Trigran Investments, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Trigran Investments, Inc. reported 17 stock positions worth $418.2 million. Its top holding was Materion (MTRN) at 11.6% of the portfolio, followed by Synaptics (SYNA, 11.0%) and Extreme Networks (EXTR, 10.3%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 6 and reduced 8. The biggest buy was Extreme Networks (EXTR, shares +25%) and the biggest sale an exit from Hackett (HCKT).
- Most Recent 13F
- Q2 2026
- Location
- NORTHBROOK, IL
- CIK
- 0001336800
- Portfolio Value
- $418.2M (Q1 2026)
- SEC Filing
- 0001062993-26-002575 ↗ filed May 13, 2026
Holdings Value
Holdings 17 stocks · $418.2M
| MTRN Materion Corp. | 11.55% | 333,985 | $48.3M | Reduce -27.1% |
| SYNA Synaptics Inc. | 10.98% | 655,711 | $45.9M | Reduce -5.3% |
| EXTR Extreme Networks Inc. | 10.27% | 2,847,370 | $42.9M | Add +24.6% |
| NPO Enpro Inc. | 10.19% | 170,043 | $42.6M | Reduce -5.0% |
| THRM Gentherm Inc. | 8.96% | 1,348,369 | $37.5M | Reduce -7.8% |
| SONO Sonos Inc. | 7.98% | 2,489,163 | $33.4M | Reduce -2.1% |
| HLIT Harmonic Inc. | 6.91% | 3,216,835 | $28.9M | Reduce -0.1% |
| HAYW Hayward Holdings Inc. | 6.83% | 2,136,103 | $28.6M | Add +13.7% |
| MDXG Mimedx Group Inc. | 6.78% | 7,175,109 | $28.3M | Add +16.4% |
| RDVT Red Violet Inc. | 5.02% | 606,156 | $21.0M | Add +4.3% |
| BBSI Barrett Business SVCS Inc. | 5.01% | 718,390 | $21.0M | Add +10.7% |
| OOMA Ooma Inc. | 3.21% | 923,264 | $13.4M | Reduce -52.6% |
| TTGT Techtarget Inc. | 3.21% | 3,461,208 | $13.4M | Reduce -26.9% |
| CNM Core & Main Inc. Class A | 1.88% | 159,368 | $7.9M | Add +88.2% |
| AMPL Amplitude Inc. Class A | 0.62% | 380,526 | $2.6M | New |
| AVNS Avanos Medical Inc. | 0.32% | 95,540 | $1.3M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 2,400 | $1.2M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| HCKT The Hackett Group Inc. | Sold out | 0.00% | −2.02 |
| TTGT Techtarget Inc. | Reduce -26.9% | 3.21% | −1.83 |
| THRM Gentherm Inc. | Reduce -7.8% | 8.96% | −1.53 |
| OOMA Ooma Inc. | Reduce -52.6% | 3.21% | −1.29 |
| SONO Sonos Inc. | Reduce -2.1% | 7.98% | −0.82 |
| ANIK Anika Therapeutics Inc. | Sold out | 0.00% | −0.32 |
| MTRN Materion Corp. | Reduce -27.1% | 11.55% | +0.33 |
| HLIT Harmonic Inc. | Reduce -0.1% | 6.91% | +0.63 |
| SYNA Synaptics Inc. | Reduce -5.3% | 10.98% | +0.88 |
| NPO Enpro Inc. | Reduce -5.0% | 10.19% | +2.64 |
Portfolio Buys Q4 2025 → Q1 2026
| EXTR Extreme Networks Inc. | Add +24.6% | 10.27% | +2.77 |
| HAYW Hayward Holdings Inc. | Add +13.7% | 6.83% | +1.11 |
| CNM Core & Main Inc. Class A | Add +88.2% | 1.88% | +1.02 |
| AMPL Amplitude Inc. Class A | New | 0.62% | +0.62 |
| BBSI Barrett Business SVCS Inc. | Add +10.7% | 5.01% | +0.38 |
| AVNS Avanos Medical Inc. | New | 0.32% | +0.32 |
| MDXG Mimedx Group Inc. | Add +16.4% | 6.78% | −1.44 |
| RDVT Red Violet Inc. | Add +4.3% | 5.02% | −1.51 |
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 |