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Riverbridge Partners LLC 13F filings

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

Holdings as of 2020-12-31

Filed on 2021-01-22 under CIK 1112325

Company
Investment Type
Change
Value (x$1000)
increase or decrease
GLOBANT S A COM
1,589,829 sh
160,270 sh
11%
$345,963
$89,757
BLACKLINE INC
2,062,664 sh
152,367 sh
8%
$275,118
$103,898
FIVE BELOW INC
1,499,692 sh
-110,097 sh
-7%
$262,416
$57,973
RITCHIE BROS AUCTIONEERS COM
3,763,185 sh
197,761 sh
6%
$261,730
$50,479
CoStar Group, Inc.
236,000 sh
7,845 sh
3%
$218,130
$24,539
AMEDISYS INC
739,234 sh
45,291 sh
7%
$216,840
$52,771
PROTO LABS INC
1,358,899 sh
-194,656 sh
-13%
$208,455
$7,270
TYLER TECHNOLOGIES INC
454,691 sh
17,019 sh
4%
$198,481
$45,926
Chemed Corp
370,128 sh
21,180 sh
6%
$197,134
$29,517
ALARM COM HLDGS INC
1,832,931 sh
151,430 sh
9%
$189,617
$96,714
Paycom Software
409,514 sh
16,659 sh
4%
$185,203
$62,907
VERISK ANALYTICS INC
882,808 sh
-35,132 sh
-4%
$183,262
$13,159
PEGASYSTEMS INC
1,342,570 sh
118,035 sh
10%
$178,911
$30,693
Grand Canyon Ed Inc
1,917,647 sh
112,548 sh
6%
$178,552
$34,252
Ansys Inc.
490,176 sh
18,500 sh
4%
$178,326
$23,980
FASTENAL CO
3,442,294 sh
117,440 sh
4%
$168,087
$18,169
MICROSOFT CORP
753,097 sh
15,719 sh
2%
$167,504
$12,411
HEICO CORP NEW
1,219,441 sh
48,683 sh
4%
$161,454
$38,922
WEST PHARMACEUTICAL SVSC INC
564,316 sh
-23,904 sh
-4%
$159,876
-$1,826
HEALTHCARE SVCS GRP INC
5,165,222 sh
278,765 sh
6%
$145,143
$39,938
WORKIVA INC
1,582,259 sh
43,960 sh
3%
$144,967
$59,191
ROLLINS INC
3,586,824 sh
1,282,477 sh
56%
$140,137
$15,264
BIO-TECHNE CORP
433,987 sh
33,485 sh
8%
$137,812
$38,596
GENTEX CORP
3,910,854 sh
213,226 sh
6%
$132,695
$37,481
KORNIT DIGITAL LTD SHS
1,483,441 sh
104,063 sh
8%
$132,219
$42,739
NATIONAL INSTRS CORP
2,851,991 sh
148,492 sh
5%
$125,316
$28,801
Paylocity Holding Corporation
587,026 sh
52,166 sh
10%
$120,874
$34,537
AMAZON COM INC
36,776 sh
1,273 sh
4%
$119,775
$7,986
Teladoc, Inc.
568,535 sh
20,969 sh
4%
$113,684
-$6,364
NEOGEN CORP
1,376,813 sh
81,404 sh
6%
$109,181
$7,815
IAC INTERACTIVECORP NEW COM
567,965 sh
21,077 sh
4%
$107,544
$42,038
SPS Commerce
986,370 sh
113,703 sh
13%
$107,110
$39,155
AMN HEALTHCARE SERVICES INC
1,525,728 sh
110,833 sh
8%
$104,131
$21,416
PLURALSIGHT INC
4,947,086 sh
338,368 sh
7%
$103,691
$24,744
VEEVA SYS INC
375,107 sh
8,981 sh
2%
$102,123
-$828
FIVE9 INC
568,244 sh
65,499 sh
13%
$99,102
$33,906
GUIDEWIRE SOFTWARE
733,624 sh
228,978 sh
45%
$94,439
$41,820
EXPONENT INC
1,007,194 sh
71,389 sh
8%
$90,678
$23,272
OLLIES BARGAIN OUTLT HLDGS I
1,079,515 sh
70,926 sh
7%
$88,272
$172
Salesforce.com
394,374 sh
11,006 sh
3%
$87,760
-$8,588
STARBUCKS CORP
812,253 sh
21,577 sh
3%
$86,895
$18,960
ECOLAB INC
377,837 sh
9,372 sh
3%
$81,749
$8,115
ANALOG DEVICES INC
541,710 sh
11,413 sh
2%
$80,027
$18,120
PROS Holdings Inc
1,497,026 sh
113,376 sh
8%
$76,004
$31,810
DANAHER CORPORATION
339,299 sh
9,813 sh
3%
$75,372
$4,424
GODADDY INC
901,410 sh
270,411 sh
43%
$74,772
$26,835
IHS MARKIT LTD SHS
825,366 sh
20,061 sh
2%
$74,143
$10,918
FLOOR & DECOR HLDGS INC
793,239 sh
83,717 sh
12%
$73,652
$20,580
FRESHPET INC
514,762 sh
54,092 sh
12%
$73,091
$21,657
2U Inc.
1,801,775 sh
33,268 sh
2%
$72,089
$12,207
WILLSCOT CORP
3,042,839 sh
308,123 sh
11%
$70,503
$24,888
ENSIGN GROUP INC
941,412 sh
325,101 sh
53%
$68,648
$33,481
SERVICENOW INC
123,273 sh
3,604 sh
3%
$67,853
$9,814
UnitedHealth Group
193,202 sh
4,072 sh
2%
$67,752
$8,787
IDEXX
132,882 sh
5,043 sh
4%
$66,424
$16,169
HENRY JACK & ASSOC INC
406,551 sh
2,484 sh
1%
$65,857
$160
SMITH A O CORP
1,073,157 sh
32,089 sh
3%
$58,830
$3,862
PRA Group, Inc.
1,462,786 sh
108,128 sh
8%
$58,014
$3,895
Nvidia Corp.
106,315 sh
3,257 sh
3%
$55,517
-$260
POWER INTEGRATIONS INC
676,914 sh
71,270 sh
12%
$55,412
$21,859
Terminix Global Holdings Inc
950,534 sh
102,004 sh
12%
$48,487
$14,648
HEALTH CATALYST INC
1,104,667 sh
118,965 sh
12%
$48,086
$12,009
Visa Inc.
215,272 sh
6,877 sh
3%
$47,086
$5,413
NATIONAL VISION HLDGS INC
1,036,158 sh
110,003 sh
12%
$46,928
$11,512
PetIQ, Inc.
1,213,136 sh
559,606 sh
86%
$46,645
$25,131
US Physical Therapy Inc
384,168 sh
35,879 sh
10%
$46,196
$15,937
HESKA CORP
304,189 sh
31,741 sh
12%
$44,305
$17,390
ORTHOPEDIATRICS
1,062,463 sh
73,840 sh
7%
$43,827
-$1,571
ALIGN TECHNOLOGY INC
80,923 sh
-53,112 sh
-40%
$43,244
-$634
LINDE PLC
164,094 sh
2,502 sh
2%
$43,240
$4,760
Alphabet Inc., Cl. A
24,199 sh
1,106 sh
5%
$42,412
$8,567
Netflix Inc
77,723 sh
2,572 sh
3%
$42,027
$4,449
DESCARTES SYS GROUP INC COM
717,610 sh
82,520 sh
13%
$41,966
$5,779
COGNEX CORP
514,353 sh
11,785 sh
2%
$41,295
$8,578
Avalara Inc
240,266 sh
7,306 sh
3%
$39,617
$9,952
PENNANT GROUP INC COM
653,586 sh
73,430 sh
13%
$37,947
$15,576
MAXIMUS INC
492,760 sh
51,851 sh
12%
$36,065
$5,902
KADANT INC
234,603 sh
25,681 sh
12%
$33,074
$10,172
PHREESIA INC
597,961 sh
597,961 sh
NEW
$32,445
$32,445
Goosehead Insurance, Inc.
260,018 sh
27,738 sh
12%
$32,440
$12,327
EXLSERVICE HOLDINGS INC
379,715 sh
41,046 sh
12%
$32,325
$9,983
ROGERS CORP
201,123 sh
22,309 sh
12%
$31,232
$13,697
WATSCO INC
136,960 sh
-16,453 sh
-11%
$31,028
-$4,700
Alphabet Inc., Cl. C
17,312 sh
397 sh
2%
$30,329
$5,471
ROCHE HOLDING AG ADR COM
689,173 sh
13,237 sh
2%
$30,114
$1,131
INOVALON HLDGS INC
1,638,909 sh
175,499 sh
12%
$29,779
-$8,928
CMC Materials, Inc.
191,798 sh
31,785 sh
20%
$29,019
$6,168
LENNOX INTL INC
105,108 sh
2,847 sh
3%
$28,796
$919
ASPEN TECHNOLOGY INC
195,881 sh
5,546 sh
3%
$25,514
$1,419
CALAVO GROWERS INC
352,036 sh
38,093 sh
12%
$24,442
$3,637
MIDDLEBY CORP
184,880 sh
5,824 sh
3%
$23,835
$7,772
DORMAN PRODUCTS INC
270,471 sh
29,061 sh
12%
$23,482
$1,663
RIVERBRIDGE GROWTH FUND - INST COM
627,068 sh
23,015 sh
4%
$19,652
$2,467
CASS INFORMATION SYS INC
356,769 sh
38,093 sh
12%
$13,882
$1,058
INOGEN INC
285,434 sh
31,503 sh
12%
$12,753
$5,389
VANGUARD INDEX FDS COM
28,043 sh
-102 sh
0%
$9,719
$986
APPLE INC
66,538 sh
-2,054 sh
-3%
$8,829
$885
EQUIFAX INC
22,284 sh
-1,376 sh
-6%
$4,297
$585
PEPSICO INC
26,144 sh
-2,378 sh
-8%
$3,877
-$76
ISHARES TR CORE S&P500 ETF
10,237 sh
7,828 sh
325%
$3,843
$3,033
Cisco Systems
81,489 sh
-3,185 sh
-4%
$3,647
$312
ISHARES TR RUS 2000 GRW ETF
12,530 sh
9,600 sh
328%
$3,592
$2,943
TJX COS INC NEW
51,901 sh
-934 sh
-2%
$3,544
$604
JOHNSON & JOHNSON
19,857 sh
-1,565 sh
-7%
$3,125
-$64
ROCKWELL AUTOMATION INC
10,783 sh
-308 sh
-3%
$2,704
$256
WALMART INC
18,101 sh
-1,343 sh
-7%
$2,609
-$111
PROCTER & GAMBLE CO
16,651 sh
-1,088 sh
-6%
$2,317
-$149
PAYCHEX INC
24,619 sh
-1,645 sh
-6%
$2,294
$199
SNAP ON INC
13,225 sh
-862 sh
-6%
$2,263
$190
INTEL CORP
42,139 sh
-3,444 sh
-8%
$2,099
-$261
ABBOTT LABS
15,730 sh
-14 sh
0%
$1,722
$9
ISHARES TR RUSSELL 2000 ETF
8,598 sh
5,266 sh
158%
$1,686
$1,187
FIDELITY TR 500 INDEX INS PREM MF
12,681 sh
 
$1,651
ASSOCIATED BANC CORP COM
93,781 sh
-1,319 sh
-1%
$1,599
$399
INTERNATIONAL FLAVORS&FRAGRA
14,161 sh
-2,729 sh
-16%
$1,541
-$527
RECKITT BENCKISER GROUP PLC COM
85,359 sh
-6,187 sh
-7%
$1,527
-$262
Tesla Inc
1,750 sh
-20 sh
-1%
$1,235
$476
ISHARES TR CORE S&P US GWT
11,473 sh
3,847 sh
50%
$1,018
$408
FISERV INC
8,294 sh
-11,334 sh
-58%
$944
-$1,079
JPMORGAN CHASE & CO
6,335 sh
-11 sh
0%
$805
$194
BERKSHIRE HATHAWAY INC DEL
3,300 sh
-20 sh
-1%
$765
$58
MEDTRONIC PLC SHS
6,029 sh
 
$706
DISNEY WALT CO COM DISNEY
3,560 sh
-68 sh
-2%
$645
$195
MCDONALDS CORP
2,935 sh
-5 sh
0%
$630
-$15
ISHARES TR RUS 1000 ETF
2,963 sh
-384 sh
-11%
$628
$2
3M Company
3,130 sh
-2,851 sh
-48%
$547
-$411
JPMORGAN TR II LARGE CAP GR A COM
9,055 sh
470 sh
5%
$534
$54
AMERICAN GROWTH FD OF AMERICA COM
7,727 sh
303 sh
4%
$522
$71
STRYKER CORP
1,900 sh
 
$466
HONEYWELL INTL INC
2,000 sh
 
$425
AMERICAN EXPRESS CO
3,450 sh
-100 sh
-3%
$417
$61
SPDR SERIES TRUST BLMBRG BRC CNVRT
5,000 sh
 
$414
TARGET CORP
2,327 sh
 
$411
US BANCORP DEL COM NEW
8,637 sh
 
$402
COCA COLA CO
7,304 sh
-44 sh
-1%
$401
$38
ILLUMINA INC
1,005 sh
-44 sh
-4%
$372
$48
BRISTOL MYERS SQUIBB CO
5,425 sh
-400 sh
-7%
$337
-$14
VANGUARD INDEX FDS TOTAL STK MKT
1,624 sh
 
$316
Oracle Corp
4,800 sh
-220 sh
-4%
$311
$11
WASTE MANAGEMENT INC NEW
2,500 sh
 
$295
FIDELITY CONTRAFUND COM
15,922 sh
 
$267
COLGATE PALMOLIVE CO
2,984 sh
-1,746 sh
-37%
$255
-$110
XCEL ENERGY INC MINN COM
3,810 sh
 
$254
HORMEL FOODS CORP
4,980 sh
4,980 sh
NEW
$232
$232
Facebook, Inc.
814 sh
-10 sh
-1%
$222
$6
AbbVie, Inc.
2,040 sh
2,040 sh
NEW
$219
$219
THIRD AVENUE REAL ESTATE VAL COM
9,443 sh
9,443 sh
NEW
$217
$217
NUSHARES ETF TR NUVEEN ESG MIDCP
4,247 sh
4,247 sh
NEW
$210
$210
UNION PACIFIC CORP
1,000 sh
1,000 sh
NEW
$208
$208
AMCOR PLC ORD
15,300 sh
 
$180
VSBLTY Group Technologies Corp COM
70,000 sh
70,000 sh
NEW
$37
$37
CABOT CORP
0 sh
-11,188 sh
-100%
$0
-$403
TRUPANION INC
0 sh
-5,053 sh
-100%
$0
-$399
EVOLENT HEALTH INC
0 sh
-21,609 sh
-100%
$0
-$268