RIVERBRIDGE PARTNERS LLC

Q2 2022 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2022
Date filed
7/11/2022
Form type
13F-HR
Num holdings
162
Total value ($000)
$6,989,953
Net value change ($000)
-1,858,746 (-21.0%)
New positions
7
Sold out positions
6
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2022 Next filing: 10/26/2022 SEC filing

Snapshot: Change Analysis

Compared to Q1 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DH 57,695 NEW
FIVN 29,841 97.8%
PAYCOR HCM, INC. 26,634 NEW
GTM 24,667 NEW
MEDP 17,384 31.8%
Aspen Technology, Inc. 16,459 NEW
RBA 11,019 3.9%
FND 10,858 19.0%
OLLI 10,313 38.6%
GDYN 9,967 21.7%
Top Reduces (Value $000, Stocks/ETFs)
GLOB -131,297 -34.0%
ADY -115,557 -39.6%
WK -99,086 -44.7%
KRNT -77,254 -61.8%
FIVE -73,411 -28.9%
LOPE -66,092 -22.9%
WST -64,683 -28.3%
TYL -53,612 -27.0%
PEGA -50,291 -41.7%
FRPT -45,400 -49.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type