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Riverbridge Partners 13F filings

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

Holdings as of 2025-06-30

Filed on 2025-07-15 under CIK 1112325

Company
Investment Type
Change
Value (x$1000)
increase or decrease
NVIDIA Corp.
1,841,832 sh
-78,293 sh
-4%
$290,991
$82,888
Microsoft Corp
535,307 sh
-14,977 sh
-3%
$266,267
$59,696
HEICO Corp.
713,376 sh
-92,938 sh
-12%
$233,987
$18,548
Grand Canyon Education Inc
1,104,185 sh
-164,340 sh
-13%
$208,691
-$10,789
RB GLOBAL INC COM
1,767,608 sh
-284,868 sh
-14%
$187,702
-$18,161
Tyler Technologies Inc
281,881 sh
-19,790 sh
-7%
$167,110
-$8,278
Amazon.com Inc
653,610 sh
-19,215 sh
-3%
$143,396
$15,384
CoStar Group Inc.
1,754,018 sh
-112,327 sh
-6%
$141,023
-$6,848
Medpace Holdings Inc
434,024 sh
-47,102 sh
-10%
$136,223
-$10,371
Five Below Inc
1,026,993 sh
-102,248 sh
-9%
$134,721
$50,113
Ensign Group Inc
868,943 sh
-204,126 sh
-19%
$134,043
-$4,812
Kinsale Capital Group Inc
261,471 sh
-29,345 sh
-10%
$126,526
-$15,017
Rollins Inc
2,112,697 sh
-160,398 sh
-7%
$119,198
-$3,617
Privia Health Group Inc.
4,947,871 sh
-569,799 sh
-10%
$113,801
-$10,071
Paylocity Holding Corp
621,949 sh
-78,413 sh
-11%
$112,691
-$18,515
Fastenal Co.
2,617,934 sh
1,275,815 sh
95%
$109,953
$5,872
Paycom Software Inc
470,081 sh
-36,765 sh
-7%
$108,777
-$1,959
ANSYS Inc.
307,279 sh
-23,447 sh
-7%
$107,922
$3,227
ServiceNow Inc
102,727 sh
-2,856 sh
-3%
$105,612
$21,553
Veeva Systems Inc
361,378 sh
-9,549 sh
-3%
$104,070
$18,152
Verisk Analytics Inc
315,086 sh
-17,478 sh
-5%
$98,149
-$829
Analog Devices Inc
402,037 sh
-11,494 sh
-3%
$95,693
$12,296
Workiva Inc
1,375,867 sh
-160,583 sh
-10%
$94,178
-$22,454
S&P Global Inc.
167,416 sh
-4,836 sh
-3%
$88,277
$756
GLOBANT S A COM
963,108 sh
-92,963 sh
-9%
$87,489
-$36,832
Freshpet Inc
1,264,959 sh
238,130 sh
23%
$85,967
$566
West Pharmaceutical Services Inc
383,520 sh
-24,886 sh
-6%
$83,914
-$7,520
Netflix Inc
54,920 sh
-2,019 sh
-4%
$73,545
$20,448
Floor & Decor Holdings Inc.
964,751 sh
-95,945 sh
-9%
$73,283
-$12,071
SPS Commerce Inc.
518,420 sh
-74,284 sh
-13%
$70,552
-$8,118
Guidewire Software Inc
298,511 sh
-127,262 sh
-30%
$70,284
-$9,489
Kadant Inc
215,690 sh
-31,499 sh
-13%
$68,471
-$14,809
DESCARTES SYS GROUP INC COM
638,062 sh
-92,462 sh
-13%
$64,856
-$8,803
Alkami Technology Inc.
2,098,790 sh
412,299 sh
24%
$63,258
$18,988
Tesla Inc
198,985 sh
-6,583 sh
-3%
$63,210
$9,935
CCC Intelligent Solutions Holdings Inc.
6,701,496 sh
1,380,783 sh
26%
$63,061
$15,015
Visa Inc
165,761 sh
-4,787 sh
-3%
$58,853
-$917
Doximity Inc.
938,620 sh
-142,693 sh
-13%
$57,575
-$5,174
Alphabet Inc
318,643 sh
-8,409 sh
-3%
$56,154
$5,579
IDEXX Laboratories Inc.
99,330 sh
-3,162 sh
-3%
$53,275
$10,234
Salesforce.com Inc
192,828 sh
-104,350 sh
-35%
$52,582
-$27,169
Danaher Corp
259,984 sh
-7,002 sh
-3%
$51,357
-$3,375
Alarm.com Holdings Inc.
882,716 sh
-129,268 sh
-13%
$49,935
-$6,382
Bio-Techne Corp.
954,889 sh
334,436 sh
54%
$49,129
$12,752
GoDaddy Inc
272,589 sh
-34,716 sh
-11%
$49,082
-$6,276
ACV Auctions Inc.
3,006,737 sh
-375,180 sh
-11%
$48,769
$1,118
Toast Inc.
1,034,995 sh
-138,438 sh
-12%
$45,840
$6,917
Repligen Corp
368,079 sh
-54,023 sh
-13%
$45,782
-$7,926
Agilisys Inc
397,539 sh
-56,178 sh
-12%
$45,574
$12,661
Starbucks Corp
492,293 sh
-13,226 sh
-3%
$45,109
-$4,477
Cintas Corp
201,405 sh
-5,242 sh
-3%
$44,887
$2,415
Alphabet Inc
252,089 sh
-5,849 sh
-2%
$44,718
$4,420
Blackline Inc
779,121 sh
-298,883 sh
-28%
$44,114
-$8,083
Simpson Manufacturing Co. Inc.
281,692 sh
-39,887 sh
-12%
$43,750
-$6,764
UnitedHealth Group Inc
137,179 sh
-4,840 sh
-3%
$42,796
-$31,586
Glaukos Corp
403,971 sh
118,509 sh
42%
$41,726
$13,631
Option Care Health Inc
1,265,679 sh
-183,176 sh
-13%
$41,109
-$9,528
Watsco Inc
92,603 sh
-10,920 sh
-11%
$40,895
-$11,726
Align Technology Inc
213,575 sh
-13,973 sh
-6%
$40,436
$4,288
Exponent Inc
523,161 sh
-72,189 sh
-12%
$39,085
-$9,174
Transcat Inc
440,747 sh
213,927 sh
94%
$37,887
$21,000
Clearwater Analytics Holdings Inc.
1,610,240 sh
1,610,240 sh
NEW
$35,313
$35,313
Cognex Corp
1,086,561 sh
-153,598 sh
-12%
$34,466
-$2,528
Motorola Solutions Inc
80,385 sh
-966 sh
-1%
$33,799
-$1,817
DoubleVerify Holdings Inc.
2,208,048 sh
-273,308 sh
-11%
$33,054
-$122
Fair Isaac Corp
18,016 sh
-499 sh
-3%
$32,932
-$1,213
CSW Industrials Inc.
113,503 sh
4,146 sh
4%
$32,556
$676
KORNIT DIGITAL LTD SHS
1,538,229 sh
-220,746 sh
-13%
$30,626
-$2,935
Chemed Corp
62,004 sh
-9,515 sh
-13%
$30,192
-$13,815
Grid Dynamics Holdings Inc.
2,259,889 sh
-334,157 sh
-13%
$26,102
-$14,495
Goosehead Insurance Inc
240,378 sh
-36,755 sh
-13%
$25,362
-$7,356
Trade Desk Inc
335,656 sh
-418 sh
0%
$24,164
$5,774
RIVERBRIDGE GROWTH FUND - INST COM
661,655 sh
4,688 sh
1%
$24,137
$2,917
Pennant Group Inc
807,137 sh
-121,474 sh
-13%
$24,093
$738
Power Integrations Inc
411,187 sh
-61,607 sh
-13%
$22,985
-$891
WillScot Mobile Mini Holdings Corp.
817,341 sh
-123,974 sh
-13%
$22,395
-$3,774
Entegris Inc
272,640 sh
-45,599 sh
-14%
$21,988
-$5,852
Jack Henry & Associates Inc.
118,260 sh
-13,941 sh
-11%
$21,307
-$2,833
STEVANATO GROUP S P A ORD SHS
843,349 sh
-123,681 sh
-13%
$20,603
$856
First Watch Restaurant Group Inc.
1,279,544 sh
1,279,544 sh
NEW
$20,524
$20,524
Charles River Laboratories International Inc.
133,627 sh
-89,107 sh
-40%
$20,275
-$13,251
Hillman Solutions Corp. COM
2,489,726 sh
-416,962 sh
-14%
$17,777
-$7,773
Phreesia Inc
551,522 sh
-82,874 sh
-13%
$15,696
-$519
Barrett Business Services Inc
354,809 sh
354,809 sh
NEW
$14,792
$14,792
Inspire Medical Systems Inc
113,886 sh
-18,505 sh
-14%
$14,779
-$6,308
TWFG INC COM CL A
344,267 sh
344,267 sh
NEW
$12,049
$12,049
Jamf Holding Corp.
1,174,779 sh
-203,841 sh
-15%
$11,172
-$5,578
OrthoPediatrics Corp.
321,040 sh
-51,438 sh
-14%
$6,896
-$2,278
Apple Inc
32,375 sh
-157 sh
0%
$6,642
-$584
VANGUARD INDEX FDS EXTEND MKT ETF
31,560 sh
-18,241 sh
-37%
$6,082
-$2,497
LINDE PLC
10,551 sh
-2,436 sh
-19%
$4,950
-$1,097
TJX Cos. Inc.
34,980 sh
-414 sh
-1%
$4,320
$9
VANGUARD INDEX FDS COM
7,193 sh
-2 sh
0%
$4,118
$393
Equifax Inc
14,468 sh
-2,731 sh
-16%
$3,753
-$436
Ecolab Inc
13,556 sh
-57 sh
0%
$3,653
$202
Walmart Inc
34,204 sh
-282 sh
-1%
$3,344
$316
Oracle Corp
14,392 sh
9,592 sh
200%
$3,147
$2,476
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
12,280 sh
496 sh
4%
$2,781
$825
Snap-on Inc.
8,669 sh
-72 sh
-1%
$2,698
-$248
Procter & Gamble Co.
15,201 sh
-119 sh
-1%
$2,422
-$189
ASML HOLDING N V N Y REGISTRY SHS
3,009 sh
120 sh
4%
$2,411
$497
Paychex Inc
16,373 sh
-98 sh
-1%
$2,382
-$159
Rockwell Automation Inc
6,991 sh
-54 sh
-1%
$2,322
$502
ISHARES TR RUS 2000 GRW ETF
6,751 sh
-6,630 sh
-50%
$1,930
-$1,489
Tractor Supply Co.
36,376 sh
36,376 sh
NEW
$1,920
$1,920
Abbott Laboratories
13,779 sh
13,779 sh
NEW
$1,874
$1,874
ISHARES TR CORE S&P500 ETF
2,951 sh
-3,516 sh
-54%
$1,832
-$1,802
BNY MELLON MUN BD INFRASTRUC COM SHS
167,977 sh
6,449 sh
4%
$1,717
$10
BROOKFIELD REAL ASSETS INCOM SHS BEN INT
124,828 sh
4,860 sh
4%
$1,669
$90
Johnson & Johnson
10,643 sh
-73 sh
-1%
$1,626
-$151
ANGEL OAK FINL STRATEGIES IN COM BEN INT
121,663 sh
4,590 sh
4%
$1,579
$1
ISHARES TR MSCI EAFE ETF
16,647 sh
 
$1,488
PRINCIPAL REAL ESTATE INCOME SHS BEN INT
141,372 sh
5,314 sh
4%
$1,487
$54
Workday Inc
6,082 sh
-46 sh
-1%
$1,460
$29
FIDELITY TR 500 INDEX INS PREM MF
6,683 sh
 
$1,444
Rivernorth Flexible Municipal Incm Fd II COM
111,321 sh
4,093 sh
4%
$1,407
-$32
PGIM SHORT DUR HIG YLD OPP F COM
78,388 sh
2,821 sh
4%
$1,320
$75
BNY MELLON STRATEGIC MUNS IN COM
222,727 sh
9,060 sh
4%
$1,319
$11
Zscaler Inc
4,148 sh
-36 sh
-1%
$1,302
$472
ARES CAP CORP COM
57,447 sh
2,206 sh
4%
$1,262
$38
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
25,090 sh
 
$1,241
Accenture Plc
4,079 sh
-29 sh
-1%
$1,219
-$63
WESTERN AST INFL LKD OPP & I COM
137,320 sh
-36,796 sh
-21%
$1,203
-$327
ISHARES TR RUSSELL 2000 ETF
5,554 sh
3,196 sh
136%
$1,198
$728
SIXTH STREET SPECIALTY LENDING COMMON STOCK
48,835 sh
1,592 sh
3%
$1,163
$106
DELAWARE INVT NAT MUNI INC F SH BEN INT
117,947 sh
4,590 sh
4%
$1,139
-$10
HANCOCK JOHN INCOME SECS TR COM
96,001 sh
2,954 sh
3%
$1,083
$28
FEDERATED PREM MUN INC FD COM
90,486 sh
3,898 sh
5%
$963
$23
BNY MELLON STRATEGIC MUN BD COM
159,974 sh
6,861 sh
4%
$896
$13
BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN
39,988 sh
1,469 sh
4%
$875
$57
PUTNAM PREMIER INCOME TR SH BEN INT
233,294 sh
5,839 sh
3%
$856
$35
TCW STRATEGIC INCOME FUND IN COM
170,101 sh
6,527 sh
4%
$830
$35
NUVEEN TAXABLE MUNICPL INCM COM
51,741 sh
1,302 sh
3%
$819
$11
BLACKROCK TAX MUNICPAL BD TR SHS
50,194 sh
1,252 sh
3%
$809
-$7
RIVERNORTH DOUBLELINE STRATE COM
92,156 sh
3,108 sh
3%
$788
$24
FIDUS INVT CORP COM
38,975 sh
1,470 sh
4%
$787
$22
Angel Oak Mortgage Inc. COM
81,171 sh
81,171 sh
NEW
$765
$765
PIMCO NEW YORK MUN FD II COM
112,371 sh
4,268 sh
4%
$755
-$10
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
74,966 sh
3,101 sh
4%
$741
$9
Seven Hills Realty Trust COM
60,398 sh
2,253 sh
4%
$729
$3
BLACKROCK CR ALLCTN INC TR COM
65,486 sh
2,218 sh
4%
$715
$37
ALLIANCEBERNSTEIN NATL MUNI COM
69,014 sh
2,872 sh
4%
$712
-$6
PIMCO CALIF MUN INCOME FD II COM
129,835 sh
5,376 sh
4%
$696
-$6
ISHARES TR RUS 1000 ETF
1,980 sh
 
$672
GOLUB CAP BDC INC COM
45,840 sh
1,611 sh
4%
$672
$2
MFS CHARTER INCOME TR SH BEN INT
99,515 sh
3,586 sh
4%
$633
$32
BLACKROCK MUNIHOLDINGS FD IN COM
56,126 sh
2,814 sh
5%
$629
$3
PIONEER FLOATING RATE TR COM
62,293 sh
2,423 sh
4%
$612
$45
Dollar General Corp
4,973 sh
 
$569
WESTERN ASSET MTG DEF OPPTY COM
44,664 sh
1,696 sh
4%
$533
$25
Fiserv Inc
3,080 sh
 
$531
VANGUARD INDEX FDS REAL ESTATE ETF
5,791 sh
 
$516
Certara Inc.
43,741 sh
-2,004,778 sh
-98%
$512
-$19,768
Stryker Corp
1,200 sh
 
$475
HANCOCK JOHN INVS TR COM
32,854 sh
1,204 sh
4%
$455
$26
BLACKROCK MUNIHLDNGS QLTY II COM
45,887 sh
2,281 sh
5%
$440
$4
NEUBERGER BERMAN MUNI FD INC COM
43,887 sh
2,186 sh
5%
$431
-$3
INVESCO QUALITY MUNI INC TRS COM
44,873 sh
1,921 sh
4%
$421
$5
WESTERN ASST MNGD MUN FD INC COM
40,103 sh
1,549 sh
4%
$397
BLACKROCK MUNIVEST FD II INC COM
36,931 sh
1,851 sh
5%
$381
$10
ROCHE HOLDING AG ADR COM
9,228 sh
-28,598 sh
-76%
$376
-$1,181
DBS GROUP HOLDINGS LTD ADR COM
2,626 sh
-15 sh
-1%
$372
$9
MFS MUN INCOME TR SH BEN INT
69,259 sh
2,677 sh
4%
$358
$5
SYMBOTIC INC
9,219 sh
9,219 sh
NEW
$358
$358
ALLIANZ SE ADR
8,603 sh
-671 sh
-7%
$349
-$6
CHUGAI PHARMACEUTICAL CO LTD ADR COM
10,773 sh
-97 sh
-1%
$281
$34
INVESCO MUN TR COM
30,542 sh
1,539 sh
5%
$279
-$1
SAP SE SPON ADR
900 sh
-5 sh
-1%
$274
$31
HDFC BANK LTD SPONSORED ADS
3,578 sh
-35 sh
-1%
$274
$34
BLACKROCK MUNIVEST FD INC COM
41,453 sh
-886 sh
-2%
$273
-$24
ISHARES TR CORE S&P US GWT
1,792 sh
-4,848 sh
-73%
$269
-$575
EATON VANCE LTD DUR INCOME F COM
24,537 sh
624 sh
3%
$252
$13
VANGUARD INDEX FDS TOTAL STK MKT
794 sh
-209 sh
-21%
$241
-$35
INVESCO MUN OPPORTUNITY TR COM
26,289 sh
1,323 sh
5%
$241
$4
SONY CORP SPONSORED ADR
9,003 sh
-50 sh
-1%
$234
$4
SHELL ADR EACH REP 2 ORD WI SPONSORED ADR
3,278 sh
-20 sh
-1%
$231
-$11
HALEON PLC SPON ADS COM
21,862 sh
-129 sh
-1%
$227
$1
DISCO CORP-UNSPONSORED ADR ADR
7,621 sh
7,621 sh
NEW
$225
$225
MANULIFE FINL CORP COM
7,016 sh
-41 sh
-1%
$224
$4
SCHNEIDER ELECTRIC SE COM
3,967 sh
3,967 sh
NEW
$212
$212
AIA GROUP LTD. ADR COM
5,764 sh
5,764 sh
NEW
$209
$209
INVESCO TR INVT GRADE MUNS COM
21,707 sh
1,087 sh
5%
$206
$1
L'OREAL SA ADR COM
2,383 sh
2,383 sh
NEW
$204
$204
INVESCO BD FD COM
11,715 sh
246 sh
2%
$181
$4
UNICHARM CORP COM
22,103 sh
7,316 sh
49%
$80
$21
Paycor HCM Inc. COM
0 sh
-2,087,850 sh
-100%
$0
-$46,851
US Physical Therapy Inc.
0 sh
-283,261 sh
-100%
$0
-$20,497
Neogen Corp
0 sh
-1,547,646 sh
-100%
$0
-$13,418
PepsiCo Inc.
0 sh
-2,152 sh
-100%
$0
-$323
Medtronic Plc
0 sh
-3,415 sh
-100%
$0
-$307
ISHARES TR RUS 1000 GRW ETF
0 sh
-764 sh
-100%
$0
-$276
DASSAULT SYSTEMES SE ADR COM
0 sh
-5,411 sh
-100%
$0
-$206