RIVERBRIDGE PARTNERS LLC

Q1 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
192
Total value ($000)
$4,085,958
Net value change ($000)
-1,248,277 (-23.4%)
New positions
18
Sold out positions
14
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
LIN 35,929 872.5%
WSO 24,537 104.9%
KAI 23,614 47.1%
APPF 13,906 NEW
CWST 13,742 NEW
LMAT 11,528 NEW
RBC 11,072 NEW
ADI 8,760 8.6%
FAST 7,523 7.9%
BROS 7,229 38.7%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -83,081 -29.2%
HEI -79,377 -41.6%
MSFT -68,296 -28.6%
WK -60,649 -61.0%
PAYC -56,518 -99.3%
CSGP -48,156 -49.3%
IVV -47,490 -81.6%
MEDP -39,312 -25.6%
RBA -32,199 -20.8%
CWAN -31,325 -100.0%
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