JANA Partners Management’s Trimble TRMB Stock Holding History

JANA Partners Management’s Portfolio TRMB Stock Details TRMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,881,399	Closed	-$154M	–	13
2025 Q3	$154M	Sell	1,881,399 -1,727,498	-48%	-$141M	7.44%	6
2025 Q2	$274M	Sell	3,608,897 -336,330	-9%	-$22.6M	13.77%	5
2025 Q1	$259M	Sell	3,945,227 -232,861	-6%	-$16.7M	13.37%	5
2024 Q4	$295M	Sell	4,178,088 -702,856	-14%	-$47.8M	14.52%	2
2024 Q3	$303M	Buy	4,880,944 +703,400	+17%	+$39.3M	15.73%	1
2024 Q2	$234M	Buy	4,177,544 +416,469	+11%	+$24M	13.66%	4
2024 Q1	$242M	Buy	3,761,075 +704	+0%	+$40.1K	13.23%	3
2023 Q4	$200M	Buy	+3,760,371	New	+$179M	12.91%	5

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

JANA Partners Management's TRMB Position: Q4 2025 in Review

JANA Partners Management sold out of Trimble (TRMB) in Q4 2025, closing a stake of 1,881,399 shares — an estimated $154M sold.

JANA Partners Management first reported a position in TRMB in Q4 2023 and held it in 8 quarters. The position peaked at $303M in Q3 2024. 795 funds tracked by Wall St. Rank hold TRMB as of Q4 2025.

JANA Partners Management reported no remaining Trimble position as of Q4 2025 after selling out during the quarter.
JANA Partners Management sold 1,881,399 Trimble shares in Q4 2025, an estimated $154M.
JANA Partners Management first reported a position in Trimble in Q4 2023 and held it in 8 quarters.
JANA Partners Management's Trimble position peaked at $303M in Q3 2024.
795 funds tracked by Wall St. Rank held Trimble as of Q4 2025.

Based on JANA Partners Management's 13F filing for Q4 2025, filed 17 Feb 2026.