0001037792-26-000007.txt : 20260514 0001037792-26-000007.hdr.sgml : 20260514 20260514162442 ACCESSION NUMBER: 0001037792-26-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260514 DATE AS OF CHANGE: 20260514 EFFECTIVENESS DATE: 20260514 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: 26979417 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 03-31-2026 03-31-2026 PARADIGM CAPITAL MANAGEMENT INC/NY

9 ELK STREET ALBANY NY 12207

13F HOLDINGS REPORT 028-06298 000107982 801-47403 N Richard Gimon 518-431-3559 Richard Gimon Albany NY 05-14-2026 1 174 2613898516 false 1 000136481 801-64574 Paradigm Funds Advisor LLC INFORMATION TABLE 2 13f1q2026.xml.xml Abbott Laboratories COM 002824100 554418 5400 SH SOLE 0 5400 0 0 Accendra Health Inc. COM 690732102 547200 240000 SH DFND 0 0 240000 0 Accendra Health Inc. COM 690732102 3525792 1546400 SH SOLE 0 1546400 0 0 Axcelis Technologies Inc. COM 054540208 930800 10000 SH DFND 0 0 10000 0 Axcelis Technologies Inc. COM 054540208 1303120 14000 SH SOLE 0 14000 0 0 Adtran Inc COM 00486H105 4528800 360000 SH DFND 0 0 360000 0 Adtran Inc COM 00486H105 4694856 373200 SH SOLE 0 373200 0 0 Addus homeCare Corporation COM 006739106 1383211 14770 SH SOLE 0 14770 0 0 Addus homeCare Corporation COM 006739106 3511875 37500 SH DFND 0 0 37500 0 Amer Eagle Outfitters COM 02553E106 64713 3875 SH SOLE 0 3875 0 0 Amer Eagle Outfitters COM 02553E106 1351030 80900 SH DFND 0 0 80900 0 American Financial Group COM 025932104 823730 6450 SH DFND 0 0 6450 0 Applied Materials COM 038222105 683580 2000 SH SOLE 0 2000 0 0 AngioDynamics, Inc. COM 03475V101 2728800 240000 SH DFND 0 0 240000 0 AngioDynamics, Inc. COM 03475V101 5437134 478200 SH SOLE 0 478200 0 0 Arlo Technologies, Inc. COM 04206A101 2123116 149200 SH DFND 0 0 149200 0 Arlo Technologies, Inc. COM 04206A101 2669548 187600 SH SOLE 0 187600 0 0 A10 Networks, Inc. COM 002121101 2392920 103500 SH SOLE 0 103500 0 0 A10 Networks, Inc. COM 002121101 6887448 297900 SH DFND 0 0 297900 0 ATI Inc. COM 01741R102 2618280 18000 SH DFND 0 0 18000 0 Atricure Inc COM 04963C209 1737477 60900 SH DFND 0 0 60900 0 Atricure Inc COM 04963C209 1774566 62200 SH SOLE 0 62200 0 0 Broadcom Ltd COM 11135F101 250393590 809000 SH SOLE 0 809000 0 0 Azenta Inc COM 114340102 90859 4300 SH SOLE 0 4300 0 0 Azenta Inc COM 114340102 773358 36600 SH DFND 0 0 36600 0 Banner Corp New COM 06652V208 364080 6000 SH DFND 0 0 6000 0 Bath & Body Works, Inc. COM 070830104 3734000 200000 SH DFND 0 0 200000 0 Bath & Body Works, Inc. COM 070830104 5248137 281100 SH SOLE 0 281100 0 0 Boise Cascade Company COM 09739D100 104294 1375 SH SOLE 0 1375 0 0 Boise Cascade Company COM 09739D100 3185700 42000 SH DFND 0 0 42000 0 Builders Firstsource Inc COM 12008R107 3515491 42700 SH DFND 0 0 42700 0 Builders Firstsource Inc COM 12008R107 3544307 43050 SH SOLE 0 43050 0 0 Bristol-Myers Squibb COM 110122108 309315 5100 SH SOLE 0 5100 0 0 Caleres Inc COM 129500104 1054000 100000 SH DFND 0 0 100000 0 Caleres Inc COM 129500104 8554253 811599 SH SOLE 0 811599 0 0 Calix Inc COM 13100M509 37634118 768200 SH SOLE 0 768200 0 0 Cross Country Healthcare, Inc. COM 227483104 495380 52700 SH SOLE 0 52700 0 0 Cross Country Healthcare, Inc. COM 227483104 517000 55000 SH DFND 0 0 55000 0 Cigna Corp New COM 125523100 480150 1800 SH SOLE 0 1800 0 0 Colgate-Palmolive COM 194162103 1508571 17700 SH SOLE 0 17700 0 0 Concentrix Corp COM 20602D101 708624 25900 SH DFND 0 0 25900 0 Concentrix Corp COM 20602D101 1106493 40442 SH SOLE 0 40442 0 0 Cohu Inc. COM 192576106 19102348 623852 SH SOLE 0 623852 0 0 Cerence Inc. COM 156727109 3603540 571084 SH DFND 0 0 571084 0 Cerence Inc. COM 156727109 12217372 1936192 SH SOLE 0 1936192 0 0 Carpenter Technology Corp COM 144285103 6148740 15600 SH DFND 0 0 15600 0 Ducommun Inc COM 264147109 94001000 770500 SH SOLE 0 770500 0 0 EMCOR Group, Inc. COM 29084Q100 424528 575 SH SOLE 0 575 0 0 EMCOR Group, Inc. COM 29084Q100 14692369 19900 SH DFND 0 0 19900 0 Enovis Corporation COM 194014502 4550000 200000 SH DFND 0 0 200000 0 Enovis Corporation COM 194014502 35870266 1576715 SH SOLE 0 1576715 0 0 EnerSys COM 29275Y102 76766868 441900 SH SOLE 0 441900 0 0 Ensign Group, Inc. COM 29358P101 10881000 54000 SH DFND 0 0 54000 0 Ensign Group, Inc. COM 29358P101 58051949 288099 SH SOLE 0 288099 0 0 Entegris Inc COM 29362U104 3517200 30000 SH DFND 0 0 30000 0 Entegris Inc COM 29362U104 57881388 493700 SH SOLE 0 493700 0 0 Edwards Lifesciences Corporation COM 28176E108 352352 4400 SH SOLE 0 4400 0 0 Extreme Networks COM 30226D106 7238400 480000 SH DFND 0 0 480000 0 Extreme Networks COM 30226D106 71703892 4754900 SH SOLE 0 4754900 0 0 Fabrinet COM G3323L100 1564560 3000 SH DFND 0 0 3000 0 Fabrinet COM G3323L100 275101800 527500 SH SOLE 0 527500 0 0 Fidelity National Financial COM 31620R303 273642 5900 SH DFND 0 0 5900 0 Formfactor Inc COM 346375108 2706021 27900 SH SOLE 0 27900 0 0 First Merchants Corporation COM 320817109 1239360 32000 SH DFND 0 0 32000 0 Federal Signal Corp COM 313855108 7569800 70000 SH SOLE 0 70000 0 0 GATX Corp COM 361448103 128055 750 SH SOLE 0 750 0 0 GATX Corp COM 361448103 990292 5800 SH DFND 0 0 5800 0 Gen Digital Inc COM 668771108 677880 36000 SH SOLE 0 36000 0 0 Globus Medical Inc Cl A new COM 379577208 7082352 82200 SH DFND 0 0 82200 0 Globus Medical Inc Cl A new COM 379577208 63766930 740099 SH SOLE 0 740099 0 0 Garmin LTD COM H2906T109 4425591 19075 SH DFND 0 0 19075 0 Halozyme Therapeutics, Inc. COM 40637H109 646300 10000 SH SOLE 0 10000 0 0 Helen of Troy Limited COM G4388N106 2884000 200000 SH DFND 0 0 200000 0 Helen of Troy Limited COM G4388N106 10484782 727100 SH SOLE 0 727100 0 0 Integra Lifesciences Holdings Corp COM 457985208 6688200 710000 SH DFND 0 0 710000 0 Integra Lifesciences Holdings Corp COM 457985208 31111415 3302698 SH SOLE 0 3302698 0 0 Intl Business Machines COM 459200101 702931 2900 SH SOLE 0 2900 0 0 Jabil Inc COM 466313103 4621962 17400 SH DFND 0 0 17400 0 Jabil Inc COM 466313103 140916715 530500 SH SOLE 0 530500 0 0 J Jill Group COM 46620W201 1913820 167000 SH DFND 0 0 167000 0 J Jill Group COM 46620W201 8564058 747300 SH SOLE 0 747300 0 0 Johnson & Johnson COM 478160104 6648768 27200 SH SOLE 0 27200 0 0 Kadant Inc. COM 48282T104 4326780 14800 SH DFND 0 0 14800 0 Kadant Inc. COM 48282T104 4385250 15000 SH SOLE 0 15000 0 0 Kforce, Inc. COM 493732101 46784 1600 SH SOLE 0 1600 0 0 Kforce, Inc. COM 493732101 1029248 35200 SH DFND 0 0 35200 0 Orthopediatrics Corp COM 68752L100 745890 47000 SH SOLE 0 47000 0 0 Kulicke & Soffa Industries Inc. COM 501242101 844502 12850 SH SOLE 0 12850 0 0 Kulicke & Soffa Industries Inc. COM 501242101 10414977 158475 SH DFND 0 0 158475 0 Kratos Defense & Security Solutions, Inc. COM 50077B207 15194905 215500 SH SOLE 0 215500 0 0 Lumentum Holdings Inc. COM 55024U109 6324840 9000 SH SOLE 0 9000 0 0 Lumentum Holdings Inc. COM 55024U109 17287896 24600 SH DFND 0 0 24600 0 Mid America Apartment Communities COM 59522J103 99528 815 SH SOLE 0 815 0 0 Mid America Apartment Communities COM 59522J103 2540096 20800 SH DFND 0 0 20800 0 Masimo Corp COM 574795100 205084 1153 SH SOLE 0 1153 0 0 Masimo Corp COM 574795100 1814274 10200 SH DFND 0 0 10200 0 MasterBrand Inc. COM 57638P104 3657156 440091 SH DFND 0 0 440091 0 MasterBrand Inc. COM 57638P104 5335020 642000 SH SOLE 0 642000 0 0 MiMedx COM 602496101 1185000 300000 SH DFND 0 0 300000 0 MiMedx COM 602496101 12285685 3110300 SH SOLE 0 3110300 0 0 Modine Manufacturing Co COM 607828100 17336800 80000 SH DFND 0 0 80000 0 Modine Manufacturing Co COM 607828100 298105843 1375598 SH SOLE 0 1375598 0 0 Marvell Technology Inc. COM 573874104 217910 2200 SH SOLE 0 2200 0 0 Marvell Technology Inc. COM 573874104 6874070 69400 SH DFND 0 0 69400 0 MaxLinear, Inc COM 57776J100 14972790 861000 SH SOLE 0 861000 0 0 MYR Group Inc. COM 55405W104 2258560 8000 SH SOLE 0 8000 0 0 National Bank Hldgs Corp Cl A COM 633707104 352440 9000 SH DFND 0 0 9000 0 Neogen Corporation COM 640491106 483080 52000 SH SOLE 0 52000 0 0 NN, Inc. COM 629337106 290000 200000 SH SOLE 0 200000 0 0 Insight Enterprises COM 45765U103 5329506 79533 SH DFND 0 0 79533 0 Insight Enterprises COM 45765U103 58727564 876400 SH SOLE 0 876400 0 0 Natera, Inc. COM 632307104 6199690 31000 SH SOLE 0 31000 0 0 Natera, Inc. COM 632307104 11879406 59400 SH DFND 0 0 59400 0 Nova Measuring Instruments Ltd COM M7516K103 434280 1000 SH SOLE 0 1000 0 0 Enviri Corp COM 415864107 1177200 60000 SH DFND 0 0 60000 0 Enviri Corp COM 415864107 42620487 2172298 SH SOLE 0 2172298 0 0 Orthofix Medical Inc. COM 68752M108 6652600 580000 SH DFND 0 0 580000 0 Orthofix Medical Inc. COM 68752M108 31254592 2724899 SH SOLE 0 2724899 0 0 Onto Innovation Inc. COM 683344105 10253500 50000 SH DFND 0 0 50000 0 Onto Innovation Inc. COM 683344105 215823461 1052438 SH SOLE 0 1052438 0 0 Penguin Solutions Inc COM 706915105 5808000 330000 SH DFND 0 0 330000 0 Penguin Solutions Inc COM 706915105 22441760 1275100 SH SOLE 0 1275100 0 0 PepsiCo Inc COM 713448108 232935 1500 SH SOLE 0 1500 0 0 Pfizer, Inc COM 717081103 320112 11400 SH SOLE 0 11400 0 0 Procter & Gamble COM 742718109 361100 2500 SH SOLE 0 2500 0 0 Pennant Group Inc. COM 70805E109 6096000 200000 SH DFND 0 0 200000 0 Pennant Group Inc. COM 70805E109 36844224 1208800 SH SOLE 0 1208800 0 0 Progress Software Corp COM 743312100 58995 2300 SH SOLE 0 2300 0 0 Progress Software Corp COM 743312100 1102950 43000 SH DFND 0 0 43000 0 Primoris Services Corp COM 74164F103 715200 5000 SH DFND 0 0 5000 0 Pure Storage, Inc. Class A COM 74624M102 1594080 27000 SH SOLE 0 27000 0 0 PTC Inc COM 69370C100 4274700 30000 SH SOLE 0 30000 0 0 Quidel Corp COM 219798105 6161250 375000 SH DFND 0 0 375000 0 Quidel Corp COM 219798105 18909287 1150900 SH SOLE 0 1150900 0 0 Qorvo Inc. COM 74736K101 106812 1380 SH SOLE 0 1380 0 0 Qorvo Inc. COM 74736K101 1896300 24500 SH DFND 0 0 24500 0 Ribbon Communications Inc COM 762544104 345638 163037 SH DFND 0 0 163037 0 Ribbon Communications Inc COM 762544104 16691392 7873298 SH SOLE 0 7873298 0 0 Radnet Inc COM 750491102 1509030 27000 SH SOLE 0 27000 0 0 Radnet Inc COM 750491102 1548153 27700 SH DFND 0 0 27700 0 Renasant Corporation COM 75970E107 794860 22000 SH DFND 0 0 22000 0 Regal Rexnord Corporation COM 758750103 2284572 12200 SH DFND 0 0 12200 0 Revvity Inc. COM 714046109 83230 950 SH SOLE 0 950 0 0 Revvity Inc. COM 714046109 3285375 37500 SH DFND 0 0 37500 0 SI-Bone, Inc. COM 825704109 1515600 120000 SH DFND 0 0 120000 0 SI-Bone, Inc. COM 825704109 12712095 1006500 SH SOLE 0 1006500 0 0 TD SYNNEX Corporation COM 87162W100 3177147 18832 SH DFND 0 0 18832 0 TD SYNNEX Corporation COM 87162W100 8510070 50442 SH SOLE 0 50442 0 0 Smurfit Westrock L COM G8267P108 724473 18180 SH SOLE 0 18180 0 0 Skyworks Solutions, Inc. 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