RIVERBRIDGE PARTNERS LLC

Q3 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
186
Total value ($000)
$5,926,256
Net value change ($000)
-289,036 (-4.7%)
New positions
12
Sold out positions
11
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
MEDP 51,491 37.8%
NVDA 30,828 10.6%
SNPS 26,683 NEW
CASY 21,001 NEW
AAON 20,948 NEW
TSLA 20,485 32.4%
BROS 20,039 NEW
ENTG 19,021 86.5%
GOOGL 18,803 33.5%
WK 16,940 18.0%
Top Reduces (Value $000, Stocks/ETFs)
AKX -107,922 -100.0%
GLOB -36,330 -41.5%
TYL -26,575 -15.9%
HEI -23,119 -9.9%
FRPT -22,189 -25.8%
SPSC -21,479 -30.4%
PCTY -20,989 -18.6%
VRSK -20,112 -20.5%
DOCS -16,963 -29.5%
ALGN -16,240 -40.2%
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