Institutions / Riverbridge Partners LLC / Activity
Activity — Riverbridge Partners LLC
188 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-64.60M | -370K -24.26% | 1,156,543 4.94% of portfolio | high |
| Q1 2026 as of | Trim | Five Below Inc Common stock | $-55.37M | -242K -29.75% | 572,301 3.20% of portfolio | high |
| Q1 2026 as of | Trim | Heico Corp Common stock | $-50.26M | -183K -31.09% | 406,226 2.73% of portfolio | high |
| Q1 2026 as of | Trim | 464287200 Common stock | $-44.79M | -69K -80.75% | 16,347 0.26% of portfolio | medium |
| Q1 2026 as of | Trim | Paycom Software, Inc. Common stock | $-43.01M | -354K -99.06% | 3,348 <0.01% of portfolio | medium |
| Q1 2026 as of | Add | g54950103 Common stock | $35.26M | +71K +736.48% | 80,779 0.98% of portfolio | medium |
| Q1 2026 as of | Exit | Clearwater Analytics Holdings, Inc. Common stock | $-31.32M | -1.3M -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Workiva Inc Common stock | $-29.95M | -502K -43.54% | 651,243 0.95% of portfolio | medium |
| Q1 2026 as of | Trim | Ensign Group Inc/The Common stock | $-25.62M | -127K -18.26% | 569,345 2.81% of portfolio | medium |
| Q1 2026 as of | Trim | 464287655 Common stock | $-23.54M | -95K -97.74% | 2,193 0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Grand Canyon Education, Inc. Common stock | $-23.21M | -137K -16.00% | 716,586 2.98% of portfolio | medium |
| Q1 2026 as of | Add | Watsco, Inc. Common stock | $22.67M | +62K +89.80% | 131,738 1.17% of portfolio | medium |
| Q1 2026 as of | Add | Kadant Inc Common stock | $22.33M | +76K +43.42% | 252,230 1.80% of portfolio | medium |
| Q1 2026 as of | Trim | RB Global Inc Common stock | $-21.66M | -226K -15.05% | 1,275,384 2.99% of portfolio | medium |
| Q1 2026 as of | Exit | Blackline, Inc. Common stock | $-20.61M | -373K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Alkami Technology, Inc. Common stock | $-17.18M | -1.1M -61.40% | 688,980 0.26% of portfolio | medium |
| Q1 2026 as of | Trim | Medpace Holdings, Inc. Common stock | $-17.08M | -36K -13.03% | 237,407 2.79% of portfolio | medium |
| Q1 2026 as of | Trim | Rollins Inc Common stock | $-16.19M | -303K -19.61% | 1,242,585 1.62% of portfolio | medium |
| Q1 2026 as of | Trim | Entegris, Inc. Common stock | $-15.43M | -132K -38.16% | 213,335 0.61% of portfolio | medium |
| Q1 2026 as of | Trim | West Pharmaceutical Services Inc Common stock | $-14.33M | -57K -17.94% | 261,442 1.60% of portfolio | medium |
| Q1 2026 as of | New | Appfolio Inc Common stock | $13.91M | +88K | 88,112 0.34% of portfolio | medium |
| Q1 2026 as of | New | Casella Waste Systems Inc Common stock | $13.74M | +173K | 173,205 0.34% of portfolio | medium |
| Q1 2026 as of | Trim | Privia Health Group, Inc. Common stock | $-13.69M | -666K -14.52% | 3,917,948 1.97% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-12.35M | -33K -6.76% | 459,806 4.17% of portfolio | medium |
| Q1 2026 as of | New | LeMaitre Vascular, Inc. Common stock | $11.53M | +106K | 105,599 0.28% of portfolio | medium |
| Q1 2026 as of | New | RBC Bearings Inc Common stock | $11.07M | +20K | 20,386 0.27% of portfolio | medium |
| Q1 2026 as of | Trim | Glaukos Corp Common stock | $-10.97M | -102K -19.05% | 433,228 1.14% of portfolio | medium |
| Q1 2026 as of | Add | Dutch Bros Inc. Common stock | $10.45M | +206K +67.61% | 511,403 0.63% of portfolio | medium |
| Q1 2026 as of | Add | Citizens Community Bancorp Inc/WI Common stock | $10.43M | +996K +90.84% | 2,091,700 0.54% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-9.69M | -34K -11.18% | 267,866 1.89% of portfolio | medium |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-9.52M | -46K -7.52% | 562,039 2.86% of portfolio | medium |
| Q1 2026 as of | Trim | BIO-TECHNE Corp Common stock | $-9.24M | -177K -22.51% | 608,916 0.78% of portfolio | medium |
| Q1 2026 as of | Trim | CoStar Group Inc Common stock | $-9.08M | -225K -15.50% | 1,227,391 1.21% of portfolio | medium |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-8.81M | -28K -7.40% | 346,665 2.70% of portfolio | medium |
| Q1 2026 as of | Exit | Trade Desk, Inc. Common stock | $-8.47M | -223K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Caseys General Stores Inc Common stock | $-8.33M | -11K -39.40% | 17,612 0.31% of portfolio | medium |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $7.94M | +76K +16.03% | 549,784 1.41% of portfolio | medium |
| Q1 2026 as of | Trim | Toast, Inc. Common stock | $-7.83M | -295K -39.10% | 459,807 0.30% of portfolio | medium |
| Q1 2026 as of | Exit | Phreesia, Inc. Common stock | $-7.77M | -459K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Kinsale Capital Group, Inc. Common stock | $-7.59M | -22K -8.28% | 246,236 2.06% of portfolio | medium |
| Q1 2026 as of | Trim | Option Care Health Inc Common stock | $-7.49M | -278K -22.03% | 984,360 0.65% of portfolio | medium |
| Q1 2026 as of | Trim | Cognex Corp Common stock | $-7.43M | -152K -17.50% | 715,343 0.86% of portfolio | medium |
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-7.41M | -160K -6.70% | 2,221,882 2.52% of portfolio | medium |
| Q1 2026 as of | Trim | Simpson Manufacturing Co., Inc. Common stock | $-7.41M | -43K -19.26% | 180,977 0.76% of portfolio | medium |
| Q1 2026 as of | Trim | Verisk Analytics, Inc. Common stock | $-7.05M | -37K -11.29% | 291,692 1.35% of portfolio | medium |
| Q1 2026 as of | Trim | Repligen Corp Common stock | $-6.47M | -55K -17.52% | 258,476 0.75% of portfolio | medium |
| Q1 2026 as of | Trim | Charles River Labs Intl Inc Common stock | $-6.13M | -36K -35.78% | 63,788 0.27% of portfolio | medium |
| Q1 2026 as of | Trim | GoDaddy Inc. Common stock | $-6.08M | -74K -36.97% | 125,308 0.25% of portfolio | medium |
| Q1 2026 as of | Add | Tyler Technologies, Inc. Common stock | $6.05M | +18K +7.40% | 256,413 2.15% of portfolio | medium |
| Q1 2026 as of | Trim | 922908652 Common stock | $-5.95M | -29K -55.04% | 23,627 0.12% of portfolio | medium |