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Riverbridge Partners 13F filings

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

Holdings as of 2024-09-30

Filed on 2024-10-15 under CIK 1112325

Company
Investment Type
Change
Value (x$1000)
increase or decrease
NVIDIA Corp.
2,064,568 sh
-29,717 sh
-1%
$250,721
-$8,007
Microsoft Corp
581,398 sh
-9,086 sh
-2%
$250,175
-$13,742
GLOBANT S A COM
1,217,530 sh
-64,691 sh
-5%
$241,241
$12,672
HEICO Corp.
911,930 sh
-88,953 sh
-9%
$238,451
$14,644
RB GLOBAL INC COM
2,762,335 sh
-132,988 sh
-5%
$222,340
$1,253
Grand Canyon Education Inc
1,522,748 sh
-91,727 sh
-6%
$216,002
-$9,879
Tyler Technologies Inc
355,090 sh
-36,498 sh
-9%
$207,273
$10,390
Medpace Holdings Inc
551,644 sh
15,648 sh
3%
$184,139
-$36,611
Guidewire Software Inc
963,065 sh
-60,064 sh
-6%
$176,183
$35,104
Ensign Group Inc
1,203,967 sh
-70,098 sh
-6%
$173,155
$15,566
Kinsale Capital Group Inc
327,230 sh
32,346 sh
11%
$152,349
$38,736
Floor & Decor Holdings Inc.
1,225,782 sh
-73,940 sh
-6%
$152,205
$23,000
Fastenal Co.
2,127,657 sh
-110,525 sh
-5%
$151,957
$11,310
CoStar Group Inc.
1,842,016 sh
-85,426 sh
-4%
$138,962
-$3,939
Workiva Inc
1,752,259 sh
-77,453 sh
-4%
$138,639
$5,088
West Pharmaceutical Services Inc
456,749 sh
-30,187 sh
-6%
$137,098
-$23,294
SPS Commerce Inc.
701,977 sh
-69,626 sh
-9%
$136,303
-$8,882
Amazon.com Inc
708,096 sh
-11,419 sh
-2%
$131,939
-$7,107
Freshpet Inc
939,487 sh
-54,014 sh
-5%
$128,494
-$55
Rollins Inc
2,522,536 sh
-403,974 sh
-14%
$127,590
-$15,194
Paylocity Holding Corp
772,349 sh
-39,840 sh
-5%
$127,414
$20,327
ANSYS Inc.
368,040 sh
-23,885 sh
-6%
$117,269
-$8,735
Five Below Inc
1,303,656 sh
-74,252 sh
-5%
$115,178
-$34,973
Exponent Inc
883,792 sh
-63,353 sh
-7%
$101,884
$11,792
ServiceNow Inc
111,806 sh
-1,480 sh
-1%
$99,998
$10,879
Analog Devices Inc
434,251 sh
-7,680 sh
-2%
$99,952
-$923
Kadant Inc
293,048 sh
91,349 sh
45%
$99,050
$39,795
Verisk Analytics Inc
369,286 sh
-17,632 sh
-5%
$98,954
-$5,340
S&P Global Inc.
181,330 sh
-2,499 sh
-1%
$93,679
$11,691
Paycom Software Inc
561,006 sh
-32,340 sh
-5%
$93,447
$8,575
DESCARTES SYS GROUP INC COM
866,193 sh
-44,716 sh
-5%
$89,183
$971
UnitedHealth Group Inc
152,385 sh
-2,364 sh
-2%
$89,096
$10,288
Privia Health Group Inc.
4,866,040 sh
-280,177 sh
-5%
$88,611
-$830
Salesforce.com Inc
313,231 sh
-4,664 sh
-1%
$85,735
$4,004
ACV Auctions Inc.
4,086,722 sh
606,962 sh
17%
$83,083
$19,577
Veeva Systems Inc
388,338 sh
-4,884 sh
-1%
$81,500
$9,536
Danaher Corp
280,933 sh
-4,249 sh
-1%
$78,105
$6,852
Repligen Corp
500,976 sh
-26,896 sh
-5%
$74,555
$8,011
Blackline Inc
1,272,559 sh
-543,003 sh
-30%
$70,169
-$17,795
CCC Intelligent Solutions Holdings Inc.
6,337,725 sh
-380,001 sh
-6%
$70,032
-$4,602
Align Technology Inc
261,607 sh
-17,959 sh
-6%
$66,532
-$964
Alarm.com Holdings Inc.
1,191,796 sh
-74,961 sh
-6%
$65,156
-$15,334
Alkami Technology Inc.
2,027,211 sh
1,841,878 sh
994%
$63,938
$58,660
Glaukos Corp
476,682 sh
-16,393 sh
-3%
$62,102
$3,747
Cognex Corp
1,489,345 sh
-113,683 sh
-7%
$60,318
-$14,640
Watsco Inc
121,394 sh
-13,890 sh
-10%
$59,711
-$2,958
Alphabet Inc
358,141 sh
-6,446 sh
-2%
$59,398
-$7,011
Bio-Techne Corp.
737,649 sh
-89,438 sh
-11%
$58,960
-$301
Tesla Inc
220,608 sh
480 sh
0%
$57,718
$14,159
GoDaddy Inc
364,342 sh
-119,320 sh
-25%
$57,121
-$10,451
Doximity Inc.
1,283,386 sh
-44,939 sh
-3%
$55,917
$18,764
IDEXX Laboratories Inc.
107,809 sh
-1,715 sh
-2%
$54,467
$1,107
Option Care Health Inc
1,716,619 sh
-99,075 sh
-5%
$53,730
$3,435
Charles River Laboratories International Inc.
266,447 sh
-22,825 sh
-8%
$52,482
-$7,276
Starbucks Corp
529,033 sh
-9,069 sh
-2%
$51,575
$9,684
Chemed Corp
84,873 sh
-2,914 sh
-3%
$51,006
$3,374
Visa Inc
180,859 sh
-3,011 sh
-2%
$49,727
$1,467
DoubleVerify Holdings Inc.
2,924,227 sh
-201,624 sh
-6%
$49,244
-$11,616
Trade Desk Inc
435,736 sh
-6,490 sh
-1%
$47,778
$4,586
Grid Dynamics Holdings Inc.
3,087,052 sh
-191,636 sh
-6%
$43,219
$8,760
Alphabet Inc
257,644 sh
-5,487 sh
-2%
$43,075
-$5,188
Netflix Inc
59,990 sh
-1,026 sh
-2%
$42,549
$1,370
Entegris Inc
377,835 sh
-45,662 sh
-11%
$42,518
-$14,824
Cintas Corp
205,598 sh
205,598 sh
NEW
$42,329
$42,329
WillScot Mobile Mini Holdings Corp.
1,117,312 sh
-38,657 sh
-3%
$42,011
-$1,500
KORNIT DIGITAL LTD SHS
1,591,378 sh
-96,061 sh
-6%
$41,113
$16,409
Pennant Group Inc
1,102,556 sh
-37,913 sh
-3%
$39,361
$12,914
Toast Inc.
1,386,055 sh
-166,582 sh
-11%
$39,239
-$772
Motorola Solutions Inc
85,415 sh
-1,450 sh
-2%
$38,405
$4,871
Fair Isaac Corp
19,372 sh
431 sh
2%
$37,650
$9,454
Hillman Solutions Corp. COM
3,446,950 sh
2,659,654 sh
338%
$36,400
$29,432
Power Integrations Inc
562,653 sh
-19,578 sh
-3%
$36,077
-$4,790
Paycor HCM Inc.
2,466,261 sh
227,221 sh
10%
$34,996
$6,560
Transcat Inc
274,865 sh
74,334 sh
37%
$33,195
$9,195
Neogen Corp
1,874,768 sh
-154,678 sh
-8%
$31,515
-$205
Goosehead Insurance Inc
329,453 sh
-11,281 sh
-3%
$29,420
$9,848
Progyny Inc
1,704,364 sh
-135,016 sh
-7%
$28,565
-$24,060
Jamf Holding Corp.
1,643,083 sh
-34,069 sh
-2%
$28,507
$834
US Physical Therapy Inc.
336,131 sh
-11,668 sh
-3%
$28,447
-$3,697
Certara Inc.
2,400,918 sh
-237,749 sh
-9%
$28,115
-$8,431
Jack Henry & Associates Inc.
154,514 sh
-17,039 sh
-10%
$27,278
-$1,203
STEVANATO GROUP S P A ORD SHS
1,142,053 sh
-30,335 sh
-3%
$22,841
$1,339
RIVERBRIDGE GROWTH FUND - INST COM
648,183 sh
-29,828 sh
-4%
$22,414
$216
Five9 Inc.
658,761 sh
-42,018 sh
-6%
$18,926
-$11,978
Phreesia Inc
753,229 sh
-25,416 sh
-3%
$17,166
$659
OrthoPediatrics Corp.
443,069 sh
-15,026 sh
-3%
$12,012
-$1,163
Apple Inc
33,532 sh
-606 sh
-2%
$7,813
$623
LINDE PLC
13,736 sh
-527 sh
-4%
$6,550
$291
Equifax Inc
18,123 sh
-632 sh
-3%
$5,326
$779
VANGUARD INDEX FDS EXTEND MKT ETF
25,738 sh
-24,441 sh
-49%
$4,684
-$3,786
TJX Cos. Inc.
37,559 sh
-1,485 sh
-4%
$4,415
$116
VANGUARD INDEX FDS COM
7,639 sh
823 sh
12%
$4,062
$629
Ecolab Inc
15,718 sh
-744 sh
-5%
$4,013
$95
PepsiCo Inc.
17,440 sh
-647 sh
-4%
$2,966
-$17
Walmart Inc
36,648 sh
-1,508 sh
-4%
$2,959
$375
Procter & Gamble Co.
16,242 sh
-650 sh
-4%
$2,813
$27
Snap-on Inc.
9,277 sh
-380 sh
-4%
$2,688
$164
Paychex Inc
17,455 sh
-702 sh
-4%
$2,342
$189
Rockwell Automation Inc
7,485 sh
-314 sh
-4%
$2,009
-$138
ISHARES TR RUS 2000 GRW ETF
6,783 sh
-1,427 sh
-17%
$1,926
-$229
Johnson & Johnson
11,542 sh
-430 sh
-4%
$1,870
$120
PRINCIPAL REAL ESTATE INCOME SHS BEN INT
165,063 sh
3,172 sh
2%
$1,844
$191
ISHARES TR CORE S&P500 ETF
2,985 sh
-8,951 sh
-75%
$1,722
-$4,810
ROCHE HOLDING AG ADR COM
40,716 sh
-1,266 sh
-3%
$1,627
$171
NUVEEN AMT FREE QLTY MUN INC COM
128,074 sh
2,511 sh
2%
$1,533
$94
Accenture Plc
4,301 sh
-172 sh
-4%
$1,520
$163
BROOKFIELD REAL ASSETS INCOM SHS BEN INT
109,765 sh
27,226 sh
33%
$1,504
$451
Workday Inc
6,126 sh
 
$1,497
SIXTH STREET SPECIALTY LENDING COMMON STOCK
72,063 sh
1,293 sh
2%
$1,479
-$32
BNY MELLON MUN BD INFRASTRUC COM SHS
132,226 sh
82,270 sh
165%
$1,476
$947
ISHARES TR CORE S&P US GWT
11,164 sh
-11,680 sh
-51%
$1,473
-$1,439
RIVERNORTH DOUBLELINE STRATE COM
155,781 sh
3,024 sh
2%
$1,414
$93
Rivernorth Flexible Municipal Incm Fd II COM
96,725 sh
1,691 sh
2%
$1,403
$59
ISHARES TR RUSSELL 2000 ETF
6,282 sh
-2,375 sh
-27%
$1,388
-$368
Dollar General Corp
16,285 sh
-464 sh
-3%
$1,377
-$838
FIDELITY TR 500 INDEX INS PREM MF
6,381 sh
3,971 sh
165%
$1,281
$823
NUVEEN QUALITY MUNCP INCOME COM
94,403 sh
1,828 sh
2%
$1,169
$82
PGIM SHORT DUR HIG YLD OPP F COM
67,854 sh
1,114 sh
2%
$1,135
$112
ARES CAP CORP COM
50,250 sh
958 sh
2%
$1,052
$25
WESTERN ASSET MTG DEF OPPTY COM
83,293 sh
1,638 sh
2%
$997
$23
ANGEL OAK FINL STRATEGIES IN COM BEN INT
75,009 sh
75,009 sh
NEW
$992
$992
FS GLOBAL CR OPPORTUNITIE FDA LP
149,292 sh
-45,169 sh
-23%
$948
-$291
HANCOCK JOHN INCOME SECS TR COM
81,340 sh
714 sh
1%
$946
$67
BNY MELLON STRATEGIC MUNS IN COM
139,588 sh
139,588 sh
NEW
$909
$909
BNY MELLON STRATEGIC MUN BD COM
142,780 sh
41,050 sh
40%
$890
$286
DWS MUN INCOME TR NEW COM
87,722 sh
2,672 sh
3%
$875
$70
INVESCO QUALITY MUNI INC TRS COM
79,734 sh
2,414 sh
3%
$832
$65
Oracle Corp
4,800 sh
 
$818
TCW STRATEGIC INCOME FUND IN COM
148,850 sh
2,842 sh
2%
$764
$72
BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN
34,792 sh
604 sh
2%
$752
$42
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
66,799 sh
66,799 sh
NEW
$728
$728
PIMCO CALIF MUN INCOME FD II COM
115,692 sh
115,692 sh
NEW
$727
$727
Zscaler Inc
4,183 sh
 
$715
NUVEEN TAXABLE MUNICPL INCM COM
42,758 sh
146 sh
0%
$710
$49
ISHARES TR RUS 1000 ETF
2,204 sh
 
$693
BLACKROCK MUNIHOLDINGS FD IN COM
51,562 sh
1,565 sh
3%
$652
$48
BLACKROCK CR ALLCTN INC TR COM
56,153 sh
791 sh
1%
$633
$40
BLACKROCK TAX MUNICPAL BD TR SHS
34,191 sh
118 sh
0%
$609
$52
GOLUB CAP BDC INC COM
39,536 sh
611 sh
2%
$597
-$15
Fiserv Inc
3,080 sh
 
$553
PIONEER FLOATING RATE TR COM
54,696 sh
-26,298 sh
-32%
$541
-$241
INSIGHT SELECT INCOME FD COM
28,842 sh
141 sh
0%
$509
$41
PUTNAM PREMIER INCOME TR SH BEN INT
123,155 sh
150 sh
0%
$459
$19
Stryker Corp
1,200 sh
 
$434
HANCOCK JOHN INVS TR COM
28,487 sh
438 sh
2%
$401
$28
BLACKROCK MUNIVEST FD II INC COM
34,083 sh
34,083 sh
NEW
$388
$388
WESTERN ASST MNGD MUN FD INC COM
35,005 sh
584 sh
2%
$379
$23
PIMCO Dynamic Income Opportuni COM
25,683 sh
-24,895 sh
-49%
$363
-$309
BLACKROCK MUNIVEST FD INC COM
46,459 sh
-1,458 sh
-3%
$353
$9
MFS MUN INCOME TR SH BEN INT
60,597 sh
60,597 sh
NEW
$347
$347
DELAWARE INVT NAT MUNI INC F SH BEN INT
30,528 sh
30,528 sh
NEW
$341
$341
VERALTO CORP COM SHS
2,972 sh
-5 sh
0%
$332
$48
VANGUARD INDEX FDS TOTAL STK MKT
1,140 sh
215 sh
23%
$323
$75
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT
24,436 sh
356 sh
1%
$320
$23
DBS GROUP HOLDINGS LTD ADR COM
2,676 sh
 
$316
ALLIANZ SE ADR
9,385 sh
 
$308
Medtronic Plc
3,415 sh
3,415 sh
NEW
$307
$307
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
1,676 sh
 
$291
INVESCO MUN TR COM
28,062 sh
-29,248 sh
-51%
$288
-$283
Gentex Corp
9,502 sh
 
$282
Target Corp
1,633 sh
 
$255
MFS CHARTER INCOME TR SH BEN INT
38,487 sh
38,487 sh
NEW
$253
$253
ALLIANCEBERNSTEIN NATL MUNI COM
21,148 sh
21,148 sh
NEW
$250
$250
INVESCO MUN OPPORTUNITY TR COM
24,151 sh
-71,933 sh
-75%
$248
-$721
MANULIFE FINL CORP COM
8,350 sh
 
$247
PIONEER MUN HIGH INCOME ADV COM
27,272 sh
-115,749 sh
-81%
$241
-$933
CHUGAI PHARMACEUTICAL CO LTD ADR COM
9,781 sh
9,781 sh
NEW
$236
$236
HALEON PLC SPON ADS COM
21,991 sh
 
$233
INFINEON TECHNOLOGIES AG COM
6,620 sh
 
$232
HDFC BANK LTD SPONSORED ADS
3,670 sh
3,670 sh
NEW
$230
$230
SYMBOTIC INC
9,296 sh
 
$227
SHELL ADR EACH REP 2 ORD WI SPONSORED ADR
3,365 sh
 
$222
L'OREAL SA ADR COM
2,447 sh
 
$220
DASSAULT SYSTEMES SE ADR COM
5,534 sh
 
$219
SCHNEIDER ELECTRIC SE COM
4,060 sh
4,060 sh
NEW
$214
$214
EATON VANCE LTD DUR INCOME F COM
20,235 sh
70 sh
0%
$213
$17
SAP SE SPON ADR
924 sh
-423 sh
-31%
$212
-$60
INVESCO TR INVT GRADE MUNS COM
19,944 sh
-46,227 sh
-70%
$211
-$469
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR
16,562 sh
 
$180
FIRST TR HIGH YIELD OPPRT 20 COM
10,085 sh
10 sh
0%
$152
$8
AMBEV SA SPONSORED ADR
36,951 sh
12,133 sh
49%
$90
$39
UNICHARM CORP COM
12,325 sh
 
$88
PowerSchool Holdings Inc. Common Stock
0 sh
-2,378,198 sh
-100%
$0
-$53,248
Squarespace Inc. Stock
0 sh
-795,495 sh
-100%
$0
-$34,707
AMN Healthcare Services Inc.
0 sh
-341,194 sh
-100%
$0
-$17,479
ZoomInfo Technologies Inc.
0 sh
-1,334,479 sh
-100%
$0
-$17,041
BLACKROCK MUNI INTER DR FD I COM
0 sh
-81,030 sh
-100%
$0
-$1,000
BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN
0 sh
-77,293 sh
-100%
$0
-$919
PIONEER MUN HIGH INCOME TR COM SHS
0 sh
-88,581 sh
-100%
$0
-$810
FEDERATED PREM MUN INC FD COM
0 sh
-45,978 sh
-100%
$0
-$526
HAIER SMAR Common Stock
0 sh
-15,722 sh
-100%
$0
-$211
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS
0 sh
-1,892 sh
-100%
$0
-$204