PARADIGM CAPITAL MANAGEMENT INC/NY

CIK 0001037792 • 6 13F filings • May 15, 2025 – Aug 13, 2026

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Filer information

Filed by: PARADIGM CAPITAL MANAGEMENT INC/NY, CCO
Address: 9 ELK STREET, ALBANY, NY, 12207
Phone: 518-431-3534
AUM: $61.6M

AUM over time

$3.67B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer StaplesOther

Holdings by filing

Portfolio value: $61.6M1 positionsView on SEC.gov

			% of Portfolio
A10 Networks, Inc.	COM	$7.1M	11.5%Prev: 0.3%	401,400 SH	Decreased-5,600 SH
Abbott Laboratories	COM	$677K	1.1%Prev: 0.0%	5,400 SH	Decreased
Addus homeCare Corporation	COM	$5.6M	9.1%Prev: 0.3%	52,270 SH	Decreased
Adtran Inc	COM	$9.8M	15.9%Prev: 0.1%	1,129,909 SH	Increased+949,909 SH
Amer Eagle Outfitters	COM	$2.2M	3.6%Prev: 0.1%	84,775 SH	Increased
American Financial Group	COM	$882K	1.4%Prev: 0.0%	6,450 SH	Decreased
AngioDynamics, Inc.	COM	$8.7M	14.1%Prev: 0.3%	678,200 SH	Increased
Applied Materials	COM	$514K	0.8%Prev: 0.0%	2,000 SH	Increased
Arlo Technologies, Inc.	COM	$4.7M	7.6%Prev: 0.2%	336,800 SH	Decreased
ATI Inc.	COM	$2.1M	3.4%Prev: 0.1%	18,000 SH	Increased
Atricure Inc	COM	$4.9M	7.9%Prev: 0.2%	123,100 SH	Increased
AVIAT NETWORKS INC COM NEW	COM	$1.0M	1.6%Prev: 0.0%	47,100 SH	Decreased
Axcelis Technologies Inc.	COM	$4.5M	7.3%Prev: 0.2%	56,000 SH	Decreased-100 SH
Azenta Inc	COM	$1.4M	2.2%Prev: 0.1%	40,900 SH	Increased
Banner Corp New	COM	$376K	0.6%Prev: 0.0%	6,000 SH	Decreased
Bath & Body Works, Inc.	COM	$4.0M	6.5%	200,000 SH	New
Boise Cascade Company	COM	$3.2M	5.2%Prev: 0.1%	43,375 SH	Decreased
Bristol-Myers Squibb	COM	$275K	0.4%Prev: 0.0%	5,100 SH	Increased
Broadcom Ltd	COM	$280.0M	454.6%Prev: 11.6%	809,000 SH	Increased
Builders Firstsource Inc	COM	$8.8M	14.3%Prev: 0.5%	85,750 SH	Decreased
Caleres Inc	COM	$11.1M	18.0%Prev: 0.4%	911,599 SH	Increased+256,155 SH
Calix Inc	COM	$35.6M	57.8%Prev: 1.8%	672,400 SH	Decreased
Carpenter Technology Corp	COM	$4.9M	8.0%Prev: 0.2%	15,600 SH	Increased
Cerence Inc.	COM	$21.7M	35.2%Prev: 1.1%	2,026,392 SH	Decreased-14,900 SH
Cigna Corp New	COM	$495K	0.8%Prev: 0.0%	1,800 SH	Decreased
Codexis, Inc.	COM	$82K	0.1%Prev: 0.0%	50,000 SH	Decreased
Cohu Inc.	COM	$21.3M	34.6%Prev: 0.7%	914,897 SH	Increased+99,998 SH
Colgate-Palmolive	COM	$1.4M	2.3%Prev: 0.1%	17,700 SH	Decreased
Concentrix Corp	COM	$3.6M	5.8%Prev: 1.2%	86,342 SH	Decreased-530,500 SH
Cross Country Healthcare, Inc.	COM	$872K	1.4%Prev: 0.1%	107,700 SH	Decreased
Dentsply Sirona, Inc.	COM	$27.4M	44.5%Prev: 0.5%	2,398,500 SH	Increased+1,456,249 SH
Ducommun Inc	COM	$73.3M	119.0%Prev: 3.2%	770,500 SH	Decreased
Edwards Lifesciences Corporation	COM	$375K	0.6%Prev: 0.0%	4,400 SH	Increased
EMCOR Group, Inc.	COM	$13.3M	21.5%Prev: 0.7%	21,675 SH	Decreased-1,700 SH
EnerSys	COM	$68.4M	111.0%Prev: 2.3%	465,800 SH	Increased
Enovis Corporation	COM	$27.8M	45.1%Prev: 1.6%	1,043,798 SH	Decreased-161,078 SH
Ensign Group, Inc.	COM	$59.9M	97.3%Prev: 2.6%	344,099 SH	Increased-1 SH
Entegris Inc	COM	$45.0M	73.0%Prev: 2.1%	533,700 SH	Decreased+6,100 SH
Enviri Corp	COM	$63.5M	103.1%Prev: 2.1%	3,544,698 SH	Increased-248,602 SH
Extreme Networks	COM	$82.8M	134.4%Prev: 4.4%	4,972,500 SH	Decreased+40,000 SH
Fabrinet	COM	$241.5M	392.1%Prev: 8.4%	530,500 SH	Increased
Federal Signal Corp	COM	$7.6M	12.3%Prev: 0.4%	70,000 SH	Decreased
Fidelity National Financial	COM	$322K	0.5%Prev: 0.0%	5,900 SH	Decreased
First Merchants Corporation	COM	$1.2M	1.9%Prev: 0.1%	32,000 SH	Decreased
Formfactor Inc	COM	$1.6M	2.5%Prev: 0.3%	27,900 SH	Decreased-150,000 SH
Garmin LTD	COM	$3.9M	6.3%Prev: 0.2%	19,075 SH	Decreased
GATX Corp	COM	$1.1M	1.8%Prev: 0.0%	6,550 SH	Decreased
Gen Digital Inc	COM	$979K	1.6%Prev: 0.1%	36,000 SH	Decreased-24,000 SH
Gentherm Inc	COM	$546K	0.9%Prev: 0.0%	15,000 SH	Increased
Globus Medical Inc Cl A new	COM	$82.6M	134.1%Prev: 2.4%	945,799 SH	Increased-1,001 SH
Halozyme Therapeutics, Inc.	COM	$673K	1.1%Prev: 0.0%	10,000 SH	Decreased
Helen of Troy Limited	COM	$12.0M	19.5%	564,200 SH	New
Hillenbrand Inc	COM	$574K	0.9%Prev: 0.0%	18,100 SH	Decreased-5,200 SH
Insight Enterprises	COM	$66.1M	107.2%Prev: 2.9%	810,764 SH	Decreased+214,064 SH
Integra Lifesciences Holdings Corp	COM	$33.1M	53.7%Prev: 1.6%	2,664,998 SH	Decreased+135,198 SH
Intl Business Machines	COM	$859K	1.4%Prev: 0.0%	2,900 SH	Increased
J Jill Group	COM	$12.5M	20.4%Prev: 0.8%	914,300 SH	Decreased-113,000 SH
Jabil Inc	COM	$127.2M	206.5%Prev: 5.3%	557,900 SH	Increased
Johnson & Johnson	COM	$5.6M	9.1%Prev: 0.2%	27,200 SH	Increased
Kadant Inc.	COM	$8.5M	13.8%Prev: 0.4%	29,800 SH	Decreased-300 SH
Kforce, Inc.	COM	$1.1M	1.8%Prev: 0.1%	36,800 SH	Decreased-68,325 SH
Kratos Defense & Security Solutions, Inc.	COM	$16.4M	26.6%Prev: 0.9%	215,500 SH	Decreased
Kulicke & Soffa Industries Inc.	COM	$7.8M	12.7%Prev: 0.3%	171,325 SH	Increased
Lumentum Holdings Inc.	COM	$12.4M	20.1%Prev: 0.2%	33,600 SH	Increased
Marvell Technology Inc.	COM	$6.1M	9.9%Prev: 0.3%	71,600 SH	Increased
Masimo Corp	COM	$1.5M	2.4%Prev: 0.1%	11,353 SH	Decreased
MasterBrand Inc.	COM	$6.4M	10.4%Prev: 0.3%	582,000 SH	Decreased+2,000 SH
MaxLinear, Inc	COM	$15.0M	24.4%Prev: 0.1%	861,000 SH	Increased+734,875 SH
Mid America Apartment Communities	COM	$3.0M	4.9%Prev: 0.1%	21,615 SH	Decreased
MiMedx	COM	$16.6M	26.9%Prev: 0.8%	2,451,200 SH	Decreased-200,000 SH
Modine Manufacturing Co	COM	$197.1M	320.0%Prev: 9.2%	1,476,298 SH	Decreased-20,002 SH
MYR Group Inc.	COM	$1.7M	2.8%Prev: 0.1%	8,000 SH	Increased
Natera, Inc.	COM	$20.7M	33.6%Prev: 0.6%	90,400 SH	Increased
National Bank Hldgs Corp Cl A	COM	$342K	0.6%Prev: 0.0%	9,000 SH	Decreased
Neogen Corporation	COM	$363K	0.6%Prev: 0.0%	52,000 SH	Increased
NN, Inc.	COM	$256K	0.4%Prev: 0.3%	200,000 SH	Decreased-2,658,262 SH
Nova Measuring Instruments Ltd	COM	$328K	0.5%Prev: 0.0%	1,000 SH	Increased
Onto Innovation Inc.	COM	$177.7M	288.5%Prev: 6.2%	1,125,838 SH	Increased+12,999 SH
Orthofix Medical Inc.	COM	$50.1M	81.3%Prev: 2.1%	3,304,899 SH	Increased-39,601 SH
Orthopediatrics Corp	COM	$835K	1.4%Prev: 0.1%	47,000 SH	Decreased-134,000 SH
Outset Med Inc	COM	$148K	0.2%	40,000 SH	New
Owens and Minor, Inc.	COM	$4.7M	7.7%Prev: 0.5%	1,686,400 SH	Decreased-925,200 SH
Penguin Solutions Inc	COM	$18.1M	29.3%Prev: 0.8%	923,400 SH	Decreased+207,349 SH
Pennant Group Inc.	COM	$39.8M	64.6%Prev: 1.6%	1,412,800 SH	Increased-12,000 SH
PepsiCo Inc	COM	$215K	0.3%Prev: 0.0%	1,500 SH	Increased
Pfizer, Inc	COM	$284K	0.5%Prev: 0.0%	11,400 SH	Decreased
Primoris Services Corp	COM	$621K	1.0%Prev: 0.0%	5,000 SH	Decreased
Procter & Gamble	COM	$358K	0.6%Prev: 0.0%	2,500 SH	Decreased
Progress Software Corp	COM	$1.9M	3.2%Prev: 0.1%	45,300 SH	Decreased
PTC Inc	COM	$7.0M	11.3%Prev: 0.4%	40,000 SH	Decreased
Pure Storage, Inc. Class A	COM	$1.8M	2.9%Prev: 0.1%	27,000 SH	Decreased
Qorvo Inc.	COM	$2.2M	3.6%Prev: 0.1%	25,880 SH	Decreased
Quidel Corp	COM	$23.7M	38.4%Prev: 1.2%	828,890 SH	Decreased-110,612 SH
Radnet Inc	COM	$3.9M	6.3%Prev: 0.2%	54,700 SH	Decreased
Regal Rexnord Corporation	COM	$1.7M	2.8%Prev: 0.1%	12,200 SH	Decreased
Renasant Corporation	COM	$775K	1.3%Prev: 0.0%	22,000 SH	Decreased
Revvity Inc.	COM	$3.7M	6.0%Prev: 0.1%	38,450 SH	Increased
Ribbon Communications Inc	COM	$24.0M	38.9%Prev: 1.4%	8,323,298 SH	Decreased-425,902 SH
Sensient Technologies Corp	COM	$4.8M	7.9%Prev: 0.2%	51,475 SH	Increased
SI-Bone, Inc.	COM	$10.4M	16.9%Prev: 0.4%	528,200 SH	Increased-35,331 SH
Skyworks Solutions, Inc.	COM	$780K	1.3%Prev: 0.0%	12,300 SH	Decreased
Smurfit Westrock L	COM	$703K	1.1%Prev: 0.1%	18,180 SH	Decreased-20,000 SH
Tactile Systems Technology	COM	$21.4M	34.7%Prev: 0.9%	736,599 SH	Increased-801,801 SH
TD SYNNEX Corporation	COM	$12.2M	19.8%Prev: 0.6%	81,274 SH	Decreased
Teradyne Inc	COM	$9.4M	15.3%Prev: 0.3%	48,650 SH	Increased
Treace Medical Concepts, Inc.	COM	$245K	0.4%Prev: 0.1%	100,000 SH	Decreased-150,000 SH
TruBridge, Inc.	COM	$7.5M	12.1%Prev: 0.1%	339,000 SH	Increased+216,144 SH
TTEC Holdings Inc	COM	$1.9M	3.1%Prev: 0.1%	534,100 SH	Decreased-200,000 SH
TTM Technologies, Inc.	COM	$3.0M	4.9%Prev: 0.1%	43,500 SH	Increased
Ultra Clean Holdings Inc	COM	$15.4M	25.0%Prev: 0.8%	608,200 SH	Decreased-50,000 SH
Veeco Instruments	COM	$68.6M	111.4%Prev: 3.1%	2,400,499 SH	Decreased+40,599 SH
WESCO International, Inc.	COM	$7.3M	11.9%Prev: 0.3%	30,000 SH	Increased
Xerox Corp	COM	$2.1M	3.4%Prev: 0.6%	880,000 SH	Decreased-2,611,200 SH
Ziff-Davis Inc	COM	$294K	0.5%Prev: 0.0%	8,350 SH	Decreased
Zumiez, Inc.	COM	$12.5M	20.2%Prev: 0.5%	478,200 SH	Increased-100,000 SH
Zurn Water Solutions Corp	COM	$4.8M	7.7%Prev: 0.2%	102,300 SH	Decreased

Sold (vs prior filing)

ACV Auctions — $2.0M
Best Buy Co — $3.2M
Cambium Networks Corporation — $418K
Centene Corporation — $357K
Conduent Inc — $560K
Consensus Cloud Solutions, Inc. — $243K
Hooker Furnishings Corporation — $702K
Ichor Holdings — $291K
Integer Holdings — $3.3M
Kelly Services Inc Class A — $1.0M
Lakeland Industies, Inc. — $148K
PACS Group, Inc. — $7.3M
TELA Bio, Inc. — $298K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001037792-26-000001	$61.6M	View
Nov 14, 2025	Q3 2025	13F-HR	0001037792-25-000014	$2.31B	View
Aug 13, 2026	Q2 2026