2026 Q1 Portfolio Activity
In 2026 Q1, Trigran Investments, Inc. maintained a portfolio of 19 distinct positions. The most significant new addition was AMPLITUDE INC, now representing 0.62% of the total fund value. They heavily accumulated shares in EXTREME NETWORKS, increasing the position by 24.6%. Conversely, Trigran Investments, Inc. completely exited their position in HACKETT GROUP INC.
Position History
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Total Positions
19
Quarter
2026 Q1
Top Holding
MTRN (11.6%)
Top 10 Concentration
85.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-19 of 19
Trigran Investments, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MTRN
MATERION CORP
|
Basic Materials | 11.55% | 11.22% |
#1
Prev: #1
|
6.0 |
—
|
-124,088 | -27.1% |
P
S
|
333,985 | $48,310,930 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SYNA
SYNAPTICS INC
|
Technology | 10.98% | 10.10% |
#2
1
Prev: #3
|
6.0 |
—
|
-36,876 | -5.3% |
P
S
|
655,711 | $45,925,998 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EXTR
EXTREME NETWORK...
|
Technology | 10.27% | 7.50% |
#3
4
Prev: #7
|
7.5 |
—
|
561,979 | 24.6% |
P
S
|
2,847,370 | $42,938,540 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NPO
ENPRO INC
|
Industrials | 10.19% | 7.55% |
#4
2
Prev: #6
|
5.0 |
—
|
-9,004 | -5.0% |
P
S
|
170,043 | $42,621,278 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
THRM
GENTHERM INC
|
Consumer Cyclical | 8.96% | 10.48% |
#5
3
Prev: #2
|
4.6 |
—
|
-114,774 | -7.8% |
P
S
|
1,348,369 | $37,457,691 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SONO
SONOS INC
|
Technology | 7.98% | 8.80% |
#6
2
Prev: #4
|
3.7 |
—
|
-53,235 | -2.1% |
P
S
|
2,489,163 | $33,354,784 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HLIT
HARMONIC INC
|
Technology | 6.91% | 6.28% |
#7
2
Prev: #9
|
3.3 |
—
|
-4,566 | -0.1% |
P
S
|
3,216,835 | $28,887,178 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HAYW
HAYWARD HLDGS I...
|
Industrials | 6.83% | 5.72% |
#8
2
Prev: #10
|
4.7 |
—
|
256,791 | 13.7% |
P
S
|
2,136,103 | $28,581,058 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MDXG
MIMEDX GROUP IN...
|
Healthcare | 6.78% | 8.22% |
#9
4
Prev: #5
|
4.7 |
—
|
1,011,725 | 16.4% |
P
S
|
7,175,109 | $28,341,680 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RDVT
RED VIOLET INC
|
Technology | 5.02% | 6.52% |
#10
2
Prev: #8
|
2.5 |
—
|
24,913 | 4.3% |
P
S
|
606,156 | $20,972,997 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BBSI
BARRETT BUSINES...
|
Industrials | 5.01% | 4.63% |
#11
1
Prev: #12
|
4.0 |
—
|
69,652 | 10.7% |
P
S
|
718,390 | $20,962,620 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
OOMA
OOMA INC
|
Technology | 3.21% | 4.50% |
#12
1
Prev: #13
|
1.3 |
—
|
-1,024,797 | -52.6% |
P
S
|
923,264 | $13,433,491 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TTGT
TECHTARGET INC
|
Technology | 3.21% | 5.04% |
#13
2
Prev: #11
|
1.3 |
—
|
-1,273,864 | -26.9% |
P
S
|
3,461,208 | $13,429,487 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 1.88% | 0.87% |
#14
1
Prev: #15
|
3.8 |
—
|
74,707 | 88.2% |
P
S
|
159,368 | $7,872,779 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMPL
AMPLITUDE INC
|
Technology | 0.62% | — |
#15
Prev: #—
|
3.7 |
—
|
380,526 | — |
NEW
|
380,526 | $2,595,188 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVNS
AVANOS MED INC
|
Healthcare | 0.32% | — |
#16
Prev: #—
|
3.6 |
—
|
95,540 | — |
NEW
|
95,540 | $1,338,515 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.28% | 0.24% |
#17
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
2,400 | $1,150,080 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ANIK
ANIKA THERAPEUT...
|
Healthcare | 0.00% | 0.32% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-168,400 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HCKT
HACKETT GROUP I...
|
Technology | 0.00% | 2.02% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-521,758 | -100.0% |
CLOSED
|
— | $— | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-19 of 19 holdings