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Riverbridge Partners LLC 13F filings

Manager(s): CIO Mark A. Thompson, and Portfolio Manager Rick D. Moulton

Holdings as of 2021-06-30

Filed on 2021-07-26 under CIK 1112325

Company
Investment Type
Change
Value (x$1000)
increase or decrease
GLOBANT S A COM
1,520,948 sh
-39,062 sh
-3%
$333,361
$9,487
FIVE BELOW INC
1,543,234 sh
62,822 sh
4%
$298,261
$15,813
RITCHIE BROS AUCTIONEERS COM
4,637,425 sh
140,754 sh
3%
$274,907
$11,627
Grand Canyon Ed Inc
2,861,417 sh
116,256 sh
4%
$257,442
-$36,565
AMEDISYS INC
1,016,623 sh
98,725 sh
11%
$249,002
$5,952
BLACKLINE INC
2,122,326 sh
82,654 sh
4%
$236,151
$15,051
WEST PHARMACEUTICAL SVSC INC
616,752 sh
24,628 sh
4%
$221,476
$54,627
MICROSOFT CORP
788,396 sh
16,424 sh
2%
$213,576
$31,568
CoStar Group, Inc.
2,519,018 sh
2,277,312 sh
942%
$208,625
$9,970
TYLER TECHNOLOGIES INC
458,494 sh
-11,478 sh
-2%
$207,409
$7,892
PEGASYSTEMS INC
1,369,540 sh
57,394 sh
4%
$190,626
$40,595
FASTENAL CO
3,625,617 sh
119,334 sh
3%
$188,532
$12,236
KORNIT DIGITAL LTD SHS
1,485,322 sh
65,651 sh
5%
$184,670
$43,952
Ansys Inc.
526,665 sh
21,511 sh
4%
$182,784
$11,254
HEICO CORP NEW
1,296,945 sh
49,084 sh
4%
$180,820
$23,839
WORKIVA INC
1,604,202 sh
72,386 sh
5%
$178,596
$43,398
HEALTHCARE SVCS GRP INC
5,309,865 sh
189,909 sh
4%
$167,632
$24,120
Paylocity Holding Corporation
863,048 sh
298,036 sh
53%
$164,670
$63,064
VERISK ANALYTICS INC
940,868 sh
34,859 sh
4%
$164,388
$4,305
Paycom Software
450,180 sh
25,615 sh
6%
$163,627
$6,512
ALARM COM HLDGS INC
1,850,343 sh
75,002 sh
4%
$156,724
$3,370
ENSIGN GROUP INC
1,729,572 sh
367,409 sh
27%
$149,902
$22,077
Chemed Corp
308,165 sh
-5,837 sh
-2%
$146,224
$1,840
2U Inc.
3,492,263 sh
252,520 sh
8%
$145,523
$21,668
AMAZON COM INC
39,946 sh
1,449 sh
4%
$137,419
$18,308
GENTEX CORP
3,959,908 sh
136,093 sh
4%
$131,033
-$5,362
ROLLINS INC
3,811,704 sh
145,563 sh
4%
$130,360
$4,171
NEOGEN CORP
2,802,535 sh
1,459,724 sh
109%
$129,029
$9,667
VEEVA SYS INC
395,597 sh
8,999 sh
2%
$123,011
$22,016
NATIONAL INSTRS CORP
2,904,865 sh
105,251 sh
4%
$122,818
$1,917
Avalara Inc
756,222 sh
509,896 sh
207%
$122,357
$89,490
BIO-TECHNE CORP
227,437 sh
12,124 sh
6%
$102,406
$20,172
Salesforce.com
418,493 sh
9,998 sh
2%
$102,225
$15,677
FIVERR INTL LTD ORD SHS
415,496 sh
236,627 sh
132%
$100,754
$61,907
ANALOG DEVICES INC
569,667 sh
13,955 sh
3%
$98,074
$11,894
DANAHER CORPORATION
362,306 sh
11,299 sh
3%
$97,229
$18,224
STARBUCKS CORP
852,151 sh
17,454 sh
2%
$95,279
$4,072
SPS Commerce
953,718 sh
30,418 sh
3%
$95,229
$3,536
IHS MARKIT LTD SHS
839,428 sh
11,165 sh
1%
$94,570
$14,411
Iac Interactivecorp New Com
599,146 sh
599,146 sh
NEW
$92,370
$92,370
OLLIES BARGAIN OUTLT HLDGS I
1,088,965 sh
51,335 sh
5%
$91,615
$1,341
GUIDEWIRE SOFTWARE
812,282 sh
39,505 sh
5%
$91,560
$13,023
EXPONENT INC
1,018,769 sh
55,755 sh
6%
$90,884
-$2,962
Nvidia Corp.
112,590 sh
2,683 sh
2%
$90,083
$31,401
IDEXX
142,159 sh
4,064 sh
3%
$89,781
$22,210
GODADDY INC
967,422 sh
56,448 sh
6%
$84,127
$13,417
AMN HEALTHCARE SERVICES INC
861,566 sh
-598,840 sh
-41%
$83,555
-$24,077
ECOLAB INC
397,582 sh
9,127 sh
2%
$81,890
-$1,266
UnitedHealth Group
202,381 sh
4,096 sh
2%
$81,041
$7,265
HENRY JACK & ASSOC INC
445,086 sh
20,222 sh
5%
$72,776
$8,316
SERVICENOW INC
131,980 sh
4,435 sh
3%
$72,530
$8,743
PROS Holdings Inc
1,530,553 sh
65,213 sh
4%
$69,747
$7,470
HESKA CORP
294,990 sh
13,872 sh
5%
$67,768
$20,411
ORTHOPEDIATRICS
1,071,359 sh
52,146 sh
5%
$67,688
$18,001
Alphabet Inc., Cl. A
27,069 sh
1,153 sh
4%
$66,097
$12,645
FRESHPET INC
395,378 sh
-80,664 sh
-17%
$64,431
-$11,169
CHARLES RIV LABS INTL INC
166,036 sh
10,657 sh
7%
$61,420
$16,387
PROTO LABS INC
655,599 sh
29,992 sh
5%
$60,184
-$15,984
HEALTH CATALYST INC
1,076,457 sh
51,747 sh
5%
$59,754
$11,828
PRA Group, Inc.
1,465,436 sh
71,914 sh
5%
$56,375
$4,717
ILLUMINA INC
118,662 sh
7,476 sh
7%
$56,152
$13,450
Visa Inc.
232,377 sh
9,078 sh
4%
$54,334
$7,055
INOVALON HLDGS INC
1,586,803 sh
73,143 sh
5%
$54,078
$10,515
POWER INTEGRATIONS INC
656,197 sh
30,573 sh
5%
$53,848
$2,872
SMITH A O CORP
744,245 sh
-342,871 sh
-32%
$53,630
-$19,870
PHREESIA INC
874,140 sh
322,910 sh
59%
$53,585
$24,866
Medpace Holdings, Inc.
296,140 sh
13,429 sh
5%
$52,307
$5,928
PENNANT GROUP INC COM
1,275,847 sh
486,390 sh
62%
$52,182
$16,025
NATIONAL VISION HLDGS INC
1,005,978 sh
47,580 sh
5%
$51,436
$9,429
WILLSCOT CORP
1,841,235 sh
-971,288 sh
-35%
$51,315
-$26,733
FIVE9 INC
272,391 sh
9,154 sh
3%
$49,954
$8,802
Goosehead Insurance, Inc.
381,808 sh
142,221 sh
59%
$48,604
$22,925
DESCARTES SYS GROUP INC COM
688,771 sh
17,621 sh
3%
$47,635
$6,755
VIMEO INC COM
970,260 sh
970,260 sh
NEW
$47,543
$47,543
FLOOR & DECOR HLDGS INC
439,992 sh
-293,331 sh
-40%
$46,507
-$23,511
GLAUKOS CORP
547,658 sh
547,658 sh
NEW
$46,458
$46,458
Teladoc, Inc.
278,892 sh
103,793 sh
59%
$46,377
$14,553
COGNEX CORP
548,687 sh
35,109 sh
7%
$46,117
$3,495
PetIQ, Inc.
1,184,537 sh
57,029 sh
5%
$45,723
$5,967
Alphabet Inc., Cl. C
18,098 sh
255 sh
1%
$45,359
$8,448
PORCH GROUP INC COM
2,325,889 sh
2,325,889 sh
NEW
$44,983
$44,983
MODEL N INC
1,296,875 sh
399,639 sh
45%
$44,444
$12,834
CERENCE INC
414,718 sh
18,306 sh
5%
$44,255
$8,744
Terminix Global Holdings Inc
921,166 sh
42,568 sh
5%
$43,949
$2,066
Netflix Inc
82,066 sh
1,540 sh
2%
$43,348
$1,341
US Physical Therapy Inc
370,464 sh
16,570 sh
5%
$42,926
$6,086
MAXIMUS INC
477,604 sh
22,010 sh
5%
$42,015
$1,449
WATSCO INC
142,947 sh
5,886 sh
4%
$40,974
$5,235
KADANT INC
227,720 sh
10,723 sh
5%
$40,099
-$48
ROGERS CORP
194,878 sh
9,093 sh
5%
$39,132
$4,165
LENNOX INTL INC
110,567 sh
5,441 sh
5%
$38,787
$6,031
MIDDLEBY CORP
194,419 sh
9,460 sh
5%
$33,685
$3,028
ASPEN TECHNOLOGY INC
212,843 sh
11,250 sh
6%
$29,274
$178
CMC Materials, Inc.
185,804 sh
8,840 sh
5%
$28,008
-$3,277
RIVERBRIDGE GROWTH FUND - INST COM
685,493 sh
20,269 sh
3%
$22,539
$2,150
INOGEN INC
278,190 sh
13,955 sh
5%
$18,130
$4,252
GRID DYN HOLDINGS Common Stock
691,316 sh
159,676 sh
30%
$10,390
$1,921
VANGUARD INDEX FDS COM
25,331 sh
-2,540 sh
-9%
$10,048
-$172
APPLE INC
66,338 sh
-153 sh
0%
$9,086
$964
LINDE PLC
19,833 sh
-146,988 sh
-88%
$5,734
-$40,999
EQUIFAX INC
21,695 sh
-400 sh
-2%
$5,196
$1,194
Cisco Systems
80,041 sh
-768 sh
-1%
$4,242
$63
VANGUARD INDEX FDS EXTEND MKT ETF
21,581 sh
-2,204 sh
-9%
$4,070
-$138
PEPSICO INC
25,337 sh
-370 sh
-1%
$3,754
$118
TJX COS INC NEW
50,176 sh
-1,033 sh
-2%
$3,383
-$4
PROCTER & GAMBLE CO
23,688 sh
7,000 sh
42%
$3,196
$936
JOHNSON & JOHNSON
19,374 sh
-282 sh
-1%
$3,192
-$38
ROCKWELL AUTOMATION INC
10,457 sh
-173 sh
-2%
$2,991
$169
SNAP ON INC
12,802 sh
-225 sh
-2%
$2,860
-$146
DOLLAR GEN CORP NEW
11,964 sh
11,964 sh
NEW
$2,589
$2,589
PAYCHEX INC
23,961 sh
-425 sh
-2%
$2,571
$181
WALMART INC
17,346 sh
-508 sh
-3%
$2,446
$21
ROCHE HOLDING AG ADR COM
51,136 sh
-18,838 sh
-27%
$2,410
-$429
INTEL CORP
40,868 sh
-706 sh
-2%
$2,294
-$367
ABBOTT LABS
15,730 sh
-23 sh
0%
$1,824
-$64
FIDELITY TR 500 INDEX INS PREM MF
10,864 sh
-1,817 sh
-14%
$1,625
-$128
ASSOCIATED BANC CORP COM
68,981 sh
-14,900 sh
-18%
$1,413
-$377
ISHARES TR CORE S&P US GWT
13,607 sh
3,417 sh
34%
$1,374
$449
Tesla Inc
1,760 sh
-6 sh
0%
$1,196
$16
ALIGN TECHNOLOGY INC
1,942 sh
1,942 sh
NEW
$1,187
$1,187
JPMORGAN CHASE & CO
6,205 sh
-156 sh
-2%
$965
-$3
BERKSHIRE HATHAWAY INC DEL
3,300 sh
-13 sh
0%
$917
$71
MEDTRONIC PLC SHS
6,029 sh
-35 sh
-1%
$748
$32
FISERV INC
6,672 sh
-553 sh
-8%
$713
-$147
ISHARES TR RUS 1000 ETF
2,947 sh
-31 sh
-1%
$713
$46
ISHARES TR RUSSELL 2000 ETF
2,955 sh
-28 sh
-1%
$678
$19
MCDONALDS CORP
2,935 sh
-4 sh
0%
$678
$19
ISHARES TR RUS 2000 GRW ETF
2,103 sh
-1,377 sh
-40%
$655
-$392
DISNEY WALT CO COM DISNEY
3,560 sh
-14 sh
0%
$626
-$33
3M Company
3,130 sh
-9 sh
0%
$622
$17
S&P Global, Inc.
1,437 sh
1,437 sh
NEW
$590
$590
JPMORGAN TR II LARGE CAP GR A COM
9,055 sh
 
$582
TARGET CORP
2,327 sh
-3 sh
0%
$563
$101
AMERICAN EXPRESS CO
3,348 sh
-102 sh
-3%
$553
$65
OKTA INC
2,222 sh
2,222 sh
NEW
$544
$544
STRYKER CORP
1,900 sh
-3 sh
0%
$493
$29
US BANCORP DEL COM NEW
8,372 sh
-268 sh
-3%
$477
-$1
ISHARES TR CORE S&P500 ETF
1,049 sh
29 sh
3%
$451
$45
HONEYWELL INTL INC
2,000 sh
-7 sh
0%
$439
$3
SPDR SERIES TRUST BLMBRG BRC CNVRT
5,000 sh
 
$434
COCA COLA CO
7,304 sh
-543 sh
-7%
$395
-$19
Oracle Corp
4,925 sh
-23 sh
0%
$383
$36
VANGUARD INDEX FDS TOTAL STK MKT
1,624 sh
-3,532 sh
-69%
$362
-$704
BRISTOL MYERS SQUIBB CO
5,425 sh
-21 sh
0%
$362
$18
WASTE MANAGEMENT INC NEW
2,500 sh
 
$350
COSTCO WHOLESALE CRP DEL
857 sh
-4 sh
0%
$339
$36
AMERICAN GROWTH FD OF AMERICA COM
4,104 sh
 
$308
FIDELITY CONTRAFUND COM
15,922 sh
 
$299
Facebook, Inc.
814 sh
-22 sh
-3%
$283
$37
THIRD AVENUE REAL ESTATE VAL COM
9,443 sh
 
$255
XCEL ENERGY INC MINN COM
3,810 sh
-3 sh
0%
$251
-$3
HORMEL FOODS CORP
4,980 sh
-3 sh
0%
$238
AbbVie, Inc.
2,040 sh
-60 sh
-3%
$230
$3
UNION PACIFIC CORP
1,000 sh
-3 sh
0%
$220
-$1
AMCOR PLC ORD
15,300 sh
-12 sh
0%
$175
-$4
PETVIVO HLDGS INC COM NEW COM
14,369 sh
14,369 sh
NEW
$140
$140
VSBLTY Group Technologies Corp COM
100,000 sh
 
$42
IAC INTERACTIVECORP NEW COM
0 sh
-578,716 sh
-100%
$0
-$125,182
CALAVO GROWERS INC
0 sh
-324,604 sh
-100%
$0
-$25,202
INTERNATIONAL FLAVORS&FRAGRA
0 sh
-14,985 sh
-100%
$0
-$2,092
RECKITT BENCKISER GROUP PLC COM
0 sh
-84,570 sh
-100%
$0
-$1,516
PLURALSIGHT INC COM CL A
0 sh
-44,295 sh
-100%
$0
-$990