RIVERBRIDGE PARTNERS LLC

Q1 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2025
Date filed
4/21/2025
Form type
13F-HR
Num holdings
180
Total value ($000)
$6,233,408
Net value change ($000)
-1,094,377 (-14.9%)
New positions
11
Sold out positions
10
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/17/2025 Next filing: 7/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AGYS 32,913 NEW
OPCH 16,012 46.2%
ROL 11,609 10.4%
PRVA 10,004 8.8%
HEI 9,336 4.5%
CSGP 8,708 6.3%
VEEV 6,907 8.7%
FAST 6,199 6.3%
CTAS 5,360 14.4%
PAYCOR HCM, INC. 5,026 12.0%
Top Reduces (Value $000, Stocks/ETFs)
GLOB -120,933 -49.3%
GWRE -73,002 -47.8%
WK -63,641 -35.3%
NVDA -57,557 -21.7%
WST -51,151 -35.9%
FRPT -43,491 -33.7%
FIVE -41,633 -33.0%
SPSC -41,218 -34.4%
ACVA -34,481 -42.0%
TSLA -32,730 -38.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type