RIVERBRIDGE PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
198
Total value ($000)
$3,581,021
Net value change ($000)
-504,937 (-12.4%)
New positions
17
Sold out positions
11
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
WST 17,944 27.4%
HEI 17,274 15.5%
UNH 12,603 39.4%
ETN 11,471 NEW
BOOT 11,084 NEW
GRDN 10,241 NEW
GOOGL 8,588 11.1%
PI 8,025 NEW
WHD 7,836 NEW
ADI 6,994 6.3%
Top Reduces (Value $000, Stocks/ETFs)
FIVE -53,630 -41.0%
ENSG -44,177 -38.5%
LOPE -42,316 -34.7%
KNSL -22,939 -27.3%
SPSC -21,289 -93.9%
ROL -19,366 -29.2%
CHE -18,895 -98.6%
CSGP -18,601 -37.6%
WK -17,670 -45.5%
MEDP -16,588 -14.6%
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