No Street GP LP’s Trimble TRMB Stock Holding History

No Street GP LP’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
2026 Q2	$73.2M	Buy	1,430,000 +305,000	+27%	+$18M	4.4%	9
2026 Q1	$73.4M	Buy	1,125,000 +450,000	+67%	+$31.3M	4.89%	7
2025 Q4	$52.9M	Sell	675,000 -50,000	-7%	-$3.98M	3.56%	10
2025 Q3	$59.2M	Hold	725,000	–	–	3.89%	12
2025 Q2	$55.1M	Hold	725,000	–	–	4.06%	10
2025 Q1	$47.6M	Sell	725,000 -75,000	-9%	-$5.39M	3.71%	11
2024 Q4	$56.5M	Buy	800,000 +37,500	+5%	+$2.55M	3.74%	11
2024 Q3	$47.3M	Buy	762,500 +112,500	+17%	+$6.28M	3.65%	11
2024 Q2	$36.3M	Buy	+650,000	New	+$37.5M	2.23%	14

Other funds holding TRMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

No Street GP LP's TRMB Position: Q2 2026 in Review

No Street GP LP increased its Trimble (TRMB) stake by 27% in Q2 2026, buying an estimated $18M and bringing the position to 1,430,000 shares worth $73.2M. The position accounts for 4.4% of the portfolio, ranked #9.

No Street GP LP first reported a position in TRMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $73.4M in Q1 2026. 705 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

No Street GP LP held 1,430,000 shares of Trimble worth $73.2M as of Q2 2026.
No Street GP LP bought 305,000 Trimble shares in Q2 2026, an estimated $18M.
Trimble made up 4.4% of No Street GP LP's portfolio in Q2 2026, its #9 holding.
No Street GP LP first reported a position in Trimble in Q2 2024 and has held it in 9 quarters since.
No Street GP LP's Trimble position peaked at $73.4M in Q1 2026.
705 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on No Street GP LP's 13F filing for Q2 2026, filed 14 Aug 2026.