2026 Q2 Portfolio Activity
In 2026 Q2, Trigran Investments, Inc. maintained a portfolio of 19 distinct positions. The most significant new addition was CALIX INC, now representing 3.03% of the total fund value. They heavily accumulated shares in AMPLITUDE INC, increasing the position by 510.0%. Conversely, Trigran Investments, Inc. completely exited their position in OOMA INC.
Position History
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Total Positions
19
Quarter
2026 Q2
Top Holding
MTRN (12.0%)
Top 10 Concentration
80.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-19 of 19
Trigran Investments, Inc. Full Holdings List — 2026 Q2
| 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 | 11.99% | 11.55% |
#1
Prev: #1
|
6.0 |
—
|
-114,108 | -34.2% |
P
S
|
219,877 | $65,389,221 |
$85.10
+179.4%
|
2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
NPO
ENPRO INC
|
Industrials | 10.82% | 10.19% |
#2
2
Prev: #4
|
6.0 |
—
|
-13,571 | -8.0% |
P
S
|
156,472 | $58,978,991 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SYNA
SYNAPTICS INC
|
Technology | 9.00% | 10.98% |
#3
1
Prev: #2
|
4.6 |
—
|
-260,818 | -39.8% |
P
S
|
394,893 | $49,057,558 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
EXTR
EXTREME NETWORK...
|
Technology | 8.95% | 10.27% |
#4
1
Prev: #3
|
4.1 |
—
|
-1,340,045 | -47.1% |
P
S
|
1,507,325 | $48,792,110 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
THRM
GENTHERM INC
|
Consumer Cyclical | 7.28% | 8.96% |
#5
Prev: #5
|
3.9 |
—
|
-184,163 | -13.7% |
P
S
|
1,164,206 | $39,711,066 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SONO
SONOS INC
|
Technology | 7.10% | 7.98% |
#6
Prev: #6
|
4.8 |
—
|
373,752 | 15.0% |
P
S
|
2,862,915 | $38,735,240 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
HAYW
HAYWARD HLDGS I...
|
Industrials | 7.10% | 6.83% |
#7
1
Prev: #8
|
3.3 |
—
|
101,440 | 4.7% |
P
S
|
2,237,543 | $38,731,869 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
RDVT
RED VIOLET INC
|
Technology | 7.01% | 5.02% |
#8
2
Prev: #10
|
3.3 |
—
|
-5,987 | -1.0% |
P
S
|
600,169 | $38,242,769 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
HLIT
HARMONIC INC
|
Technology | 5.68% | 6.91% |
#9
2
Prev: #7
|
2.3 |
—
|
-1,318,997 | -41.0% |
P
S
|
1,897,838 | $30,991,695 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BBSI
BARRETT BUSINES...
|
Industrials | 5.07% | 5.01% |
#10
1
Prev: #11
|
4.0 |
—
|
59,966 | 8.3% |
P
S
|
778,356 | $27,647,205 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MDXG
MIMEDX GROUP IN...
|
Healthcare | 5.07% | 6.78% |
#11
2
Prev: #9
|
2.5 |
—
|
-1,339 | -0.0% |
P
S
|
7,173,770 | $27,619,014 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 4.18% | 1.88% |
#12
2
Prev: #14
|
4.7 |
—
|
313,378 | 196.6% |
P
S
|
472,746 | $22,809,995 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMPL
AMPLITUDE INC
|
Technology | 3.26% | 0.62% |
#13
2
Prev: #15
|
4.3 |
—
|
1,940,683 | 510.0% |
P
S
|
2,321,209 | $17,757,249 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CALX
CALIX INC
|
Technology | 3.03% | — |
#14
Prev: #—
|
4.7 |
—
|
442,008 | — |
NEW
|
442,008 | $16,495,738 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TTGT
TECHTARGET INC
|
Technology | 2.30% | 3.21% |
#15
2
Prev: #13
|
1.4 |
—
|
26,105 | 0.8% |
P
S
|
3,487,313 | $12,554,327 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MSA
MSA SAFETY INC
|
Industrials | 1.95% | — |
#16
Prev: #—
|
4.3 |
—
|
60,834 | — |
NEW
|
60,834 | $10,620,399 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.21% | 0.28% |
#17
Prev: #17
|
0.6 |
—
|
-110 | -4.6% |
P
S
|
2,290 | $1,145,893 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AVNS
AVANOS MED INC
|
Healthcare | 0.00% | 0.32% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-95,540 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
OOMA
OOMA INC
|
Technology | 0.00% | 3.21% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-923,264 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-19 of 19 holdings