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Riverbridge Partners LLC 13F filings

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

Holdings as of 2021-03-31

Filed on 2021-04-21 under CIK 1112325

Company
Investment Type
Change
Value (x$1000)
increase or decrease
GLOBANT S A COM
1,560,010 sh
-29,819 sh
-2%
$323,874
-$22,089
Grand Canyon Ed Inc
2,745,161 sh
827,514 sh
43%
$294,007
$115,455
FIVE BELOW INC
1,480,412 sh
-19,280 sh
-1%
$282,448
$20,032
RITCHIE BROS AUCTIONEERS COM
4,496,671 sh
733,486 sh
19%
$263,280
$1,550
AMEDISYS INC
917,898 sh
178,664 sh
24%
$243,050
$26,210
BLACKLINE INC
2,039,672 sh
-22,992 sh
-1%
$221,100
-$54,018
TYLER TECHNOLOGIES INC
469,972 sh
15,281 sh
3%
$199,517
$1,036
CoStar Group, Inc.
241,706 sh
5,706 sh
2%
$198,655
-$19,475
MICROSOFT CORP
771,972 sh
18,875 sh
3%
$182,008
$14,504
FASTENAL CO
3,506,283 sh
63,989 sh
2%
$176,296
$8,209
Ansys Inc.
505,154 sh
14,978 sh
3%
$171,530
-$6,796
WEST PHARMACEUTICAL SVSC INC
592,124 sh
27,808 sh
5%
$166,849
$6,973
VERISK ANALYTICS INC
906,009 sh
23,201 sh
3%
$160,083
-$23,179
Paycom Software
424,565 sh
15,051 sh
4%
$157,115
-$28,088
HEICO CORP NEW
1,247,861 sh
28,420 sh
2%
$156,981
-$4,473
ALARM COM HLDGS INC
1,775,341 sh
-57,590 sh
-3%
$153,354
-$36,263
PEGASYSTEMS INC
1,312,146 sh
-30,424 sh
-2%
$150,031
-$28,880
Chemed Corp
314,002 sh
-56,126 sh
-15%
$144,384
-$52,750
HEALTHCARE SVCS GRP INC
5,119,956 sh
-45,266 sh
-1%
$143,512
-$1,631
KORNIT DIGITAL LTD SHS
1,419,671 sh
-63,770 sh
-4%
$140,718
$8,499
GENTEX CORP
3,823,815 sh
-87,039 sh
-2%
$136,395
$3,700
WORKIVA INC
1,531,816 sh
-50,443 sh
-3%
$135,198
-$9,769
ENSIGN GROUP INC
1,362,163 sh
420,751 sh
45%
$127,825
$59,177
ROLLINS INC
3,666,141 sh
79,317 sh
2%
$126,189
-$13,948
IAC INTERACTIVECORP NEW COM
578,716 sh
10,751 sh
2%
$125,182
$17,638
2U Inc.
3,239,743 sh
1,437,968 sh
80%
$123,855
$51,766
NATIONAL INSTRS CORP
2,799,614 sh
-52,377 sh
-2%
$120,901
-$4,415
NEOGEN CORP
1,342,811 sh
-34,002 sh
-2%
$119,362
$10,181
AMAZON COM INC
38,497 sh
1,721 sh
5%
$119,111
-$664
AMN HEALTHCARE SERVICES INC
1,460,406 sh
-65,322 sh
-4%
$107,632
$3,501
Paylocity Holding Corporation
565,012 sh
-22,014 sh
-4%
$101,606
-$19,268
VEEVA SYS INC
386,598 sh
11,491 sh
3%
$100,995
-$1,128
EXPONENT INC
963,014 sh
-44,180 sh
-4%
$93,846
$3,168
SPS Commerce
923,300 sh
-63,070 sh
-6%
$91,693
-$15,417
STARBUCKS CORP
834,697 sh
22,444 sh
3%
$91,207
$4,312
OLLIES BARGAIN OUTLT HLDGS I
1,037,630 sh
-41,885 sh
-4%
$90,274
$2,002
Salesforce.com
408,495 sh
14,121 sh
4%
$86,548
-$1,212
ANALOG DEVICES INC
555,712 sh
14,002 sh
3%
$86,180
$6,153
ECOLAB INC
388,455 sh
10,618 sh
3%
$83,156
$1,407
BIO-TECHNE CORP
215,313 sh
-218,674 sh
-50%
$82,234
-$55,578
IHS MARKIT LTD SHS
828,263 sh
2,897 sh
0%
$80,159
$6,016
DANAHER CORPORATION
351,007 sh
11,708 sh
3%
$79,005
$3,633
GUIDEWIRE SOFTWARE
772,777 sh
39,153 sh
5%
$78,537
-$15,902
WILLSCOT CORP
2,812,523 sh
-230,316 sh
-8%
$78,048
$7,545
PROTO LABS INC
625,607 sh
-733,292 sh
-54%
$76,168
-$132,287
FRESHPET INC
476,042 sh
-38,720 sh
-8%
$75,600
$2,509
UnitedHealth Group
198,285 sh
5,083 sh
3%
$73,776
$6,024
SMITH A O CORP
1,087,116 sh
13,959 sh
1%
$73,500
$14,670
GODADDY INC
910,974 sh
9,564 sh
1%
$70,710
-$4,062
FLOOR & DECOR HLDGS INC
733,323 sh
-59,916 sh
-8%
$70,018
-$3,634
IDEXX
138,095 sh
5,213 sh
4%
$67,571
$1,147
HENRY JACK & ASSOC INC
424,864 sh
18,313 sh
5%
$64,460
-$1,397
SERVICENOW INC
127,545 sh
4,272 sh
3%
$63,787
-$4,066
PROS Holdings Inc
1,465,340 sh
-31,686 sh
-2%
$62,277
-$13,727
Nvidia Corp.
109,907 sh
3,592 sh
3%
$58,682
$3,165
Alphabet Inc., Cl. A
25,916 sh
1,717 sh
7%
$53,452
$11,040
PRA Group, Inc.
1,393,522 sh
-69,264 sh
-5%
$51,658
-$6,356
POWER INTEGRATIONS INC
625,624 sh
-51,290 sh
-8%
$50,976
-$4,436
ORTHOPEDIATRICS
1,019,213 sh
-43,250 sh
-4%
$49,687
$5,860
HEALTH CATALYST INC
1,024,710 sh
-79,957 sh
-7%
$47,926
-$160
HESKA CORP
281,118 sh
-23,071 sh
-8%
$47,357
$3,052
Visa Inc.
223,299 sh
8,027 sh
4%
$47,279
$193
LINDE PLC
166,821 sh
2,727 sh
2%
$46,733
$3,493
Medpace Holdings, Inc.
282,711 sh
282,711 sh
NEW
$46,379
$46,379
CHARLES RIV LABS INTL INC
155,379 sh
155,379 sh
NEW
$45,033
$45,033
INOVALON HLDGS INC
1,513,660 sh
-125,249 sh
-8%
$43,563
$13,784
ILLUMINA INC
111,186 sh
110,181 sh
10963%
$42,702
$42,330
COGNEX CORP
513,578 sh
-775 sh
0%
$42,622
$1,327
NATIONAL VISION HLDGS INC
958,398 sh
-77,760 sh
-8%
$42,007
-$4,921
Netflix Inc
80,526 sh
2,803 sh
4%
$42,007
-$20
Terminix Global Holdings Inc
878,598 sh
-71,936 sh
-8%
$41,883
-$6,604
FIVE9 INC
263,237 sh
-305,007 sh
-54%
$41,152
-$57,950
DESCARTES SYS GROUP INC COM
671,150 sh
-46,460 sh
-6%
$40,880
-$1,086
MAXIMUS INC
455,594 sh
-37,166 sh
-8%
$40,566
$4,501
KADANT INC
216,997 sh
-17,606 sh
-8%
$40,147
$7,073
PetIQ, Inc.
1,127,508 sh
-85,628 sh
-7%
$39,756
-$6,889
FIVERR INTL LTD ORD SHS
178,869 sh
178,869 sh
NEW
$38,847
$38,847
Alphabet Inc., Cl. C
17,843 sh
531 sh
3%
$36,911
$6,582
US Physical Therapy Inc
353,894 sh
-30,274 sh
-8%
$36,840
-$9,356
PENNANT GROUP INC COM
789,457 sh
135,871 sh
21%
$36,157
-$1,790
WATSCO INC
137,061 sh
101 sh
0%
$35,739
$4,711
CERENCE INC
396,412 sh
396,412 sh
NEW
$35,511
$35,511
ROGERS CORP
185,785 sh
-15,338 sh
-8%
$34,967
$3,735
Avalara Inc
246,326 sh
6,060 sh
3%
$32,867
-$6,750
LENNOX INTL INC
105,126 sh
18 sh
0%
$32,756
$3,960
Teladoc, Inc.
175,099 sh
-393,436 sh
-69%
$31,824
-$81,860
MODEL N INC
897,236 sh
897,236 sh
NEW
$31,610
$31,610
CMC Materials, Inc.
176,964 sh
-14,834 sh
-8%
$31,285
$2,266
MIDDLEBY CORP
184,959 sh
79 sh
0%
$30,657
$6,822
ASPEN TECHNOLOGY INC
201,593 sh
5,712 sh
3%
$29,096
$3,582
PHREESIA INC
551,230 sh
-46,731 sh
-8%
$28,719
-$3,726
Goosehead Insurance, Inc.
239,587 sh
-20,431 sh
-8%
$25,679
-$6,761
CALAVO GROWERS INC
324,604 sh
-27,432 sh
-8%
$25,202
$760
RIVERBRIDGE GROWTH FUND - INST COM
665,224 sh
38,156 sh
6%
$20,389
$737
INOGEN INC
264,235 sh
-21,199 sh
-7%
$13,878
$1,125
VANGUARD INDEX FDS COM
27,871 sh
-172 sh
-1%
$10,220
$501
GRID DYN HOLDINGS Common Stock
531,640 sh
531,640 sh
NEW
$8,469
$8,469
APPLE INC
66,491 sh
-47 sh
0%
$8,122
-$707
VANGUARD INDEX FDS EXTEND MKT ETF
23,785 sh
23,785 sh
NEW
$4,208
$4,208
Cisco Systems
80,809 sh
-680 sh
-1%
$4,179
$532
EQUIFAX INC
22,095 sh
-189 sh
-1%
$4,002
-$295
PEPSICO INC
25,707 sh
-437 sh
-2%
$3,636
-$241
TJX COS INC NEW
51,209 sh
-692 sh
-1%
$3,387
-$157
JOHNSON & JOHNSON
19,656 sh
-201 sh
-1%
$3,230
$105
SNAP ON INC
13,027 sh
-198 sh
-1%
$3,006
$743
ROCHE HOLDING AG ADR COM
69,974 sh
-619,199 sh
-90%
$2,839
-$27,275
ROCKWELL AUTOMATION INC
10,630 sh
-153 sh
-1%
$2,822
$118
INTEL CORP
41,574 sh
-565 sh
-1%
$2,661
$562
WALMART INC
17,854 sh
-247 sh
-1%
$2,425
-$184
PAYCHEX INC
24,386 sh
-233 sh
-1%
$2,390
$96
PROCTER & GAMBLE CO
16,688 sh
37 sh
0%
$2,260
-$57
INTERNATIONAL FLAVORS&FRAGRA
14,985 sh
824 sh
6%
$2,092
$551
ABBOTT LABS
15,753 sh
23 sh
0%
$1,888
$166
ASSOCIATED BANC CORP COM
83,881 sh
-9,900 sh
-11%
$1,790
$191
FIDELITY TR 500 INDEX INS PREM MF
12,681 sh
 
$1,753
RECKITT BENCKISER GROUP PLC COM
84,570 sh
-789 sh
-1%
$1,516
-$11
Tesla Inc
1,766 sh
16 sh
1%
$1,180
-$55
VANGUARD INDEX FDS TOTAL STK MKT
5,156 sh
3,532 sh
217%
$1,066
$750
ISHARES TR RUS 2000 GRW ETF
3,480 sh
-9,050 sh
-72%
$1,047
-$2,545
PLURALSIGHT INC COM CL A
44,295 sh
-4,902,791 sh
-99%
$990
-$102,701
JPMORGAN CHASE & CO
6,361 sh
26 sh
0%
$968
$163
ISHARES TR CORE S&P US GWT
10,190 sh
-1,283 sh
-11%
$925
-$93
FISERV INC
7,225 sh
-1,069 sh
-13%
$860
-$84
BERKSHIRE HATHAWAY INC DEL
3,313 sh
13 sh
0%
$846
$81
MEDTRONIC PLC SHS
6,064 sh
35 sh
1%
$716
$10
ISHARES TR RUS 1000 ETF
2,978 sh
15 sh
1%
$667
$39
ISHARES TR RUSSELL 2000 ETF
2,983 sh
-5,615 sh
-65%
$659
-$1,027
DISNEY WALT CO COM DISNEY
3,574 sh
14 sh
0%
$659
$14
MCDONALDS CORP
2,939 sh
4 sh
0%
$659
$29
3M Company
3,139 sh
9 sh
0%
$605
$58
JPMORGAN TR II LARGE CAP GR A COM
9,055 sh
 
$535
AMERICAN EXPRESS CO
3,450 sh
 
$488
US BANCORP DEL COM NEW
8,640 sh
3 sh
0%
$478
$76
STRYKER CORP
1,903 sh
3 sh
0%
$464
-$2
TARGET CORP
2,330 sh
3 sh
0%
$462
$51
HONEYWELL INTL INC
2,007 sh
7 sh
0%
$436
$11
SPDR SERIES TRUST BLMBRG BRC CNVRT
5,000 sh
 
$417
COCA COLA CO
7,847 sh
543 sh
7%
$414
$13
ISHARES TR CORE S&P500 ETF
1,020 sh
-9,217 sh
-90%
$406
-$3,437
Oracle Corp
4,948 sh
148 sh
3%
$347
$36
BRISTOL MYERS SQUIBB CO
5,446 sh
21 sh
0%
$344
$7
WASTE MANAGEMENT INC NEW
2,500 sh
 
$323
COSTCO WHOLESALE CRP DEL
861 sh
4 sh
0%
$303
-$20
AMERICAN GROWTH FD OF AMERICA COM
4,104 sh
-3,623 sh
-47%
$284
-$238
FIDELITY CONTRAFUND COM
15,922 sh
 
$267
XCEL ENERGY INC MINN COM
3,813 sh
3 sh
0%
$254
Facebook, Inc.
836 sh
22 sh
3%
$246
$24
THIRD AVENUE REAL ESTATE VAL COM
9,443 sh
 
$240
HORMEL FOODS CORP
4,983 sh
3 sh
0%
$238
$6
AbbVie, Inc.
2,100 sh
60 sh
3%
$227
$8
UNION PACIFIC CORP
1,003 sh
3 sh
0%
$221
$13
AMCOR PLC ORD
15,312 sh
12 sh
0%
$179
-$1
VSBLTY Group Technologies Corp COM
100,000 sh
30,000 sh
43%
$60
$23
ALIGN TECHNOLOGY INC
0 sh
-80,923 sh
-100%
$0
-$43,244
EXLSERVICE HOLDINGS INC
0 sh
-379,715 sh
-100%
$0
-$32,325
DORMAN PRODUCTS INC
0 sh
-270,471 sh
-100%
$0
-$23,482
CASS INFORMATION SYS INC
0 sh
-356,769 sh
-100%
$0
-$13,882
COLGATE PALMOLIVE CO
0 sh
-2,984 sh
-100%
$0
-$255
NUSHARES ETF TR NUVEEN ESG MIDCP
0 sh
-4,247 sh
-100%
$0
-$210