What smart money is saying about Trimble
1 fund in our archive has pitched Trimble — most recently Aristotle Small/Mid Cap Equity Strategy in September 2026.
Trimble Inc. develops and supplies technology solutions globally, empowering professionals and field workers to significantly improve or revolutionize their operational workflows. Through its Buildings and Infrastructure segment, the company delivers a comprehensive array of digital tools for the construction sector. This includes software for route planning, 3D design, and data exchange, along with systems for guiding construction machinery and for monitoring and managing assets, personnel, and equipment. The segment also offers advanced Building Information Modeling (BIM), Enterprise Resource Planning (ERP), and project management platforms. Furthermore, it provides integrated solutions for site layout, measurement, cost estimation, scheduling, and project control, alongside specialized applications tailored for subcontractors and various trades. The Geospatial segment focuses on advanced surveying products, geographic information systems (GIS), and related geospatial technologies. For the Resources and Utilities sector, Trimble provides precision agriculture products and services. These encompass sophisticated guidance and positioning systems, autonomous steering capabilities, and automated, variable-rate application technologies. The offerings also include manual and automated navigation for farm equipment, solutions for automating pesticide and seeding processes, water management systems, and agricultural software designed for data and operational insights. Finally, the Transportation segment caters to the long-haul trucking and freight shipping industries. Its offerings span comprehensive mobility solutions such as route optimization, safety and compliance tools, end-to-end vehicle management, video intelligence, and supply chain communication platforms. Additionally, it delivers advanced fleet and transportation management systems, powerful analytics, mapping, reporting, and predictive modeling capabilities. Initially known as Trimble Navigation Limited, the company adopted its current name, Trimble Inc., in October 2016. Established in 1978, it maintains its headquarters in Sunnyvale, California.
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Position history
Between Q2 2025 and Q3 2026, 5 fund letters reported a position in Trimble — 1 opened or added to the position, 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
| Q2 2026 | 3 | 0 | 3 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 5 positions · 4 moves
- New positionAristotle Small/Mid Cap Equity StrategySeptember 2026
“• Trimble (TRMB), is a provider of software, data, and positioning solutions that help customers across the construction, agriculture, geospatial, and transportation industries improve productivity and automate workflows.”
Trimble - ExitedLiontrust Balanced FundJune 2026
“These buys were funded by the sale of Trimble, reducing overall software and long-duration growth, and by exiting BAE Systems and Rolls-Royce which dials back our geopolitically sensitive exposure.”
Trimble - TrimmedLiontrust Global Alpha FundJune 2026
“These buys were funded by sales of ServiceNow and Trimble, reducing overall software and long-duration growth, and by exiting BAE Systems and Rolls-Royce which dials back our geopolitically sensitive exposure.”
Trimble - June 2026
“Halliburton offers exposure to the oil services sectors which should be a beneficiary of this structural shift. These buys were funded by the sales including Trimble, reducing overall software and long-duration growth and – within the financials sector – Mastercard and ICICI Bank, due to a combination of limited upside to our current price targets and a declining T-Score in our risk system.”
Trimble - June 2025
Listed in Loomis Sayles Small Mid Cap Growth Fund’s reported holdings.
Trimble
Also mentioned · 1
These funds discuss Trimble — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“Cloud data platform provider Snowflake Inc. rose 69% after reporting impressive first-quarter results, with product revenue growth reaccelerating. AI is now a clear tailwind to its core platform. Snowflake offers a cloud-based data platform on which its customers can consolidate data and leverage that information for business insights and solve business problems. We meaningfully increased the position size in April and May on stock weakness as our due diligence bolstered our conviction in Snowflake’s position as the center of data gravity. The core of the investment thesis is that AI differentiation comes from data, not models, and that the agent control plane is a new category forming at the intersection of enterprise data, application connectivity, and model independence. Partially countering these positives was Trimble Inc. with its -22% decline.”
Trimble
Fund coverage · 1 thesis
- Aristotle Small/Mid Cap Equity StrategySeptember 2026
Trimble is transitioning into a higher-margin software and subscription platform with recurring revenue and digitalization tailwinds.
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