0001037792-25-000008.txt : 20250515 0001037792-25-000008.hdr.sgml : 20250515 20250515150022 ACCESSION NUMBER: 0001037792-25-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250515 DATE AS OF CHANGE: 20250515 EFFECTIVENESS DATE: 20250515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PARADIGM CAPITAL MANAGEMENT INC/NY CENTRAL INDEX KEY: 0001037792 ORGANIZATION NAME: EIN: 141770168 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06298 FILM NUMBER: 25951682 BUSINESS ADDRESS: STREET 1: 9 ELK STREET CITY: ALBANY STATE: NY ZIP: 12207 BUSINESS PHONE: 5184313500 MAIL ADDRESS: STREET 1: 9 ELK STREET CITY: ALBANY STATE: NY ZIP: 12207 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001037792 XXXXXXXX 03-31-2025 03-31-2025 PARADIGM CAPITAL MANAGEMENT INC/NY

9 ELK STREET ALBANY NY 12207

13F HOLDINGS REPORT 028-06298 000107982 801-47403 N Gregg A Miller 518-431-3534 Gregg A Miller Albany NY 05-15-2025 1 195 1800263682 false 1 000136481 801-64574 Paradigm Funds Advisor LLC INFORMATION TABLE 2 13FTAB.xml Abbott Laboratories COM 002824100 1047935 7900 SH SOLE 1 7900 0 0 Axcelis Technologies Inc. COM 054540208 4177247 84100 SH SOLE 1 84100 0 0 Axcelis Technologies Inc. COM 054540208 4867660 98000 SH DFND 1 0 98000 0 Adtran Inc COM 00486H105 697600 80000 SH DFND 1 0 80000 0 Addus homeCare Corporation COM 006739106 1460605 14770 SH SOLE 1 14770 0 0 Addus homeCare Corporation COM 006739106 3708375 37500 SH DFND 1 0 37500 0 Amer Eagle Outfitters COM 02553E106 45028 3875 SH SOLE 1 3875 0 0 Amer Eagle Outfitters COM 02553E106 1660498 142900 SH DFND 1 0 142900 0 American Financial Group COM 025932104 847143 6450 SH DFND 1 0 6450 0 Applied Materials COM 038222105 290240 2000 SH SOLE 1 2000 0 0 American Woodmark Corporation COM 030506109 2941500 50000 SH DFND 1 0 50000 0 American Woodmark Corporation COM 030506109 18054927 306900 SH SOLE 1 306900 0 0 Arlo Technologies, Inc. COM 04206A101 1472604 149200 SH DFND 1 0 149200 0 Arlo Technologies, Inc. COM 04206A101 1851612 187600 SH SOLE 1 187600 0 0 A10 Networks, Inc. COM 002121101 1691190 103500 SH SOLE 1 103500 0 0 A10 Networks, Inc. COM 002121101 5299062 324300 SH DFND 1 0 324300 0 ATI Inc. COM 01741R102 936540 18000 SH DFND 1 0 18000 0 Atricure Inc COM 04963C209 1964634 60900 SH DFND 1 0 60900 0 Atricure Inc COM 04963C209 2006572 62200 SH SOLE 1 62200 0 0 Air Transport Services Group COM 00922R105 269280 12000 SH DFND 1 0 12000 0 Broadcom Ltd COM 11135F101 135450870 809000 SH SOLE 1 809000 0 0 AVIAT NETWORKS INC COM NEW COM 05366Y201 1417871 73963 SH SOLE 1 73963 0 0 Azenta Inc COM 114340102 148952 4300 SH SOLE 1 4300 0 0 Azenta Inc COM 114340102 1409848 40700 SH DFND 1 0 40700 0 Banner Corp New COM 06652V208 382620 6000 SH DFND 1 0 6000 0 Build-A-Bear Workshop, Inc. COM 120076104 371700 10000 SH DFND 1 0 10000 0 Best Buy Co COM 086516101 3084259 41900 SH DFND 1 0 41900 0 Boise Cascade Company COM 09739D100 134874 1375 SH SOLE 1 1375 0 0 Boise Cascade Company COM 09739D100 4119780 42000 SH DFND 1 0 42000 0 Builders Firstsource Inc COM 12008R107 5334938 42700 SH DFND 1 0 42700 0 Builders Firstsource Inc COM 12008R107 5378667 43050 SH SOLE 1 43050 0 0 Bristol-Myers Squibb COM 110122108 615999 10100 SH SOLE 1 10100 0 0 Caleres Inc COM 129500104 2756800 160000 SH DFND 1 0 160000 0 Caleres Inc COM 129500104 9967555 578500 SH SOLE 1 578500 0 0 Calix Inc COM 13100M509 2480800 70000 SH DFND 1 0 70000 0 Calix Inc COM 13100M509 33926712 957300 SH SOLE 1 957300 0 0 Cross Country Healthcare, Inc. COM 227483104 784703 52700 SH SOLE 1 52700 0 0 Cross Country Healthcare, Inc. COM 227483104 818950 55000 SH DFND 1 0 55000 0 CDW Corporation COM 12514G108 480780 3000 SH SOLE 1 3000 0 0 Codexis, Inc. COM 192005106 134500 50000 SH SOLE 1 50000 0 0 Cigna Corp New COM 125523100 855400 2600 SH SOLE 1 2600 0 0 Colgate-Palmolive COM 194162103 1855260 19800 SH SOLE 1 19800 0 0 Cambium Networks Corporation COM G17766109 330456 468400 SH SOLE 1 468400 0 0 Conduent Inc COM 206787103 216000 80000 SH DFND 1 0 80000 0 Concentrix Corp COM 20602D101 2998996 53900 SH DFND 1 0 53900 0 Concentrix Corp COM 20602D101 38627625 694242 SH SOLE 1 694242 0 0 Cohu Inc. COM 192576106 2833882 192650 SH DFND 1 0 192650 0 Cohu Inc. COM 192576106 11398764 774899 SH SOLE 1 774899 0 0 Cerence Inc. COM 156727109 3160000 400000 SH DFND 1 0 400000 0 Cerence Inc. COM 156727109 16923380 2142200 SH SOLE 1 2142200 0 0 Carpenter Technology Corp COM 144285103 2826408 15600 SH DFND 1 0 15600 0 Citi Trends, Inc. COM 17306X102 2369065 107028 SH DFND 1 0 107028 0 Designer Brands Inc. CL A COM 250565108 110960 30400 SH SOLE 1 30400 0 0 Ducommun Inc COM 264147109 59028116 1017200 SH SOLE 1 1017200 0 0 EMCOR Group, Inc. COM 29084Q100 212537 575 SH SOLE 1 575 0 0 EMCOR Group, Inc. COM 29084Q100 11791197 31900 SH DFND 1 0 31900 0 Enovis Corporation COM 194014502 6877800 180000 SH DFND 1 0 180000 0 Enovis Corporation COM 194014502 23170544 606400 SH SOLE 1 606400 0 0 EnerSys COM 29275Y102 1373700 15000 SH DFND 1 0 15000 0 EnerSys COM 29275Y102 42886914 468300 SH SOLE 1 468300 0 0 Ensign Group, Inc. COM 29358P101 7246400 56000 SH DFND 1 0 56000 0 Ensign Group, Inc. COM 29358P101 37603640 290600 SH SOLE 1 290600 0 0 Entegris Inc COM 29362U104 1049760 12000 SH DFND 1 0 12000 0 Entegris Inc COM 29362U104 45813276 523700 SH SOLE 1 523700 0 0 Edwards Lifesciences Corporation COM 28176E108 471120 6500 SH SOLE 1 6500 0 0 Extreme Networks COM 30226D106 3704400 280000 SH DFND 1 0 280000 0 Extreme Networks COM 30226D106 65424996 4945200 SH SOLE 1 4945200 0 0 Fabrinet COM G3323L100 790040 4000 SH DFND 1 0 4000 0 Fabrinet COM G3323L100 104186525 527500 SH SOLE 1 527500 0 0 Fidelity National Financial COM 31620R303 383972 5900 SH DFND 1 0 5900 0 Formfactor Inc COM 346375108 3394800 120000 SH DFND 1 0 120000 0 Formfactor Inc COM 346375108 4964895 175500 SH SOLE 1 175500 0 0 First Merchants Corporation COM 320817109 1294080 32000 SH DFND 1 0 32000 0 Federal Signal Corp COM 313855108 5148500 70000 SH SOLE 1 70000 0 0 GATX Corp COM 361448103 116453 750 SH SOLE 1 750 0 0 GATX Corp COM 361448103 1288741 8300 SH DFND 1 0 8300 0 Gen Digital Inc COM 668771108 1751640 66000 SH SOLE 1 66000 0 0 Globus Medical Inc Cl A new COM 379577208 7041840 96200 SH DFND 1 0 96200 0 Globus Medical Inc Cl A new COM 379577208 62446920 853100 SH SOLE 1 853100 0 0 Garmin LTD COM H2906T109 4141755 19075 SH DFND 1 0 19075 0 Halozyme Therapeutics, Inc. COM 40637H109 638100 10000 SH SOLE 1 10000 0 0 Hillenbrand Inc COM 431571108 36210 1500 SH SOLE 1 1500 0 0 Hillenbrand Inc COM 431571108 526252 21800 SH DFND 1 0 21800 0 Hooker Furnishings Corporation COM 439038100 803200 80000 SH DFND 1 0 80000 0 Hewlett Packard Enterprises Company COM 42824C109 308600 20000 SH SOLE 1 20000 0 0 Harrow Inc. COM 415858109 212800 8000 SH SOLE 1 8000 0 0 Integra Lifesciences Holdings Corp COM 457985208 6597000 300000 SH DFND 1 0 300000 0 Integra Lifesciences Holdings Corp COM 457985208 23863548 1085200 SH SOLE 1 1085200 0 0 Intl Business Machines COM 459200101 1069238 4300 SH SOLE 1 4300 0 0 Integer Holdings COM 45826H109 1168299 9900 SH SOLE 1 9900 0 0 Integer Holdings COM 45826H109 1439722 12200 SH DFND 1 0 12200 0 Jabil Inc COM 466313103 3728318 27400 SH DFND 1 0 27400 0 Jabil Inc COM 466313103 73954045 543500 SH SOLE 1 543500 0 0 J Jill Group COM 46620W201 3981425 203862 SH DFND 1 0 203862 0 J Jill Group COM 46620W201 14210028 727600 SH SOLE 1 727600 0 0 Johnson & Johnson COM 478160104 4759608 28700 SH SOLE 1 28700 0 0 Kadant Inc. COM 48282T104 5053650 15000 SH SOLE 1 15000 0 0 Kadant Inc. COM 48282T104 5862234 17400 SH DFND 1 0 17400 0 Kelly Services Inc Class A COM 488152208 1022321 77625 SH DFND 1 0 77625 0 Kforce, Inc. COM 493732101 78224 1600 SH SOLE 1 1600 0 0 Kforce, Inc. COM 493732101 5061337 103525 SH DFND 1 0 103525 0 Orthopediatrics Corp COM 68752L100 903921 36700 SH SOLE 1 36700 0 0 Orthopediatrics Corp COM 68752L100 3300420 134000 SH DFND 1 0 134000 0 Kulicke & Soffa Industries Inc. COM 501242101 423793 12850 SH SOLE 1 12850 0 0 Kulicke & Soffa Industries Inc. COM 501242101 5226506 158475 SH DFND 1 0 158475 0 Kratos Defense & Security Solutions, Inc. COM 50077B207 9239528 311200 SH SOLE 1 311200 0 0 Standard BioTools Inc. COM 34385P108 268272 248400 SH SOLE 1 248400 0 0 Lumentum Holdings Inc. COM 55024U109 561060 9000 SH SOLE 1 9000 0 0 Lumentum Holdings Inc. COM 55024U109 1533564 24600 SH DFND 1 0 24600 0 Mid America Apartment Communities COM 59522J103 136578 815 SH SOLE 1 815 0 0 Mid America Apartment Communities COM 59522J103 3485664 20800 SH DFND 1 0 20800 0 Masimo Corp COM 574795100 192090 1153 SH SOLE 1 1153 0 0 Masimo Corp COM 574795100 1699320 10200 SH DFND 1 0 10200 0 MiMedx COM 602496101 4560000 600000 SH DFND 1 0 600000 0 MiMedx COM 602496101 31034600 4083500 SH SOLE 1 4083500 0 0 Modine Manufacturing Co COM 607828100 9977500 130000 SH DFND 1 0 130000 0 Modine Manufacturing Co COM 607828100 116468125 1517500 SH SOLE 1 1517500 0 0 Marvell Technology Inc. COM 573874104 135454 2200 SH SOLE 1 2200 0 0 Marvell Technology Inc. COM 573874104 4660849 75700 SH DFND 1 0 75700 0 MaxLinear, Inc COM 57776J100 1453068 133800 SH SOLE 1 133800 0 0 MYR Group Inc. COM 55405W104 904720 8000 SH SOLE 1 8000 0 0 Nature`s Sunshine Products, Inc. COM 639027101 2008000 160000 SH DFND 1 0 160000 0 Nature`s Sunshine Products, Inc. COM 639027101 7632910 608200 SH SOLE 1 608200 0 0 National Bank Hldgs Corp Cl A COM 633707104 344430 9000 SH DFND 1 0 9000 0 Neogen Corporation COM 640491106 450840 52000 SH SOLE 1 52000 0 0 Neogen Corporation COM 640491106 1778217 205100 SH DFND 1 0 205100 0 NN, Inc. COM 629337106 1808000 800000 SH DFND 1 0 800000 0 NN, Inc. COM 629337106 3331918 1474300 SH SOLE 1 1474300 0 0 Insight Enterprises COM 45765U103 8099460 54000 SH DFND 1 0 54000 0 Insight Enterprises COM 45765U103 81317079 542150 SH SOLE 1 542150 0 0 Natera, Inc. COM 632307104 4383710 31000 SH SOLE 1 31000 0 0 Natera, Inc. COM 632307104 9729008 68800 SH DFND 1 0 68800 0 Enviri Corp COM 415864107 5586000 840000 SH DFND 1 0 840000 0 Enviri Corp COM 415864107 24136840 3629600 SH SOLE 1 3629600 0 0 Orthofix Medical Inc. COM 68752M108 5871600 360000 SH DFND 1 0 360000 0 Orthofix Medical Inc. COM 68752M108 34604927 2121700 SH SOLE 1 2121700 0 0 Owens and Minor, Inc. COM 690732102 541800 60000 SH SOLE 1 60000 0 0 Onto Innovation Inc. COM 683344105 6309680 52000 SH DFND 1 0 52000 0 Onto Innovation Inc. COM 683344105 127763618 1052939 SH SOLE 1 1052939 0 0 PACS Group, Inc. COM 69380Q107 1124000 100000 SH DFND 1 0 100000 0 PACS Group, Inc. COM 69380Q107 1461200 130000 SH SOLE 1 130000 0 0 Penguin Solutions Inc COM G8232Y101 2779200 160000 SH DFND 1 0 160000 0 Penguin Solutions Inc COM G8232Y101 16765524 965200 SH SOLE 1 965200 0 0 PepsiCo Inc COM 713448108 254898 1700 SH SOLE 1 1700 0 0 Pfizer, Inc COM 717081103 430780 17000 SH SOLE 1 17000 0 0 Procter & Gamble COM 742718109 511260 3000 SH SOLE 1 3000 0 0 Pennant Group Inc. COM 70805E109 2515000 100000 SH DFND 1 0 100000 0 Pennant Group Inc. COM 70805E109 21503250 855000 SH SOLE 1 855000 0 0 Progress Software Corp COM 743312100 118473 2300 SH SOLE 1 2300 0 0 Progress Software Corp COM 743312100 2214930 43000 SH DFND 1 0 43000 0 Primoris Services Corp COM 74164F103 287050 5000 SH DFND 1 0 5000 0 Pure Storage, Inc. Class A COM 74624M102 1195290 27000 SH SOLE 1 27000 0 0 PTC Inc COM 69370C100 6198000 40000 SH SOLE 1 40000 0 0 Quidel Corp COM 219798105 6294600 180000 SH DFND 1 0 180000 0 Quidel Corp COM 219798105 10123815 289500 SH SOLE 1 289500 0 0 Qorvo Inc. COM 74736K101 99926 1380 SH SOLE 1 1380 0 0 Qorvo Inc. COM 74736K101 1774045 24500 SH DFND 1 0 24500 0 Ribbon Communications Inc COM 762544104 3920000 1000000 SH DFND 1 0 1000000 0 Ribbon Communications Inc COM 762544104 33363904 8511200 SH SOLE 1 8511200 0 0 Radnet Inc COM 750491102 1088868 21900 SH SOLE 1 21900 0 0 Radnet Inc COM 750491102 1377244 27700 SH DFND 1 0 27700 0 Renasant Corporation COM 75970E107 746460 22000 SH DFND 1 0 22000 0 Regal Rexnord Corporation COM 758750103 1388970 12200 SH DFND 1 0 12200 0 Revvity Inc. COM 714046109 100510 950 SH SOLE 1 950 0 0 Revvity Inc. COM 714046109 3967500 37500 SH DFND 1 0 37500 0 SI-Bone, Inc. COM 825704109 3647800 260000 SH DFND 1 0 260000 0 SI-Bone, Inc. COM 825704109 14246834 1015455 SH SOLE 1 1015455 0 0 Semtech Corp COM 816850101 6591040 191600 SH SOLE 1 191600 0 0 TD SYNNEX Corporation COM 87162W100 2165695 20832 SH DFND 1 0 20832 0 TD SYNNEX Corporation COM 87162W100 6439490 61942 SH SOLE 1 61942 0 0 Smurfit Westrock L COM G8267P108 4423991 98180 SH SOLE 1 98180 0 0 Skyworks Solutions, Inc. COM 83088M102 794949 12300 SH SOLE 1 12300 0 0 Sensient Technologies Corp COM 81725T100 68848 925 SH SOLE 1 925 0 0 Sensient Technologies Corp COM 81725T100 4075043 54750 SH DFND 1 0 54750 0 Tactile Systems Technology COM 87357P100 6081200 460000 SH DFND 1 0 460000 0 Tactile Systems Technology COM 87357P100 14132180 1069000 SH SOLE 1 1069000 0 0 TELA Bio, Inc. COM 872381108 244000 200000 SH DFND 1 0 200000 0 Teradyne Inc COM 880770102 1239000 15000 SH SOLE 1 15000 0 0 Teradyne Inc COM 880770102 2779490 33650 SH DFND 1 0 33650 0 Gentherm Inc COM 37253A103 401100 15000 SH SOLE 1 15000 0 0 TTEC Holdings Inc COM 89854H102 658000 200000 SH DFND 1 0 200000 0 TTM Technologies, Inc. COM 87305R109 205100 10000 SH DFND 1 0 10000 0 TTM Technologies, Inc. COM 87305R109 892185 43500 SH SOLE 1 43500 0 0 Ultra Clean Holdings Inc COM 90385V107 2141000 100000 SH DFND 1 0 100000 0 Ultra Clean Holdings Inc COM 90385V107 14092062 658200 SH SOLE 1 658200 0 0 Veeco Instruments COM 922417100 5421600 270000 SH DFND 1 0 270000 0 Veeco Instruments COM 922417100 42368800 2110000 SH SOLE 1 2110000 0 0 Viemed Healthcare Inc. COM 92663R105 364000 50000 SH DFND 1 0 50000 0 WESCO International, Inc. COM 95082P105 4659000 30000 SH SOLE 1 30000 0 0 Xerox Corp COM 98421M106 1159200 240000 SH DFND 1 0 240000 0 Xerox Corp COM 98421M106 4859946 1006200 SH SOLE 1 1006200 0 0 Ziff-Davis Inc COM 48123V102 43217 1150 SH SOLE 1 1150 0 0 Ziff-Davis Inc COM 48123V102 270576 7200 SH DFND 1 0 7200 0 Zumiez, Inc. COM 989817101 1980370 133000 SH SOLE 1 133000 0 0 Zurn Water Solutions Corp COM 98983L108 3373854 102300 SH DFND 1 0 102300 0