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Riverbridge Partners 13F filings

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

Holdings as of 2025-09-30

Filed on 2025-10-14 under CIK 1112325

Company
Investment Type
Change
Value (x$1000)
increase or decrease
NVIDIA Corp.
1,724,831 sh
-117,001 sh
-6%
$321,819
$30,828
Microsoft Corp
516,182 sh
-19,125 sh
-4%
$267,356
$1,089
HEICO Corp.
653,205 sh
-60,171 sh
-8%
$210,868
-$23,119
Grand Canyon Education Inc
953,066 sh
-151,119 sh
-14%
$209,217
$526
Medpace Holdings Inc
365,088 sh
-68,936 sh
-16%
$187,714
$51,491
RB GLOBAL INC COM
1,662,763 sh
-104,845 sh
-6%
$180,177
-$7,525
Five Below Inc
959,148 sh
-67,845 sh
-7%
$148,380
$13,659
Tyler Technologies Inc
268,627 sh
-13,254 sh
-5%
$140,535
-$26,575
CoStar Group Inc.
1,659,183 sh
-94,835 sh
-5%
$139,985
-$1,038
Amazon.com Inc
632,358 sh
-21,252 sh
-3%
$138,847
-$4,549
Ensign Group Inc
763,132 sh
-105,811 sh
-12%
$131,846
-$2,197
Kinsale Capital Group Inc
290,524 sh
29,053 sh
11%
$123,548
-$2,978
Fastenal Co.
2,507,250 sh
-110,684 sh
-4%
$122,956
$13,003
Rollins Inc
2,001,848 sh
-110,849 sh
-5%
$117,589
-$1,609
Privia Health Group Inc.
4,633,867 sh
-314,004 sh
-6%
$115,383
$1,582
Workiva Inc
1,290,870 sh
-84,997 sh
-6%
$111,118
$16,940
Veeva Systems Inc
349,071 sh
-12,307 sh
-3%
$103,992
-$78
Analog Devices Inc
388,514 sh
-13,523 sh
-3%
$95,458
-$235
West Pharmaceutical Services Inc
362,540 sh
-20,980 sh
-5%
$95,105
$11,191
Paycom Software Inc
444,764 sh
-25,317 sh
-5%
$92,573
-$16,204
Paylocity Holding Corp
575,762 sh
-46,187 sh
-7%
$91,702
-$20,989
ServiceNow Inc
99,029 sh
-3,698 sh
-4%
$91,134
-$14,478
Tesla Inc
188,198 sh
-10,787 sh
-5%
$83,695
$20,485
S&P Global Inc.
161,470 sh
-5,946 sh
-4%
$78,589
-$9,688
Verisk Analytics Inc
310,275 sh
-4,811 sh
-2%
$78,037
-$20,112
Alphabet Inc
308,340 sh
-10,303 sh
-3%
$74,957
$18,803
Floor & Decor Holdings Inc.
914,037 sh
-50,714 sh
-5%
$67,365
-$5,918
Guidewire Software Inc
283,520 sh
-14,991 sh
-5%
$65,170
-$5,114
Freshpet Inc
1,157,289 sh
-107,670 sh
-9%
$63,778
-$22,189
Netflix Inc
52,570 sh
-2,350 sh
-4%
$63,027
-$10,518
IDEXX Laboratories Inc.
95,433 sh
-3,897 sh
-4%
$60,971
$7,696
Kadant Inc
198,383 sh
-17,307 sh
-8%
$59,035
-$9,436
Alphabet Inc
242,205 sh
-9,884 sh
-4%
$58,989
$14,271
CCC Intelligent Solutions Holdings Inc.
6,190,816 sh
-510,680 sh
-8%
$56,398
-$6,663
Alkami Technology Inc.
2,250,685 sh
151,895 sh
7%
$55,907
-$7,351
DESCARTES SYS GROUP INC COM
588,745 sh
-49,317 sh
-8%
$55,477
-$9,379
Visa Inc
159,314 sh
-6,447 sh
-4%
$54,387
-$4,466
GLOBANT S A COM
891,589 sh
-71,519 sh
-7%
$51,159
-$36,330
Bio-Techne Corp.
906,442 sh
-48,447 sh
-5%
$50,425
$1,296
Danaher Corp
250,247 sh
-9,737 sh
-4%
$49,614
-$1,743
SPS Commerce Inc.
471,225 sh
-47,195 sh
-9%
$49,073
-$21,479
Glaukos Corp
569,644 sh
165,673 sh
41%
$46,454
$4,728
Repligen Corp
343,435 sh
-24,644 sh
-7%
$45,907
$125
Cognex Corp
1,012,657 sh
-73,904 sh
-7%
$45,873
$11,407
UnitedHealth Group Inc
132,583 sh
-4,596 sh
-3%
$45,781
$2,985
Salesforce.com Inc
185,768 sh
-7,060 sh
-4%
$44,027
-$8,555
Simpson Manufacturing Co. Inc.
261,977 sh
-19,715 sh
-7%
$43,871
$121
Alarm.com Holdings Inc.
815,440 sh
-67,276 sh
-8%
$43,284
-$6,651
Entegris Inc
443,532 sh
170,892 sh
63%
$41,009
$19,021
Doximity Inc.
555,184 sh
-383,436 sh
-41%
$40,612
-$16,963
Option Care Health Inc
1,446,956 sh
181,277 sh
14%
$40,168
-$941
Starbucks Corp
473,552 sh
-18,741 sh
-4%
$40,063
-$5,046
Agilisys Inc
377,091 sh
-20,448 sh
-5%
$39,689
-$5,885
Cintas Corp
193,258 sh
-8,147 sh
-4%
$39,668
-$5,219
Blackline Inc
720,617 sh
-58,504 sh
-8%
$38,265
-$5,849
ACV Auctions Inc.
3,567,434 sh
560,697 sh
19%
$35,353
-$13,416
Motorola Solutions Inc
77,285 sh
-3,100 sh
-4%
$35,342
$1,543
Toast Inc.
962,752 sh
-72,243 sh
-7%
$35,150
-$10,690
CSW Industrials Inc.
144,208 sh
30,705 sh
27%
$35,006
$2,450
Watsco Inc
86,349 sh
-6,254 sh
-7%
$34,911
-$5,984
GoDaddy Inc
253,371 sh
-19,218 sh
-7%
$34,669
-$14,413
Exponent Inc
483,015 sh
-40,146 sh
-8%
$33,560
-$5,525
Transcat Inc
407,213 sh
-33,534 sh
-8%
$29,808
-$8,079
Synopsys Inc
54,081 sh
54,081 sh
NEW
$26,683
$26,683
Clearwater Analytics Holdings Inc.
1,468,140 sh
-142,100 sh
-9%
$26,456
-$8,857
Fair Isaac Corp
17,273 sh
-743 sh
-4%
$25,849
-$7,083
Chemed Corp
56,975 sh
-5,029 sh
-8%
$25,510
-$4,682
RIVERBRIDGE GROWTH FUND - INST COM
661,445 sh
-210 sh
0%
$25,056
$919
DoubleVerify Holdings Inc.
2,044,188 sh
-163,860 sh
-7%
$24,489
-$8,565
Align Technology Inc
193,232 sh
-20,343 sh
-10%
$24,196
-$16,240
Hillman Solutions Corp. COM
2,319,134 sh
-170,592 sh
-7%
$21,290
$3,513
Casey's General Stores Inc.
37,149 sh
37,149 sh
NEW
$21,001
$21,001
Aaon Inc
224,184 sh
224,184 sh
NEW
$20,948
$20,948
Dutch Bros Inc.
382,857 sh
382,857 sh
NEW
$20,039
$20,039
STEVANATO GROUP S P A ORD SHS
773,176 sh
-70,173 sh
-8%
$19,909
-$694
Charles River Laboratories International Inc.
125,304 sh
-8,323 sh
-6%
$19,605
-$670
Pennant Group Inc
742,054 sh
-65,083 sh
-8%
$18,715
-$5,378
First Watch Restaurant Group Inc.
1,188,534 sh
-91,010 sh
-7%
$18,589
-$1,935
Goosehead Insurance Inc
220,583 sh
-19,795 sh
-8%
$16,416
-$8,946
Jack Henry & Associates Inc.
109,904 sh
-8,356 sh
-7%
$16,368
-$4,939
KORNIT DIGITAL LTD SHS
1,197,445 sh
-340,784 sh
-22%
$16,166
-$14,460
WillScot Mobile Mini Holdings Corp.
749,968 sh
-67,373 sh
-8%
$15,832
-$6,563
Trade Desk Inc
317,806 sh
-17,850 sh
-5%
$15,576
-$8,588
Grid Dynamics Holdings Inc.
2,006,806 sh
-253,083 sh
-11%
$15,472
-$10,630
Power Integrations Inc
377,112 sh
-34,075 sh
-8%
$15,164
-$7,821
TWFG INC COM CL A
542,661 sh
198,394 sh
58%
$14,891
$2,842
Barrett Business Services Inc
326,184 sh
-28,625 sh
-8%
$14,456
-$336
Phreesia Inc
505,368 sh
-46,154 sh
-8%
$11,886
-$3,810
Jamf Holding Corp.
1,099,637 sh
-75,142 sh
-6%
$11,766
$594
VANGUARD INDEX FDS EXTEND MKT ETF
41,991 sh
10,431 sh
33%
$8,790
$2,708
Apple Inc
32,007 sh
-368 sh
-1%
$8,150
$1,508
Inspire Medical Systems Inc
103,571 sh
-10,315 sh
-9%
$7,685
-$7,094
OrthoPediatrics Corp.
293,864 sh
-27,176 sh
-8%
$5,445
-$1,451
TJX Cos. Inc.
34,069 sh
-911 sh
-3%
$4,924
$604
LINDE PLC
10,311 sh
-240 sh
-2%
$4,898
-$52
VANGUARD INDEX FDS COM
7,188 sh
-5 sh
0%
$4,437
$319
ISHARES TR CORE S&P500 ETF
6,517 sh
3,566 sh
121%
$4,362
$2,530
Oracle Corp
14,142 sh
-250 sh
-2%
$3,977
$830
Ecolab Inc
13,311 sh
-245 sh
-2%
$3,645
-$8
Equifax Inc
14,155 sh
-313 sh
-2%
$3,631
-$122
Walmart Inc
33,325 sh
-879 sh
-3%
$3,434
$90
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
11,875 sh
-405 sh
-3%
$3,317
$536
ISHARES TR RUS 2000 GRW ETF
9,326 sh
2,575 sh
38%
$2,985
$1,055
Snap-on Inc.
8,444 sh
-225 sh
-3%
$2,926
$228
ASML HOLDING N V N Y REGISTRY SHS
2,937 sh
-72 sh
-2%
$2,843
$432
Rockwell Automation Inc
6,806 sh
-185 sh
-3%
$2,379
$57
Procter & Gamble Co.
14,812 sh
-389 sh
-3%
$2,276
-$146
Tractor Supply Co.
35,436 sh
-940 sh
-3%
$2,015
$95
Paychex Inc
15,308 sh
-1,065 sh
-7%
$1,940
-$442
Johnson & Johnson
10,389 sh
-254 sh
-2%
$1,926
$300
BNY MELLON MUN BD INFRASTRUC COM SHS
172,347 sh
4,370 sh
3%
$1,844
$127
Abbott Laboratories
13,426 sh
-353 sh
-3%
$1,798
-$76
BROOKFIELD REAL ASSETS INCOM SHS BEN INT
127,994 sh
3,166 sh
3%
$1,710
$41
ANGEL OAK FINL STRATEGIES IN COM BEN INT
124,754 sh
3,091 sh
3%
$1,636
$57
ISHARES TR MSCI EAFE ETF
16,647 sh
 
$1,554
PRINCIPAL REAL ESTATE INCOME SHS BEN INT
144,972 sh
3,600 sh
3%
$1,516
$29
FIDELITY TR 500 INDEX INS PREM MF
6,468 sh
-215 sh
-3%
$1,507
$63
Rivernorth Flexible Municipal Incm Fd II COM
113,966 sh
2,645 sh
2%
$1,487
$80
Workday Inc
6,082 sh
 
$1,464
BNY MELLON STRATEGIC MUNS IN COM
229,251 sh
6,524 sh
3%
$1,433
$114
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
25,090 sh
 
$1,359
PGIM SHORT DUR HIG YLD OPP F COM
80,185 sh
1,797 sh
2%
$1,341
$21
DELAWARE INVT NAT MUNI INC F SH BEN INT
121,367 sh
3,420 sh
3%
$1,245
$106
Zscaler Inc
4,148 sh
 
$1,243
ARES CAP CORP COM
58,900 sh
1,453 sh
3%
$1,202
-$60
FIDUS INVT CORP COM
58,480 sh
19,505 sh
50%
$1,185
$398
SIXTH STREET SPECIALTY LENDING COMMON STOCK
50,019 sh
1,184 sh
2%
$1,143
-$20
ALLIANCEBERNSTEIN NATL MUNI COM
100,992 sh
31,978 sh
46%
$1,096
$384
FEDERATED PREM MUN INC FD COM
93,221 sh
2,735 sh
3%
$1,029
$66
Accenture Plc
3,979 sh
-100 sh
-2%
$981
-$238
BNY MELLON STRATEGIC MUN BD COM
164,586 sh
4,612 sh
3%
$974
$78
PIMCO NEW YORK MUN FD II COM
134,993 sh
22,622 sh
20%
$938
$183
BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN
40,929 sh
941 sh
2%
$919
$44
Seven Hills Realty Trust COM
85,655 sh
25,257 sh
42%
$883
$154
PIMCO CA MUNICIPAL INCOME FD COM
100,848 sh
100,848 sh
NEW
$879
$879
HANCOCK JOHN INCOME SECS TR COM
74,744 sh
-21,257 sh
-22%
$873
-$210
PUTNAM PREMIER INCOME TR SH BEN INT
236,536 sh
3,242 sh
1%
$873
$17
ISHARES TR RUSSELL 2000 ETF
3,555 sh
-1,999 sh
-36%
$860
-$338
TCW STRATEGIC INCOME FUND IN COM
174,353 sh
4,252 sh
2%
$858
$28
NUVEEN TAXABLE MUNICPL INCM COM
52,452 sh
711 sh
1%
$851
$32
BLACKROCK TAX MUNICPAL BD TR SHS
50,883 sh
689 sh
1%
$845
$36
WESTERN AST INFL LKD OPP & I COM
91,407 sh
-45,913 sh
-33%
$813
-$390
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
77,040 sh
2,074 sh
3%
$796
$55
Angel Oak Mortgage Inc. COM
82,959 sh
1,788 sh
2%
$777
$12
BLACKROCK MULTI-SECTOR INC T COM
57,616 sh
57,616 sh
NEW
$771
$771
ISHARES TR RUS 1000 ETF
1,980 sh
 
$724
NEUBERGER BERMAN MUNI FD INC COM
66,506 sh
22,619 sh
52%
$686
$255
BLACKROCK MUNIHOLDINGS FD IN COM
58,095 sh
1,969 sh
4%
$683
$54
MSC INCOME FUND INC COM
51,397 sh
51,397 sh
NEW
$675
$675
MFS CHARTER INCOME TR SH BEN INT
101,795 sh
2,280 sh
2%
$654
$21
GOLUB CAP BDC INC COM
46,889 sh
1,049 sh
2%
$642
-$30
MFS MUN INCOME TR SH BEN INT
111,684 sh
42,425 sh
61%
$602
$244
VANGUARD INDEX FDS REAL ESTATE ETF
5,791 sh
 
$529
RIVERNORTH DOUBLELINE STRATE COM
61,808 sh
-30,348 sh
-33%
$527
-$261
Dollar General Corp
4,973 sh
 
$512
SYMBOTIC INC
9,219 sh
 
$497
BLACKROCK CR ALLCTN INC TR COM
43,627 sh
-21,859 sh
-33%
$482
-$233
BLACKROCK MUNIHLDNGS QLTY II COM
47,499 sh
1,612 sh
4%
$478
$38
HANCOCK JOHN INVS TR COM
33,638 sh
784 sh
2%
$471
$16
Stryker Corp
1,200 sh
 
$444
WESTERN ASST MNGD MUN FD INC COM
41,109 sh
1,006 sh
3%
$425
$28
BLACKROCK MUNIVEST FD II INC COM
38,227 sh
1,296 sh
4%
$406
$25
Fiserv Inc
3,080 sh
 
$397
ISHARES TR CORE S&P US GWT
2,272 sh
480 sh
27%
$374
$105
ROCHE HOLDING AG ADR COM
8,157 sh
-1,071 sh
-12%
$341
-$35
WESTERN ASSET INTM MUNI FD I COM
41,033 sh
41,033 sh
NEW
$325
$325
DBS GROUP HOLDINGS LTD ADR COM
2,044 sh
-582 sh
-22%
$323
-$49
MFS HIGH INCOME MUN TR SH BEN INT
86,645 sh
86,645 sh
NEW
$322
$322
INVESCO MUN TR COM
31,612 sh
1,070 sh
4%
$305
$26
ALLIANZ SE ADR
6,971 sh
-1,632 sh
-19%
$293
-$56
BLACKROCK MUNIVEST FD INC COM
39,741 sh
-1,712 sh
-4%
$273
VANGUARD INDEX FDS TOTAL STK MKT
815 sh
21 sh
3%
$267
$26
EATON VANCE LTD DUR INCOME F COM
24,878 sh
341 sh
1%
$253
$1
HDFC BANK LTD SPONSORED ADS
7,156 sh
3,578 sh
100%
$244
-$30
SAP SE SPON ADR
900 sh
 
$240
DISCO CORP-UNSPONSORED ADR ADR
7,621 sh
 
$239
TENCENT HOLDINGS LTD. ADR COM
2,764 sh
2,764 sh
NEW
$235
$235
SHELL ADR EACH REP 2 ORD WI SPONSORED ADR
3,278 sh
 
$234
AIA GROUP LTD. ADR COM
5,764 sh
 
$222
L'OREAL SA ADR COM
2,383 sh
 
$206
SONY CORP SPONSORED ADR
7,075 sh
-1,928 sh
-21%
$204
-$30
Contemporary Amperex Technolog COM
10,392 sh
10,392 sh
NEW
$190
$190
INVESCO BD FD COM
11,873 sh
158 sh
1%
$187
$6
HALEON PLC SPON ADS COM
17,477 sh
-4,385 sh
-20%
$157
-$70
M3 INC COM
10,998 sh
10,998 sh
NEW
$92
$92
UNICHARM CORP COM
22,103 sh
 
$71
ANSYS Inc. COM
0 sh
-307,279 sh
-100%
$0
-$107,922
PIMCO CALIF MUN INCOME FD II COM
0 sh
-129,835 sh
-100%
$0
-$696
PIONEER FLOATING RATE TR COM
0 sh
-62,293 sh
-100%
$0
-$612
WESTERN ASSET MTG DEF OPPTY COM
0 sh
-44,664 sh
-100%
$0
-$533
Certara Inc.
0 sh
-43,741 sh
-100%
$0
-$512
INVESCO QUALITY MUNI INC TRS COM
0 sh
-44,873 sh
-100%
$0
-$421
CHUGAI PHARMACEUTICAL CO LTD ADR COM
0 sh
-10,773 sh
-100%
$0
-$281
INVESCO MUN OPPORTUNITY TR COM
0 sh
-26,289 sh
-100%
$0
-$241
MANULIFE FINL CORP COM
0 sh
-7,016 sh
-100%
$0
-$224
SCHNEIDER ELECTRIC SE COM
0 sh
-3,967 sh
-100%
$0
-$212
INVESCO TR INVT GRADE MUNS COM
0 sh
-21,707 sh
-100%
$0
-$206