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Riverbridge Partners 13F filings

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

Holdings as of 2023-06-30

Filed on 2023-07-25 under CIK 1112325

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Five Below Inc
1,393,037 sh
23,061 sh
2%
$273,787
-$8,387
GLOBANT S A COM
1,498,698 sh
151,737 sh
11%
$269,346
$48,431
RB GLOBAL INC COM COM
4,066,248 sh
4,066,248 sh
NEW
$243,975
$243,975
CoStar Group Inc.
2,567,355 sh
81,068 sh
3%
$228,495
$57,314
Microsoft Corp
669,185 sh
-18,896 sh
-3%
$227,884
$29,510
West Pharmaceutical Services Inc
563,503 sh
22,613 sh
4%
$215,523
$28,121
Workiva Inc
2,094,779 sh
83,805 sh
4%
$212,955
$7,011
HEICO Corp.
1,198,169 sh
44,873 sh
4%
$212,004
$14,744
Grand Canyon Education Inc
1,909,644 sh
38,452 sh
2%
$197,094
-$16,035
Fastenal Co.
3,339,974 sh
124,312 sh
4%
$197,025
$23,572
Tyler Technologies Inc
438,858 sh
26,460 sh
6%
$182,771
$36,518
SPS Commerce Inc.
902,513 sh
-15,685 sh
-2%
$173,337
$33,495
ANSYS Inc.
515,995 sh
37,566 sh
8%
$170,418
$11,197
Paylocity Holding Corp
921,207 sh
257,084 sh
39%
$169,990
$37,976
Floor & Decor Holdings Inc.
1,518,644 sh
301,033 sh
25%
$157,878
$38,284
Medpace Holdings Inc
651,706 sh
211,011 sh
48%
$156,520
$73,647
Rollins Inc
3,513,798 sh
113,949 sh
3%
$150,496
$22,900
Amedisys Inc
1,559,572 sh
34,261 sh
2%
$142,607
$30,420
Ensign Group Inc
1,431,183 sh
26,584 sh
2%
$136,621
$2,426
Paycom Software Inc
420,233 sh
21,565 sh
5%
$134,996
$13,797
Verisk Analytics Inc
564,307 sh
-97,836 sh
-15%
$127,550
$511
NVIDIA Corp.
289,444 sh
-27,142 sh
-9%
$122,441
$34,503
Privia Health Group Inc.
4,344,042 sh
2,084,802 sh
92%
$113,423
$51,045
Blackline Inc
2,107,046 sh
58,688 sh
3%
$113,401
-$24,146
Alarm.com Holdings Inc.
1,976,234 sh
111,805 sh
6%
$102,132
$8,389
Cognex Corp
1,822,192 sh
62,190 sh
4%
$102,079
$14,871
Amazon.com Inc
769,953 sh
-20,022 sh
-3%
$100,371
$18,774
Exponent Inc
1,062,679 sh
33,992 sh
3%
$99,169
-$3,381
Kinsale Capital Group Inc
255,325 sh
56,941 sh
29%
$95,542
$35,997
Analog Devices Inc
490,099 sh
-13,704 sh
-3%
$95,476
-$3,884
Align Technology Inc
265,368 sh
9,687 sh
4%
$93,845
$8,412
Guidewire Software Inc
1,158,757 sh
68,170 sh
6%
$88,158
-$1,325
Veeva Systems Inc
435,295 sh
-3,820 sh
-1%
$86,071
$5,366
Progyny Inc
2,111,690 sh
82,719 sh
4%
$83,074
$17,903
UnitedHealth Group Inc
171,214 sh
-5,098 sh
-3%
$82,292
-$1,031
S&P Global Inc.
204,218 sh
-5,492 sh
-3%
$81,869
$9,567
Danaher Corp
313,427 sh
-3,445 sh
-1%
$75,223
-$4,641
Squarespace Inc.
2,378,406 sh
77,177 sh
3%
$75,015
$1,905
Salesforce.com Inc
353,447 sh
-9,948 sh
-3%
$74,669
$2,070
Freshpet Inc
1,125,900 sh
308,584 sh
38%
$74,095
$19,997
Bio-Techne Corp.
902,780 sh
90,066 sh
11%
$73,694
$13,399
AMN Healthcare Services Inc.
660,521 sh
16,479 sh
3%
$72,076
$18,646
ServiceNow Inc
125,304 sh
-3,296 sh
-3%
$70,417
$10,654
Five9 Inc.
821,435 sh
46,071 sh
6%
$67,727
$11,676
Charles River Laboratories International Inc.
321,180 sh
22,186 sh
7%
$67,528
$7,185
WillScot Mobile Mini Holdings Corp.
1,330,540 sh
-25,141 sh
-2%
$63,586
$32
Power Integrations Inc
670,560 sh
-13,548 sh
-2%
$63,482
$5,579
IDEXX Laboratories Inc.
121,723 sh
-3,244 sh
-3%
$61,133
-$1,360
Starbucks Corp
600,519 sh
-15,942 sh
-3%
$59,487
-$4,705
DESCARTES SYS GROUP INC COM
740,456 sh
-702 sh
0%
$59,318
-$427
KORNIT DIGITAL LTD SHS
1,915,961 sh
70,452 sh
4%
$56,272
$20,543
Watsco Inc
147,032 sh
15,446 sh
12%
$56,088
$14,223
CCC Intelligent Solutions Holdings Inc.
4,998,020 sh
1,111,626 sh
29%
$56,028
$21,167
DoubleVerify Holdings Inc.
1,412,157 sh
-3,282 sh
0%
$54,961
$12,286
Chemed Corp
101,270 sh
-2,066 sh
-2%
$54,855
-$714
Certara Inc.
2,976,281 sh
-1,211,188 sh
-29%
$54,198
-$46,762
Kadant Inc
232,324 sh
-4,672 sh
-2%
$51,599
$2,181
GoDaddy Inc
664,853 sh
65,100 sh
11%
$49,950
$3,337
Alphabet Inc
416,761 sh
-15,200 sh
-4%
$49,886
$5,079
Neogen Corp
2,277,645 sh
-404,848 sh
-15%
$49,539
-$141
Visa Inc
205,445 sh
2,507 sh
1%
$48,789
$3,035
US Physical Therapy Inc.
400,420 sh
-8,484 sh
-2%
$48,607
$8,571
Model N Inc
1,357,097 sh
-7,115 sh
-1%
$47,987
$2,327
OrthoPediatrics Corp.
1,088,929 sh
46,476 sh
4%
$47,750
$1,580
ACV Auctions Inc.
2,447,526 sh
2,447,526 sh
NEW
$42,269
$42,269
ZoomInfo Technologies Inc.
1,618,418 sh
78,199 sh
5%
$41,092
$3,033
Ecolab Inc
217,141 sh
-14,112 sh
-6%
$40,538
$2,259
Glaukos Corp
568,364 sh
-11,547 sh
-2%
$40,473
$11,419
Entegris Inc
349,482 sh
35,868 sh
11%
$38,730
$13,011
Alphabet Inc
301,919 sh
-9,008 sh
-3%
$36,523
$4,187
IAC/InterActiveCorp
554,931 sh
22,938 sh
4%
$34,850
$7,399
Grid Dynamics Holdings Inc.
3,684,687 sh
126,059 sh
4%
$34,083
-$6,699
Ollie's Bargain Outlet Holdings Inc.
557,888 sh
-10,976 sh
-2%
$32,318
-$642
Definitive Healthcare Corp.
2,896,891 sh
76,043 sh
3%
$31,866
$2,727
Jack Henry & Associates Inc.
186,911 sh
17,143 sh
10%
$31,276
$5,689
Paycor HCM Inc.
1,307,235 sh
-6,598 sh
-1%
$30,942
-$3,901
Repligen Corp
214,796 sh
214,796 sh
NEW
$30,385
$30,385
Netflix Inc
68,052 sh
-1,916 sh
-3%
$29,976
$5,803
Healthcare Services Inc
1,893,706 sh
-175,737 sh
-8%
$28,273
-$430
Phreesia Inc
898,380 sh
-18,404 sh
-2%
$27,859
-$1,744
Motorola Solutions Inc
94,705 sh
94,705 sh
NEW
$27,775
$27,775
International Money Express Inc
1,022,612 sh
-19,473 sh
-2%
$25,085
-$1,780
National Vision Holdings Inc
1,026,887 sh
-14,144 sh
-1%
$24,943
$5,330
Goosehead Insurance Inc
392,475 sh
-8,289 sh
-2%
$24,683
$3,763
RIVERBRIDGE GROWTH FUND - INST COM
737,724 sh
21,568 sh
3%
$20,796
$2,319
Apple Inc
83,404 sh
-1,927 sh
-2%
$16,178
$2,107
Pennant Group Inc
1,309,232 sh
-28,668 sh
-2%
$16,077
-$3,028
VANGUARD INDEX FDS COM
15,434 sh
12 sh
0%
$6,336
$490
LINDE PLC
15,111 sh
-757 sh
-5%
$5,759
$119
Equifax Inc
20,176 sh
-972 sh
-5%
$4,747
$457
PepsiCo Inc.
20,576 sh
-955 sh
-4%
$3,811
-$114
TJX Cos. Inc.
41,683 sh
-2,289 sh
-5%
$3,534
$88
Procter & Gamble Co.
20,728 sh
-928 sh
-4%
$3,145
-$75
Snap-on Inc.
10,462 sh
-545 sh
-5%
$3,015
$297
Dollar General Corp
17,652 sh
-654 sh
-4%
$2,997
-$856
Rockwell Automation Inc
8,568 sh
-448 sh
-5%
$2,823
$177
Johnson & Johnson
15,811 sh
-578 sh
-4%
$2,617
$77
Paychex Inc
19,643 sh
-920 sh
-4%
$2,197
-$159
Walmart Inc
13,923 sh
-708 sh
-5%
$2,188
$31
Tesla Inc
6,590 sh
50 sh
1%
$1,725
$368
Abbott Laboratories
15,725 sh
-5 sh
0%
$1,714
$121
Accenture Plc
5,085 sh
5,085 sh
NEW
$1,569
$1,569
VANGUARD INDEX FDS EXTEND MKT ETF
10,538 sh
-7,889 sh
-43%
$1,568
-$1,015
Cisco Systems Inc
29,999 sh
-113 sh
0%
$1,552
-$22
ROCHE HOLDING AG ADR COM
39,818 sh
-1,851 sh
-4%
$1,521
$27
NUVEEN AMT FREE QLTY MUN INC COM
128,874 sh
-10,173 sh
-7%
$1,409
-$137
FIDELITY TR 500 INDEX INS PREM MF
8,960 sh
 
$1,389
Workday Inc
6,126 sh
 
$1,384
PRINCIPAL REAL ESTATE INCOME SHS BEN INT
132,933 sh
-10,512 sh
-7%
$1,258
-$99
Illumina Inc
6,514 sh
-99,724 sh
-94%
$1,221
-$23,485
WESTERN ASSET MTG DEF OPPTY COM
111,088 sh
-8,679 sh
-7%
$1,175
-$77
ISHARES TR RUS 2000 GRW ETF
4,786 sh
-1,993 sh
-29%
$1,161
-$377
Berkshire Hathaway Inc
3,330 sh
 
$1,136
NUVEEN QUALITY MUNCP INCOME COM
98,601 sh
-7,640 sh
-7%
$1,111
-$114
SIXTH STREET SPECIALTY LENDING COMMON STOCK
57,802 sh
-12,604 sh
-18%
$1,080
-$208
VERTICAL CAP INCOME FUND SHS BEN INT
102,665 sh
-8,024 sh
-7%
$1,021
-$65
ISHARES TR CORE S&P US GWT
10,323 sh
-4,856 sh
-32%
$1,008
-$339
ISHARES TR CORE S&P500 ETF
2,178 sh
-3,232 sh
-60%
$971
-$1,253
JPMorgan Chase & Co
6,376 sh
 
$927
PIONEER MUN HIGH INCOME TR COM SHS
107,915 sh
-8,272 sh
-7%
$921
-$112
PIONEER MUN HIGH INCOME ADV COM
115,433 sh
-8,860 sh
-7%
$912
-$111
McDonald's Corp.
2,935 sh
 
$876
Rivernorth Flexible Municipal Incm Fd II COM
59,300 sh
-4,641 sh
-7%
$853
-$10
BLACKROCK MUNI INTER DR FD I COM
71,314 sh
-5,875 sh
-8%
$816
-$86
ARES CAP CORP COM
40,774 sh
-32,103 sh
-44%
$766
-$566
BARINGS BDC INC COM
97,018 sh
-27,698 sh
-22%
$761
-$229
PIONEER FLOATING RATE TR COM
82,971 sh
-5,984 sh
-7%
$720
-$54
PIMCO Dynamic Income Opportuni COM
54,557 sh
-4,170 sh
-7%
$713
-$15
INVESCO QUALITY MUNI INC TRS COM
71,773 sh
-6,142 sh
-8%
$686
-$92
DWS MUN INCOME TR NEW COM
78,960 sh
-6,757 sh
-8%
$680
-$83
BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN
60,164 sh
-5,152 sh
-8%
$658
-$38
Zscaler Inc
4,196 sh
 
$614
PGIM HIGH YIELD BOND FUND IN COM
49,105 sh
-3,746 sh
-7%
$610
-$35
Stryker Corp
1,900 sh
 
$580
BLACKROCK DEBT STRAT FD INC COM NEW
59,052 sh
-4,620 sh
-7%
$578
-$28
JPMORGAN TR II LARGE CAP GR S MUTUAL FUNDS
10,474 sh
10,474 sh
NEW
$578
$578
Blackrock Income Trust CEF
47,392 sh
-3,098 sh
-6%
$577
-$59
Oracle Corp
4,800 sh
 
$572
TCW STRATEGIC INCOME FUND IN COM
119,869 sh
-9,372 sh
-7%
$555
-$50
ISHARES TR RUS 1000 ETF
2,258 sh
-364 sh
-14%
$550
-$41
FS GLOBAL CR OPPORTUNITIE FDA LP
115,424 sh
115,424 sh
NEW
$548
$548
BLACKROCK MUNIHOLDINGS FD IN COM
46,420 sh
-3,991 sh
-8%
$540
-$67
BNY MELLON STRATEGIC MUN BD COM
94,438 sh
-8,085 sh
-8%
$538
-$78
Okta Inc
7,614 sh
-81 sh
-1%
$528
-$136
DWS STRATEGIC MUN INCOME TR COM
59,831 sh
-5,123 sh
-8%
$508
-$43
INVESCO MUN TR COM
53,207 sh
-4,553 sh
-8%
$502
-$71
NUVEEN SR INCOME FD COM
108,228 sh
-8,158 sh
-7%
$496
-$41
American Express Co.
2,673 sh
 
$466
National Instruments Corp
8,054 sh
-1,288,576 sh
-99%
$462
-$67,494
Costco Wholesale Corp
857 sh
 
$461
FEDERATED PREM MUN INC FD COM
42,679 sh
-3,651 sh
-8%
$454
-$47
NUVEEN CR STRATEGIES INCM FD COM SHS
89,849 sh
-5,862 sh
-6%
$454
-$35
RIVERNORTH FLEXIBL MUN INCM COM
28,128 sh
-2,429 sh
-8%
$447
-$26
Coca-Cola Co.
7,404 sh
 
$446
TechnipFMC Plc
2,500 sh
 
$434
ISHARES TR RUSSELL 2000 ETF
2,294 sh
-351 sh
-13%
$430
-$42
GOLUB CAP BDC INC COM
30,876 sh
-13,789 sh
-31%
$417
-$189
VANGUARD INDEX FDS TOTAL STK MKT
1,777 sh
-97 sh
-5%
$391
$9
Fiserv Inc
3,080 sh
 
$389
PayPal Holdings Inc.
5,503 sh
-54 sh
-1%
$367
-$55
Medtronic Plc
4,051 sh
-10 sh
0%
$357
$30
RUNWAY GROWTH FINANCE CORP COM
28,130 sh
-2,288 sh
-8%
$347
-$22
VANGUARD EXPLORER FUND ADMIRAL SHARES COM
3,565 sh
 
$347
Gentex Corp
11,178 sh
-70,808 sh
-86%
$327
-$1,971
ASSOCIATED BANC CORP COM
20,165 sh
-3,300 sh
-14%
$327
-$95
Walt Disney Co.
3,525 sh
 
$315
BLACKROCK MUNIVEST FD INC COM
44,533 sh
44,533 sh
NEW
$300
$300
WESTERN ASST MNGD MUN FD INC COM
28,239 sh
-2,220 sh
-7%
$280
-$33
AbbVie Inc.
2,040 sh
 
$275
OATLY GROUP AB SPONSORED ADS
132,535 sh
2,500 sh
2%
$272
-$43
3M Co.
2,648 sh
 
$265
Trade Desk Inc
3,377 sh
3,377 sh
NEW
$261
$261
WELLS FARGO CO NEW COM
6,100 sh
 
$260
Bristol-Myers Squibb Co.
3,981 sh
 
$255
US BANCORP DEL COM NEW
7,554 sh
 
$250
NUVEEN TAXABLE MUNICPL INCM COM
15,899 sh
-1,038 sh
-6%
$249
-$24
WESTERN ASSET PREMIER BD FD SHS BEN INT
24,192 sh
6,994 sh
41%
$247
$72
BLACKROCK TAX MUNICPAL BD TR SHS
14,539 sh
-947 sh
-6%
$241
-$37
FIDELITY CONTRAFUND COM
15,922 sh
 
$238
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT
19,369 sh
-1,577 sh
-8%
$226
-$24
THIRD AVENUE REAL ESTATE VAL COM
11,043 sh
 
$222
Meta Platforms, Inc.
774 sh
774 sh
NEW
$222
$222
Marathon Petroleum Corp
1,864 sh
 
$217
Target Corp
1,633 sh
 
$215
INVESCO MUN OPPORTUNITY TR COM
22,062 sh
-1,768 sh
-7%
$209
-$25
Hormel Foods Corp
4,980 sh
4,980 sh
NEW
$200
$200
HANCOCK JOHN INCOME SECS TR COM
18,154 sh
18,154 sh
NEW
$196
$196
Amcor Plc
15,300 sh
 
$153
PetVivo Holdings Inc. COM
14,369 sh
 
$28
VSBLTY Group Technologies Corp COM
60,000 sh
 
$5
RITCHIE BROS AUCTIONEERS COM
0 sh
-3,985,212 sh
-100%
$0
-$224,328
Heska Corp COM RESTRC NEW
0 sh
-307,794 sh
-100%
$0
-$30,047
PRA Group Inc.
0 sh
-755,669 sh
-100%
$0
-$29,441
Oak Street Health Inc. COM
0 sh
-26,704 sh
-100%
$0
-$1,033
JPMORGAN TR II LARGE CAP GR A COM
0 sh
-10,763 sh
-100%
$0
-$512
Deluxe Corp
0 sh
-16,499 sh
-100%
$0
-$264
PIMCO DYNAMIC INCOME FD SHS
0 sh
-12,983 sh
-100%
$0
-$234
XCEL ENERGY INC MINN COM
0 sh
-3,200 sh
-100%
$0
-$216
Bright Health Group Inc. Common Stock
0 sh
-47,000 sh
-100%
$0
-$10