RIVERBRIDGE PARTNERS LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1112325
Institutional-grade research for retail investors
Sector Allocation
- Technology36.7%$1.3B
- Healthcare17.6%$631.8M
- Industrials17.0%$607.7M
- Consumer Discretionary15.4%$550.9M
- Financials4.9%$174.8M
- Other3.3%$117.2M
- Materials2.4%$87.4M
- Consumer Staples1.3%$46.4M
- Communication Services0.8%$29.5M
- Utilities0.3%$10.0M
AUM History
13fpro.ai/research/fund/riverbridge-partners-llc-1112325
Conviction and streaks
Concentrating · top 10 = 33.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$199.9MMSFT
$154.3MHEI
$128.7MAMZN
$120.3MRBA
$119.7MADI
$117.3MMEDP
$97.4MFAST
$96.1MGOOGL
$85.6MWST
$83.5MLOPE
$79.5MPRVA
$77.2MFIVE
$77.1MTYL
$73.5MENSG
$70.5MGOOG
$66.8MKNSL
$61.2MKAI
$61.1MVEEV
$55.6MSPGI
$52.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/riverbridge-partners-llc-1112325
RIVERBRIDGE PARTNERS LLC 13F holdings — Q2 2026
$3.6B portfolio (-12.4% QoQ) · 198 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
$199.9M
5.6% of stocks
-14%This quarter+6.1%Since filed10+ qtrsHeld$154.3M
4.3% of stocks
-10%This quarter+36.2%Since filed10+ qtrsHeld$128.7M
3.6% of stocks
-11%This quarter-10.0%Since filed10+ qtrsHeldAIQuality74.8#103Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row$120.3M
3.4% of stocks
-10%This quarter+0.7%Since filed10+ qtrsHeldAIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row$119.7M
3.3% of stocks
-19%This quarter-22.1%Since filed10+ qtrsHeldAIQuality67.3#358Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row$117.3M
3.3% of stocks
-15%This quarter+5.7%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row$97.4M
2.7% of stocks
-23%This quarter+27.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 7 qtrs in a row$96.1M
2.7% of stocks
-10%This quarter+11.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row$85.6M
2.4% of stocks
-11%This quarter-10.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row$83.5M
2.3% of stocks
-11%This quarter+9.7%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row
All holdings — RIVERBRIDGE PARTNERS LLC (Q2 2026)
198 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Grand Canyon Education, Inc. | Consumer Discretionary | $79.5M | 2.2% | 556K | -22% | 10+ qtrsTrimmed 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Privia Health Group, Inc. | Healthcare | $77.2M | 2.1% | 3.00M | -23% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | FIVE BELOW, INC | Consumer Discretionary | $77.1M | 2.1% | 429K | -25% | 10+ qtrsTrimmed 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TYLER TECHNOLOGIES INC | Technology | $73.5M | 2.0% | 251K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ENSIGN GROUP, INC | Healthcare | $70.5M | 2.0% | 440K | -23% | 10+ qtrsTrimmed 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $66.8M | 1.9% | 189K | -10% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Kinsale Capital Group, Inc. | Financials | $61.2M | 1.7% | 186K | -25% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | KADANT INC | Industrials | $61.1M | 1.7% | 195K | -23% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | VEEVA SYSTEMS INC | Technology | $55.6M | 1.6% | 313K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | S&P Global Inc. | Financials | $52.9M | 1.5% | 130K | -10% | 10+ qtrsTrimmed 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | WATSCO INC | Consumer Discretionary | $50.1M | 1.4% | 120K | -9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Verisk Analytics, Inc. | Technology | $49.0M | 1.4% | 273K | -6% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ServiceNow, Inc. | Technology | $48.7M | 1.4% | 491K | -11% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ROLLINS INC | Industrials | $47.0M | 1.3% | 1.13M | -9% | 10+ qtrsTrimmed 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Tesla, Inc. | Consumer Discretionary | $45.4M | 1.3% | 108K | -11% | 9 qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $44.6M | 1.3% | 107K | -9% | |||
| 27 | $V | VISA INC. | Financials | $43.5M | 1.2% | 127K | -10% | |||
| 28 | $DHR | DANAHER CORP /DE/ | Healthcare | $42.6M | 1.2% | 223K | +0.3% | |||
| 29 | $FRPT | Freshpet, Inc. | Consumer Staples | $39.9M | 1.1% | 675K | -27% | |||
| 30 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $39.5M | 1.1% | 387K | -10% | |||
| 31 | $GKOS | GLAUKOS Corp | Healthcare | $39.4M | 1.1% | 282K | -35% | |||
| 32 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $38.7M | 1.1% | 73K | -11% | |||
| 33 | $LIN | LINDE PLC | Materials | $38.4M | 1.1% | 74K | -8% | |||
| 34 | $CTAS | CINTAS CORP | Consumer Discretionary | $37.8M | 1.1% | 222K | -3% | |||
| 35 | $PCTY | Paylocity Holding Corp | Technology | $34.3M | 1.0% | 328K | -29% | |||
| 36 | $GWRE | Guidewire Software, Inc. | Technology | $32.8M | 0.9% | 267K | +16% | |||
| 37 | $CGNX | COGNEX CORP | Technology | $32.2M | 0.9% | 445K | -38% | |||
| 38 | $FND | Floor & Decor Holdings, Inc. | Consumer Discretionary | $31.2M | 0.9% | 525K | -20% | |||
| 39 | $CSGP | COSTAR GROUP, INC. | Industrials | $30.9M | 0.9% | 1.09M | -11% | |||
| 40 | $TECH | BIO-TECHNE Corp | Healthcare | $30.8M | 0.9% | 437K | -28% | |||
| 41 | $FICO | FAIR ISAAC CORP | Technology | $29.7M | 0.8% | 25K | -7% | |||
| 42 | $NFLX | NETFLIX INC | Communication Services | $29.3M | 0.8% | 410K | -11% | |||
| 43 | $AAON | AAON, INC. | Industrials | $26.5M | 0.7% | 209K | -31% | |||
| 44 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $26.0M | 0.7% | 124K | -31% | |||
| 45 | $SNPS | SYNOPSYS INC | Technology | $25.2M | 0.7% | 56K | +15% | |||
| 46 | $MSI | Motorola Solutions, Inc. | Technology | $25.0M | 0.7% | 60K | -10% | |||
| 47 | $ENTG | ENTEGRIS INC | Materials | $24.7M | 0.7% | 137K | -36% | |||
| 48 | $RGEN | REPLIGEN CORP | Healthcare | $23.5M | 0.7% | 173K | -33% | |||
| 49 | $BROS | Dutch Bros Inc. | Consumer Discretionary | $22.8M | 0.6% | 318K | -38% | |||
| 50 | $GLOB | Globant S.A. | Technology | $22.3M | 0.6% | 770K | +12% | |||
| 51 | $WK | WORKIVA INC | Technology | $21.2M | 0.6% | 436K | -33% | |||
| 52 | $EXPO | EXPONENT INC | Technology | $21.1M | 0.6% | 360K | -32% | |||
| 53 | — | Riverbridge Growth Fund - Inst - COM | — | $21.0M | 0.6% | 785K | -7% | |||
| 54 | $CSW | CSW INDUSTRIALS, INC. | Materials | $20.4M | 0.6% | 73K | -36% | |||
| 55 | $DSGX | DESCARTES SYSTEMS GROUP INC | Technology | $20.2M | 0.6% | 291K | -36% | |||
| 56 | $SAP | SAP SE | Technology | $19.4M | 0.5% | 126K | -10% | |||
| 57 | $TRNS | TRANSCAT INC | Technology | $18.8M | 0.5% | 202K | -35% | |||
| 58 | $AGYS | AGILYSYS INC | Technology | $18.8M | 0.5% | 180K | -30% | |||
| 59 | $ALRM | Alarm.com Holdings, Inc. | Technology | $18.4M | 0.5% | 395K | -33% | |||
| 60 | $FWRG | First Watch Restaurant Group, Inc. | Consumer Discretionary | $17.4M | 0.5% | 1.35M | -36% | |||
| 61 | $CRM | Salesforce, Inc. | Technology | $15.9M | 0.4% | 101K | -39% | |||
| 62 | $CCC | CCC Intelligent Solutions Holdings Inc. | Technology | $15.0M | 0.4% | 2.91M | -35% | |||
| 63 | $OPCH | Option Care Health, Inc. | Healthcare | $13.6M | 0.4% | 651K | -34% | |||
| 64 | $ACVA | ACV Auctions Inc. | Industrials | $13.2M | 0.4% | 1.84M | -32% | |||
| 65 | $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | Healthcare | $12.9M | 0.4% | 57K | -11% | |||
| 66 | $LOAR | Loar Holdings Inc. | Industrials | $12.3M | 0.3% | 153K | -41% | |||
| 67 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $12.1M | 0.3% | 15K | -14% | |||
| 68 | $PNTG | Pennant Group, Inc. | Healthcare | $11.7M | 0.3% | 316K | -52% | |||
| 69 | $POWI | POWER INTEGRATIONS INC | Technology | $11.6M | 0.3% | 139K | -59% | |||
| 70 | $ETN | Eaton Corp plc | Industrials | $11.5M | 0.3% | 27K | New | |||
| 71 | $RBC | RBC Bearings INC | Industrials | $11.5M | 0.3% | 18K | -13% | |||
| 72 | $TOST | Toast, Inc. | Technology | $11.1M | 0.3% | 399K | -13% | |||
| 73 | $BOOT | Boot Barn Holdings, Inc. | Consumer Discretionary | $11.1M | 0.3% | 67K | New | |||
| 74 | $STVN | Stevanato Group S.p.A. | Healthcare | $10.9M | 0.3% | 601K | -11% | |||
| 75 | $DV | DoubleVerify Holdings, Inc. | Technology | $10.5M | 0.3% | 973K | -33% | |||
| 76 | $GRDN | Guardian Pharmacy Services, Inc. | Healthcare | $10.2M | 0.3% | 245K | New | |||
| 77 | $HLMN | Hillman Solutions Corp. | Industrials | $10.2M | 0.3% | 1.20M | -41% | |||
| 78 | $CWST | CASELLA WASTE SYSTEMS INC | Utilities | $10.0M | 0.3% | 103K | -41% | |||
| 79 | $AAPL | Apple Inc. | Technology | $9.0M | 0.3% | 31K | -2% | |||
| 80 | $LMAT | LEMAITRE VASCULAR INC | Healthcare | $8.5M | 0.2% | 88K | -16% | |||
| 81 | $APPF | APPFOLIO INC | Technology | $8.2M | 0.2% | 51K | -42% | |||
| 82 | $PI | IMPINJ INC | Technology | $8.0M | 0.2% | 56K | New | |||
| 83 | $TWFG | TWFG, Inc. | Financials | $8.0M | 0.2% | 333K | -39% | |||
| 84 | $WHD | Cactus, Inc. | Energy | $7.8M | 0.2% | 153K | New | |||
| 85 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $7.5M | 0.2% | 54K | -14% | |||
| 86 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $7.0M | 0.2% | 42K | -13% | |||
| 87 | — | Ishares Core S&P 500 Etf - COM | — | $6.4M | 0.2% | 8,512 | -48% | |||
| 88 | $BBSI | BARRETT BUSINESS SERVICES INC | Industrials | $6.1M | 0.2% | 171K | -40% | |||
| 89 | $DOCS | Doximity, Inc. | Technology | $5.8M | 0.2% | 281K | -43% | |||
| 90 | $GSHD | Goosehead Insurance, Inc. | Financials | $5.6M | 0.2% | 116K | -41% | |||
| 91 | $GDYN | GRID DYNAMICS HOLDINGS, INC. | Technology | $5.6M | 0.2% | 986K | -31% | |||
| 92 | — | VANGUARD INDEX FDS EXTEND MKT - COM | — | $5.5M | 0.1% | 22K | -5% | |||
| 93 | — | Vanguard Index Tr 500 Index Ad - COM | — | $5.0M | 0.1% | 7,181 | -0.0% | |||
| 94 | $ECL | ECOLAB INC. | Materials | $3.7M | 0.1% | 13K | -1% | |||
| 95 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.5M | 0.1% | 23K | -1% | |||
| 96 | — | Ishares Tr Russell 2000 Growth - COM | — | $3.4M | 0.1% | 8,718 | -22% | |||
| 97 | $SNA | Snap-on Inc | Industrials | $3.3M | 0.1% | 8,304 | -1% | |||
| 98 | $ASML | ASML HOLDING NV | Technology | $3.3M | 0.1% | 1,674 | -6% | |||
| 99 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $3.3M | 0.1% | 6,689 | -1% | |||
| 100 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.3M | 0.1% | 6,809 | -4% | |||
| 101 | $RA | Brookfield Real Assets Income Fund Inc. | Other | $3.1M | 0.1% | 242K | +0.8% | |||
| 102 | $FINS | Angel Oak Financial Strategies Income Term Trust | — | $3.0M | 0.1% | 235K | +0.8% | |||
| 103 | $KIDS | ORTHOPEDIATRICS CORP | Healthcare | $3.0M | 0.1% | 155K | -41% | |||
| 104 | $SDHY | PGIM Short Duration High Yield Opportunities Fund | Other | $2.7M | 0.1% | 165K | +1% | |||
| 105 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.5M | 0.1% | 9,904 | -1% | |||
| 106 | $TSLX | Sixth Street Specialty Lending, Inc. | Other | $2.5M | 0.1% | 144K | -0.1% | |||
| 107 | $GDDY | GoDaddy Inc. | Technology | $2.5M | 0.1% | 29K | -77% | |||
| 108 | $NBB | Nuveen Taxable Municipal Income Fund | Other | $2.3M | 0.1% | 145K | +3% | |||
| 109 | $JHS | JOHN HANCOCK INCOME SECURITIES TRUST | Other | $2.3M | 0.1% | 207K | +3% | |||
| 110 | $WMT | Walmart Inc. | Consumer Staples | $2.2M | 0.1% | 19K | -1% | |||
| 111 | $RFMZ | RiverNorth Flexible Municipal Income Fund II, Inc. | Other | $2.2M | 0.1% | 158K | -30% | |||
| 112 | $WIW | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | Other | $2.1M | 0.1% | 252K | +3% | |||
| 113 | $FDUS | FIDUS INVESTMENT Corp | Other | $2.1M | 0.1% | 111K | +0.9% | |||
| 114 | $PGZ | Principal Real Estate Income Fund | Other | $2.1M | 0.1% | 204K | +0.9% | |||
| 115 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.1M | 0.1% | 14K | -1% | |||
| 116 | $ARCC | ARES CAPITAL CORP | Other | $2.1M | 0.1% | 111K | +0.8% | |||
| 117 | $SEVN | Seven Hills Realty Trust | Real Estate | $2.1M | 0.1% | 244K | +0.9% | |||
| 118 | $VFL | abrdn National Municipal Income Fund | Other | $2.0M | 0.1% | 194K | -0.3% | |||
| 119 | $ORCL | ORACLE CORP | Technology | $2.0M | 0.1% | 14K | +2% | |||
| 120 | $BBN | BlackRock Taxable Municipal Bond Trust | — | $2.0M | 0.1% | 121K | +3% | |||
| 121 | $FSCO | FS Credit Opportunities Corp. | Other | $1.9M | 0.1% | 385K | -0.1% | |||
| 122 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $1.9M | 0.1% | 8,335 | +4% | |||
| 123 | $OPP | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | Other | $1.9M | 0.1% | 241K | +2% | |||
| 124 | $EFX | EQUIFAX INC | Financials | $1.8M | 0.1% | 11K | -1% | |||
| 125 | $AOMD | Angel Oak Mortgage REIT, Inc. | Real Estate | $1.8M | 0.1% | 199K | +0.9% | |||
| 126 | $FSSL | FS Specialty Lending Fund | Other | $1.8M | 0.1% | 160K | +0.8% | |||
| 127 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.7M | 0.1% | 1,868 | +6% | |||
| 128 | — | Fidelity 500 Index Fund Inst - COM | — | $1.6M | 0.1% | 6,264 | -3% | |||
| 129 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.6M | 0.0% | 18K | +4% | |||
| 130 | $FMN | Federated Hermes Premier Municipal Income Fund | Other | $1.6M | 0.0% | 140K | -0.9% | |||
| 131 | $PNI | PIMCO NEW YORK MUNICIPAL INCOME FUND II | Other | $1.6M | 0.0% | 223K | -0.1% | |||
| 132 | $PAYX | PAYCHEX INC | Technology | $1.5M | 0.0% | 15K | -1% | |||
| 133 | $PCQ | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Other | $1.4M | 0.0% | 161K | -0.3% | |||
| 134 | $HCXY | Hercules Capital, Inc. | Other | $1.4M | 0.0% | 91K | +0.4% | |||
| 135 | $MFM | ABERDEEN MUNICIPAL INCOME FUND | — | $1.4M | 0.0% | 248K | +37% | |||
| 136 | $SPSC | SPS COMMERCE INC | Technology | $1.4M | 0.0% | 24K | -94% | |||
| 137 | $GBDC | GOLUB CAPITAL BDC, Inc. | Other | $1.4M | 0.0% | 107K | +1% | |||
| 138 | $PPT | FRANKLIN PREMIER INCOME TRUST | — | $1.4M | 0.0% | 394K | -38% | |||
| 139 | $TSI | TCW STRATEGIC INCOME FUND INC | Other | $1.3M | 0.0% | 299K | +3% | |||
| 140 | $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | Other | $1.3M | 0.0% | 112K | -3% | |||
| 141 | $MSIF | MSC INCOME FUND, INC. | Other | $1.3M | 0.0% | 115K | +1% | |||
| 142 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.3M | 0.0% | 1,694 | — | |||
| 143 | $MMT | ABERDEEN MULTI-MARKET INCOME FUND | — | $1.2M | 0.0% | 280K | New | |||
| 144 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.0% | 5,673 | New | |||
| 145 | $BKT | BLACKROCK INCOME TRUST, INC. | Other | $1.2M | 0.0% | 112K | +3% | |||
| 146 | — | Ishares Tr Msci Eafe Idx - INTL | — | $1.2M | 0.0% | 11K | -31% | |||
| 147 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $1.1M | 0.0% | 35K | -1% | |||
| 148 | — | Vanguard Intl Eqty Idx Emr Mkt - INTL | — | $1.1M | 0.0% | 18K | -26% | |||
| 149 | $ZTS | Zoetis Inc. | Healthcare | $1.1M | 0.0% | 15K | +6% | |||
| 150 | $AFB | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | Other | $1.0M | 0.0% | 88K | -43% |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 38 added to, 124 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
$ETNEaton Corp plc$11.5M
first bought this quarter
$BOOTBoot Barn Holdings, Inc.$11.1M
first bought this quarter
$GRDNGuardian Pharmacy Services, Inc.$10.2M
first bought this quarter
$PIIMPINJ INC$8.0M
first bought this quarter
$WHDCactus, Inc.$7.8M
first bought this quarter
$MMTABERDEEN MULTI-MARKET INCOME FUND$1.2M
first bought this quarter
+11 more in the Excel export
Added to (38)
$GWREGuidewire Software, Inc.+16%
now $32.8M · held 10+ qtrs
$SNPSSYNOPSYS INC+15%
now $25.2M · held 4 qtrs, 2 adds in a row
$GLOBGlobant S.A.+12%
now $22.3M · held 10+ qtrs
now $55.6M · held 10+ qtrs
- Vanguard Growth ETF - COM+727%
now $547K
- Ishares Tr Russell 1000 Growth - COM+429%
now $556K
+32 more in the Excel export
Trimmed (124)
now $199.9M · held 10+ qtrs, 9 trims in a row
now $119.7M · held 10+ qtrs, 9 trims in a row
now $97.4M · held 10+ qtrs, 7 trims in a row
now $77.1M · held 10+ qtrs, 8 trims in a row
now $77.2M · held 10+ qtrs, 6 trims in a row
$CHECHEMED CORP-99%
now $274K
+118 more in the Excel export
Sold out (11)
$WSCWillScot Holdings Corpwas $11.6M
held 9+ qtrs
$ALKTALKAMI TECHNOLOGY, INC.was $10.8M
held 8 qtrs
$INSPInspire Medical Systems, Inc.was $4.8M
held 6 qtrs
$MCRMFS CHARTER INCOME TRUSTwas $1.3M
held 7 qtrs
$CCAPCrescent Capital BDC, Inc.was $1.2M
held 2 qtrs
$WDAYWorkday, Inc.was $519K
+5 more in the Excel export
Holdings by quarter
Every 13F RIVERBRIDGE PARTNERS LLC has filed, 38 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of RIVERBRIDGE PARTNERS's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+6.1%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 13% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
RIVERBRIDGE PARTNERS LLC disclosed 198 positions worth $3.6B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 5.6% of the equity portfolio, followed by $MSFT and $HEI. During the quarter the fund opened 17 new positions and exited 11 — including a new stake in $ETN and a full exit from $WSC. The portfolio is most concentrated in Technology (36.7% of disclosed assets). All figures are sourced directly from RIVERBRIDGE PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1112325.
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managers whose biggest positions overlap RIVERBRIDGE PARTNERS'sDF DENT & CO INC$5.27B 13F book · 10 shared top holdingsHEIFASTDHRVEEVGiverny Capital Inc.$2.97B 13F book · 8 shared top holdingsHEIMEDPFIVEKNSLFENIMORE ASSET MANAGEMENT INC$4.55B 13F book · 7 shared top holdingsADIFASTHEISPGIAMERICAN CAPITAL MANAGEMENT INC$2.23B 13F book · 8 shared top holdingsMEDPVEEVTYLIDXXLocal Pensions Partnership Investment Ltd$4.77B 13F book · 7 shared top holdingsHEITYLWSTIDXXIronvine Capital Partners, LLC$1.07B 13F book · 6 shared top holdingsHEIADISPGIDHR
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AI-Powered Hedge Fund Analysis: RIVERBRIDGE PARTNERS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For RIVERBRIDGE PARTNERS LLC (SEC CIK: 1112325), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in RIVERBRIDGE PARTNERS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.