Filed: 7/25/2023ACC: 0001112325-23-000007
📋 What this filing means
RIVERBRIDGE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 192 equity positions with a total reported market value of $7.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
192
Positions
$7.93B
Total AUM (reported)
103.70M
Total Shares
Allocation by class
COM$7.91B99.7%
NCEF$11.39M0.1%
CEF$10.29M0.1%
BDC$3.37M0.0%
Portfolio Concentration
Top 3$787.11M9.9%
4–10$1.49B18.8%
11–25$2.15B27.2%
Rest$3.50B44.1%
Top 3 weight
9.9%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 103.70M
Sole
Full voting authority
76.33M
shares
% of voting shares73.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.38M
shares
% of voting shares26.4%
Investment Discretion (by position count)
Sole192
Shared0
Other0
Dominant voting typeSole · 73.6% of voting shares
Institutional Holdings192
Rows:
Five Below, Inc.
SOLEShares1.39M
TypeSH
Market value$273.79M
3.45%
Sole
1.02M
Shared
0.00
None
372.36K
Globant S.A.
SOLEShares1.50M
TypeSH
Market value$269.35M
3.40%
Sole
1.10M
Shared
0.00
None
395.50K
RB Global, Inc.
SOLEShares4.07M
TypeSH
Market value$243.97M
3.08%
Sole
3.04M
Shared
0.00
None
1.03M
CoStar Group, Inc.
SOLEShares2.57M
TypeSH
Market value$228.49M
2.88%
Sole
1.91M
Shared
0.00
None
658.33K
Microsoft Corporation
SOLEShares669.18K
TypeSH
Market value$227.88M
2.87%
Sole
604.95K
Shared
0.00
None
64.23K
West Pharmaceutical Services,
SOLEShares563.50K
TypeSH
Market value$215.52M
2.72%
Sole
405.35K
Shared
0.00
None
158.16K
Workiva, Inc.
SOLEShares2.09M
TypeSH
Market value$212.96M
2.68%
Sole
1.52M
Shared
0.00
None
579K
HEICO Corporation
SOLEShares1.20M
TypeSH
Market value$212.00M
2.67%
Sole
864.11K
Shared
0.00
None
334.06K
Grand Canyon Education, Inc.
SOLEShares1.91M
TypeSH
Market value$197.09M
2.48%
Sole
1.38M
Shared
0.00
None
524.82K
Fastenal Company
SOLEShares3.34M
TypeSH
Market value$197.03M
2.48%
Sole
2.42M
Shared
0.00
None
916K
Tyler Technologies, Inc.
SOLEShares438.86K
TypeSH
Market value$182.77M
2.30%
Sole
316.15K
Shared
0.00
None
122.71K
SPS Commerce, Inc.
SOLEShares902.51K
TypeSH
Market value$173.34M
2.19%
Sole
630.64K
Shared
0.00
None
271.87K
Ansys, Inc.
SOLEShares516K
TypeSH
Market value$170.42M
2.15%
Sole
359.02K
Shared
0.00
None
156.97K
Paylocity Holding Corporation
SOLEShares921.21K
TypeSH
Market value$169.99M
2.14%
Sole
642.16K
Shared
0.00
None
279.05K
Floor & Decor Holdings, Inc.
SOLEShares1.52M
TypeSH
Market value$157.88M
1.99%
Sole
1.08M
Shared
0.00
None
433.86K
Medpace Holdings, Inc.
SOLEShares651.71K
TypeSH
Market value$156.52M
1.97%
Sole
479.73K
Shared
0.00
None
171.98K
Rollins, Inc.
SOLEShares3.51M
TypeSH
Market value$150.50M
1.90%
Sole
2.57M
Shared
0.00
None
938.82K
Amedisys, Inc.
SOLEShares1.56M
TypeSH
Market value$142.61M
1.80%
Sole
1.14M
Shared
0.00
None
414.99K
Ensign Group, Inc.
SOLEShares1.43M
TypeSH
Market value$136.62M
1.72%
Sole
1.03M
Shared
0.00
None
401.72K
Paycom Software, Inc.
SOLEShares420.23K
TypeSH
Market value$135.00M
1.70%
Sole
309.29K
Shared
0.00
None
110.94K
Verisk Analytics, Inc.
SOLEShares564.31K
TypeSH
Market value$127.55M
1.61%
Sole
415K
Shared
0.00
None
149.31K
NVIDIA Corporation
SOLEShares289.44K
TypeSH
Market value$122.44M
1.54%
Sole
255.54K
Shared
0.00
None
33.90K
Privia Health Group, Inc.
SOLEShares4.34M
TypeSH
Market value$113.42M
1.43%
Sole
3.15M
Shared
0.00
None
1.20M
BlackLine, Inc.
SOLEShares2.11M
TypeSH
Market value$113.40M
1.43%
Sole
1.56M
Shared
0.00
None
551.83K
Alarm.com Holdings, Inc.
SOLEShares1.98M
TypeSH
Market value$102.13M
1.29%
Sole
1.33M
Shared
0.00
None
648.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Five Below, Inc.SOLE | COM | 1.39M | SH | $273.79M 3.45% | 1.02M | 0.00 | 372.36K |
Globant S.A.SOLE | COM | 1.50M | SH | $269.35M 3.40% | 1.10M | 0.00 | 395.50K |
RB Global, Inc.SOLE | COM | 4.07M | SH | $243.97M 3.08% | 3.04M | 0.00 | 1.03M |
CoStar Group, Inc.SOLE | COM | 2.57M | SH | $228.49M 2.88% | 1.91M | 0.00 | 658.33K |
Microsoft CorporationSOLE | COM | 669.18K | SH | $227.88M 2.87% | 604.95K | 0.00 | 64.23K |
West Pharmaceutical Services,SOLE | COM | 563.50K | SH | $215.52M 2.72% | 405.35K | 0.00 | 158.16K |
Workiva, Inc.SOLE | COM | 2.09M | SH | $212.96M 2.68% | 1.52M | 0.00 | 579K |
HEICO CorporationSOLE | COM | 1.20M | SH | $212.00M 2.67% | 864.11K | 0.00 | 334.06K |
Grand Canyon Education, Inc.SOLE | COM | 1.91M | SH | $197.09M 2.48% | 1.38M | 0.00 | 524.82K |
Fastenal CompanySOLE | COM | 3.34M | SH | $197.03M 2.48% | 2.42M | 0.00 | 916K |
Tyler Technologies, Inc.SOLE | COM | 438.86K | SH | $182.77M 2.30% | 316.15K | 0.00 | 122.71K |
SPS Commerce, Inc.SOLE | COM | 902.51K | SH | $173.34M 2.19% | 630.64K | 0.00 | 271.87K |
Ansys, Inc.SOLE | COM | 516K | SH | $170.42M 2.15% | 359.02K | 0.00 | 156.97K |
Paylocity Holding CorporationSOLE | COM | 921.21K | SH | $169.99M 2.14% | 642.16K | 0.00 | 279.05K |
Floor & Decor Holdings, Inc.SOLE | COM | 1.52M | SH | $157.88M 1.99% | 1.08M | 0.00 | 433.86K |
Medpace Holdings, Inc.SOLE | COM | 651.71K | SH | $156.52M 1.97% | 479.73K | 0.00 | 171.98K |
Rollins, Inc.SOLE | COM | 3.51M | SH | $150.50M 1.90% | 2.57M | 0.00 | 938.82K |
Amedisys, Inc.SOLE | COM | 1.56M | SH | $142.61M 1.80% | 1.14M | 0.00 | 414.99K |
Ensign Group, Inc.SOLE | COM | 1.43M | SH | $136.62M 1.72% | 1.03M | 0.00 | 401.72K |
Paycom Software, Inc.SOLE | COM | 420.23K | SH | $135.00M 1.70% | 309.29K | 0.00 | 110.94K |
Verisk Analytics, Inc.SOLE | COM | 564.31K | SH | $127.55M 1.61% | 415K | 0.00 | 149.31K |
NVIDIA CorporationSOLE | COM | 289.44K | SH | $122.44M 1.54% | 255.54K | 0.00 | 33.90K |
Privia Health Group, Inc.SOLE | COM | 4.34M | SH | $113.42M 1.43% | 3.15M | 0.00 | 1.20M |
BlackLine, Inc.SOLE | COM | 2.11M | SH | $113.40M 1.43% | 1.56M | 0.00 | 551.83K |
Alarm.com Holdings, Inc.SOLE | COM | 1.98M | SH | $102.13M 1.29% | 1.33M | 0.00 | 648.88K |
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