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Livermore
Livermore
ZHEN

Trigran Investments, Inc.

SEC CIK
0001336800
Latest filing
Aug 12, 2026

The latest 13F from Trigran Investments, Inc. covers Q2 2026 (filed Aug 12, 2026): 17 long positions worth $545.3M. The top 10 holdings make up 80.0% of the portfolio, and the largest is MATERION Corp (MTRN) at 12.0%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$27.1M
Added
6
Est. +$39.0M
Reduced
9
Est. −$143.1M
Sold out
2
Est. −$14.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. MTRNMATERION Corp
    12.0%$65.4MHistory
  2. NPOEnpro Inc.
    10.8%$59.0MHistory
  3. SYNASYNAPTICS Inc
    9.0%$49.1MHistory
  4. EXTRExtreme Networks Inc
    8.9%$48.8MHistory
  5. THRMGentherm Inc
    7.3%$39.7MHistory

Share of portfolio

Top 5 holdings and the other 12 positions, by share of portfolio value

  1. MTRN12.0%
  2. NPO10.8%
  3. SYNA9.0%
  4. EXTR8.9%
  5. THRM7.3%
  6. Other 12 positions52.0%

Biggest buys

New and added positions, by estimated amount bought

  1. CALXCalix, Inc
    +$16.5MNewHistory
  2. CNMCore & Main, Inc.
    +$15.1MAddedHistory
  3. AMPLAmplitude, Inc.
    +$14.8MAddedHistory
  4. MSAMSA Safety Inc
    +$10.6MNewHistory
  5. SONOSonos Inc
    +$5.06MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. CALXCalix, Inc
    +3.03 pp0.0% → 3.0%History
  2. AMPLAmplitude, Inc.
    +2.64 pp0.6% → 3.3%History
  3. CNMCore & Main, Inc.
    +2.30 pp1.9% → 4.2%History
  4. MSAMSA Safety Inc
    +1.95 pp0.0% → 1.9%History
  5. HAYWHayward Holdings, Inc.
    +0.27 pp6.8% → 7.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. EXTRExtreme Networks Inc
    −$43.4MReducedHistory
  2. MTRNMATERION Corp
    −$33.9MReducedHistory
  3. SYNASYNAPTICS Inc
    −$32.4MReducedHistory
  4. HLITHarmonic Inc.
    −$21.5MReducedHistory
  5. OOMAOoma Inc
    −$13.4MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. OOMAOoma Inc
    −3.21 pp3.2% → 0.0%History
  2. SYNASYNAPTICS Inc
    −1.99 pp11.0% → 9.0%History
  3. MDXGMimedx Group, Inc.
    −1.71 pp6.8% → 5.1%History
  4. THRMGentherm Inc
    −1.67 pp9.0% → 7.3%History
  5. EXTRExtreme Networks Inc
    −1.32 pp10.3% → 8.9%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$545.3M
+$127.1M (+30.4%) vs. prior quarter
Positions
17
0 vs. prior quarter
Top 10 concentration
80.0%
Top 10 as share of value
Turnover
13.7%
Q2 2026, one quarter
Average holding period
14.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.05B (Q4 2021)

Q1 2021: $809.5MQ2 2021: $907.1MQ3 2021: $906.4MQ4 2021: $1.05BQ1 2022: $984.6MQ2 2022: $857.7MQ3 2022: $871.4MQ4 2022: $997.7MQ1 2023: $1.04BQ2 2023: $1.04BQ3 2023: $938.3MQ4 2023: $1.03BQ1 2024: $1.03BQ2 2024: $956.3MQ3 2024: $913.5MQ4 2024: $869.5MQ1 2025: $679.6MQ2 2025: $575.9MQ3 2025: $551.6MQ4 2025: $507.6MQ1 2026: $418.2MQ2 2026: $545.3M
Q1 2021Q2 2026
13F filings of Trigran Investments, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 202617$545.3MMTRNNPOSYNAvs. Q1 2026SEC
Q1 2026May 13, 202617$418.2MMTRNSYNAEXTRvs. Q4 2025SEC
Q4 2025Feb 13, 202617$507.6MMTRNTHRMSYNAvs. Q3 2025SEC
Q3 2025Nov 12, 202517$551.6MMTRNTHRMMDXGvs. Q2 2025SEC
Q2 2025Aug 19, 2025Amended16$575.9MMTRNTHRMSYNAvs. Q1 2025SEC
Q1 2025May 13, 202516$679.6MSYNATTGTMTRNvs. Q4 2024SEC
Q4 2024Feb 13, 202518$869.5MSYNATHRMTTGTvs. Q3 2024SEC
Q3 2024Nov 14, 202420$913.5MTTGTTHRMHLITvs. Q2 2024SEC
Q2 2024Aug 14, 202420$956.3MTTGTTHRMSYNAvs. Q1 2024SEC
Q1 2024May 14, 202420$1.03BSONOSYNATHRMvs. Q4 2023SEC
Q4 2023Feb 13, 202418$1.03BSYNASONOHLITvs. Q3 2023SEC
Q3 2023Nov 13, 202320$938.3MSYNAHLITTHRMvs. Q2 2023SEC
Q2 2023Aug 11, 202323$1.04BSYNAHLITSONOvs. Q1 2023SEC
Q1 2023May 11, 202319$1.04BHLITSITMSONOvs. Q4 2022SEC
Q4 2022Feb 10, 202321$997.7MTHRMHLITSONOvs. Q3 2022SEC
Q3 2022Nov 8, 202221$871.4MHLITTHRMERIIvs. Q2 2022SEC
Q2 2022Aug 3, 202219$857.7MSierra Wireless IncSRDXTHRMvs. Q1 2022SEC
Q1 2022May 12, 202220$984.6MSRDXSierra Wireless IncSYNAvs. Q4 2021SEC
Q4 2021Feb 11, 202222$1.05BSYNATHRMSRDXvs. Q3 2021SEC
Q3 2021Nov 12, 202120$906.4MTHRMSRDXSYNAvs. Q2 2021SEC
Q2 2021Aug 12, 202120$907.1MSRDXSierra Wireless IncTHRMvs. Q1 2021SEC
Q1 2021May 11, 202119$809.5MSRDXQUOTERII–SEC

13D and 13G filings

Companies where Trigran Investments, Inc. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Trigran Investments, Inc. does not currently report owning 5% or more of any company.

Latest filings

78 filings on file made by Trigran Investments, Inc. or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Trigran Investments, Inc.
CompanyFiled (ET)FormStakeChangeEvent dateFiling
TTGTTechTarget, Inc.Aug 12, 20264:01 PM ET13G/A4.80%3.49M shares−0.50 ppfrom 5.30%Below 5%Jun 30, 2026SEC
OOMAOoma IncMay 12, 20264:30 PM ET13G/A3.40%923.3K shares−4.70 ppfrom 8.10%Below 5%Mar 31, 2026SEC
THRMGentherm IncFeb 13, 20261:01 PM ET13G/A4.80%1.46M shares–Below 5%Dec 31, 2025SEC
MDXGMimedx Group, Inc.Feb 13, 20261:00 PM ET13G/A4.20%6.16M shares–Below 5%Dec 31, 2025SEC
ANIKAnika Therapeutics, Inc.Jan 8, 20263:00 PM ET13G/A1.20%168.4K shares−10.00 ppfrom 11.20%Below 5%Dec 31, 2025SEC
ANIKAnika Therapeutics, Inc.Nov 7, 20256:06 AM ET13G/A11.20%1.62M shares–Sep 30, 2025SEC
OOMAOoma IncNov 7, 20256:05 AM ET13G/A8.10%2.23M shares−4.80 ppfrom 12.90%Sep 30, 2025SEC
RDVTRed Violet, Inc.Aug 13, 20254:01 PM ET13G/A4.50%626.0K shares−4.20 ppfrom 8.70%Below 5%Jun 30, 2025SEC
RDVTRed Violet, Inc.May 12, 20254:05 PM ET13G/A8.70%1.21M shares−2.90 ppfrom 11.60%Mar 31, 2025SEC
OOMAOoma IncFeb 13, 20254:09 PM ET13G/A12.90%3.49M shares–Dec 31, 2024SEC
RDVTRed Violet, Inc.Feb 13, 20254:07 PM ET13G/A11.60%1.60M shares–Dec 31, 2024SEC
TTGTTechTarget, Inc.Feb 13, 20254:06 PM ET13G5.30%3.76M sharesNewDec 31, 2024SEC
SONOSonos IncNov 14, 202413G/AOld format–––SEC
HLITHarmonic Inc.Nov 7, 202413G/AOld format–––SEC
BCOVBrightcove IncNov 7, 202413G/AOld format–––SEC
MDXGMimedx Group, Inc.Nov 7, 202413GOld format–New–SEC
HCKTHackett Group, Inc.Oct 23, 202413G/AOld format–––SEC
TTGTTechTarget, Inc.Oct 23, 202413GOld format–––SEC
SRDXSurmodics IncOct 23, 202413G/AOld format–––SEC
SRDXSurmodics IncJul 9, 202413G/AOld format–––SEC