Riverbridge Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Riverbridge Partners LLC reported 192 stock positions worth $4.1 billion. Its top holding was Nvidia (NVDA) at 4.9% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Five Below (FIVE, 3.2%). Compared with Q4 2025, it opened 18 new positions, sold out of 14, added to 65 and reduced 91. The biggest buy was Linde (LIN, shares +736%) and the biggest sale Paycom Software (PAYC, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001112325
- Portfolio Value
- $4.1B (Q1 2026)
- SEC Filing
- 0001112325-26-000004 ↗ filed Apr 17, 2026
Holdings Value
Holdings 192 stocks · $4.1B
| NVDA Nvidia Corp. | 4.94% | 1,156,543 | $201.7M | Reduce -24.3% |
| MSFT Microsoft Corp. | 4.17% | 459,806 | $170.2M | Reduce -6.8% |
| FIVE Five Below | 3.20% | 572,301 | $130.8M | Reduce -29.8% |
| RBA RB Global Inc. | 2.99% | 1,275,384 | $122.2M | Reduce -15.1% |
| LOPE Grand Canyon Education Inc. | 2.98% | 716,586 | $121.8M | Reduce -16.0% |
| AMZN Amazon.com Inc. | 2.86% | 562,039 | $117.1M | Reduce -7.5% |
| ENSG The Ensign Group Inc. | 2.81% | 569,345 | $114.7M | Reduce -18.3% |
| MEDP Medpace Holdings Inc. | 2.79% | 237,407 | $114.0M | Reduce -13.0% |
| HEI Heico Corp. | 2.73% | 406,226 | $111.4M | Reduce -31.1% |
| ADI Analog Devices Inc. | 2.70% | 346,665 | $110.3M | Reduce -7.4% |
| FAST Fastenal Co. | 2.52% | 2,221,882 | $103.1M | Reduce -6.7% |
| TYL Tyler Technologies Inc. | 2.15% | 256,413 | $87.8M | Add +7.4% |
| KNSL Kinsale Capital Group Inc. | 2.06% | 246,236 | $84.1M | Reduce -8.3% |
| PRVA Privia Health Group Inc. | 1.97% | 3,917,948 | $80.6M | Reduce -14.5% |
| GOOGL Alphabet Inc. Class A | 1.89% | 267,866 | $77.0M | Reduce -11.2% |
| KAI Kadant Inc. | 1.80% | 252,230 | $73.7M | Add +43.4% |
| ROL Rollins Inc. | 1.62% | 1,242,585 | $66.4M | Reduce -19.6% |
| WST West Pharmaceutical Services | 1.60% | 261,442 | $65.5M | Reduce -17.9% |
| SPGI S&P Global Inc. | 1.50% | 144,215 | $61.3M | Reduce -7.0% |
| GOOG Alphabet Inc. Class C | 1.48% | 210,154 | $60.3M | Reduce -9.0% |
| NOW ServiceNow Inc. | 1.41% | 549,784 | $57.5M | Add +16.0% |
| VRSK Verisk Analytics Inc. | 1.35% | 291,692 | $55.3M | Reduce -11.3% |
| FRPT Freshpet Inc. | 1.33% | 923,023 | $54.4M | Reduce -8.0% |
| VEEV Veeva Systems Inc. Class A | 1.32% | 307,717 | $54.1M | Reduce -6.8% |
| PCTY Paylocity Holding Corp. | 1.22% | 462,019 | $49.9M | Reduce -6.4% |
| CSGP Costar Group Inc. | 1.21% | 1,227,391 | $49.5M | Reduce -15.5% |
| WSO Watsco Inc. | 1.17% | 131,738 | $47.9M | Add +89.8% |
| GKOS Glaukos Corp. | 1.14% | 433,228 | $46.6M | Reduce -19.1% |
| IDXX Idexx Laboratories Inc. | 1.13% | 82,524 | $46.4M | Reduce -8.0% |
| TSLA Tesla Inc. | 1.11% | 121,640 | $45.2M | Reduce -8.5% |
| NFLX Netflix Inc. | 1.09% | 463,583 | $44.6M | Reduce -8.0% |
| V Visa Inc. Class A | 1.05% | 141,665 | $42.8M | Reduce -7.4% |
| DHR Danaher Corp. | 1.03% | 222,825 | $42.2M | Reduce -7.4% |
| LIN Linde PLC | 0.98% | 80,779 | $40.0M | Add +736.5% |
| WK Workiva Inc. | 0.95% | 651,243 | $38.8M | Reduce -43.5% |
| CTAS Cintas Corp. | 0.95% | 229,158 | $38.8M | Add +7.7% |
| SBUX Starbucks Corp. | 0.94% | 427,880 | $38.3M | Reduce -5.2% |
| CGNX Cognex Corp. | 0.86% | 715,343 | $35.0M | Reduce -17.5% |
| EXPO Exponent Inc. | 0.85% | 533,119 | $34.8M | Reduce -3.8% |
| GWRE Guidewire Software Inc. | 0.84% | 229,512 | $34.3M | Reduce -7.8% |
| FND Floor & Decor Holdings Inc. Class A | 0.81% | 655,411 | $33.3M | Reduce -5.9% |
| DSGX The Descartes Systems Grp | 0.79% | 451,422 | $32.3M | Reduce -15.5% |
| UNH Unitedhealth Group Inc. | 0.78% | 118,359 | $32.0M | Reduce -4.5% |
| TECH Bio-Techne Corp. | 0.78% | 608,916 | $31.8M | Reduce -22.5% |
| GLOB Globant SA | 0.78% | 687,811 | $31.7M | Reduce -10.5% |
| SSD Simpson Manufacturing Co. Inc. | 0.76% | 180,977 | $31.1M | Reduce -19.3% |
| CRM Salesforce Inc. | 0.76% | 165,259 | $30.8M | Reduce -7.4% |
| RGEN Repligen Corp. | 0.75% | 258,476 | $30.5M | Reduce -17.5% |
| CSW CSW Industrials Inc. | 0.74% | 115,651 | $30.1M | Reduce -11.3% |
| MSI Motorola Solutions Inc. | 0.71% | 67,278 | $29.2M | Reduce -6.9% |
| FICO Fair Isaac Corp. | 0.70% | 26,901 | $28.7M | Reduce -10.0% |
| CCC CCC Intelligent Solutions Ho | 0.66% | 4,481,084 | $26.9M | Reduce -12.5% |
| OPCH Option Care Health Inc. | 0.65% | 984,360 | $26.5M | Reduce -22.0% |
| BROS Dutch Bros Inc. Class A | 0.63% | 511,403 | $25.9M | Add +67.6% |
| ALRM Alarm.com Holdings Inc. | 0.63% | 592,854 | $25.6M | Reduce -18.0% |
| AAON Aaon Inc. | 0.61% | 302,369 | $25.0M | Reduce -14.7% |
| ENTG Entegris Inc. | 0.61% | 213,335 | $25.0M | Reduce -38.2% |
| SAP Sap SE-Sponsored ADR | 0.58% | 138,939 | $23.8M | Add +3.3% |
| TRNS Transcat Inc. | 0.56% | 310,476 | $22.8M | Reduce -8.0% |
| SPSC SPS Commerce Inc. | 0.56% | 407,385 | $22.7M | Reduce -15.3% |
| FWRG First Watch Restaurant Group | 0.54% | 2,091,700 | $21.9M | Add +90.8% |
| RIVBX Riverbridge Growth-Inst | 0.52% | 841,027 | $21.4M | Add +1.0% |
| PNTG The Pennant Group Inc. | 0.49% | 661,051 | $20.1M | Reduce -6.2% |
| SNPS Synopsys Inc. | 0.48% | 49,118 | $19.5M | Add +20.7% |
| CHE Chemed Corp. | 0.47% | 50,747 | $19.2M | Reduce -6.2% |
| AGYS Agilysys Inc. | 0.45% | 256,054 | $18.2M | Reduce -22.9% |
| POWI Power Integrations Inc. | 0.42% | 336,068 | $17.2M | Reduce -6.0% |
| HLMN Hillman Solutions Corp. | 0.42% | 2,054,588 | $17.1M | Reduce -5.1% |
| LOAR Loar Holdings Inc. | 0.36% | 258,416 | $14.8M | Reduce -6.7% |
| APPF Appfolio Inc. Class A | 0.34% | 88,112 | $13.9M | New |
| CWST Casella Waste Systems Inc. Class A | 0.34% | 173,205 | $13.7M | New |
| DV Doubleverify Holdings Inc. | 0.34% | 1,442,814 | $13.7M | Reduce -13.2% |
| CASY Casey's General Stores Inc. | 0.31% | 17,612 | $12.8M | Reduce -39.4% |
| TOST Toast Inc. Class A | 0.30% | 459,807 | $12.2M | Reduce -39.1% |
| WSC Willscot Holdings Corp. | 0.28% | 669,142 | $11.6M | Reduce -6.6% |
| LMAT Lemaitre Vascular Inc. | 0.28% | 105,599 | $11.5M | New |
| DOCS Doximity Inc. Class A | 0.28% | 489,742 | $11.4M | Reduce -7.3% |
| ACVA Acv Auctions Inc. Class A | 0.28% | 2,687,459 | $11.4M | Reduce -13.9% |
| RBC RBC Bearings Inc. | 0.27% | 20,386 | $11.1M | New |
| CRL Charles River Laboratories | 0.27% | 63,788 | $11.0M | Reduce -35.8% |
| ALKT Alkami Technology Inc. | 0.26% | 688,980 | $10.8M | Reduce -61.4% |
| IVV iShares Core S&P 500 ETF | 0.26% | 16,347 | $10.7M | Reduce -80.8% |
| GDDY GoDaddy Inc. Class A | 0.25% | 125,308 | $10.4M | Reduce -37.0% |
| TWFG TWFG Inc. | 0.25% | 549,614 | $10.1M | Reduce -7.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.24% | 63,045 | $10.0M | Reduce -29.8% |
| STVN Stevanato Group SPA | 0.23% | 673,148 | $9.3M | Reduce -5.9% |
| GSHD Goosehead Insurance Inc. Class A | 0.20% | 195,817 | $8.4M | Reduce -6.9% |
| BBSI Barrett Business SVCS Inc. | 0.20% | 284,277 | $8.3M | Reduce -3.8% |
| ALGN Align Technology Inc. | 0.20% | 47,918 | $8.2M | Reduce -34.6% |
| GDYN Grid Dynamics Holdings Inc. | 0.20% | 1,427,409 | $8.1M | Reduce -18.3% |
| AAPL Apple Inc. | 0.20% | 31,869 | $8.1M | Add +0.1% |
| VXF Vanguard Extended Market ETF | 0.12% | 23,627 | $4.9M | Reduce -55.0% |
| INSP Inspire Medical Systems Inc. | 0.12% | 92,494 | $4.8M | Reduce -4.8% |
| VFIAX Vanguard 500 Index-Adm | 0.11% | 7,184 | $4.3M | Reduce -0.0% |
| KIDS Orthopediatrics Corp. | 0.10% | 263,439 | $4.2M | Reduce -1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 23,653 | $3.8M | Add +0.3% |
| ECL Ecolab Inc. | 0.09% | 13,364 | $3.6M | Add +0.8% |
| IWO iShares Russell 2000 Growth | 0.09% | 11,144 | $3.5M | Reduce -28.4% |
| RA Brookfield Real Assets Incom | 0.08% | 239,842 | $3.1M | Add +8.4% |
| SNA Snap-on Inc. | 0.07% | 8,413 | $3.1M | Add +0.2% |
Portfolio Sells Q4 2025 → Q1 2026
| PAYC Paycom Software Inc. | Reduce -99.1% | 0.01% | −1.06 |
| WK Workiva Inc. | Reduce -43.5% | 0.95% | −0.91 |
| HEI Heico Corp. | Reduce -31.1% | 2.73% | −0.85 |
| IVV iShares Core S&P 500 ETF | Reduce -80.8% | 0.26% | −0.83 |
| CSGP Costar Group Inc. | Reduce -15.5% | 1.21% | −0.62 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.59 |
| ALKT Alkami Technology Inc. | Reduce -61.4% | 0.26% | −0.51 |
| IWM iShares Russell 2000 ETF | Reduce -97.7% | 0.01% | −0.43 |
| NVDA Nvidia Corp. | Reduce -24.3% | 4.94% | −0.40 |
| BL Blackline Inc. | Sold out | 0.00% | −0.39 |
| MSFT Microsoft Corp. | Reduce -6.8% | 4.17% | −0.31 |
| AGYS Agilysys Inc. | Reduce -22.9% | 0.45% | −0.29 |
| SPSC SPS Commerce Inc. | Reduce -15.3% | 0.56% | −0.25 |
| FICO Fair Isaac Corp. | Reduce -10.0% | 0.70% | −0.24 |
| RGEN Repligen Corp. | Reduce -17.5% | 0.75% | −0.22 |
| GDDY GoDaddy Inc. Class A | Reduce -37.0% | 0.25% | −0.21 |
| TOST Toast Inc. Class A | Reduce -39.1% | 0.30% | −0.20 |
| ACVA Acv Auctions Inc. Class A | Reduce -13.9% | 0.28% | −0.19 |
| PCTY Paylocity Holding Corp. | Reduce -6.4% | 1.22% | −0.19 |
| GLOB Globant SA | Reduce -10.5% | 0.78% | −0.17 |
| DOCS Doximity Inc. Class A | Reduce -7.3% | 0.28% | −0.16 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.16 |
| PHR Phreesia Inc. | Sold out | 0.00% | −0.15 |
| CRM Salesforce Inc. | Reduce -7.4% | 0.76% | −0.13 |
| ROL Rollins Inc. | Reduce -19.6% | 1.62% | −0.12 |
| OPCH Option Care Health Inc. | Reduce -22.0% | 0.65% | −0.11 |
| CCC CCC Intelligent Solutions Ho | Reduce -12.5% | 0.66% | −0.11 |
| CRL Charles River Laboratories | Reduce -35.8% | 0.27% | −0.10 |
| GWRE Guidewire Software Inc. | Reduce -7.8% | 0.84% | −0.10 |
| GDYN Grid Dynamics Holdings Inc. | Reduce -18.3% | 0.20% | −0.10 |
| TECH Bio-Techne Corp. | Reduce -22.5% | 0.78% | −0.09 |
| DSGX The Descartes Systems Grp | Reduce -15.5% | 0.79% | −0.09 |
| VXF Vanguard Extended Market ETF | Reduce -55.0% | 0.12% | −0.09 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -6.9% | 0.20% | −0.09 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.09 |
| MEDP Medpace Holdings Inc. | Reduce -13.0% | 2.79% | −0.08 |
| TWFG TWFG Inc. | Reduce -7.4% | 0.25% | −0.07 |
| ALRM Alarm.com Holdings Inc. | Reduce -18.0% | 0.63% | −0.07 |
| PRVA Privia Health Group Inc. | Reduce -14.5% | 1.97% | −0.06 |
| JKHY Jack Henry & Associates Inc. | Reduce -29.8% | 0.24% | −0.06 |
| VEEV Veeva Systems Inc. Class A | Reduce -6.8% | 1.32% | −0.06 |
| INSP Inspire Medical Systems Inc. | Reduce -4.8% | 0.12% | −0.05 |
| STVN Stevanato Group SPA | Reduce -5.9% | 0.23% | −0.04 |
| WST West Pharmaceutical Services | Reduce -17.9% | 1.60% | −0.04 |
| DMB BNY Mellon Muni BND Infra | Reduce -70.6% | 0.02% | −0.04 |
| DSM BNYM Strat Muni BND | Sold out | 0.00% | −0.03 |
| VRSK Verisk Analytics Inc. | Reduce -11.3% | 1.35% | −0.02 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.02 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.02 |
| DV Doubleverify Holdings Inc. | Reduce -13.2% | 0.34% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| LIN Linde PLC | Add +736.5% | 0.98% | +0.90 |
| KAI Kadant Inc. | Add +43.4% | 1.80% | +0.86 |
| WSO Watsco Inc. | Add +89.8% | 1.17% | +0.73 |
| APPF Appfolio Inc. Class A | New | 0.34% | +0.34 |
| CWST Casella Waste Systems Inc. Class A | New | 0.34% | +0.34 |
| BROS Dutch Bros Inc. Class A | Add +67.6% | 0.63% | +0.28 |
| LMAT Lemaitre Vascular Inc. | New | 0.28% | +0.28 |
| RBC RBC Bearings Inc. | New | 0.27% | +0.27 |
| FWRG First Watch Restaurant Group | Add +90.8% | 0.54% | +0.23 |
| CTAS Cintas Corp. | Add +7.7% | 0.95% | +0.20 |
| SNPS Synopsys Inc. | Add +20.7% | 0.48% | +0.12 |
| TYL Tyler Technologies Inc. | Add +7.4% | 2.15% | +0.12 |
| RIVBX Riverbridge Growth-Inst | Add +1.0% | 0.52% | +0.07 |
| NOW ServiceNow Inc. | Add +16.0% | 1.41% | +0.05 |
| COST Costco Wholesale Corp. | New | 0.04% | +0.04 |
| ZTS Zoetis Inc. | New | 0.04% | +0.04 |
| AAPL Apple Inc. | Add +0.1% | 0.20% | +0.04 |
| HTGC Hercules Capital Inc. | New | 0.03% | +0.03 |
| BBN BlackRock Taxable Muni BND | Add +107.0% | 0.05% | +0.03 |
| TSLX Sixth Street Specialty Lendi | Add +59.8% | 0.06% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.03% | +0.03 |
| TJX TJX Companies Inc. | Add +0.3% | 0.09% | +0.02 |
| FSCO FS Credit Opportunities Corp. | Add +82.7% | 0.05% | +0.02 |
| RA Brookfield Real Assets Incom | Add +8.4% | 0.08% | +0.02 |
| ECL Ecolab Inc. | Add +0.8% | 0.09% | +0.02 |
| JNJ Johnson & Johnson | Add +0.2% | 0.06% | +0.02 |
| SNA Snap-on Inc. | Add +0.2% | 0.07% | +0.02 |
| RFMZ Rivernorth Flex Muni II | Add +7.6% | 0.07% | +0.02 |
| FINS Angel Oak Financ Strat Inc. | Add +8.3% | 0.07% | +0.02 |
| MHD BlackRock Muniholdings Fund | Add +100.2% | 0.03% | +0.02 |
| MYI BlackRock Muniyield QLTY III | New | 0.02% | +0.02 |
| ABT Abbott Laboratories | Add +61.4% | 0.04% | +0.02 |
| DKS Dick's Sporting Goods Inc. | Add +36.2% | 0.04% | +0.02 |
| SDHY Pgim SHRT Durat Hi YLD | Add +7.2% | 0.06% | +0.02 |
| LEO BNY Mellon Strategic Muni | Add +11.3% | 0.06% | +0.02 |
| PPT Franklin Premir Inc. Trust-Ui | Add +3.9% | 0.06% | +0.01 |
| HYT BlackRock Corp. Hi YLD | New | 0.01% | +0.01 |
| NBB Nuveen Taxable Municipal Inc. | Add +4.5% | 0.05% | +0.01 |
| VFL Abrdn National Municipal Inc. | Add +10.8% | 0.05% | +0.01 |
| DFIC Dimensional International Co. | New | 0.01% | +0.01 |
| WIW Western Asst Infl-LNK Opp | Add +3.9% | 0.05% | +0.01 |
| TSI TCW Strategic Income Fund | Add +38.8% | 0.03% | +0.01 |
| AFB Allianceberstein NTL Muni | Add +11.6% | 0.04% | +0.01 |
| PGZ Principal Real Estate Income | Add +8.1% | 0.05% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.05% | +0.01 |
| FMN Federated Herm Prem Muni Inc. | Add +12.1% | 0.04% | +0.01 |
| JHS John Hancock Income Sec TR | Add +4.0% | 0.05% | +0.01 |
| PNI PIMCO NY Muni Inc. II FND | Add +10.2% | 0.04% | +0.01 |
| SEVN Seven Hills Realty Trust | Add +7.7% | 0.05% | +0.01 |
| OPP Rivernrth/Doublelne STR Opp | Add +5.8% | 0.04% | +0.01 |
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 |