Trigran Investments, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Trigran Investments, Inc. reported 20 stock positions worth $913.5 million. Its top holding was Techtarget (TTGT) at 10.2% of the portfolio, followed by Gentherm (THRM, 9.5%) and Harmonic (HLIT, 9.1%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 4 and reduced 14. The biggest buy was a new position in Jfrog (FROG) and the biggest sale Shutterstock (SSTK, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- NORTHBROOK, IL
- CIK
- 0001336800
- Portfolio Value
- $913.5M (Q3 2024)
- SEC Filing
- 0001062993-24-019146 ↗ filed Nov 14, 2024
Holdings Value
Holdings 20 stocks · $913.5M
| TTGT Techtarget Holdings Inc. | 10.18% | 3,804,824 | $93.0M | Add +25.4% |
| THRM Gentherm Inc. | 9.46% | 1,855,480 | $86.4M | Reduce -1.5% |
| HLIT Harmonic Inc. | 9.05% | 5,675,945 | $82.7M | Reduce -14.6% |
| MTRN Materion Corp. | 8.75% | 714,622 | $79.9M | Reduce -6.1% |
| SYNA Synaptics Inc. | 8.60% | 1,012,575 | $78.6M | Reduce -0.3% |
| SONO Sonos Inc. | 6.48% | 4,817,635 | $59.2M | Reduce -8.7% |
| RDVT Red Violet Inc. | 5.95% | 1,911,987 | $54.4M | Reduce -10.4% |
| ANIK Anika Therapeutics Inc. | 5.74% | 2,124,460 | $52.5M | Reduce -0.6% |
| NPO Enpro Inc. | 5.13% | 288,765 | $46.8M | Add +33.3% |
| MDXG Mimedx Group Inc. | 4.98% | 7,690,369 | $45.5M | Add +71.7% |
| OOMA Ooma Inc. | 4.77% | 3,824,279 | $43.6M | Reduce -7.0% |
| EXTR Extreme Networks Inc. | 3.77% | 2,289,817 | $34.4M | Reduce -3.2% |
| CALX Calix Inc. | 3.15% | 742,313 | $28.8M | Reduce -26.4% |
| HCKT The Hackett Group Inc. | 3.10% | 1,078,837 | $28.3M | Reduce -43.2% |
| SSTK Shutterstock Inc. | 2.91% | 751,347 | $26.6M | Reduce -43.7% |
| FROG Jfrog Ltd. | 2.64% | 831,250 | $24.1M | New |
| SRDX Surmodics Inc. | 2.31% | 543,342 | $21.1M | Reduce -47.9% |
| HAYW Hayward Holdings Inc. | 2.29% | 1,365,427 | $20.9M | Add +14.9% |
| BCOV Brightcove | 0.57% | 2,417,344 | $5.2M | Reduce -30.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 3,150 | $1.4M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| SSTK Shutterstock Inc. | Reduce -43.7% | 2.91% | −2.49 |
| SRDX Surmodics Inc. | Reduce -47.9% | 2.31% | −2.28 |
| SONO Sonos Inc. | Reduce -8.7% | 6.48% | −1.67 |
| HCKT The Hackett Group Inc. | Reduce -43.2% | 3.10% | −1.21 |
| SYNA Synaptics Inc. | Reduce -0.3% | 8.60% | −0.77 |
| CALX Calix Inc. | Reduce -26.4% | 3.15% | −0.58 |
| BCOV Brightcove | Reduce -30.7% | 0.57% | −0.29 |
| THRM Gentherm Inc. | Reduce -1.5% | 9.46% | −0.26 |
| BBSI Barrett Business SVCS Inc. | Sold out | 0.00% | −0.06 |
| ANIK Anika Therapeutics Inc. | Reduce -0.6% | 5.74% | +0.09 |
| MTRN Materion Corp. | Reduce -6.1% | 8.75% | +0.14 |
| RDVT Red Violet Inc. | Reduce -10.4% | 5.95% | +0.29 |
| EXTR Extreme Networks Inc. | Reduce -3.2% | 3.77% | +0.44 |
| OOMA Ooma Inc. | Reduce -7.0% | 4.77% | +0.50 |
| HLIT Harmonic Inc. | Reduce -14.6% | 9.05% | +0.87 |
Portfolio Buys Q2 2024 → Q3 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $545.3M | MTRN, NPO, SYNA, EXTR, THRM |
| Q1 2026 | 17 | $418.2M | MTRN, SYNA, EXTR, NPO, THRM |
| Q4 2025 | 17 | $507.6M | MTRN, THRM, SYNA, SONO, MDXG |
| Q3 2025 | 17 | $551.6M | MTRN, THRM, MDXG, SONO, EXTR |
| Q2 2025Amended | 16 | $575.9M | MTRN, THRM, SYNA, MDXG, SONO |
| Q1 2025 | 16 | $679.6M | SYNA, TTGT, MTRN, THRM, MDXG |
| Q4 2024 | 18 | $869.5M | SYNA, THRM, TTGT, MDXG, MTRN |
| Q3 2024 | 20 | $913.5M | TTGT, THRM, HLIT, MTRN, SYNA |
| Q2 2024 | 20 | $956.3M | TTGT, THRM, SYNA, MTRN, HLIT |
| Q1 2024 | 20 | $1.0B | SONO, SYNA, THRM, HLIT, MTRN |