Equal-WT
WhaleScore 2.0
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Riverbridge Partners is based out of Minneapolis. Riverbridge Partners is a large advisory firm with 4421 clients and discretionary assets under management (AUM) of $6,877,591,654 (Form ADV from 2025-03-14). Their last reported 13F filing for Q1 2025 included $6,233,407,679 in managed 13F securities
and a top 10 holdings concentration of 28.97%. Riverbridge Partners's largest holding is Grand Canyon Education Inc with shares held of 1,268,525. Whalewisdom has at least 107 13F filings, and 182 13G filings
Business Description
Riverbridge Partners, LLC (Riverbridge) was founded in 1987 and is an SEC-registered investment manager for institutions, investment companies, pooled investment vehicles, individuals, and advisors. Since its inception, Riverbridge has remained an investment-centric firm.
Riverbridge portfolios are managed by an investment team of dedicated professionals who desire to help their clients invest with endurance.
Investment Strategy
Riverbridge's investment advisory services are based on enduring fundamentals. They seek to invest in high-quality companies that can grow in value over time. They build portfolios by identifying well-managed companies diversified in their earnings sources and with a sustainable competitive differentiation. Each company demonstrates five building blocks: Conservative Accounting, Sound Culture & Management, Strong Unit Growth, Strategic Market Position, and Internally Financed Growth.
Riverbridge generally invests in growth equity securities of companies of varying size, including small and mid-capitalization companies. Portfolios are aligned to a model portfolio, resulting in relatively small dispersion between accounts. Riverbridge aims to outperform portfolio benchmarks over longer periods, with a portfolio turnover generally less than 30% annually. The portfolios generally seek to remain fully invested at all times, with cash as a residual of the investment process.
Owners
- RIVERBRIDGE MANAGEMENT HOLDINGS, LLC - MEMBER
- THOMPSON, MARK, ALBRIGHT - EXECUTIVE CHAIR, BOARD OF MANAGERS
- MOULTON, RICK, DONALD - PRINCIPAL/MANAGING DIRECTOR OF EQUITIES, BOARD OF MANAGERS
- SOLTVEDT, EMILY, KIRSTEN - CHIEF MANAGER, PORTFOLIO MANAGER, EQUITY INVESTMENTS, BOARD OF MANAGERS
- KING, ANDREW, LARKIN - DIRECTOR OF RELATIONSHIP MANAGEMENT, BOARD OF MANAGERS
- JOHNSON, ROSS, M - CHIEF INVESTMENT OFFICER, BOARD OF MANAGERS
- TENNISON, JUSTIN, ROY - CHIEF OPERATING OFFICER
- Stark, Andrea, Lynn - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| AGYS Agilysys Inc | 0.53% |
| CTAS Cintas Corporation | 0.17% |
| RIVBX Riverbridge Growth F | 0.04% |
| ASML ASML Holding NV | 0.03% |
| TSM Taiwan Semiconductor | 0.03% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| GLOB Globant S.A | 1.35% |
| GWRE Guidewire Software, | 0.81% |
| WK Workiva Inc | 0.59% |
| WST West Pharmaceutical | 0.48% |
| SPSC SPS Commerce Inc | 0.37% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| LOPE Grand Canyon Educati | 3.52% |
| HEI Heico Corp | 3.46% |
| NVDA NVIDIA Corp | 3.34% |
| MSFT Microsoft Corporatio | 3.31% |
| RBA RB Global Inc | 3.3% |
All or part of RIVERBRIDGE PARTNERS LLC 13F disclosures were filed
under a combined 13F through
INTEGRATED INVESTMENT CONSULTANTS, LLC
for 2025-03-31
for 2025-03-31
2025-03-31
13F Activity
| Market Value | $6.23b, Prior: $7.33b |
| Inflows (Outflows) as % of Total MV | (-6.5585)% |
| New Purchases | 11 stocks |
| Added To | 64 stocks |
| Sold out of | 10 stocks |
| Reduced holdings in | 99 stocks |
| Top 10 Holdings % | 28.97% |
| Turnover %[1] | 11.05% |
| Turnover Alt %[2] | 0.98% |
| Time Held Top 20 | 14.5 quarters |
| Time Held Top 10 | 8.4 quarters |
| Time Held All | 22.1 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31