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Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
+10.72%
1 Year Est. Return
+4.02%
3 Year Est. Return
+40.43%
5 Year Est. Return
+44.7%
10 Year Est. Return
+473.33%
AUM
$6.22B
AUM Growth
-$18.1M
Cap. Flow
-$485M
Cap. Flow %
-7.81%
Top 10 Hldgs %
30.73%
Holding
192
New
12
Increased
56
Reduced
109
Closed
7

Top Buys

Rank Stock Value
1
CWAN
Clearwater Analytics
CWAN
+$37M
2
FWRG icon
First Watch Restaurant Group
FWRG
+$21.5M
3
FRPT icon
Freshpet
FRPT
+$18.6M
4
TRNS icon
Transcat
TRNS
+$17.5M
5
TECH icon
Bio-Techne
TECH
+$16.8M

Top Sells

Rank Stock Value
1
PYCR
Paycor HCM, Inc. Common Stock
PYCR
+$46.9M
2
LOPE icon
Grand Canyon Education
LOPE
+$30.5M
3
RBA icon
RB Global
RBA
+$29.2M
4
ENSG icon
The Ensign Group
ENSG
+$28.6M
5
CRM icon
Salesforce
CRM
+$27.9M

Sector Composition

Rank Sector Weight
1 Technology 37.3%
2 Healthcare 18.22%
3 Industrials 15.9%
4 Consumer Discretionary 10.53%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEOG icon
176
Neogen
NEOG
$2.05B
– –
-1,547,646
Closed -$13.4M
PEP icon
177
PepsiCo
PEP
$196B
– –
-2,152
Closed -$323K
USPH icon
178
US Physical Therapy
USPH
$1.22B
– –
-283,261
Closed -$20.5M
PYCR
179
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
– –
-2,087,850
Closed -$46.9M
DASTY
180
DELISTED
DASSAULT SYSTEMES SA ADR
DASTY
– –
-5,411
Closed -$206K
4 5 6 7
8

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Riverbridge Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Riverbridge Partners held 192 positions worth $6.22B, down 0.29% from $6.23B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Riverbridge Partners withdrew a net $485M in Q2 2025, closing 7 positions and reducing 109 holdings. Its most notable exit was Paycor HCM, Inc. Common Stock, an estimated $46.9M position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Clearwater Analytics worth $35.3M.

  • Riverbridge Partners's largest Q2 2025 buy was Clearwater Analytics: 1,610,240 shares worth $35.3M.
  • Riverbridge Partners added most to Freshpet in Q2 2025, an estimated $18.6M increase.
  • Riverbridge Partners's biggest Q2 2025 reduction was Grand Canyon Education, cutting an estimated $30.5M.
  • Riverbridge Partners fully exited Paycor HCM, Inc. Common Stock in Q2 2025, selling an estimated $46.9M.
  • Riverbridge Partners's ten largest holdings make up 31% of its $6.22B portfolio in Q2 2025.
  • Riverbridge Partners opened 12 new positions and closed 7 in Q2 2025.
  • Riverbridge Partners's portfolio value fell 0.29% quarter-over-quarter to $6.22B.

Based on Riverbridge Partners's 13F filing for Q2 2025, filed 15 Jul 2025.