Filed: 4/21/2023ACC: 0001112325-23-000006
📋 What this filing means
RIVERBRIDGE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 189 equity positions with a total reported market value of $7.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
189
Positions
$7.13B
Total AUM (reported)
99.43M
Total Shares
Allocation by class
COM$7.11B99.6%
CEF$22.62M0.3%
BDC$4.59M0.1%
Portfolio Concentration
Top 3$727.42M10.2%
4–10$1.35B18.9%
11–25$1.85B26.0%
Rest$3.21B44.9%
Top 3 weight
10.2%
Top 10 weight
29.1%
Voting Authority Distribution
Total shares with voting rights: 99.43M
Sole
Full voting authority
72.51M
shares
% of voting shares72.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.92M
shares
% of voting shares27.1%
Investment Discretion (by position count)
Sole189
Shared0
Other0
Dominant voting typeSole · 72.9% of voting shares
Institutional Holdings189
Rows:
Five Below, Inc.
SOLEShares1.37M
TypeSH
Market value$282.17M
3.96%
Sole
988.62K
Shared
0.00
None
381.36K
Ritchie Bros. Auctioneers, Inc
SOLEShares3.99M
TypeSH
Market value$224.33M
3.14%
Sole
2.94M
Shared
0.00
None
1.04M
Globant S.A.
SOLEShares1.35M
TypeSH
Market value$220.92M
3.10%
Sole
974.82K
Shared
0.00
None
372.14K
Grand Canyon Education, Inc.
SOLEShares1.87M
TypeSH
Market value$213.13M
2.99%
Sole
1.33M
Shared
0.00
None
537.81K
Workiva, Inc.
SOLEShares2.01M
TypeSH
Market value$205.94M
2.89%
Sole
1.45M
Shared
0.00
None
562.87K
Microsoft Corporation
SOLEShares688.08K
TypeSH
Market value$198.37M
2.78%
Sole
622.72K
Shared
0.00
None
65.36K
HEICO Corporation
SOLEShares1.15M
TypeSH
Market value$197.26M
2.77%
Sole
808.67K
Shared
0.00
None
344.63K
West Pharmaceutical Services,
SOLEShares540.89K
TypeSH
Market value$187.40M
2.63%
Sole
378.34K
Shared
0.00
None
162.55K
Fastenal Company
SOLEShares3.22M
TypeSH
Market value$173.45M
2.43%
Sole
2.27M
Shared
0.00
None
946.49K
CoStar Group, Inc.
SOLEShares2.49M
TypeSH
Market value$171.18M
2.40%
Sole
1.81M
Shared
0.00
None
677.54K
Ansys, Inc.
SOLEShares478.43K
TypeSH
Market value$159.22M
2.23%
Sole
328.88K
Shared
0.00
None
149.55K
Tyler Technologies, Inc.
SOLEShares412.40K
TypeSH
Market value$146.25M
2.05%
Sole
295.14K
Shared
0.00
None
117.26K
SPS Commerce, Inc.
SOLEShares918.20K
TypeSH
Market value$139.84M
1.96%
Sole
639.35K
Shared
0.00
None
278.85K
BlackLine, Inc.
SOLEShares2.05M
TypeSH
Market value$137.55M
1.93%
Sole
1.50M
Shared
0.00
None
543.90K
Ensign Group, Inc.
SOLEShares1.40M
TypeSH
Market value$134.20M
1.88%
Sole
993.62K
Shared
0.00
None
410.98K
Paylocity Holding Corp.
SOLEShares664.12K
TypeSH
Market value$132.01M
1.85%
Sole
426.49K
Shared
0.00
None
237.63K
Rollins, Inc.
SOLEShares3.40M
TypeSH
Market value$127.60M
1.79%
Sole
2.43M
Shared
0.00
None
968.70K
Verisk Analytics, Inc.
SOLEShares662.14K
TypeSH
Market value$127.04M
1.78%
Sole
496.12K
Shared
0.00
None
166.02K
Paycom Software, Inc.
SOLEShares398.67K
TypeSH
Market value$121.20M
1.70%
Sole
292.08K
Shared
0.00
None
106.59K
Floor & Decor Holdings, Inc.
SOLEShares1.22M
TypeSH
Market value$119.59M
1.68%
Sole
801.43K
Shared
0.00
None
416.18K
Amedisys, Inc.
SOLEShares1.53M
TypeSH
Market value$112.19M
1.57%
Sole
1.12M
Shared
0.00
None
408.18K
Exponent, Inc.
SOLEShares1.03M
TypeSH
Market value$102.55M
1.44%
Sole
675.27K
Shared
0.00
None
353.42K
Certara, Inc.
SOLEShares4.19M
TypeSH
Market value$100.96M
1.42%
Sole
3M
Shared
0.00
None
1.19M
Analog Devices, Inc.
SOLEShares503.80K
TypeSH
Market value$99.36M
1.39%
Sole
458.11K
Shared
0.00
None
45.69K
Alarm.com Holdings, Inc.
SOLEShares1.86M
TypeSH
Market value$93.74M
1.31%
Sole
1.23M
Shared
0.00
None
631.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Five Below, Inc.SOLE | COM | 1.37M | SH | $282.17M 3.96% | 988.62K | 0.00 | 381.36K |
Ritchie Bros. Auctioneers, IncSOLE | COM | 3.99M | SH | $224.33M 3.14% | 2.94M | 0.00 | 1.04M |
Globant S.A.SOLE | COM | 1.35M | SH | $220.92M 3.10% | 974.82K | 0.00 | 372.14K |
Grand Canyon Education, Inc.SOLE | COM | 1.87M | SH | $213.13M 2.99% | 1.33M | 0.00 | 537.81K |
Workiva, Inc.SOLE | COM | 2.01M | SH | $205.94M 2.89% | 1.45M | 0.00 | 562.87K |
Microsoft CorporationSOLE | COM | 688.08K | SH | $198.37M 2.78% | 622.72K | 0.00 | 65.36K |
HEICO CorporationSOLE | COM | 1.15M | SH | $197.26M 2.77% | 808.67K | 0.00 | 344.63K |
West Pharmaceutical Services,SOLE | COM | 540.89K | SH | $187.40M 2.63% | 378.34K | 0.00 | 162.55K |
Fastenal CompanySOLE | COM | 3.22M | SH | $173.45M 2.43% | 2.27M | 0.00 | 946.49K |
CoStar Group, Inc.SOLE | COM | 2.49M | SH | $171.18M 2.40% | 1.81M | 0.00 | 677.54K |
Ansys, Inc.SOLE | COM | 478.43K | SH | $159.22M 2.23% | 328.88K | 0.00 | 149.55K |
Tyler Technologies, Inc.SOLE | COM | 412.40K | SH | $146.25M 2.05% | 295.14K | 0.00 | 117.26K |
SPS Commerce, Inc.SOLE | COM | 918.20K | SH | $139.84M 1.96% | 639.35K | 0.00 | 278.85K |
BlackLine, Inc.SOLE | COM | 2.05M | SH | $137.55M 1.93% | 1.50M | 0.00 | 543.90K |
Ensign Group, Inc.SOLE | COM | 1.40M | SH | $134.20M 1.88% | 993.62K | 0.00 | 410.98K |
Paylocity Holding Corp.SOLE | COM | 664.12K | SH | $132.01M 1.85% | 426.49K | 0.00 | 237.63K |
Rollins, Inc.SOLE | COM | 3.40M | SH | $127.60M 1.79% | 2.43M | 0.00 | 968.70K |
Verisk Analytics, Inc.SOLE | COM | 662.14K | SH | $127.04M 1.78% | 496.12K | 0.00 | 166.02K |
Paycom Software, Inc.SOLE | COM | 398.67K | SH | $121.20M 1.70% | 292.08K | 0.00 | 106.59K |
Floor & Decor Holdings, Inc.SOLE | COM | 1.22M | SH | $119.59M 1.68% | 801.43K | 0.00 | 416.18K |
Amedisys, Inc.SOLE | COM | 1.53M | SH | $112.19M 1.57% | 1.12M | 0.00 | 408.18K |
Exponent, Inc.SOLE | COM | 1.03M | SH | $102.55M 1.44% | 675.27K | 0.00 | 353.42K |
Certara, Inc.SOLE | COM | 4.19M | SH | $100.96M 1.42% | 3M | 0.00 | 1.19M |
Analog Devices, Inc.SOLE | COM | 503.80K | SH | $99.36M 1.39% | 458.11K | 0.00 | 45.69K |
Alarm.com Holdings, Inc.SOLE | COM | 1.86M | SH | $93.74M 1.31% | 1.23M | 0.00 | 631.24K |
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