RIVERBRIDGE PARTNERS LLC

Q3 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
187
Total value ($000)
$3,406,998
Net value change ($000)
-174,023 (-4.9%)
New positions
20
Sold out positions
31
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 46,596 30.2%
ISRG 30,557 NEW
VEEV 29,492 53.0%
ETN 15,018 130.9%
HALO 14,574 NEW
NOW 13,860 28.4%
FIVE 11,722 15.2%
DHR 11,397 26.8%
PCTY 9,852 28.7%
RGEN 8,382 35.6%
Top Reduces (Value $000, Stocks/ETFs)
RBA -38,493 -32.2%
HEI -36,516 -28.4%
TECH -30,525 -99.0%
RIVBX -21,021 -100.0%
PRVA -20,146 -26.1%
WSO -18,716 -37.3%
ADI -17,554 -15.0%
ROL -17,093 -36.4%
FICO -16,089 -54.1%
CRM -14,193 -89.5%
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