Q2 2026 13F · SEC CIK 1112325

Riverbridge Partners LLC

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.6B
Reported positions: 198
Top holdings a year, 3 yrs: +8.8%
Assets under management: $5.0B

Riverbridge Partners LLC is a wealth manager that reported 198 positions worth $3.6B in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Nvidia Corporation (NVDA, 5.6%), Microsoft Corp (MSFT, 4.3%), Heico Corp New (HEI, 3.6%). A portfolio copying its top holdings returned 8.8% a year over the last 3 years, against 22.3% for the S&P 500.

Riverbridge Partners LLC holdings largest 50 of 198 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Riverbridge Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	5.6%	4.9%	998,902	-13.6%	$199.9M
MSFTMicrosoft Corp	4.3%	4.2%	413,524	-10.1%	$154.3M
HEIHeico Corp New	3.6%	2.7%	361,213	-11.1%	$128.7M
AMZNAmazon Com Inc	3.4%	2.9%	504,618	-10.2%	$120.3M
RBARb Global Inc	3.3%	3.0%	1,027,992	-19.4%	$119.7M
ADIAnalog Devices Inc	3.3%	2.7%	295,295	-14.8%	$117.3M
MEDPMedpace Hldgs Inc	2.7%	2.8%	183,941	-22.5%	$97.4M
FASTFastenal Co	2.7%	2.5%	2,001,710	-9.9%	$96.1M
GOOGLAlphabet Inc	2.4%	1.9%	239,570	-10.6%	$85.6M
WSTWest Pharmaceutical Svsc Inc	2.3%	1.6%	232,514	-11.1%	$83.5M
LOPEGrand Canyon Ed Inc	2.2%	3.0%	555,692	-22.5%	$79.5M
PRVAPrivia Health Group Inc	2.2%	2.0%	2,998,597	-23.5%	$77.2M
FIVEFive Below Inc	2.2%	3.2%	428,994	-25.0%	$77.1M
TYLTyler Technologies Inc	2.1%	2.1%	251,422	-1.9%	$73.5M
ENSGEnsign Group Inc	2.0%	2.8%	440,086	-22.7%	$70.5M
GOOGAlphabet Inc	1.9%	1.5%	189,147	-10.0%	$66.8M
KNSLKinsale Cap Group Inc	1.7%	2.1%	185,530	-24.7%	$61.2M
KAIKadant Inc	1.7%	1.8%	194,573	-22.9%	$61.1M
VEEVVeeva Sys Inc	1.6%	1.3%	313,378	+1.8%	$55.6M
SPGIS&p Global Inc	1.5%	1.5%	129,844	-10.0%	$52.9M
WSOWatsco	1.4%	1.2%	120,334	-8.7%	$50.1M
VRSKVerisk Analytics Inc	1.4%	1.4%	272,866	-6.5%	$49.0M
NOWServicenow Inc	1.4%	1.4%	490,814	-10.7%	$48.7M
ROLRollins Inc	1.3%	1.6%	1,126,020	-9.4%	$47.0M
TSLATesla Inc	1.3%	1.1%	107,923	-11.3%	$45.4M
UNHUnitedhealth Group Inc	1.2%	0.8%	107,378	-9.3%	$44.6M
VVisa Inc	1.2%	1.0%	126,874	-10.4%	$43.5M
DHRDanaher Corp Del	1.2%	1.0%	223,404	+0.3%	$42.6M
FRPTFreshpet Inc	1.1%	1.3%	675,318	-26.8%	$39.9M
SBUXStarbucks Corp	1.1%	0.9%	386,968	-9.6%	$39.5M
GKOSGlaukos Corp	1.1%	1.1%	282,089	-34.9%	$39.4M
IDXXIdexx Labs Inc	1.1%	1.1%	73,440	-11.0%	$38.7M
LINLinde PLC	1.1%	1.0%	73,993	-8.4%	$38.4M
CTASCintas Corp	1.1%	0.9%	222,153	-3.1%	$37.8M
PCTYPaylocity Hldg Corp	1.0%	1.2%	328,366	-28.9%	$34.3M
GWREGuidewire Software Inc	0.9%	0.8%	266,959	+16.3%	$32.8M
CGNXCognex Corp	0.9%	0.9%	444,577	-37.9%	$32.2M
FNDFloor & Decor Hldgs Inc	0.9%	0.8%	524,882	-19.9%	$31.2M
CSGPCostar Group Inc	0.9%	1.2%	1,091,535	-11.1%	$30.9M
TECHBio-Techne Corp	0.9%	0.8%	436,507	-28.3%	$30.8M
FICOFair Isaac Corp	0.8%	—	24,897	—	$29.7M
NFLXNetflix Inc.	0.8%	1.1%	410,274	-11.5%	$29.3M
AAONAaon Inc	0.7%	—	208,611	—	$26.5M
SSDSimpson Mfg Inc	0.7%	0.8%	124,379	-31.3%	$26.0M
SNPSSynopsys Inc	0.7%	—	56,481	—	$25.2M
MSIMotorola Solutions Inc	0.7%	0.7%	60,313	-10.4%	$25.0M
ENTGEntegris Inc	0.7%	—	137,455	—	$24.7M
RGENRepligen Corp	0.7%	0.7%	172,507	-33.3%	$23.5M
BROSDutch Bros Inc Class A	0.6%	—	317,628	—	$22.8M
GLOBGlobant S A	0.6%	0.8%	769,815	+11.9%	$22.3M

What Riverbridge Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GWRE Guidewire Software Inc+16.3% shares
GLOB Globant S A+11.9% shares

Reduced

CGNX Cognex Corp-37.9% shares
GKOS Glaukos Corp-34.9% shares
RGEN Repligen Corp-33.3% shares
SSD Simpson Mfg Inc-31.3% shares
PCTY Paylocity Hldg Corp-28.9% shares
TECH Bio-Techne Corp-28.3% shares
FRPT Freshpet Inc-26.8% shares
FIVE Five Below Inc-25.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -0.2% /yr; S&P 500 +11.7%
3 years: +8.8% /yr; S&P 500 +22.3%
5 years: -1.1% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.6B	198
Q1 2026	$4.1B	192
Q4 2025	$5.3B	188
Q3 2025	$5.9B	186
Q2 2025	$6.2B	185
Q1 2025	$6.2B	180
Q4 2024	$7.3B	179
Q3 2024	$7.5B	182
Q2 2024	$7.4B	178
Q1 2024	$8.2B	174
Q4 2023	$8.0B	202
Q3 2023	$7.3B	192

Questions about Riverbridge Partners LLC's portfolio

What stocks does Riverbridge Partners LLC own?

Riverbridge Partners LLC's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 198 positions worth $3.6B. The largest are Nvidia Corporation (NVDA) at 5.6%, Microsoft Corp (MSFT) at 4.3%, Heico Corp New (HEI) at 3.6%, Amazon Com Inc (AMZN) at 3.4% and Rb Global Inc (RBA) at 3.3%.

What did Riverbridge Partners LLC buy last quarter?

In Q2 2026, Riverbridge Partners LLC added Guidewire Software Inc (GWRE) (+16.3% shares) and Globant S A (GLOB) (+11.9% shares), compared with its Q1 2026 filing.

What did Riverbridge Partners LLC sell last quarter?

In Q2 2026, Riverbridge Partners LLC cut from its top 50 Workiva Inc (WK), cut from its top 50 Exponent Inc (EXPO), cut from its top 50 Descartes Systems Group (DSGX), cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Csw Industrials Inc (CSW), Cognex Corp (CGNX) (-37.9% shares), Glaukos Corp (GKOS) (-34.9% shares) and Repligen Corp (RGEN) (-33.3% shares), compared with its Q1 2026 filing.

How has Riverbridge Partners LLC's portfolio performed?

A portfolio copying Riverbridge Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.8% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -0.2% against +11.7%. Over 5 years: -1.1% a year against +10.6%.

When is Riverbridge Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Riverbridge Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Riverbridge Partners LLC manage?

Riverbridge Partners LLC reported $5.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.6B.