.9M | 1.2% | −$20.5M | Cut−$25.3M |
| Costar Group, Inc. | CSGP | 1.23M | $49.5M | 1.2% | −$33M | Cut−$48.2M |
| Watsco Inc | — | 131.7K | $47.9M | 1.2% | $1.86M | Added$24.5M |
| Glaukos Corp | GKOS | 433.2K | $46.6M | 1.1% | −$2.27M | Cut−$13.8M |
| Idexx Labs Inc | — | 82.5K | $46.4M | 1.1% | −$9.46M | Cut−$14.3M |
| Tesla, Inc. | TSLA | 121.6K | $45.2M | 1.1% | −$9.48M | Cut−$14.6M |
| Netflix Inc | NFLX | 463.6K | $44.6M | 1.1% | $1.11M | Cut−$2.69M |
| Visa Inc. | V | 141.7K | $42.8M | 1.0% | −$6.87M | Cut−$10.8M |
| Danaher Corporation | — | 222.8K | $42.2M | 1.0% | −$8.76M | Cut−$12.8M |
| Linde Plc | LIN | 80.8K | $40M | 1.0% | $669.9K | Added$35.9M |
| Workiva Inc | WK | 651.2K | $38.8M | 0.9% | −$17.3M | Cut−$60.6M |
| Cintas Corp | CTAS | 229.2K | $38.8M | 0.9% | −$4.03M | Added−$1.25M |
| Starbucks Corp | SBUX | 427.9K | $38.3M | 0.9% | $2.3M | Cut$314.9K |
| Cognex Corp | CGNX | 715.3K | $35M | 0.9% | $9.31M | Cut$3.85M |
| Exponent Inc | EXPO | 533.1K | $34.8M | 0.9% | −$2.24M | Cut−$3.71M |
| Guidewire Software, Inc. | GWRE | 229.5K | $34.3M | 0.8% | −$11.8M | Cut−$15.7M |
| Floor & Decor Hldgs Inc | — | 655.4K | $33.3M | 0.8% | −$6.61M | Cut−$9.11M |
| Descartes Sys Group Inc | — | 451.4K | $32.3M | 0.8% | −$7.27M | Cut−$14.5M |
| Unitedhealth Group Inc | UNH | 118.4K | $32M | 0.8% | −$7.04M | Cut−$8.88M |
| Bio-Techne Corp | TECH | 608.9K | $31.8M | 0.8% | −$3.99M | Cut−$14.4M |
| Globant S.A. | GLOB | 687.8K | $31.7M | 0.8% | −$13.2M | Cut−$18.5M |
| Simpson Mfg Inc | — | 181K | $31.1M | 0.8% | $1.84M | Cut−$5.13M |
| Salesforce, Inc. | CRM | 165.3K | $30.8M | 0.8% | −$12.9M | Cut−$16.4M |
| Repligen Corp | RGEN | 258.5K | $30.5M | 0.7% | −$11.9M | Cut−$20.9M |
| Csw Industrials, Inc. | CSW | 115.7K | $30.1M | 0.7% | −$3.81M | Cut−$8.14M |
| Motorola Solutions, Inc. | MSI | 67.3K | $29.2M | 0.7% | $3.41M | Cut$1.51M |
| Fair Isaac Corp | FICO | 26.9K | $28.7M | 0.7% | −$16.8M | Cut−$21.8M |
| Ccc Intelligent Solutions Hl | — | 4.48M | $26.9M | 0.7% | −$8.74M | Cut−$13.8M |
| Option Care Health, Inc. | OPCH | 984.4K | $26.5M | 0.6% | −$4.86M | Cut−$13.7M |
| Dutch Bros Inc. | BROS | 511.4K | $25.9M | 0.6% | −$3.22M | Added$7.23M |
| Alarm Com Hldgs Inc | — | 592.9K | $25.6M | 0.6% | −$4.64M | Cut−$11.3M |
| Aaon, Inc. | AAON | 302.4K | $25M | 0.6% | $1.97M | Cut−$2M |
| Entegris Inc | ENTG | 213.3K | $25M | 0.6% | $7.04M | Cut−$4.05M |
| Sap Se | — | 138.9K | $23.8M | 0.6% | −$9.64M | Added−$8.88M |
| Transcat Inc | TRNS | 310.5K | $22.8M | 0.6% | $5.19M | Cut$3.66M |
| Sps Comm Inc | — | 407.4K | $22.7M | 0.6% | −$13.6M | Cut−$20.2M |
| First Watch Restaurant Group, Inc. | FWRG | 2.09M | $21.9M | 0.5% | −$5.04M | Added$5.39M |
| Riverbridge Growth Fund - Inst | — | 841K | $21.4M | 0.5% | −$3.05M | Added−$2.83M |
| Pennant Group, Inc. | PNTG | 661.1K | $20.1M | 0.5% | $1.54M | Cut$316.2K |
| Synopsys Inc | SNPS | 49.1K | $19.5M | 0.5% | −$2.98M | Added$362.7K |
| Chemed Corp New | — | 50.7K | $19.2M | 0.5% | −$2.54M | Cut−$3.99M |
| Agilysys Inc | AGYS | 256.1K | $18.2M | 0.4% | −$12.2M | Cut−$21.3M |
| Power Integrations Inc | POWI | 336.1K | $17.2M | 0.4% | $5.26M | Cut$4.5M |
| Hillman Solutions Corp. | HLMN | 2.05M | $17.1M | 0.4% | −$698.6K | Cut−$1.66M |
| Loar Holdings Inc. | LOAR | 258.4K | $14.8M | 0.4% | −$2.77M | Cut−$4.03M |
| Appfolio Inc | APPF | 88.1K | $13.9M | 0.3% | — | New |
| Casella Waste Sys Inc | — | 173.2K | $13.7M | 0.3% | — | New |
| Doubleverify Hldgs Inc | — | 1.44M | $13.7M | 0.3% | −$2.8M | Cut−$5.3M |
| Caseys Gen Stores Inc | — | 17.6K | $12.8M | 0.3% | $3.09M | Cut−$3.24M |
| Toast, Inc. | TOST | 459.8K | $12.2M | 0.3% | −$4.14M | Cut−$14.6M |
| Willscot Hldgs Corp | — | 669.1K | $11.6M | 0.3% | −$983.6K | Cut−$1.87M |
| Lemaitre Vascular Inc | LMAT | 105.6K | $11.5M | 0.3% | — | New |
| Doximity, Inc. | DOCS | 489.7K | $11.4M | 0.3% | −$10.3M | Cut−$12M |
| ACV Auctions Inc. | ACVA | 2.69M | $11.4M | 0.3% | −$10.2M | Cut−$13.6M |
| Rbc Bearings Inc | RBC | 20.4K | $11.1M | 0.3% | — | New |
| Charles Riv Labs Intl Inc | — | 63.8K | $11M | 0.3% | −$1.72M | Cut−$8.81M |
| Alkami Technology, Inc. | ALKT | 689K | $10.8M | 0.3% | −$5.1M | Cut−$30.4M |
| Ishares Tr | — | 16.3K | $10.7M | 0.3% | −$519K | Cut−$47.5M |
| GoDaddy Inc. | GDDY | 125.3K | $10.4M | 0.3% | −$5.19M | Cut−$14.3M |
| TWFG, Inc. | TWFG | 549.6K | $10.1M | 0.2% | −$5.71M | Cut−$6.97M |
| Henry Jack & Assoc Inc | — | 63K | $9.96M | 0.2% | −$1.54M | Cut−$6.42M |
| Stevanato Group S.p.A. | STVN | 673.1K | $9.26M | 0.2% | −$4.29M | Cut−$5.13M |
| Goosehead Ins Inc | — | 195.8K | $8.35M | 0.2% | −$6.07M | Cut−$7.14M |
| Barrett Business Svcs Inc | — | 284.3K | $8.3M | 0.2% | −$2M | Cut−$2.41M |
| Align Technology Inc | ALGN | 47.9K | $8.21M | 0.2% | $732.2K | Cut−$3.23M |
| Grid Dynamics Hldgs Inc | — | 1.43M | $8.14M | 0.2% | −$4.75M | Cut−$7.63M |
| Apple Inc. | AAPL | 31.9K | $8.09M | 0.2% | −$575.4K | Added−$568.8K |
| Vanguard Index Fds | — | 23.6K | $4.86M | 0.1% | −$78.4K | Cut−$6.13M |
| Inspire Med Sys Inc | — | 92.5K | $4.77M | 0.1% | −$3.76M | Cut−$4.19M |
| Vanguard 500 Index Admir | — | 7.18K | $4.33M | 0.1% | −$211.5K | Cut−$212.1K |
| Orthopediatrics Corp | KIDS | 263.4K | $4.18M | 0.1% | −$497.9K | Cut−$583.6K |
| Tjx Cos Inc New | — | 23.7K | $3.78M | 0.1% | $143.5K | Added$156.8K |
| Ecolab Inc. | ECL | 13.4K | $3.56M | 0.1% | $46.4K | Added$73K |
| Ishares Tr | — | 11.1K | $3.5M | 0.1% | −$102.4K | Cut−$1.53M |
| Brookfield Real Assets Incom | — | 239.8K | $3.08M | 0.1% | −$22.1K | Added$216.2K |
| Snap-on Inc | SNA | 8.41K | $3.06M | 0.1% | $156.4K | Added$162.2K |
| Angel Oak Finl Strategies In | — | 233.5K | $2.98M | 0.1% | −$99.1K | Added$129.9K |
| Rivernorth Flexible Muni Inc | — | 225.1K | $2.85M | 0.1% | −$2.1K | Added$198.4K |
| Sixth Street Specialty Lendi | — | 143.7K | $2.64M | 0.1% | −$300.4K | Added$687.8K |
| Pgim Short Dur Hig Yld Opp F | — | 162.5K | $2.6M | 0.1% | −$65.2K | Added$109.8K |
| Johnson & Johnson | JNJ | 10K | $2.45M | 0.1% | $375.4K | Added$380.6K |
| Rockwell Automation, Inc | ROK | 6.79K | $2.44M | 0.1% | −$204.4K | Added−$198.6K |
| Walmart Inc. | WMT | 19.5K | $2.42M | 0.1% | $250.3K | Cut−$1.27M |
| Taiwan Semiconductor Mfg Ltd | — | 7.09K | $2.39M | 0.1% | $241.3K | Cut−$1.17M |
| Asml Holding N V | — | 1.78K | $2.35M | 0.1% | $447K | Cut−$837.9K |
| Bny Mellon Strategic Muns In | — | 358.3K | $2.25M | 0.1% | −$22.5K | Added$207K |
| Putnam Premier Income Tr | — | 633.2K | $2.25M | 0.1% | $6.09K | Added$90.3K |
| Nuveen Taxable Municpal Inm | — | 140.9K | $2.21M | 0.1% | −$18.9K | Added$75.8K |
| Hancock John Income Secs Tr | — | 200.8K | $2.2M | 0.1% | −$148.6K | Added−$63.4K |
| Equifax Inc | EFX | 11.6K | $2.09M | 0.1% | −$423.4K | Added−$397.3K |
| Procter And Gamble Co | PG | 14.4K | $2.08M | 0.1% | $16.2K | Added$25.7K |
| Western Ast Infl Lkd Opp & I | — | 244.9K | $2.07M | 0.1% | −$30.6K | Added$47.6K |
| Ares Capital Corp | ARCC | 110.4K | $1.99M | 0.0% | −$225.1K | Added−$71.6K |
| Seven Hills Realty Trust | SEVN | 241.6K | $1.99M | 0.0% | −$152.6K | Added−$11.5K |
| Fs Specialty Lending Fd | — | 158.3K | $1.98M | 0.0% | −$238.7K | Added−$90.3K |
| Oracle Corp | — | 13.4K | $1.97M | 0.0% | −$608.1K | Added−$511.6K |
| FS Credit Opportunities Corp. | FSCO | 385.3K | $1.96M | 0.0% | −$253K | Added$636.7K |
| Principal Real Estate Income | — | 202.3K | $1.94M | 0.0% | −$74.9K | Added$69.9K |
| Abrdn Natl Mun Income Fd | — | 194.1K | $1.93M | 0.0% | −$54.3K | Added$134.3K |
| Fidus Invt Corp | — | 109.9K | $1.91M | 0.0% | −$191K | Added−$46.3K |
| Blackrock Tax Municpal Bd Tr | — | 117.5K | $1.9M | 0.0% | −$8.52K | Added$973.6K |
| Rivernorth Doubleline Strate | — | 237.1K | $1.82M | 0.0% | −$62.8K | Added$36.9K |
| Costco Whsl Corp New | — | 1.77K | $1.76M | 0.0% | — | New |
| Abbott Labs | ABT | 17K | $1.74M | 0.0% | −$238.1K | Added$425K |
| Zoetis Inc. | ZTS | 14.3K | $1.69M | 0.0% | — | New |
| Alliancebernstein Natl Mun I | — | 155K | $1.66M | 0.0% | −$18.1K | Added$154.5K |
| Ishares Tr | — | 16.7K | $1.62M | 0.0% | $18.3K | Added$24.8K |
| Angel Oak Mortgage Reit Inc | — | 197.4K | $1.62M | 0.0% | −$71.3K | Added$48.9K |
| Tractor Supply Co | — | 35.7K | $1.62M | 0.0% | −$166.3K | Added−$148.8K |
| Dicks Sporting Goods Inc | — | 8.03K | $1.59M | 0.0% | $1.89K | Added$425.2K |
| Federated Hermes Prem Muni I | — | 140.9K | $1.54M | 0.0% | −$22.6K | Added$143.5K |
| Pimco New York Munici Income Ii Cf | — | 223.3K | $1.53M | 0.0% | −$8.1K | Added$133.6K |
| Fidelity 500 Index | — | 6.47K | $1.47M | 0.0% | −$66.7K | Held |
| Paychex Inc | PAYX | 15.3K | $1.41M | 0.0% | −$302.7K | Added−$285.3K |
| Pimco Calif Mun Income Fd | — | 161.9K | $1.39M | 0.0% | −$21.9K | Added$113.2K |
| Msc Income Fund, Inc. | MSIF | 113.6K | $1.38M | 0.0% | −$101.5K | Added−$5.74K |
| Vanguard Intl Equity Index F | — | 25K | $1.35M | 0.0% | $7.22K | Added$13.7K |
| Golub Cap Bdc Inc | — | 106.3K | $1.35M | 0.0% | −$89.7K | Added$8.82K |
| Hercules Capital Inc | — | 90.7K | $1.34M | 0.0% | — | New |
| Blackrock Muniholdings Fd In | — | 115.9K | $1.31M | 0.0% | −$26.6K | Added$627.6K |
| Tcw Strategic Income Fd Inc | — | 290.1K | $1.3M | 0.0% | −$94K | Added$270K |
| Mfs Charter Income Tr | — | 207.2K | $1.26M | 0.0% | −$40.6K | Added$43.6K |
| Crescent Cap Bdc Inc | — | 102.1K | $1.24M | 0.0% | −$179.3K | Added−$85.8K |
| Blackrock Income Tr Inc | — | 108.5K | $1.15M | 0.0% | −$49.1K | Added−$7.52K |
| Spdr S&P 500 Etf Tr | — | 1.69K | $1.1M | 0.0% | — | New |
| Mfs Mun Income Tr | — | 181.3K | $977K | 0.0% | −$6.55K | Added$88K |
| Bny Mellon Mun Bd Infrastruc | — | 83.8K | $882.8K | 0.0% | −$37.7K | Cut−$2.25M |
| Neuberger Mun Fd Inc | — | 78.1K | $792.9K | 0.0% | $1.98K | Added$122.5K |
| Putnam Mun Opportunities Tr | — | 76.8K | $791.5K | 0.0% | −$30.7K | Cut−$473.6K |
| Blackrock Muniyield Quality | — | 73.7K | $774.3K | 0.0% | — | New |
| Accenture Plc Ireland | — | 3.59K | $711.7K | 0.0% | −$148.1K | Added$144.2K |
| Ishares Tr | — | 1.98K | $706K | 0.0% | −$33.4K | Held |
| Hancock John Invt Tr Ii | — | 47.8K | $616.6K | 0.0% | −$34.9K | Added−$10.9K |
| Blackrock Corpor Hi Yld Fd I | — | 69.4K | $591.5K | 0.0% | — | New |
| Ishares Tr | — | 2.19K | $543.9K | 0.0% | $4.04K | Cut−$23.4M |
| Dimensional Etf Trust | — | 14.9K | $531K | 0.0% | — | New |
| Workday, Inc. | WDAY | 3.99K | $518.9K | 0.0% | −$338.9K | Held |
| Vanguard Index Fds | — | 5.79K | $513.7K | 0.0% | $1.22K | Held |
| Invesco Bd Fd | — | 31.8K | $477.5K | 0.0% | −$12.6K | Added$5.41K |
| Paycom Software, Inc. | PAYC | 3.35K | $407K | 0.0% | −$126.6K | Cut−$56.5M |
| Stryker Corp | SYK | 1.2K | $394.3K | 0.0% | −$27.5K | Held |
| Mfs High Income Mun Tr | — | 101.7K | $377.4K | 0.0% | $864 | Added$58.1K |
| Western Asset Inter Muni Fd | — | 48.2K | $370.4K | 0.0% | −$3 | Added$56.5K |
| Dbs Group Holdings Limited Sponsored Adr | — | 2.04K | $366.4K | 0.0% | $7.48K | Held |
| Ishares Tr | — | 846 | $360.8K | 0.0% | −$36.6K | Added−$9.68K |
| Roche Hldgs Ag Basel | — | 7.05K | $350.3K | 0.0% | −$13.1K | Held |
| Ishares Tr | — | 2.25K | $348.7K | 0.0% | −$28.8K | Cut−$266K |
| Vanguard Growth Etf | — | 768 | $335.3K | 0.0% | — | New |
| Blackrock Multi Sector Inc T | — | 26.3K | $329.6K | 0.0% | −$14.2K | Cut−$306K |
| Shell Plc | — | 3.28K | $304.9K | 0.0% | $64K | Held |
| Allianz Se | — | 6.9K | $290.2K | 0.0% | −$27.3K | Held |
| Tencent Hldgs Ltd F | — | 4.23K | $267.5K | 0.0% | −$56.4K | Held |
| Fomento Economico Mexicano S | — | 2.32K | $257.8K | 0.0% | $23.2K | Held |
| AIA Group Ltd | — | 5.76K | $256.7K | 0.0% | $20.2K | Held |
| Vanguard Index Fds | — | 786 | $252.2K | 0.0% | −$11.4K | Cut−$190.1K |
| Schneider Elec Sa Adr | — | 4.53K | $246.3K | 0.0% | −$2.28K | Held |
| Vanguard Index Fds | — | 1.22K | $239.2K | 0.0% | — | New |
| Lasertec C | — | 5.42K | $237.3K | 0.0% | $31.3K | Held |
| Disco Corporation/ADR | DISPF | 5.52K | $224.4K | 0.0% | $56.2K | Cut−$18K |
| Bae Systems Plc | — | 1.9K | $221K | 0.0% | — | New |
| Chugai | — | 7.83K | $215.3K | 0.0% | $9.78K | Held |
| Rio Tinto Plc | — | 2.28K | $213.1K | 0.0% | — | New |
| Advanced Micro Devices Inc | AMD | 1.03K | $210.3K | 0.0% | −$11.1K | Held |
| Contemporary Amperex | — | 10.4K | $208.2K | 0.0% | $40.6K | Held |
| Haleon Plc | — | 17.5K | $174.9K | 0.0% | −$1.75K | Held |
| Obic Co Ltd | — | 11.5K | $140.2K | 0.0% | — | New |
| M3 Inc - Unsp Adr | — | 22.2K | $113K | 0.0% | — | New |
| Unicharm Corp Sponsored Adr | — | 21.8K | $63.3K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.