2026 Q1 Portfolio Activity
In 2026 Q1, RIVERBRIDGE PARTNERS LLC maintained a portfolio of 206 distinct positions. The most significant new addition was AppFolio, Inc., now representing 0.34% of the total fund value. They heavily accumulated shares in Linde Plc, increasing the position by 736.5%. Conversely, RIVERBRIDGE PARTNERS LLC completely exited their position in Paycom Software, Inc..
Position History
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Total Positions
206
Quarter
2026 Q1
Top Holding
NVDA (4.9%)
Top 10 Concentration
32.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 206
RIVERBRIDGE PARTNERS LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA Corporat...
|
Technology | 4.94% | 5.34% |
#1
Prev: #1
|
4.0 |
—
|
-370,437 | -24.3% |
P
S
|
1,156,543 | $201,701,017 |
$100.81
+103.5%
|
2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | ||
|
MSFT
Microsoft Corpo...
|
Technology | 4.17% | 4.47% |
#2
Prev: #2
|
3.7 |
—
|
-33,356 | -6.8% |
P
S
|
459,806 | $170,206,567 | 2000 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FIVE
Five Below, Inc...
|
Consumer Cyclical | 3.20% | 2.88% |
#3
2
Prev: #5
|
2.3 |
—
|
-242,342 | -29.7% |
P
S
|
572,301 | $130,759,266 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RBA
RB Global, Inc.
|
Industrials | 2.99% | 2.90% |
#4
Prev: #4
|
2.2 |
—
|
-225,982 | -15.1% |
P
S
|
1,275,384 | $122,245,546 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LOPE
Grand Canyon Ed...
|
Consumer Defensive | 2.98% | 2.66% |
#5
2
Prev: #7
|
2.2 |
—
|
-136,521 | -16.0% |
P
S
|
716,586 | $121,841,087 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
Amazon.com, Inc...
|
Consumer Cyclical | 2.86% | 2.63% |
#6
2
Prev: #8
|
1.6 |
—
|
-45,727 | -7.5% |
P
S
|
562,039 | $117,055,852 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ENSG
Ensign Group, I...
|
Healthcare | 2.81% | 2.27% |
#7
2
Prev: #9
|
1.6 |
—
|
-127,165 | -18.3% |
P
S
|
569,345 | $114,722,974 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MEDP
Medpace Holding...
|
Healthcare | 2.79% | 2.87% |
#8
2
Prev: #6
|
1.6 |
—
|
-35,562 | -13.0% |
P
S
|
237,407 | $114,000,563 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
HEI
HEICO Corporati...
|
Industrials | 2.73% | 3.58% |
#9
6
Prev: #3
|
1.1 |
—
|
-183,299 | -31.1% |
P
S
|
406,226 | $111,387,042 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ADI
Analog Devices,...
|
Technology | 2.70% | 1.90% |
#10
3
Prev: #13
|
1.6 |
—
|
-27,701 | -7.4% |
P
S
|
346,665 | $110,288,014 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FAST
Fastenal Compan...
|
Industrials | 2.52% | 1.79% |
#11
5
Prev: #16
|
1.5 |
—
|
-159,678 | -6.7% |
P
S
|
2,221,882 | $103,095,317 | 2000 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TYL
Tyler Technolog...
|
Technology | 2.15% | 2.03% |
#12
1
Prev: #11
|
2.9 |
—
|
17,673 | 7.4% |
P
S
|
256,413 | $87,790,717 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
KNSL
Kinsale Capital...
|
Financial Services | 2.06% | 1.97% |
#13
1
Prev: #12
|
1.3 |
—
|
-22,217 | -8.3% |
P
S
|
246,236 | $84,129,072 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PRVA
Privia Health G...
|
Healthcare | 1.97% | 2.04% |
#14
4
Prev: #10
|
1.3 |
—
|
-665,642 | -14.5% |
P
S
|
3,917,948 | $80,592,189 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
Alphabet, Inc. ...
|
Communication Services | 1.89% | 1.77% |
#15
2
Prev: #17
|
1.3 |
—
|
-33,714 | -11.2% |
P
S
|
267,866 | $77,027,467 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
KAI
Kadant, Inc.
|
Industrials | 1.80% | 0.94% |
#16
21
Prev: #37
|
3.2 |
—
|
76,366 | 43.4% |
P
S
|
252,230 | $73,739,397 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ROL
Rollins, Inc.
|
Consumer Cyclical | 1.62% | 1.74% |
#17
1
Prev: #18
|
1.1 |
—
|
-303,128 | -19.6% |
P
S
|
1,242,585 | $66,366,482 | 2005 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WST
West Pharmaceut...
|
Healthcare | 1.60% | 1.64% |
#18
1
Prev: #19
|
1.1 |
—
|
-57,171 | -17.9% |
P
S
|
261,442 | $65,527,942 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPGI
S&P Global, Inc...
|
Financial Services | 1.50% | 1.52% |
#19
1
Prev: #20
|
1.1 |
—
|
-10,776 | -7.0% |
P
S
|
144,215 | $61,340,218 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOG
Alphabet, Inc. ...
|
Communication Services | 1.48% | 1.36% |
#20
5
Prev: #25
|
1.1 |
—
|
-20,709 | -9.0% |
P
S
|
210,154 | $60,284,858 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NOW
ServiceNow, Inc...
|
Technology | 1.41% | 1.36% |
#21
3
Prev: #24
|
2.6 |
—
|
75,942 | 16.0% |
P
S
|
549,784 | $57,479,934 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VRSK
Verisk Analytic...
|
Industrials | 1.35% | 1.38% |
#22
1
Prev: #23
|
1.0 |
—
|
-37,134 | -11.3% |
P
S
|
291,692 | $55,348,470 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FRPT
Freshpet, Inc.
|
Consumer Defensive | 1.33% | 1.15% |
#23
3
Prev: #26
|
1.0 |
—
|
-80,687 | -8.0% |
P
S
|
923,023 | $54,421,419 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VEEV
Veeva Systems, ...
|
Healthcare | 1.32% | 1.38% |
#24
2
Prev: #22
|
1.0 |
—
|
-22,426 | -6.8% |
P
S
|
307,717 | $54,053,549 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PCTY
Paylocity Holdi...
|
Technology | 1.22% | 1.41% |
#25
4
Prev: #21
|
1.0 |
—
|
-31,444 | -6.4% |
P
S
|
462,019 | $49,916,581 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CSGP
CoStar Group, I...
|
Real Estate | 1.21% | 1.83% |
#26
11
Prev: #15
|
1.0 |
—
|
-225,155 | -15.5% |
P
S
|
1,227,391 | $49,512,934 | 2008 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WSO
Watsco, Inc.
|
Industrials | 1.17% | 0.44% |
#27
41
Prev: #68
|
3.5 |
—
|
62,328 | 89.8% |
P
S
|
131,738 | $47,925,032 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GKOS
Glaukos Corpora...
|
Healthcare | 1.14% | 1.13% |
#28
Prev: #28
|
1.0 |
—
|
-101,941 | -19.0% |
P
S
|
433,228 | $46,641,274 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IDXX
IDEXX Laborator...
|
Healthcare | 1.13% | 1.14% |
#29
2
Prev: #27
|
1.0 |
—
|
-7,175 | -8.0% |
P
S
|
82,524 | $46,369,613 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TSLA
Tesla, Inc.
|
Consumer Cyclical | 1.11% | 1.12% |
#30
1
Prev: #29
|
0.9 |
—
|
-11,299 | -8.5% |
P
S
|
121,640 | $45,219,551 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NFLX
Netflix Inc.
|
Communication Services | 1.09% | 0.89% |
#31
9
Prev: #40
|
0.9 |
—
|
-40,487 | -8.0% |
P
S
|
463,583 | $44,573,534 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
V
Visa, Inc.
|
Financial Services | 1.05% | 1.01% |
#32
1
Prev: #33
|
0.9 |
—
|
-11,248 | -7.4% |
P
S
|
141,665 | $42,816,821 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DHR
Danaher Corpora...
|
Healthcare | 1.03% | 1.03% |
#33
1
Prev: #32
|
0.9 |
—
|
-17,781 | -7.4% |
P
S
|
222,825 | $42,247,594 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LIN
Linde Plc
|
Basic Materials | 0.98% | 0.08% |
#34
65
Prev: #99
|
3.4 |
—
|
71,122 | 736.5% |
P
S
|
80,779 | $40,047,224 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WK
Workiva, Inc.
|
Technology | 0.95% | 1.86% |
#35
21
Prev: #14
|
0.4 |
—
|
-502,184 | -43.5% |
P
S
|
651,243 | $38,833,631 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CTAS
Cintas Corporat...
|
Industrials | 0.95% | 0.75% |
#36
13
Prev: #49
|
2.4 |
—
|
16,437 | 7.7% |
P
S
|
229,158 | $38,759,780 | 2000 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SBUX
Starbucks Corpo...
|
Consumer Cyclical | 0.94% | 0.71% |
#37
16
Prev: #53
|
0.9 |
—
|
-23,597 | -5.2% |
P
S
|
427,880 | $38,333,769 | 2000 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGNX
Cognex Corporat...
|
Technology | 0.86% | 0.58% |
#38
20
Prev: #58
|
0.8 |
—
|
-151,720 | -17.5% |
P
S
|
715,343 | $35,044,669 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EXPO
Exponent, Inc.
|
Industrials | 0.85% | 0.72% |
#39
12
Prev: #51
|
0.8 |
—
|
-21,074 | -3.8% |
P
S
|
533,119 | $34,786,004 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GWRE
Guidewire Softw...
|
Technology | 0.84% | 0.94% |
#40
2
Prev: #38
|
0.8 |
—
|
-19,363 | -7.8% |
P
S
|
229,512 | $34,325,852 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FND
Floor & Decor H...
|
Consumer Cyclical | 0.81% | 0.80% |
#41
3
Prev: #44
|
0.8 |
—
|
-41,083 | -5.9% |
P
S
|
655,411 | $33,294,883 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DSGX
Descartes Syste...
|
Technology | 0.79% | 0.88% |
#42
1
Prev: #41
|
0.8 |
—
|
-82,923 | -15.5% |
P
S
|
451,422 | $32,303,761 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
UNH
UnitedHealth Gr...
|
Healthcare | 0.78% | 0.77% |
#43
3
Prev: #46
|
0.8 |
—
|
-5,572 | -4.5% |
P
S
|
118,359 | $32,026,762 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TECH
Bio-Techne Corp...
|
Healthcare | 0.78% | 0.87% |
#44
2
Prev: #42
|
0.3 |
—
|
-176,872 | -22.5% |
P
S
|
608,916 | $31,821,951 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GLOB
Globant S.A.
|
Technology | 0.78% | 0.94% |
#45
9
Prev: #36
|
0.8 |
—
|
-80,963 | -10.5% |
P
S
|
687,811 | $31,714,978 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SSD
Simpson Manufac...
|
Basic Materials | 0.76% | 0.68% |
#46
9
Prev: #55
|
0.8 |
—
|
-43,159 | -19.3% |
P
S
|
180,977 | $31,059,214 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CRM
Salesforce, Inc...
|
Technology | 0.75% | 0.89% |
#47
8
Prev: #39
|
0.8 |
—
|
-13,185 | -7.4% |
P
S
|
165,259 | $30,848,940 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RGEN
Repligen Corpor...
|
Healthcare | 0.75% | 0.96% |
#48
14
Prev: #34
|
0.8 |
—
|
-54,889 | -17.5% |
P
S
|
258,476 | $30,453,679 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CSWI
CSW Industrials...
|
Unknown | 0.74% | 0.72% |
#49
3
Prev: #52
|
0.8 |
—
|
-14,761 | -11.3% |
P
S
|
115,651 | $30,136,214 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSI
Motorola Soluti...
|
Technology | 0.71% | 0.52% |
#50
10
Prev: #60
|
0.8 |
—
|
-4,957 | -6.9% |
P
S
|
67,278 | $29,196,819 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 206 holdings