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Riverbridge Partners LLC 13F filings

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

Holdings as of 2022-09-30

Filed on 2022-10-26 under CIK 1112325

Company
Investment Type
Change
Value (x$1000)
increase or decrease
GLOBANT S A COM
1,418,362 sh
-47,980 sh
-3%
$265,347
$10,203
RITCHIE BROS AUCTIONEERS COM
4,196,343 sh
-329,449 sh
-7%
$262,188
-$32,260
Five Below Inc
1,625,892 sh
31,447 sh
2%
$223,837
$42,979
Paylocity Holding Corp
771,722 sh
-24,866 sh
-3%
$186,433
$47,492
CoStar Group Inc.
2,617,812 sh
-54,684 sh
-2%
$182,331
$20,886
HEICO Corp.
1,221,909 sh
-29,219 sh
-2%
$175,930
$11,882
Workiva Inc
2,237,245 sh
382,719 sh
21%
$174,058
$51,678
Grand Canyon Education Inc
2,115,098 sh
-246,674 sh
-10%
$173,967
-$48,488
Microsoft Corp
714,104 sh
-14,069 sh
-2%
$166,315
-$20,702
Amedisys Inc
1,628,273 sh
-48,320 sh
-3%
$157,601
-$18,642
Fastenal Co.
3,389,876 sh
-79,939 sh
-2%
$156,070
-$17,143
Tyler Technologies Inc
431,424 sh
-4,996 sh
-1%
$149,920
$4,819
Paycom Software Inc
417,427 sh
-5,531 sh
-1%
$137,747
$19,268
Ensign Group Inc
1,677,896 sh
-63,416 sh
-4%
$133,393
$5,459
West Pharmaceutical Services Inc
529,511 sh
-12,321 sh
-2%
$130,302
-$33,532
Blackline Inc
2,149,250 sh
-65,603 sh
-3%
$128,740
-$18,769
Alarm.com Holdings Inc.
1,964,425 sh
-67,643 sh
-3%
$127,413
$1,709
SPS Commerce Inc.
1,013,628 sh
42,564 sh
4%
$125,923
$16,144
Rollins Inc
3,586,595 sh
-86,118 sh
-2%
$124,383
-$3,868
Verisk Analytics Inc
694,376 sh
-14,229 sh
-2%
$118,412
-$4,240
ANSYS Inc.
500,636 sh
-4,797 sh
-1%
$110,991
-$9,954
Exponent Inc
1,094,506 sh
-28,920 sh
-3%
$95,955
-$6,805
UnitedHealth Group Inc
182,845 sh
-3,716 sh
-2%
$92,344
-$3,479
Danaher Corp
328,490 sh
-7,089 sh
-2%
$84,846
-$230
Amazon.com Inc
748,752 sh
-18,847 sh
-2%
$84,609
$3,082
WillScot Mobile Mini Holdings Corp.
2,027,916 sh
-108,622 sh
-5%
$81,786
$12,519
National Instruments Corp
2,014,310 sh
-81,791 sh
-4%
$76,020
$10,559
Medpace Holdings Inc
466,837 sh
-14,567 sh
-3%
$73,373
$1,321
Floor & Decor Holdings Inc.
1,036,969 sh
-40,869 sh
-4%
$72,857
$4,996
AMN Healthcare Services Inc.
684,294 sh
-29,562 sh
-4%
$72,508
-$5,809
Analog Devices Inc
519,489 sh
-9,909 sh
-2%
$72,386
-$4,954
Grid Dynamics Holdings Inc.
3,804,475 sh
478,911 sh
14%
$71,258
$15,322
ZoomInfo Technologies Inc.
1,647,732 sh
905,632 sh
122%
$68,645
$43,978
Privia Health Group Inc.
1,982,090 sh
-98,877 sh
-5%
$67,510
$6,912
Oak Street Health Inc. COM
2,728,744 sh
-70,117 sh
-3%
$66,909
$20,896
Cognex Corp
1,601,267 sh
1,031,443 sh
181%
$66,373
$42,144
S&P Global Inc.
216,410 sh
-3,464 sh
-2%
$66,081
-$8,030
Charles River Laboratories International Inc.
319,220 sh
47,177 sh
17%
$62,822
$4,613
Bio-Techne Corp.
218,619 sh
-6,491 sh
-3%
$62,088
-$15,944
Veeva Systems Inc
366,105 sh
-7,243 sh
-2%
$60,363
-$13,575
Certara Inc.
4,379,622 sh
-148,763 sh
-3%
$58,161
-$39,018
Align Technology Inc
268,984 sh
264,248 sh
5580%
$55,709
$54,588
Progyny Inc
1,477,052 sh
-49,952 sh
-3%
$54,740
$10,381
Salesforce.com Inc
376,846 sh
-7,789 sh
-2%
$54,206
-$9,274
Starbucks Corp
635,951 sh
-19,200 sh
-3%
$53,585
$3,538
Squarespace Inc.
2,437,670 sh
-89,660 sh
-4%
$52,069
-$803
OrthoPediatrics Corp.
1,113,502 sh
-43,646 sh
-4%
$51,377
$1,446
Model N Inc
1,432,173 sh
-70,484 sh
-5%
$49,023
$10,585
DESCARTES SYS GROUP INC COM
768,598 sh
-42,263 sh
-5%
$48,829
-$1,493
Five9 Inc.
644,444 sh
-17,877 sh
-3%
$48,320
-$12,044
Guidewire Software Inc
765,088 sh
-9,075 sh
-1%
$47,114
-$7,844
Power Integrations Inc
721,330 sh
-39,173 sh
-5%
$46,396
-$10,649
Pegasystems Inc
1,427,224 sh
-41,759 sh
-3%
$45,871
-$24,405
GoDaddy Inc
645,526 sh
-5,836 sh
-1%
$45,755
$446
ServiceNow Inc
120,000 sh
-2,423 sh
-2%
$45,313
-$12,902
Chemed Corp
102,880 sh
-5,988 sh
-6%
$44,913
-$6,189
Alphabet Inc
463,317 sh
438,053 sh
1734%
$44,316
-$10,741
Freshpet Inc
866,199 sh
-34,442 sh
-4%
$43,388
-$3,346
IDEXX Laboratories Inc.
129,327 sh
-2,385 sh
-2%
$42,135
-$4,060
Kadant Inc
249,869 sh
-13,422 sh
-5%
$41,681
-$6,330
Paycor HCM Inc.
1,380,332 sh
355,947 sh
35%
$40,803
$14,169
NVIDIA Corp.
326,863 sh
12,945 sh
4%
$39,678
-$7,909
Neogen Corp
2,829,503 sh
-108,372 sh
-4%
$39,528
-$31,245
KORNIT DIGITAL LTD SHS
1,446,404 sh
-59,984 sh
-4%
$38,489
-$9,263
Definitive Healthcare Corp.
2,413,623 sh
-102,508 sh
-4%
$37,508
-$20,187
Visa Inc
210,916 sh
-4,804 sh
-2%
$37,469
-$5,004
Watsco Inc
141,500 sh
-3,398 sh
-2%
$36,431
$1,827
National Vision Holdings Inc
1,104,552 sh
-59,383 sh
-5%
$36,064
$4,056
Ecolab Inc
239,990 sh
-26,453 sh
-10%
$34,659
-$6,309
Jack Henry & Associates Inc.
182,408 sh
-3,978 sh
-2%
$33,248
-$305
Glaukos Corp
611,660 sh
-30,314 sh
-5%
$32,565
$3,407
PRA Group Inc.
964,363 sh
-51,814 sh
-5%
$31,689
-$5,259
Alphabet Inc
322,889 sh
306,130 sh
1827%
$31,046
-$5,613
IAC/InterActiveCorp
559,331 sh
-15,369 sh
-3%
$30,976
-$12,684
Ollie's Bargain Outlet Holdings Inc.
599,917 sh
-30,333 sh
-5%
$30,956
-$6,071
US Physical Therapy Inc.
406,871 sh
-23,035 sh
-5%
$30,930
-$16,016
Healthcare Services Inc
2,352,716 sh
-1,472,949 sh
-39%
$28,444
-$38,161
Entegris Inc
331,729 sh
331,729 sh
NEW
$27,540
$27,540
Phreesia Inc
963,745 sh
-48,036 sh
-5%
$24,556
-$749
Heska Corp
324,752 sh
-17,456 sh
-5%
$23,681
-$8,661
Aspen Technology Inc
90,502 sh
895 sh
1%
$21,558
$5,099
PROS Holdings Inc.
851,194 sh
-46,133 sh
-5%
$21,024
-$2,513
Illumina Inc
109,597 sh
-578 sh
-1%
$20,910
$598
Netflix Inc
73,035 sh
-1,018 sh
-1%
$17,195
$4,245
RIVERBRIDGE GROWTH FUND - INST COM
693,913 sh
625 sh
0%
$15,384
-$471
Goosehead Insurance Inc
421,076 sh
-22,387 sh
-5%
$15,007
-$5,246
PayPal Holdings Inc.
172,811 sh
-1,282 sh
-1%
$14,874
$2,715
Pennant Group Inc
1,408,938 sh
-74,334 sh
-5%
$14,667
-$4,334
FIVERR INTL LTD ORD SHS
410,186 sh
-204,499 sh
-33%
$12,548
-$8,591
Apple Inc
65,925 sh
 
$9,111
Proto Labs Inc
227,004 sh
-18,295 sh
-7%
$8,270
-$3,465
Twilio Inc
111,139 sh
-373 sh
0%
$7,684
-$1,662
Porch Group Inc.
2,569,184 sh
-126,944 sh
-5%
$5,781
-$1,121
ThredUp Inc.
2,447,890 sh
-123,447 sh
-5%
$4,504
-$1,924
Dollar General Corp
18,676 sh
-59 sh
0%
$4,480
-$118
Linde Plc
16,431 sh
-282 sh
-2%
$4,430
-$375
VANGUARD INDEX FDS COM
11,890 sh
99 sh
1%
$3,934
-$185
Equifax Inc
21,882 sh
-105 sh
0%
$3,751
-$268
PepsiCo Inc.
22,928 sh
-109 sh
0%
$3,743
-$96
Cisco Systems Inc
74,470 sh
-202 sh
0%
$2,979
-$205
TJX Cos. Inc.
45,467 sh
-190 sh
0%
$2,824
$274
Procter & Gamble Co.
22,277 sh
-82 sh
0%
$2,812
-$403
Johnson & Johnson
17,078 sh
-62 sh
0%
$2,790
-$253
VANGUARD INDEX FDS EXTEND MKT ETF
19,795 sh
-20,603 sh
-51%
$2,516
-$2,780
Paychex Inc
21,360 sh
-97 sh
0%
$2,397
-$46
Snap-on Inc.
11,393 sh
-60 sh
-1%
$2,294
$37
Gentex Corp
85,784 sh
-1,436,658 sh
-94%
$2,045
-$40,538
Rockwell Automation Inc
9,359 sh
-47 sh
0%
$2,013
$138
Walmart Inc
15,378 sh
-79 sh
-1%
$1,995
$116
ISHARES TR RUSSELL 2000 ETF
12,084 sh
-16,085 sh
-57%
$1,993
-$2,778
ISHARES TR CORE S&P500 ETF
5,240 sh
-7,493 sh
-59%
$1,879
-$2,949
Avalara Inc COM
19,762 sh
-1,607,435 sh
-99%
$1,814
-$113,066
ROCHE HOLDING AG ADR COM
43,313 sh
-554 sh
-1%
$1,759
-$71
FIDELITY TR 500 INDEX INS PREM MF
12,427 sh
 
$1,552
Abbott Laboratories
15,730 sh
 
$1,522
PRINCIPAL REAL ESTATE INCOME SHS BEN INT
133,915 sh
133,915 sh
NEW
$1,478
$1,478
Tesla Inc
5,478 sh
3,652 sh
200%
$1,453
$223
NUVEEN AMT FREE QLTY MUN INC COM
129,818 sh
129,818 sh
NEW
$1,376
$1,376
WESTERN ASSET MTG DEF OPPTY COM
111,796 sh
111,796 sh
NEW
$1,242
$1,242
ARES CAP CORP COM
68,049 sh
68,049 sh
NEW
$1,149
$1,149
NUVEEN QUALITY MUNCP INCOME COM
99,164 sh
99,164 sh
NEW
$1,091
$1,091
SIXTH STREET SPECIALTY LENDING COMMON STOCK
65,727 sh
65,727 sh
NEW
$1,074
$1,074
BARINGS BDC INC COM
116,410 sh
116,410 sh
NEW
$963
$963
ISHARES TR CORE S&P US GWT
11,804 sh
159 sh
1%
$946
-$29
Intel Corporation Corp
36,521 sh
-202 sh
-1%
$941
-$433
VERTICAL CAP INCOME FUND SHS BEN INT
103,327 sh
103,327 sh
NEW
$922
$922
PIONEER MUN HIGH INCOME TR COM SHS
108,396 sh
108,396 sh
NEW
$890
$890
Berkshire Hathaway Inc
3,300 sh
 
$881
PIONEER MUN HIGH INCOME ADV COM
115,979 sh
115,979 sh
NEW
$876
$876
ASSOCIATED BANC CORP COM
42,965 sh
-9,900 sh
-19%
$863
-$102
BLACKROCK MUNI INTER DR FD I COM
72,253 sh
72,253 sh
NEW
$785
$785
PIMCO Dynamic Income Opportuni COM
54,790 sh
54,790 sh
NEW
$723
$723
PIONEER FLOATING RATE TR COM
82,828 sh
82,828 sh
NEW
$714
$714
Zscaler Inc
4,286 sh
 
$704
McDonald's Corp.
2,935 sh
 
$677
DWS MUN INCOME TR NEW COM
80,351 sh
80,351 sh
NEW
$669
$669
INVESCO QUALITY MUNI INC TRS COM
73,037 sh
73,037 sh
NEW
$667
$667
BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN
61,224 sh
61,224 sh
NEW
$651
$651
JPMorgan Chase & Co
6,205 sh
 
$648
EATON VANCE LTD DUR INCOME F COM
68,633 sh
68,633 sh
NEW
$632
$632
Workday Inc
4,054 sh
 
$617
Blackrock Income Trust CEF
140,430 sh
140,430 sh
NEW
$581
$581
TCW STRATEGIC INCOME FUND IN COM
120,684 sh
120,684 sh
NEW
$570
$570
PGIM HIGH YIELD BOND FUND IN COM
49,273 sh
49,273 sh
NEW
$569
$569
BNY MELLON STRATEGIC MUN BD COM
96,103 sh
96,103 sh
NEW
$544
$544
BLACKROCK MUNIHOLDINGS FD IN COM
47,257 sh
47,257 sh
NEW
$532
$532
BLACKROCK DEBT STRAT FD INC COM NEW
59,448 sh
59,448 sh
NEW
$530
$530
ISHARES TR RUS 1000 ETF
2,622 sh
 
$517
GOLUB CAP BDC INC COM
41,650 sh
41,650 sh
NEW
$516
$516
BLACKROCK CAPITAL INVESTMENT COM
149,712 sh
149,712 sh
NEW
$508
$508
NUVEEN SR INCOME FD COM
108,505 sh
108,505 sh
NEW
$507
$507
INVESCO MUN TR COM
54,139 sh
54,139 sh
NEW
$495
$495
DWS STRATEGIC MUN INCOME TR COM
60,898 sh
60,898 sh
NEW
$482
$482
ISHARES TR RUS 2000 GRW ETF
2,199 sh
-2,208 sh
-50%
$454
-$455
JPMORGAN TR II LARGE CAP GR A COM
10,454 sh
 
$454
NUVEEN CR STRATEGIES INCM FD COM SHS
88,743 sh
88,743 sh
NEW
$453
$453
American Express Co.
3,348 sh
 
$452
RIVERNORTH FLEXIBL MUN INCM COM
28,610 sh
28,610 sh
NEW
$445
$445
Okta Inc
7,747 sh
 
$441
BLACKROCK TCP CAP CORP COM
40,141 sh
40,141 sh
NEW
$439
$439
Coca-Cola Co.
7,304 sh
 
$409
Costco Wholesale Corp
857 sh
 
$405
TechnipFMC Plc
2,500 sh
 
$401
Stryker Corp
1,900 sh
 
$385
VANGUARD INDEX FDS TOTAL STK MKT
1,900 sh
192 sh
11%
$341
$19
Walt Disney Co.
3,525 sh
 
$333
Medtronic Plc
4,061 sh
 
$328
RUNWAY GROWTH FINANCE CORP COM
28,393 sh
28,393 sh
NEW
$323
$323
US BANCORP DEL COM NEW
7,554 sh
 
$305
Oracle Corp
4,925 sh
 
$301
3M Co.
2,648 sh
 
$293
Fiserv Inc
3,080 sh
-405 sh
-12%
$288
-$22
Bristol-Myers Squibb Co.
3,981 sh
 
$283
AbbVie Inc.
2,040 sh
 
$274
Deluxe Corp
16,199 sh
 
$270
NUVEEN TAXABLE MUNICPL INCM COM
15,697 sh
15,697 sh
NEW
$246
$246
WELLS FARGO CO NEW COM
6,100 sh
 
$245
Target Corp
1,633 sh
 
$242
BLACKROCK TAX MUNICPAL BD TR SHS
14,371 sh
14,371 sh
NEW
$236
$236
PIMCO DYNAMIC INCOME FD SHS
12,113 sh
12,113 sh
NEW
$235
$235
Hormel Foods Corp
4,980 sh
 
$226
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT
19,528 sh
19,528 sh
NEW
$222
$222
XCEL ENERGY INC MINN COM
3,200 sh
 
$205
FIDELITY CONTRAFUND COM
15,922 sh
 
$204
INVESCO MUN OPPORTUNITY TR COM
22,227 sh
22,227 sh
NEW
$202
$202
THIRD AVENUE REAL ESTATE VAL COM
10,267 sh
 
$195
OATLY GROUP AB SPONSORED ADS
70,035 sh
30,035 sh
75%
$184
$46
Amcor Plc
15,300 sh
 
$164
Bright Health Group Inc.
47,000 sh
 
$49
PetVivo Holdings Inc. COM
14,369 sh
 
$28
VSBLTY Group Technologies Corp COM
60,000 sh
 
$9
MITESCO INC COMMON STOCK
12,750 sh
 
$1
Middleby Corp
0 sh
-200,258 sh
-100%
$0
-$25,104
Vimeo Inc.
0 sh
-2,263,068 sh
-100%
$0
-$13,624
SPDR SERIES TRUST BLMBRG BRC CNVRT
0 sh
-5,000 sh
-100%
$0
-$323
SELECT SECTOR SPDR TR TECHNOLOGY
0 sh
-1,815 sh
-100%
$0
-$231
Union Pacific Corp
0 sh
-1,000 sh
-100%
$0
-$213
ISHARES TR RUS 1000 GRW ETF
0 sh
-938 sh
-100%
$0
-$205