RIVERBRIDGE PARTNERS LLC

Q4 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
188
Total value ($000)
$5,334,235
Net value change ($000)
-592,021 (-10.0%)
New positions
16
Sold out positions
14
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVV 53,806 1233.5%
SAP 32,429 13512.1%
FICO 24,700 95.6%
IWM 23,041 2679.2%
GOOGL 19,438 25.9%
LOAR 18,839 NEW
GKOS 13,972 30.1%
GOOGL 13,456 22.8%
AAON 6,073 29.0%
ADI 6,070 6.4%
Top Reduces (Value $000, Stocks/ETFs)
LOPE -67,337 -32.2%
CSGP -42,316 -30.2%
NVDA -37,037 -11.5%
PAYC -35,648 -38.5%
MEDP -34,401 -18.3%
TYL -32,159 -22.9%
VEEV -30,294 -29.1%
MSFT -28,853 -10.8%
FAST -27,384 -22.3%
RBA -25,732 -14.3%
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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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type