Jana Partners's TRMB Position Overview
Jana Partners (via Jana Partners Management, Lp) currently holds 1.88 M shares of Trimble Inc. (TRMB) worth $153.62 M, representing 7.44% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jana Partners has maintained this position in TRMB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2024, adding 703,400 shares. Largest reduction occurred in Q3 2025, reducing 1.73 M shares.
Analysis based on 13F filings available since 2013 Q2
Jana Partners's Trimble (TRMB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Trimble (TRMB) Trades by Jana Partners
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2023 | +3.76 M | New Buy | 3.76 M | $53.20 |
| Q1 2024 | +704 | Add 0.02% | 3.76 M | $64.36 |
| Q2 2024 | +416,469 | Add 11.07% | 4.18 M | $55.92 |
| Q3 2024 | +703,400 | Add 16.84% | 4.88 M | $62.09 |
| Q4 2024 | -702,856 | Reduce 14.40% | 4.18 M | $70.66 |
| Q1 2025 | -232,861 | Reduce 5.57% | 3.95 M | $65.65 |
| Q2 2025 | -336,330 | Reduce 8.52% | 3.61 M | $75.98 |
| Q3 2025 | -1.73 M | Reduce 47.87% | 1.88 M | $81.65 |
Jana Partners's Trimble Investment FAQs
Jana Partners first purchased Trimble Inc. (TRMB) in Q4 2023, acquiring 3,760,371 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners has held Trimble Inc. (TRMB) for 8 quarters since Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners's largest addition to Trimble Inc. (TRMB) was in Q4 2023, adding 3,760,371 shares worth $200.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jana Partners's firm, Jana Partners Management, Lp, owns 1,881,399 shares of Trimble Inc. (TRMB), valued at approximately $153.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Trimble Inc. (TRMB) represents approximately 7.44% of Jana Partners's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners's peak holding in Trimble Inc. (TRMB) was 4,880,944 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.