Latest Trigran Investments, Inc. Stock Portfolio

$418Million | No. of Holdings #17

Trigran Investments, Inc. Performance

2026 Q1-11.69%

YTD-11.69%

2025-11.39%

About Trigran Investments, Inc. and 13F Hedge Fund Stock Holdings

Trigran Investments, Inc. is a hedge fund based in Northbrook, IL. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Trigran Investments, Inc. reported an equity portfolio of $418.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Trigran Investments, Inc. are MTRN, SYNA, EXTR. The fund has invested 11.6% of it's portfolio in MATERION CORP and 11% of portfolio in SYNAPTICS INC. <br><br> The fund managers got completely rid off HACKETT GROUP INC (HCKT) and ANIKA THERAPEUTICS INC (ANIK) stocks. They significantly reduced their stock positions in OOMA INC (OOMA), MATERION CORP (MTRN) and TECHTARGET INC (TTGT). Trigran Investments, Inc. opened new stock positions in AMPLITUDE INC (AMPL) and AVANOS MED INC (AVNS). The fund showed a lot of confidence in some stocks as they added substantially to CORE & MAIN INC (CNM), EXTREME NETWORKS (EXTR) and MIMEDX GROUP INC (MDXG).

Trigran Investments, Inc. Equity Portfolio Value

Last Reported on: 13 May, 2026

$418Million

as of May 13, 2026

Trigran Investments, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Trigran Investments, Inc. made a return of -11.69% in the last quarter. In trailing 12 months, it's portfolio return was -5.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
amplitude inc	2,595,190
avanos med inc	1,338,520

New stocks bought by Trigran Investments, Inc.

Additions

Ticker	% Inc.
core & main inc	88.24
extreme networks	24.59
mimedx group inc	16.42
hayward hldgs inc	13.66
barrett business svcs inc	10.74
red violet inc	4.29

Additions to existing portfolio by Trigran Investments, Inc.

Reductions

Ticker	% Reduced
ooma inc	-52.61
materion corp	-27.09
techtarget inc	-26.9
gentherm inc	-7.84
synaptics inc	-5.32
enpro inc	-5.03
sonos inc	-2.09
harmonic inc	-0.14

Trigran Investments, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
hackett group inc	-10,242,100
anika therapeutics inc	-1,618,320

Trigran Investments, Inc. got rid off the above stocks

Sector Distribution

Trigran Investments, Inc. has about 41.8% of it's holdings in Technology sector.

Technology
Industrials
Basic Materials
Consumer Cyclical
Healthcare
Communication Services

Sector	%
Technology	41.8
Industrials	23.9
Basic Materials	11.6
Consumer Cyclical	9
Healthcare	7.1
Communication Services	6.4

Market Cap. Distribution

Trigran Investments, Inc. has about 1.9% of it's portfolio invested in the large-cap and mega-cap stocks.

SMALL-CAP
MID-CAP
MICRO-CAP
LARGE-CAP

Category	%
SMALL-CAP	55.1
MID-CAP	39.6
MICRO-CAP	3.2
LARGE-CAP	1.9

Stocks belong to which Index?

About 91% of the stocks held by Trigran Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

RUSSELL 2000
Others

Index	%
RUSSELL 2000	91
Others	9

Top 5 Winners (%)		%
OOMA	ooma inc	17.7 %
NPO	enpro inc	16.6 %
MTRN	materion corp	14.1 %

Top 5 Winners ($)		$
MTRN	materion corp	8.1 M
NPO	enpro inc	6.4 M
OOMA	ooma inc	4.0 M

Top 5 Losers (%)		%
MDXG	mimedx group inc	-39.9 %
RDVT	red violet inc	-38.8 %
TTGT	techtarget inc	-24.4 %
SONO	sonos inc	-23.4 %
THRM	gentherm inc	-22.7 %

Top 5 Losers ($)		$
MDXG	mimedx group inc	-18.8 M
RDVT	red violet inc	-13.3 M
THRM	gentherm inc	-12.1 M
SONO	sonos inc	-10.5 M
TTGT	techtarget inc	-6.2 M

Trigran Investments, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Trigran Investments, Inc.

Trigran Investments, Inc. has 17 stocks in it's portfolio. About 85.5% of the portfolio is in top 10 stocks. MDXG proved to be the most loss making stock for the portfolio. MTRN was the most profitable stock for Trigran Investments, Inc. last quarter.

$418.17MTotal Value

19.00Positions

13 May, 2026Last Reported

Current holdings of Current Stock Holdings of Trigran Investments, Inc., last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AMPL Amplitude Inc Amplitude IncAMPL Trigran Investments, Inc.'s holding in Amplitude Inc over time	0.62%	380,526	$2.60M 0.62%	new position

ANIK Anika Therapeutics Inc Anika Therapeutics IncANIK Trigran Investments, Inc.'s holding in Anika Therapeutics Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

AVNS Avanos Med Inc Avanos Med Inc AVNS Trigran Investments, Inc.'s holding in Avanos Med Inc over time	0.32%	95,540	$1.34M 0.32%	new position

BBSI Barrett Business Svcs Inc Barrett Business Svcs IncBBSI Trigran Investments, Inc.'s holding in Barrett Business Svcs Inc over time	5.01%	718,390	$20.96M 5.01%	increased 10.74 percentadded

CNM Core & Main Inc Core & Main IncCNM Trigran Investments, Inc.'s holding in Core & Main Inc over time	1.88%	159,368	$7.87M 1.88%	increased 88.24 percentadded

EXTR Extreme Networks Extreme NetworksEXTR Trigran Investments, Inc.'s holding in Extreme Networks over time	10.27%	2,847,370	$42.94M 10.27%	increased 24.59 percentadded

HAYW Hayward Hldgs Inc Hayward Hldgs IncHAYW Trigran Investments, Inc.'s holding in Hayward Hldgs Inc over time	6.84%	2,136,100	$28.58M 6.84%	increased 13.66 percentadded

HCKT Hackett Group Inc Hackett Group IncHCKT Trigran Investments, Inc.'s holding in Hackett Group Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

HLIT Harmonic Inc Harmonic IncHLIT Trigran Investments, Inc.'s holding in Harmonic Inc over time	6.91%	3,216,840	$28.89M 6.91%	decreased 0.14 percentreduced

MDXG Mimedx Group Inc Mimedx Group IncMDXG Trigran Investments, Inc.'s holding in Mimedx Group Inc over time	6.78%	7,175,110	$28.34M 6.78%	increased 16.42 percentadded

MTRN Materion Corp Materion CorpMTRN Trigran Investments, Inc.'s holding in Materion Corp over time	11.55%	333,985	$48.31M 11.55%	decreased 27.09 percentreduced

NPO Enpro Inc Enpro IncNPO Trigran Investments, Inc.'s holding in Enpro Inc over time	10.19%	170,043	$42.62M 10.19%	decreased 5.03 percentreduced

OOMA Ooma Inc Ooma IncOOMA Trigran Investments, Inc.'s holding in Ooma Inc over time	3.21%	923,264	$13.43M 3.21%	decreased 52.61 percentreduced

RDVT Red Violet Inc Red Violet IncRDVT Trigran Investments, Inc.'s holding in Red Violet Inc over time	5.02%	606,156	$20.97M 5.02%	increased 4.29 percentadded

SONO Sonos Inc Sonos IncSONO Trigran Investments, Inc.'s holding in Sonos Inc over time	7.98%	2,489,160	$33.35M 7.98%	decreased 2.09 percentreduced

SYNA Synaptics Inc Synaptics IncSYNA Trigran Investments, Inc.'s holding in Synaptics Inc over time	10.98%	655,711	$45.93M 10.98%	decreased 5.32 percentreduced

THRM Gentherm Inc Gentherm IncTHRM Trigran Investments, Inc.'s holding in Gentherm Inc over time	8.96%	1,348,370	$37.46M 8.96%	decreased 7.84 percentreduced

TTGT Techtarget Inc Techtarget IncTTGT Trigran Investments, Inc.'s holding in Techtarget Inc over time	3.21%	3,461,210	$13.43M 3.21%	decreased 26.9 percentreduced

Cl B New Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del Trigran Investments, Inc.'s holding in Berkshire Hathaway Inc Del over time	0.28%	2,400	$1.15M 0.28%	unchanged 0 percentunchanged