Free Alerts   Login

Riverbridge Partners 13F filings

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

Holdings as of 2023-12-31

Filed on 2024-01-24 under CIK 1112325

Company
Investment Type
Change
Value (x$1000)
increase or decrease
GLOBANT S A COM
1,298,471 sh
-81,341 sh
-6%
$309,010
$36,014
Five Below Inc
1,303,575 sh
-55,268 sh
-4%
$277,870
$59,232
Microsoft Corp
625,753 sh
-16,253 sh
-3%
$235,308
$32,595
Grand Canyon Education Inc
1,721,295 sh
-28,642 sh
-2%
$227,280
$22,747
RB GLOBAL INC COM COM
3,369,589 sh
-216,261 sh
-6%
$225,392
$1,276
Medpace Holdings Inc
652,384 sh
43,197 sh
7%
$199,975
$52,473
CoStar Group Inc.
2,263,078 sh
-45,742 sh
-2%
$197,770
$20,245
Workiva Inc
1,868,842 sh
-46,055 sh
-2%
$189,744
-$4,312
HEICO Corp.
1,038,653 sh
-24,525 sh
-2%
$185,784
$13,624
Fastenal Co.
2,680,027 sh
-229,970 sh
-8%
$173,585
$14,583
Floor & Decor Holdings Inc.
1,502,903 sh
-21,747 sh
-1%
$167,664
$29,683
West Pharmaceutical Services Inc
469,245 sh
-8,295 sh
-2%
$165,231
-$13,947
Tyler Technologies Inc
377,741 sh
-12,717 sh
-3%
$157,941
$7,170
ANSYS Inc.
432,541 sh
-16,676 sh
-4%
$156,960
$23,296
SPS Commerce Inc.
796,177 sh
-32,000 sh
-4%
$154,331
$13,036
Ensign Group Inc
1,293,794 sh
-19,237 sh
-1%
$145,177
$23,157
NVIDIA Corp.
273,754 sh
-7,580 sh
-3%
$135,568
$13,190
Paylocity Holding Corp
812,421 sh
-23,236 sh
-3%
$133,928
-$17,911
Rollins Inc
2,859,742 sh
-291,998 sh
-9%
$124,885
$7,231
Blackline Inc
1,895,251 sh
-52,928 sh
-3%
$118,339
$10,274
Amazon.com Inc
763,311 sh
-15,538 sh
-2%
$115,978
$16,971
Guidewire Software Inc
1,008,342 sh
-27,774 sh
-3%
$109,950
$16,700
Privia Health Group Inc.
4,342,385 sh
348,852 sh
9%
$100,005
$8,154
Alarm.com Holdings Inc.
1,547,505 sh
-221,377 sh
-13%
$100,000
-$8,149
Analog Devices Inc
467,424 sh
-12,096 sh
-3%
$92,812
$8,853
Verisk Analytics Inc
384,248 sh
-16,132 sh
-4%
$91,781
-$2,805
Freshpet Inc
1,026,209 sh
-14,127 sh
-1%
$89,034
$20,497
Salesforce.com Inc
337,949 sh
-9,242 sh
-3%
$88,928
$18,525
Paycom Software Inc
421,159 sh
-12,176 sh
-3%
$87,062
-$25,289
UnitedHealth Group Inc
163,754 sh
-4,459 sh
-3%
$86,212
$1,401
S&P Global Inc.
195,013 sh
-5,089 sh
-3%
$85,907
$12,788
DoubleVerify Holdings Inc.
2,319,975 sh
959,514 sh
71%
$85,329
$47,304
ServiceNow Inc
120,232 sh
-3,066 sh
-2%
$84,943
$16,024
Exponent Inc
938,627 sh
-14,906 sh
-2%
$82,637
$1,015
Veeva Systems Inc
416,714 sh
-11,216 sh
-3%
$80,226
-$6,836
CCC Intelligent Solutions Holdings Inc.
6,836,239 sh
2,009,175 sh
42%
$77,865
$13,424
Kinsale Capital Group Inc
231,345 sh
-2,312 sh
-1%
$77,480
-$19,284
Repligen Corp
409,333 sh
-8,423 sh
-2%
$73,598
$7,171
Align Technology Inc
258,221 sh
21,251 sh
9%
$70,753
-$1,599
Danaher Corp
302,599 sh
-5,124 sh
-2%
$70,003
-$6,343
Squarespace Inc.
2,097,142 sh
-39,889 sh
-2%
$69,227
$7,317
Progyny Inc
1,828,974 sh
-47,268 sh
-3%
$68,001
$4,171
Cognex Corp
1,566,173 sh
-60,207 sh
-4%
$65,372
-$3,652
IDEXX Laboratories Inc.
116,365 sh
-3,246 sh
-3%
$64,589
$12,287
Kadant Inc
222,690 sh
-2,706 sh
-1%
$62,422
$11,584
Charles River Laboratories International Inc.
260,595 sh
-14,387 sh
-5%
$61,605
$7,714
Option Care Health Inc
1,792,012 sh
593,706 sh
50%
$60,373
$21,608
DESCARTES SYS GROUP INC COM
705,684 sh
-8,781 sh
-1%
$59,320
$6,893
Chemed Corp
97,074 sh
-1,196 sh
-1%
$56,764
$5,693
WillScot Mobile Mini Holdings Corp.
1,273,810 sh
-17,098 sh
-1%
$56,685
$2,996
Five9 Inc.
717,698 sh
-19,092 sh
-3%
$56,476
$9,100
Alphabet Inc
397,564 sh
-10,667 sh
-3%
$55,536
$2,115
Starbucks Corp
573,497 sh
-14,845 sh
-3%
$55,061
$1,363
Bio-Techne Corp.
706,817 sh
-15,014 sh
-2%
$54,538
$5,403
Power Integrations Inc
642,242 sh
-8,161 sh
-1%
$52,734
$3,102
ACV Auctions Inc.
3,453,869 sh
-77,898 sh
-2%
$52,326
-$1,286
Watsco Inc
119,447 sh
-1,146 sh
-1%
$51,180
$5,629
Visa Inc
195,306 sh
-6,532 sh
-3%
$50,848
$4,423
GoDaddy Inc
429,130 sh
-108,011 sh
-20%
$45,556
$5,550
Certara Inc.
2,541,473 sh
-88,771 sh
-3%
$44,705
$6,461
AMN Healthcare Services Inc.
591,241 sh
-8,308 sh
-1%
$44,272
-$6,798
Grid Dynamics Holdings Inc.
3,230,186 sh
-76,638 sh
-2%
$43,058
$2,781
Glaukos Corp
541,078 sh
-10,210 sh
-2%
$43,010
$1,526
Alphabet Inc
289,644 sh
-7,495 sh
-3%
$40,819
$1,641
Paycor HCM Inc.
1,885,899 sh
623,998 sh
49%
$40,717
$11,908
Neogen Corp
1,960,390 sh
-49,578 sh
-2%
$39,423
$2,158
PowerSchool Holdings Inc.
1,552,773 sh
97,643 sh
7%
$36,583
$3,610
US Physical Therapy Inc.
382,654 sh
-5,814 sh
-1%
$35,640
$6
STEVANATO GROUP S P A ORD SHS
1,274,805 sh
559,070 sh
78%
$34,789
$13,517
Model N Inc
1,251,249 sh
-48,771 sh
-4%
$33,696
$1,963
Entegris Inc
277,719 sh
-1,876 sh
-1%
$33,276
$7,019
KORNIT DIGITAL LTD SHS
1,665,085 sh
-70,862 sh
-4%
$31,903
-$924
Trade Desk Inc
441,166 sh
-38,796 sh
-8%
$31,746
-$5,763
Netflix Inc
64,927 sh
-1,918 sh
-3%
$31,612
$6,371
Motorola Solutions Inc
91,723 sh
-2,166 sh
-2%
$28,718
$3,158
Goosehead Insurance Inc
375,842 sh
-4,957 sh
-1%
$28,489
$108
Ecolab Inc
132,573 sh
-80,810 sh
-38%
$26,296
-$9,851
Jack Henry & Associates Inc.
149,458 sh
-3,189 sh
-2%
$24,423
$1,352
ZoomInfo Technologies Inc.
1,274,021 sh
-92,279 sh
-7%
$23,557
$1,150
Toast Inc.
1,256,098 sh
-59,816 sh
-5%
$22,936
-$1,711
International Money Express Inc
961,410 sh
-21,635 sh
-2%
$21,238
$4,595
RIVERBRIDGE GROWTH FUND - INST COM
706,624 sh
-25,880 sh
-4%
$21,227
$1,552
Phreesia Inc
833,415 sh
-26,912 sh
-3%
$19,294
$3,223
ISHARES TR RUSSELL 2000 ETF
93,677 sh
85,151 sh
999%
$18,802
$17,295
Pennant Group Inc
1,242,352 sh
-34,176 sh
-3%
$17,294
$3,086
Definitive Healthcare Corp.
1,739,202 sh
-869,539 sh
-33%
$17,288
-$3,556
OrthoPediatrics Corp.
498,907 sh
-451,683 sh
-48%
$16,219
-$14,200
Apple Inc
81,138 sh
-1,951 sh
-2%
$15,621
$1,395
VANGUARD INDEX FDS EXTEND MKT ETF
48,591 sh
30,125 sh
163%
$7,989
$5,342
VERALTO CORP COM SHS
92,789 sh
92,789 sh
NEW
$7,633
$7,633
VANGUARD INDEX FDS COM
15,230 sh
-212 sh
-1%
$6,701
$592
ISHARES TR CORE S&P500 ETF
13,957 sh
11,361 sh
438%
$6,666
$5,551
LINDE PLC
14,584 sh
-141 sh
-1%
$5,990
$507
Equifax Inc
19,109 sh
-472 sh
-2%
$4,725
$1,138
TJX Cos. Inc.
39,963 sh
-894 sh
-2%
$3,749
$118
PepsiCo Inc.
19,623 sh
-475 sh
-2%
$3,333
-$72
ISHARES TR CORE S&P US GWT
28,370 sh
16,534 sh
140%
$2,953
$1,831
Procter & Gamble Co.
19,847 sh
-470 sh
-2%
$2,908
-$55
Snap-on Inc.
9,895 sh
-284 sh
-3%
$2,858
$262
ISHARES TR RUS 2000 GRW ETF
10,904 sh
3,680 sh
51%
$2,750
$1,131
Rockwell Automation Inc
7,988 sh
-234 sh
-3%
$2,480
$130
Johnson & Johnson
14,703 sh
-784 sh
-5%
$2,305
-$107
Paychex Inc
18,618 sh
-509 sh
-3%
$2,218
$12
Dollar General Corp
16,155 sh
-1,192 sh
-7%
$2,196
$361
Walmart Inc
13,224 sh
-323 sh
-2%
$2,085
-$82
Accenture Plc
4,995 sh
-68 sh
-1%
$1,753
$198
Abbott Laboratories
15,788 sh
63 sh
0%
$1,738
$215
Workday Inc
6,126 sh
 
$1,691
NUVEEN AMT FREE QLTY MUN INC COM
148,828 sh
1,377 sh
1%
$1,637
$210
Tesla Inc
6,551 sh
-39 sh
-1%
$1,628
-$21
Cisco Systems Inc
30,207 sh
208 sh
1%
$1,526
-$87
ROCHE HOLDING AG ADR COM
41,407 sh
2,762 sh
7%
$1,500
$189
PRINCIPAL REAL ESTATE INCOME SHS BEN INT
153,425 sh
1,527 sh
1%
$1,450
$78
SIXTH STREET SPECIALTY LENDING COMMON STOCK
66,752 sh
614 sh
1%
$1,442
$90
WESTERN ASSET MTG DEF OPPTY COM
128,022 sh
1,188 sh
1%
$1,430
$72
NUVEEN QUALITY MUNCP INCOME COM
114,075 sh
1,054 sh
1%
$1,306
$160
FIDELITY TR 500 INDEX INS PREM MF
7,322 sh
-976 sh
-12%
$1,212
-$27
JPMorgan Chase & Co
6,457 sh
81 sh
1%
$1,098
$173
PIONEER MUN HIGH INCOME TR COM SHS
125,619 sh
1,115 sh
1%
$1,084
$184
PIONEER MUN HIGH INCOME ADV COM
134,191 sh
1,193 sh
1%
$1,076
$181
BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN
89,334 sh
799 sh
1%
$1,011
$38
BROOKFIELD REAL ASSETS INCOM SHS BEN INT
78,372 sh
25,667 sh
49%
$1,004
$358
NUVEEN CR STRATEGIES INCM FD COM SHS
188,161 sh
1,402 sh
1%
$982
$37
Berkshire Hathaway Inc
2,730 sh
-600 sh
-18%
$974
-$192
ARES CAP CORP COM
46,697 sh
481 sh
1%
$935
$35
Zscaler Inc
4,196 sh
 
$930
BLACKROCK MUNI INTER DR FD I COM
79,713 sh
790 sh
1%
$928
$127
PIONEER FLOATING RATE TR COM
99,527 sh
1,177 sh
1%
$913
$27
Rivernorth Flexible Municipal Incm Fd II COM
68,518 sh
958 sh
1%
$898
$66
DWS MUN INCOME TR NEW COM
86,182 sh
881 sh
1%
$766
$109
FS GLOBAL CR OPPORTUNITIE FDA LP
132,378 sh
1,343 sh
1%
$751
$41
INVESCO QUALITY MUNI INC TRS COM
78,346 sh
777 sh
1%
$745
$94
PGIM HIGH YIELD BOND FUND IN COM
57,359 sh
506 sh
1%
$707
$37
RUNWAY GROWTH FINANCE CORP COM
55,605 sh
23,328 sh
72%
$702
$288
McDonald's Corp.
2,270 sh
-665 sh
-23%
$673
-$100
ASSOCIATED BANC CORP COM
30,467 sh
-2,100 sh
-6%
$652
$95
TCW STRATEGIC INCOME FUND IN COM
138,263 sh
1,689 sh
1%
$635
$9
JPMORGAN TR II LARGE CAP GR S MUTUAL FUNDS
10,474 sh
 
$630
PIMCO Dynamic Income Opportuni COM
50,002 sh
228 sh
0%
$612
$21
NUVEEN FLOATING RATE INCOME COM
73,938 sh
635 sh
1%
$608
$6
BLACKROCK MUNIHOLDINGS FD IN COM
50,663 sh
537 sh
1%
$603
$86
Blackrock Income Trust CEF
49,173 sh
123 sh
0%
$599
$41
BNY MELLON STRATEGIC MUN BD COM
103,084 sh
1,060 sh
1%
$589
$82
VANGUARD INDEX FDS SML CP GRW ETF
2,431 sh
2,431 sh
NEW
$588
$588
ISHARES TR RUS 1000 ETF
2,204 sh
-54 sh
-2%
$578
$48
DWS STRATEGIC MUN INCOME TR COM
65,337 sh
599 sh
1%
$565
$78
VERTICAL CAP INCOME FUND SHS BEN INT
70,609 sh
628 sh
1%
$561
-$11
Stryker Corp
1,873 sh
-27 sh
-1%
$561
$42
INVESCO MUN TR COM
58,074 sh
581 sh
1%
$553
$74
GOLUB CAP BDC INC COM
36,150 sh
315 sh
1%
$546
$20
RIVERNORTH FLEXIBL MUN INCM COM
34,119 sh
420 sh
1%
$528
$46
BLACKROCK CR ALLCTN INC TR COM
51,016 sh
34,712 sh
213%
$526
$368
Oracle Corp
4,871 sh
71 sh
1%
$514
$6
FEDERATED PREM MUN INC FD COM
46,589 sh
501 sh
1%
$512
$70
American Express Co.
2,690 sh
17 sh
1%
$504
$105
VANGUARD INDEX FDS TOTAL STK MKT
1,943 sh
44 sh
2%
$461
$58
Costco Wholesale Corp
690 sh
-167 sh
-19%
$455
-$29
TechnipFMC Plc
2,500 sh
 
$448
Coca-Cola Co.
7,482 sh
178 sh
2%
$441
$32
Honeywell International Inc
2,000 sh
-30 sh
-1%
$419
$44
Fiserv Inc
3,080 sh
 
$409
VANGUARD EXPLORER FUND ADMIRAL SHARES COM
3,565 sh
 
$368
BLACKROCK MUNIVEST FD INC COM
48,552 sh
542 sh
1%
$346
$55
Medtronic Plc
4,129 sh
78 sh
2%
$340
$23
WESTERN ASST MNGD MUN FD INC COM
32,598 sh
300 sh
1%
$332
$44
US BANCORP DEL COM NEW
7,554 sh
 
$327
Gentex Corp
9,831 sh
-1,347 sh
-12%
$321
-$43
AbbVie Inc.
2,061 sh
21 sh
1%
$319
$15
Walt Disney Co.
3,525 sh
 
$318
NUVEEN TAXABLE MUNICPL INCM COM
19,952 sh
146 sh
1%
$315
$27
ALLIANZ SE ADR
11,487 sh
11,487 sh
NEW
$307
$307
INFINEON TECHNOLOGIES AG COM
7,338 sh
7,338 sh
NEW
$307
$307
WELLS FARGO CO NEW COM
6,100 sh
 
$300
BLACKROCK TAX MUNICPAL BD TR SHS
18,244 sh
133 sh
1%
$297
$22
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
2,736 sh
2,736 sh
NEW
$285
$285
DBS GROUP HOLDINGS LTD ADR COM
2,671 sh
2,671 sh
NEW
$270
$270
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT
22,604 sh
206 sh
1%
$267
$33
FIDELITY CONTRAFUND COM
15,922 sh
 
$256
Lululemon Athletica Inc
500 sh
500 sh
NEW
$256
$256
3M Co.
2,337 sh
-311 sh
-12%
$255
$7
Meta Platforms, Inc.
714 sh
-80 sh
-10%
$253
$15
THIRD AVENUE REAL ESTATE VAL COM
11,504 sh
461 sh
4%
$250
$40
INVESCO MUN OPPORTUNITY TR COM
25,867 sh
224 sh
1%
$249
$38
CHUGAI PHARMACEUTICAL CO LTD ADR COM
13,200 sh
13,200 sh
NEW
$249
$249
HANCOCK JOHN INCOME SECS TR COM
22,741 sh
167 sh
1%
$247
$15
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS
1,892 sh
1,892 sh
NEW
$247
$247
L'OREAL SA ADR COM
2,447 sh
2,447 sh
NEW
$243
$243
Target Corp
1,633 sh
1,633 sh
NEW
$233
$233
DASSAULT SYSTEMES SE ADR COM
4,484 sh
4,484 sh
NEW
$220
$220
HAIER SMAR Common Stock
18,944 sh
18,944 sh
NEW
$214
$214
Ameriprise Financial Inc.
559 sh
559 sh
NEW
$212
$212
Marathon Petroleum Corp
1,420 sh
-444 sh
-24%
$211
-$71
balanced pool MUTUAL FUND
2,800 sh
2,800 sh
NEW
$211
$211
SAP SE SPON ADR
1,347 sh
1,347 sh
NEW
$208
$208
EATON VANCE LTD DUR INCOME F COM
17,459 sh
118 sh
1%
$167
$10
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR
16,562 sh
16,562 sh
NEW
$151
$151
HALEON PLC SPON ADS COM
18,127 sh
18,127 sh
NEW
$149
$149
Amcor Plc
15,300 sh
 
$147
UNICHARM CORP COM
12,325 sh
12,325 sh
NEW
$89
$89
AMBEV SA SPONSORED ADR
24,818 sh
24,818 sh
NEW
$69
$69
PetVivo Holdings Inc. COM
14,369 sh
 
$15
IAC/InterActiveCorp
0 sh
-493,031 sh
-100%
$0
-$24,844
BARINGS BDC INC COM
0 sh
-110,896 sh
-100%
$0
-$988
Illumina Inc
0 sh
-5,970 sh
-100%
$0
-$820
National Instruments Corp COM
0 sh
-6,976 sh
-100%
$0
-$416
Okta Inc
0 sh
-5,050 sh
-100%
$0
-$412
PayPal Holdings Inc.
0 sh
-5,503 sh
-100%
$0
-$322
Bristol-Myers Squibb Co.
0 sh
-3,981 sh
-100%
$0
-$231
Amedisys Inc
0 sh
-2,235 sh
-100%
$0
-$209
OATLY GROUP AB SPONSORED ADS
0 sh
-171,585 sh
-100%
$0
-$154
VSBLTY Group Technologies Corp COM
0 sh
-60,000 sh
-100%
$0
-$2