RIVERBRIDGE PARTNERS LLC
Q3 2024 13F-HR Holdings
Net value change ($000)
+127,900
(1.7%)
New positions
14
Sold out positions
10
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2024
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)
| ALKT | 58,660 | 1111.4% |
| CTAS | 42,329 | NEW |
| KAI | 39,795 | 67.2% |
| KNSL | 38,736 | 34.1% |
| GWRE | 35,104 | 24.9% |
| HLMN | 29,432 | 422.4% |
| FND | 23,000 | 17.8% |
| PCTY | 20,327 | 19.0% |
| ACVA | 19,577 | 30.8% |
| DOCS | 18,764 | 50.5% |
Top Reduces (Value $000, Stocks/ETFs)
| POWERSCHOOL HOLDINGS, INC. | -53,248 | -100.0% |
| MEDP | -36,611 | -16.6% |
| FIVE | -34,973 | -23.3% |
| Squarespace, Inc. | -34,707 | -100.0% |
| PGNY | -24,060 | -45.7% |
| WST | -23,294 | -14.5% |
| BL | -17,795 | -20.2% |
| AMN | -17,479 | -100.0% |
| GTM | -17,041 | -100.0% |
| ALRM | -15,334 | -19.1% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|