Riverbridge Partners LLC

Name: RIVERBRIDGE PARTNERS LLC 13F holdings, Q4 2024
Creator: RIVERBRIDGE PARTNERS LLC
Published: 2025-01-17

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Riverbridge Partners LLC reported 179 stock positions worth $7.3 billion. Its top holding was Nvidia (NVDA) at 3.6% of the portfolio, followed by Globant (GLOB, 3.3%) and Microsoft (MSFT, 3.2%). Compared with Q3 2024, it opened 15 new positions, sold out of 18, added to 28 and reduced 127. The biggest buy was a new position in Simpson Manufacturing (SSD) and the biggest sale Fastenal (FAST, shares −36%).

Most Recent 13F: Q2 2026
Location: MINNEAPOLIS, MN
CIK: 0001112325
Portfolio Value: $7.3B (Q4 2024)
SEC Filing: 0001112325-25-000005 ↗ filed Jan 17, 2025

Holdings Value

Holdings 179 stocks · $7.3B


NVDA Nvidia Corp.	3.63%	1,978,254	$265.7M	Reduce -4.2%
GLOB Globant SA	3.35%	1,143,801	$245.3M	Reduce -6.1%
MSFT Microsoft Corp.	3.23%	562,087	$236.9M	Reduce -3.3%
LOPE Grand Canyon Education Inc.	3.19%	1,428,922	$234.1M	Reduce -6.2%
HEI Heico Corp.	2.81%	866,925	$206.1M	Reduce -4.9%
RBA RB Global Inc.	2.75%	2,230,934	$201.3M	Reduce -19.2%
TYL Tyler Technologies Inc.	2.49%	315,930	$182.2M	Reduce -11.0%
WK Workiva Inc.	2.46%	1,646,325	$180.3M	Reduce -6.0%
MEDP Medpace Holdings Inc.	2.35%	517,533	$171.9M	Reduce -6.2%
GWRE Guidewire Software Inc.	2.08%	906,245	$152.8M	Reduce -5.9%
AMZN Amazon.com Inc.	2.05%	683,575	$150.0M	Reduce -3.5%
ENSG The Ensign Group Inc.	2.05%	1,128,576	$149.9M	Reduce -6.3%
PCTY Paylocity Holding Corp.	1.96%	721,522	$143.9M	Reduce -6.6%
WST West Pharmaceutical Services	1.95%	435,293	$142.6M	Reduce -4.7%
KNSL Kinsale Capital Group Inc.	1.94%	306,385	$142.5M	Reduce -6.4%
CSGP Costar Group Inc.	1.90%	1,943,883	$139.2M	Add +5.5%
FRPT Freshpet Inc.	1.76%	870,246	$128.9M	Reduce -7.4%
FIVE Five Below	1.72%	1,202,751	$126.2M	Reduce -7.7%
SPSC SPS Commerce Inc.	1.64%	651,602	$119.9M	Reduce -7.2%
ANSS Ansys Inc.	1.60%	348,198	$117.5M	Reduce -5.4%
FND Floor & Decor Holdings Inc. Class A	1.57%	1,151,793	$114.8M	Reduce -6.0%
PRVA Privia Health Group Inc.	1.55%	5,824,458	$113.9M	Add +19.7%
NOW ServiceNow Inc.	1.55%	107,003	$113.4M	Reduce -4.3%
ROL Rollins Inc.	1.52%	2,399,261	$111.2M	Reduce -4.9%
PAYC Paycom Software Inc.	1.49%	531,682	$109.0M	Reduce -5.2%
CRM Salesforce Inc.	1.38%	302,356	$101.1M	Reduce -3.5%
FAST Fastenal Co.	1.34%	1,361,173	$97.9M	Reduce -36.0%
VRSK Verisk Analytics Inc.	1.33%	353,724	$97.4M	Reduce -4.2%
KAI Kadant Inc.	1.28%	272,131	$93.9M	Reduce -7.1%
DSGX The Descartes Systems Grp	1.24%	800,923	$91.0M	Reduce -7.5%
ADI Analog Devices Inc.	1.21%	418,902	$89.0M	Reduce -3.5%
SPGI S&P Global Inc.	1.19%	175,088	$87.2M	Reduce -3.4%
TSLA Tesla Inc.	1.17%	212,967	$86.0M	Reduce -3.5%
ACVA Acv Auctions Inc. Class A	1.12%	3,802,404	$82.1M	Reduce -7.0%
VEEV Veeva Systems Inc. Class A	1.08%	375,798	$79.0M	Reduce -3.2%
UNH Unitedhealth Group Inc.	1.01%	146,365	$74.0M	Reduce -4.0%
BL Blackline Inc.	0.98%	1,176,641	$71.5M	Reduce -7.5%
ALKT Alkami Technology Inc.	0.95%	1,890,192	$69.3M	Reduce -6.8%
CCC CCC Intelligent Solutions Ho	0.94%	5,900,151	$69.2M	Reduce -6.9%
ALRM Alarm.com Holdings Inc.	0.92%	1,106,375	$67.3M	Reduce -7.2%
GDDY GoDaddy Inc. Class A	0.92%	340,444	$67.2M	Reduce -6.6%
RGEN Repligen Corp.	0.89%	455,098	$65.5M	Reduce -9.2%
GOOGL Alphabet Inc. Class A	0.88%	341,201	$64.6M	Reduce -4.7%
GDYN Grid Dynamics Holdings Inc.	0.87%	2,853,974	$63.5M	Reduce -7.5%
DOCS Doximity Inc. Class A	0.86%	1,185,727	$63.3M	Reduce -7.6%
DHR Danaher Corp.	0.85%	271,356	$62.3M	Reduce -3.4%
KRNT Kornit Digital Ltd.	0.81%	1,927,091	$59.6M	Add +21.1%
SSD Simpson Manufacturing Co. Inc.	0.80%	352,250	$58.4M	New
EXPO Exponent Inc.	0.79%	652,715	$58.2M	Reduce -26.1%
V Visa Inc. Class A	0.75%	173,510	$54.8M	Reduce -4.1%
WSO Watsco Inc.	0.73%	113,472	$53.8M	Reduce -6.5%
NFLX Netflix Inc.	0.70%	57,864	$51.6M	Reduce -3.5%
DV Doubleverify Holdings Inc.	0.70%	2,683,561	$51.6M	Reduce -8.2%
TECH Bio-Techne Corp.	0.68%	686,722	$49.5M	Reduce -6.9%
ALGN Align Technology Inc.	0.67%	236,287	$49.3M	Reduce -9.7%
GOOG Alphabet Inc. Class C	0.66%	254,041	$48.4M	Reduce -1.4%
CGNX Cognex Corp.	0.65%	1,333,622	$47.8M	Reduce -10.5%
TOST Toast Inc. Class A	0.65%	1,300,915	$47.4M	Reduce -6.1%
GKOS Glaukos Corp.	0.64%	312,931	$46.9M	Reduce -34.4%
SBUX Starbucks Corp.	0.64%	510,103	$46.5M	Reduce -3.6%
CRL Charles River Laboratories	0.60%	239,388	$44.2M	Reduce -10.2%
IDXX Idexx Laboratories Inc.	0.58%	103,381	$42.7M	Reduce -4.1%
CSW CSW Industrials Inc.	0.58%	119,619	$42.2M	New
PYCR Paycor HCM Inc.	0.57%	2,252,299	$41.8M	Reduce -8.7%
CHE Chemed Corp.	0.57%	78,357	$41.5M	Reduce -7.7%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC	0.56%	350,704	$41.2M	Reduce -19.5%
MSI Motorola Solutions Inc.	0.52%	82,242	$38.0M	Reduce -3.7%
FICO Fair Isaac Corp.	0.51%	18,676	$37.2M	Reduce -3.6%
CTAS Cintas Corp.	0.51%	203,132	$37.1M	Reduce -1.2%
ENTG Entegris Inc.	0.47%	349,741	$34.6M	Reduce -7.4%
OPCH Option Care Health Inc.	0.47%	1,492,469	$34.6M	Reduce -13.1%
WSC Willscot Holdings Corp.	0.47%	1,029,239	$34.4M	Reduce -7.9%
GSHD Goosehead Insurance Inc. Class A	0.44%	303,795	$32.6M	Reduce -7.8%
POWI Power Integrations Inc.	0.44%	517,351	$31.9M	Reduce -8.1%
HLMN Hillman Solutions Corp.	0.42%	3,187,892	$31.1M	Reduce -7.5%
USPH U.S. Physical Therapy Inc.	0.38%	310,210	$27.5M	Reduce -7.7%
PNTG The Pennant Group Inc.	0.37%	1,010,194	$26.8M	Reduce -8.4%
INSP Inspire Medical Systems Inc.	0.36%	142,097	$26.3M	New
TRNS Transcat Inc.	0.35%	245,041	$25.9M	Reduce -10.8%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC	0.34%	144,062	$25.3M	Reduce -6.8%
CERT Certara Inc.	0.31%	2,164,747	$23.1M	Reduce -9.8%
STVN Stevanato Group SPA	0.30%	1,025,197	$22.3M	Reduce -10.2%
RIVBX Riverbridge Growth-Inst	0.30%	632,215	$22.2M	Reduce -2.5%
JAMF Jamf Holding Corp. filed as JAMF HLDG CORP	0.28%	1,448,874	$20.4M	Reduce -11.8%
NEOG Neogen Corp.	0.28%	1,667,025	$20.2M	Reduce -11.1%
PHR Phreesia Inc.	0.23%	683,888	$17.2M	Reduce -9.2%
IWM iShares Russell 2000 ETF	0.16%	51,441	$11.4M	Add +718.9%
VXF Vanguard Extended Market ETF	0.14%	55,617	$10.6M	Add +116.1%
KIDS Orthopediatrics Corp.	0.12%	390,774	$9.1M	Reduce -11.8%
AAPL Apple Inc.	0.11%	32,187	$8.1M	Reduce -4.0%
IVV iShares Core S&P 500 ETF	0.09%	11,065	$6.5M	Add +270.7%
LIN Linde PLC	0.07%	12,570	$5.3M	Reduce -8.5%
EFX Equifax Inc.	0.06%	16,775	$4.3M	Reduce -7.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.06%	34,360	$4.2M	Reduce -8.5%
VFIAX Vanguard 500 Index-Adm	0.06%	7,639	$4.1M	No change
IUSG iShares Core S&P U.S. Growth	0.05%	27,436	$3.8M	Add +145.8%
ECL Ecolab Inc.	0.04%	14,025	$3.3M	Reduce -10.8%
IWO iShares Russell 2000 Growth	0.04%	11,069	$3.2M	Add +63.2%
WMT Walmart Inc.	0.04%	33,545	$3.0M	Reduce -8.5%
SNA Snap-on Inc.	0.04%	8,489	$2.9M	Reduce -8.5%

Show all 179 holdings

Portfolio Sells Q3 2024 → Q4 2024


FAST Fastenal Co.	Reduce -36.0%	1.34%	−0.69
EXPO Exponent Inc.	Reduce -26.1%	0.79%	−0.57
FND Floor & Decor Holdings Inc. Class A	Reduce -6.0%	1.57%	−0.47
PGNY Progyny Inc.	Sold out	0.00%	−0.38
HEI Heico Corp.	Reduce -4.9%	2.81%	−0.37
TYL Tyler Technologies Inc.	Reduce -11.0%	2.49%	−0.28
GWRE Guidewire Software Inc.	Reduce -5.9%	2.08%	−0.27
ENSG The Ensign Group Inc.	Reduce -6.3%	2.05%	−0.27
FIVN FIVE9 Inc.	Sold out	0.00%	−0.25
OPCH Option Care Health Inc.	Reduce -13.1%	0.47%	−0.25
RBA RB Global Inc.	Reduce -19.2%	2.75%	−0.22
ALGN Align Technology Inc.	Reduce -9.7%	0.67%	−0.22
DHR Danaher Corp.	Reduce -3.4%	0.85%	−0.19
GKOS Glaukos Corp.	Reduce -34.4%	0.64%	−0.19
ROL Rollins Inc.	Reduce -4.9%	1.52%	−0.19
SPSC SPS Commerce Inc.	Reduce -7.2%	1.64%	−0.18
UNH Unitedhealth Group Inc.	Reduce -4.0%	1.01%	−0.18
PNTG The Pennant Group Inc.	Reduce -8.4%	0.37%	−0.16
CGNX Cognex Corp.	Reduce -10.5%	0.65%	−0.15
NEOG Neogen Corp.	Reduce -11.1%	0.28%	−0.14
IDXX Idexx Laboratories Inc.	Reduce -4.1%	0.58%	−0.14
ADI Analog Devices Inc.	Reduce -3.5%	1.21%	−0.12
CHE Chemed Corp.	Reduce -7.7%	0.57%	−0.11
MEDP Medpace Holdings Inc.	Reduce -6.2%	2.35%	−0.11
TECH Bio-Techne Corp.	Reduce -6.9%	0.68%	−0.11
MSFT Microsoft Corp.	Reduce -3.3%	3.23%	−0.11
JAMF Jamf Holding Corp.	Reduce -11.8%	0.28%	−0.10
RGEN Repligen Corp.	Reduce -9.2%	0.89%	−0.10
CRL Charles River Laboratories	Reduce -10.2%	0.60%	−0.10
ENTG Entegris Inc.	Reduce -7.4%	0.47%	−0.10
WSC Willscot Holdings Corp.	Reduce -7.9%	0.47%	−0.09
KNSL Kinsale Capital Group Inc.	Reduce -6.4%	1.94%	−0.09
TRNS Transcat Inc.	Reduce -10.8%	0.35%	−0.09
TTD Trade Desk Inc./the Class A	Reduce -19.5%	0.56%	−0.08
WSO Watsco Inc.	Reduce -6.5%	0.73%	−0.06
HLMN Hillman Solutions Corp.	Reduce -7.5%	0.42%	−0.06
SPGI S&P Global Inc.	Reduce -3.4%	1.19%	−0.06
CERT Certara Inc.	Reduce -9.8%	0.31%	−0.06
CTAS Cintas Corp.	Reduce -1.2%	0.51%	−0.06
SBUX Starbucks Corp.	Reduce -3.6%	0.64%	−0.05
POWI Power Integrations Inc.	Reduce -8.1%	0.44%	−0.05
KAI Kadant Inc.	Reduce -7.1%	1.28%	−0.04
KIDS Orthopediatrics Corp.	Reduce -11.8%	0.12%	−0.04
JKHY Jack Henry & Associates Inc.	Reduce -6.8%	0.34%	−0.02
LIN Linde PLC	Reduce -8.5%	0.07%	−0.02
XNEAX Nuveen Amt-FR QLTY Muni Inc.	Reduce -67.2%	0.01%	−0.01
DG Dollar General Corp.	Reduce -69.5%	0.01%	−0.01
EFX Equifax Inc.	Reduce -7.4%	0.06%	−0.01
FSCO FS Credit Opportunities Corp.	Sold out	0.00%	−0.01
KTF DWS Municipal Income Trust	Sold out	0.00%	−0.01

Portfolio Buys Q3 2024 → Q4 2024


SSD Simpson Manufacturing Co. Inc.	New	0.80%	+0.80
CSW CSW Industrials Inc.	New	0.58%	+0.58
PRVA Privia Health Group Inc.	Add +19.7%	1.55%	+0.37
INSP Inspire Medical Systems Inc.	New	0.36%	+0.36
KRNT Kornit Digital Ltd.	Add +21.1%	0.81%	+0.26
IWM iShares Russell 2000 ETF	Add +718.9%	0.16%	+0.14
VXF Vanguard Extended Market ETF	Add +116.1%	0.14%	+0.08
IVV iShares Core S&P 500 ETF	Add +270.7%	0.09%	+0.07
CSGP Costar Group Inc.	Add +5.5%	1.90%	+0.04
EFA iShares MSCI Eafe ETF	New	0.03%	+0.03
IUSG iShares Core S&P U.S. Growth	Add +145.8%	0.05%	+0.03
VWO Vanguard Ftse Emerging Marke	New	0.03%	+0.03
IWO iShares Russell 2000 Growth	Add +63.2%	0.04%	+0.02
FDUS Fidus Investment Corp.	New	0.01%	+0.01
PNI PIMCO NY Muni Inc. II FND	New	0.01%	+0.01
SEVN Seven Hills Realty Trust	New	0.01%	+0.01
IWF iShares Russell 1000 Growth	New	0.01%	+0.01
VNQ Vanguard Real Estate ETF	New	0.01%	+0.01
FMN Federated Herm Prem Muni Inc.	New	0.01%	+0.01
AFB Allianceberstein NTL Muni	Add +185.5%	0.01%	+0.01
MUE BlackRock Munihold QLT FD II	New	0.01%	+0.01
NBH Neuberger Municipal Fund Inc.	New	0.01%	+0.01
FINS Angel Oak Financ Strat Inc.	Add +41.8%	0.02%	+0.01
LEO BNY Mellon Strategic Muni	Add +40.8%	0.02%	+0.00
XMCRX MFS Charter Income Trust	Add +124.5%	0.01%	+0.00
VBK Van Morst SML-Cap Gro-Usd Inc.	New	0.00%	+0.00
PPT Franklin Premir Inc. Trust-Ui	Add +63.2%	0.01%	+0.00
XMPT Vaneck Cef Muni Income ETF	New	0.00%	+0.00
VTI VG Morningstar TS MKT ETF-US	Add +61.3%	0.01%	+0.00
FXAIX Fidelity 500 Index Fund	Add +11.6%	0.02%	+0.00
BBN BlackRock Taxable Muni BND	Add +26.5%	0.01%	+0.00
INSIGHT SELECT INCOME FUND	Add +3.5%	0.01%	+0.00
GBDC Golub Capital BDC Inc.	Add +0.5%	0.01%	+0.00
PDO PIMCO Dynamic Income Opport	Add +3.5%	0.00%	+0.00
XEVVX Eaton Vance Ltd. Durat Inc.	Add +3.7%	0.00%	0.00
FTHY First Trust Hi YLD Opp 2027	Add +3.9%	0.00%	0.00
JHS John Hancock Income Sec TR	Add +1.8%	0.01%	0.00
JHI John Hancock Investors TR	Add +0.3%	0.01%	0.00
SDHY Pgim SHRT Durat Hi YLD	Add +0.3%	0.01%	−0.00
BTT BlackRock 2030 Muni TRGT TRM	Add +0.0%	0.01%	−0.00
BTZ BlackRock Credit Allocation	Add +1.0%	0.01%	−0.00
NBB Nuveen Taxable Municipal Inc.	Add +3.5%	0.01%	−0.00
RFMZ Rivernorth Flex Muni II	Add +0.1%	0.02%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	198	$3.6B	NVDA, MSFT, HEI, AMZN, RBA
Q1 2026	192	$4.1B	NVDA, MSFT, FIVE, RBA, LOPE
Q4 2025	188	$5.3B	NVDA, MSFT, HEI, RBA, FIVE
Q3 2025	186	$5.9B	NVDA, MSFT, HEI, LOPE, MEDP
Q2 2025	185	$6.2B	NVDA, MSFT, HEI, LOPE, RBA
Q1 2025	180	$6.2B	LOPE, HEI, NVDA, MSFT, RBA
Q4 2024	179	$7.3B	NVDA, GLOB, MSFT, LOPE, HEI
Q3 2024	182	$7.5B	NVDA, MSFT, GLOB, HEI, RBA
Q2 2024	178	$7.4B	MSFT, NVDA, GLOB, LOPE, HEI
Q1 2024	174	$8.2B	GLOB, MSFT, RBA, MEDP, NVDA