PARADIGM CAPITAL MANAGEMENT INC/NY

$2.6B reported 13(f) long value · latest quarter 2026-03-31 · CIK 0001037792 · EDGAR ↗

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗

Period

$2.6B

reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away

174

positionsALL retained default holdings for this (filer, period), including NULL-value ones

new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31

exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead `classified_by_value` · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Δ sharesreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
Modine Manufacturing Co COMposition key `pos:11270` · issuer key `iss:1491`	trim	+$103M	−40,702	$213M	$315M	1,496,300	1,455,598
Onto Innovation Inc. COMposition key `pos:18126` · issuer key `iss:1626`	trim	+$82.3M	−10,401	$144M	$226M	1,112,839	1,102,438
Jabil Inc COMposition key `pos:13532` · issuer key `iss:1248`	trim	+$24.4M	−10,000	$121M	$146M	557,900	547,900
Extreme Networks COMposition key `pos:13093` · issuer key `iss:877`	add	−$22.9M	+302,400	$102M	$78.9M	4,932,500	5,234,900
EnerSys COMposition key `pos:14745` · issuer key `iss:822`	trim	+$24.2M	−23,900	$52.6M	$76.8M	465,800	441,900
Veeco Instruments COMposition key `pos:18888` · issuer key `iss:2246`	trim	+$1.7M	−188,501	$71.8M	$73.5M	2,359,900	2,171,399
Globus Medical Inc Cl A new COMposition key `pos:17909` · issuer key `iss:1017`	trim	+$16.6M	−124,501	$54.2M	$70.8M	946,800	822,299
Ensign Group, Inc. COMposition key `pos:16517` · issuer key `iss:827`	trim	+$9.5M	−2,001	$59.5M	$68.9M	344,100	342,099
Insight Enterprises COMposition key `pos:12319` · issuer key `iss:1180`	add	−$3.6M	+359,233	$67.7M	$64.1M	596,700	955,933
Entegris Inc COMposition key `pos:14600` · issuer key `iss:829`	trim	+$12.6M	−3,900	$48.8M	$61.4M	527,600	523,700
Enviri Corp COMposition key `pos:15244` · issuer key `iss:1086`	trim	−$4.3M	−1,561,002	$48.1M	$43.8M	3,793,300	2,232,298
Pennant Group Inc. COMposition key `sid:sec:prov:70bcf9a9ffb6fcfc2848914dae77aecf` · issuer key `cusip6:70805E`	trim	+$7.0M	−16,000	$35.9M	$42.9M	1,424,800	1,408,800
Enovis Corporation COMposition key `pos:13340` · issuer key `iss:617`	add	+$3.9M	+571,839	$36.6M	$40.4M	1,204,876	1,776,715
Orthofix Medical Inc. COMposition key `sid:sec:prov:2dd39154b043cf25ad12f54df878e5cb` · issuer key `cusip6:68752M`	trim	−$11.1M	−39,601	$49.0M	$37.9M	3,344,500	3,304,899
Ultra Clean Holdings Inc COMposition key `pos:11683` · issuer key `iss:2193`	trim	+$19.9M	−50,000	$17.9M	$37.8M	658,200	608,200
Integra Lifesciences Holdings Corp COMposition key `sid:sec:prov:07e5c166b1f94f63603a5e11787101d8` · issuer key `cusip6:457985`	add	+$1.5M	+1,482,898	$36.3M	$37.8M	2,529,800	4,012,698
Calix Inc COMposition key `pos:16549` · issuer key `iss:500`	add	−$3.6M	+95,800	$41.3M	$37.6M	672,400	768,200
Dentsply Sirona, Inc. COMposition key `pos:12615` · issuer key `iss:723`	add	+$22.6M	+2,034,949	$12.0M	$34.5M	942,251	2,977,200
Penguin Solutions Inc COMposition key `sid:sec:prov:16612bdf048977846426134e7bc79279` · issuer key `cusip6:706915`	add	+$9.4M	+889,049	$18.8M	$28.2M	716,051	1,605,100
Quidel Corp COMposition key `sid:sec:prov:d05419f16e8892a63b605f2d803db063` · issuer key `cusip6:219798`	add	−$2.6M	+586,398	$27.7M	$25.1M	939,502	1,525,900
Cohu Inc. COMposition key `pos:14780` · issuer key `iss:615`	trim	+$2.5M	−191,047	$16.6M	$19.1M	814,899	623,852
Ribbon Communications Inc COMposition key `sid:sec:prov:88fab5d08be651696acc81387ccc4a98` · issuer key `cusip6:762544`	trim	−$16.2M	−712,865	$33.2M	$17.0M	8,749,200	8,036,335
Cerence Inc. COMposition key `sid:sec:prov:bff7e952ee6c68560211bb7dddf4890d` · issuer key `cusip6:156727`	add	−$9.6M	+465,984	$25.4M	$15.8M	2,041,292	2,507,276
EMCOR Group, Inc. COMposition key `pos:12443` · issuer key `iss:809`	trim	−$66.1K	−2,900	$15.2M	$15.1M	23,375	20,475
MaxLinear, Inc COMposition key `pos:18428` · issuer key `iss:1442`	add	+$12.9M	+734,875	$2.0M	$15.0M	126,125	861,000
SI-Bone, Inc. COMposition key `sid:sec:prov:ae1865e4df9deb184d882c4960848032` · issuer key `cusip6:825704`	add	+$5.9M	+562,969	$8.3M	$14.2M	563,531	1,126,500
MiMedx COMposition key `sid:sec:prov:0a382138189a7364ab79e2b9f8a61343` · issuer key `cusip6:602496`	add	−$5.0M	+759,100	$18.5M	$13.5M	2,651,200	3,410,300
Helen of Troy Limited COMposition key `sid:sec:prov:e6e20011c37a91a9f94616e000151d55` · issuer key `cusip6:G4388N`	new	+$13.4M	+927,100	$0	$13.4M	—	927,100
TD SYNNEX Corporation COMposition key `pos:12617` · issuer key `iss:2068`	trim	−$1.6M	−12,000	$13.3M	$11.7M	81,274	69,274
J Jill Group COMposition key `sid:sec:prov:d114f7c8698b03c4e5115df8328a06a0` · issuer key `cusip6:46620W`	trim	−$7.1M	−113,000	$17.6M	$10.5M	1,027,300	914,300
Caleres Inc COMposition key `sid:sec:prov:082af116f62f64aef51b972eba632a97` · issuer key `cusip6:129500`	add	+$1.1M	+256,155	$8.5M	$9.6M	655,444	911,599
A10 Networks, Inc. COMposition key `pos:15581` · issuer key `iss:31`	trim	+$1.9M	−5,600	$7.4M	$9.3M	407,000	401,400
Adtran Inc COMposition key `pos:19050` · issuer key `iss:63`	add	+$7.5M	+553,200	$1.7M	$9.2M	180,000	733,200
MasterBrand Inc. COMposition key `pos:18022` · issuer key `iss:1434`	add	+$1.4M	+502,091	$7.6M	$9.0M	580,000	1,082,091
Bath & Body Works, Inc. COMposition key `pos:12181` · issuer key `iss:337`	new	+$9.0M	+481,100	$0	$9.0M	—	481,100
Kadant Inc. COMposition key `pos:17162` · issuer key `iss:1270`	trim	−$245K	−300	$9.0M	$8.7M	30,100	29,800
Zumiez, Inc. COMposition key `sid:sec:prov:3fa1ab32385e537ce3a0df71e3c45603` · issuer key `cusip6:989817`	trim	−$3.1M	−205,540	$11.3M	$8.3M	578,200	372,660
AngioDynamics, Inc. COMposition key `pos:14523` · issuer key `iss:203`	add	+$590K	+40,000	$7.6M	$8.2M	678,200	718,200
Tactile Systems Technology COMposition key `sid:sec:prov:03a976cc748dff94b72106018400fd80` · issuer key `cusip6:87357P`	trim	−$14.6M	−1,282,501	$21.3M	$6.7M	1,538,400	255,899
PTC Inc COMposition key `pos:13545` · issuer key `iss:1663`	trim	−$3.8M	−10,000	$8.1M	$4.3M	40,000	30,000
Accendra Health Inc. COMposition key `sid:sec:prov:98d8d62567e61d98944e597866114342` · issuer key `cusip6:690732`	trim	−$8.5M	−825,200	$12.5M	$4.1M	2,611,600	1,786,400
Formfactor Inc COMposition key `pos:14370` · issuer key `iss:940`	trim	−$3.8M	−150,000	$6.5M	$2.7M	177,900	27,900
Axcelis Technologies Inc. COMposition key `pos:14134` · issuer key `iss:293`	trim	−$3.2M	−32,100	$5.5M	$2.2M	56,100	24,000
Concentrix Corp COMposition key `sid:sec:prov:a1c6c6c5cebcd587935812c56b174499` · issuer key `cusip6:20602D`	trim	−$26.7M	−550,500	$28.5M	$1.8M	616,842	66,342
TTEC Holdings Inc COMposition key `sid:sec:prov:8754bee9a6e707b2679d3f09c9bc8fb0` · issuer key `cusip6:89854H`	trim	−$1.1M	−200,000	$2.5M	$1.3M	734,100	534,100
Xerox Corp COMposition key `sid:sec:prov:0640b958b7782c8dae616bbcee9d0fd7` · issuer key `cusip6:98421M`	trim	−$12.0M	−2,611,200	$13.1M	$1.1M	3,491,200	880,000
Kforce, Inc. COMposition key `pos:16690` · issuer key `cusip6:493732`	trim	−$2.1M	−68,325	$3.2M	$1.1M	105,125	36,800
TruBridge, Inc. COMposition key `sid:sec:prov:fa05e4280525ffafdc4926fe51f873a0` · issuer key `cusip6:205306`	trim	−$1.7M	−70,794	$2.5M	$762K	122,856	52,062
Orthopediatrics Corp COMposition key `sid:sec:prov:71e6d7a9978be392e4db6948ea1b496a` · issuer key `cusip6:68752L`	trim	−$2.6M	−134,000	$3.4M	$746K	181,000	47,000
Smurfit Westrock L COMposition key `pos:12765` · issuer key `iss:2623`	trim	−$901K	−20,000	$1.6M	$724K	38,180	18,180
Gen Digital Inc COMposition key `pos:13157` · issuer key `iss:1583`	trim	−$1.0M	−24,000	$1.7M	$678K	60,000	36,000
NN, Inc. COMposition key `sid:sec:prov:99861ad80ad0561e428b459394a843de` · issuer key `cusip6:629337`	trim	−$5.6M	−2,658,262	$5.9M	$290K	2,858,262	200,000
Treace Medical Concepts, Inc. COMposition key `sid:sec:prov:c08a16c0af7981adc90fd977ca92e202` · issuer key `cusip6:89455T`	trim	−$1.5M	−150,000	$1.7M	$134K	250,000	100,000
pos:11565	exit‡e	−$3.2M	−41,900	$3.2M	$0	41,900	—
pos:12711	exit‡e	−$2.0M	−200,000	$2.0M	$0	200,000	—
pos:13310	exit‡e	−$560K	−200,000	$560K	$0	200,000	—
pos:13475	exit‡e	−$3.3M	−32,200	$3.3M	$0	32,200	—
pos:13554	exit‡e	−$357K	−10,000	$357K	$0	10,000	—
pos:15150	exit‡e	−$291K	−16,600	$291K	$0	16,600	—
sid:sec:prov:2a2b430a00c0e3037b16ea4c8bd06fd0	exit‡e	−$418K	−466,900	$418K	$0	466,900	—
sid:sec:prov:4be2e2fddba5743cc2fd041df06ac458	exit‡e	−$298K	−200,000	$298K	$0	200,000	—
sid:sec:prov:634faa69ebd22f4eae3bd31acc939166	exit‡e	−$1.1M	−47,100	$1.1M	$0	47,100	—
sid:sec:prov:66cc741d3d6b41e0397f11a8d0944fc1	exit‡e	−$1.0M	−77,625	$1.0M	$0	77,625	—
sid:sec:prov:81eb82fcfcb38d2346fe308878fd739d	exit‡e	−$148K	−10,000	$148K	$0	10,000	—
sid:sec:prov:84b30d2c4c002d529814b0af9ada2869	exit‡e	−$7.3M	−532,200	$7.3M	$0	532,200	—
sid:sec:prov:adbb6fc28b09f090dca288f580a2ab14	exit‡e	−$702K	−69,204	$702K	$0	69,204	—
sid:sec:prov:c35b80ff9bbca500b6ddeca131fd98e5	exit‡e	−$630K	−23,300	$630K	$0	23,300	—
sid:sec:prov:d8d523c018cbcb69a6d1224c1bc35fa5	exit‡e	−$122K	−50,000	$122K	$0	50,000	—
sid:sec:prov:e01bf3734063948ed773916ce760a228	exit‡e	−$243K	−8,266	$243K	$0	8,266	—

49 more changes below.

Mark-to-market only (no share change) · 59

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead `classified_by_value` · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
Fabrinet COMposition key `pos:18079` · issuer key `iss:2504`	no change	+$83.2M	$193M	$277M	530,500	530,500
Broadcom Ltd COMposition key `pos:13695` · issuer key `iss:441`	no change	−$16.5M	$267M	$250M	809,000	809,000
Ducommun Inc COMposition key `sid:sec:prov:c035f003d94c8eca6397edc79b4f9b6b` · issuer key `cusip6:264147`	no change	+$19.9M	$74.1M	$94.0M	770,500	770,500
Lumentum Holdings Inc. COMposition key `pos:18585` · issuer key `iss:1379`	no change	+$18.1M	$5.5M	$23.6M	33,600	33,600
Natera, Inc. COMposition key `pos:14059` · issuer key `iss:1529`	no change	+$3.5M	$14.6M	$18.1M	90,400	90,400
Kratos Defense & Security Solutions, Inc. COMposition key `pos:13587` · issuer key `iss:1303`	no change	−$4.5M	$19.7M	$15.2M	215,500	215,500
Teradyne Inc COMposition key `pos:16218` · issuer key `iss:2113`	no change	+$7.7M	$6.7M	$14.4M	48,650	48,650
Kulicke & Soffa Industries Inc. COMposition key `pos:11654` · issuer key `iss:1308`	no change	+$4.3M	$7.0M	$11.3M	171,325	171,325
WESCO International, Inc. COMposition key `pos:14434` · issuer key `iss:2322`	no change	+$1.9M	$6.3M	$8.2M	30,000	30,000
Federal Signal Corp COMposition key `pos:16777` · issuer key `iss:901`	no change	−$760K	$8.3M	$7.6M	70,000	70,000
Marvell Technology Inc. COMposition key `pos:18363` · issuer key `iss:1429`	no change	+$1.1M	$6.0M	$7.1M	71,600	71,600
Builders Firstsource Inc COMposition key `pos:11795` · issuer key `iss:458`	no change	−$3.3M	$10.4M	$7.1M	85,750	85,750
Johnson & Johnson COMposition key `pos:14474` · issuer key `iss:1258`	no change	+$1.6M	$5.0M	$6.6M	27,200	27,200
Carpenter Technology Corp COMposition key `pos:16638` · issuer key `iss:527`	no change	+$2.3M	$3.8M	$6.1M	15,600	15,600
Addus homeCare Corporation COMposition key `sid:sec:prov:1614bd11ba9bce01373fbe1db1b30b5c` · issuer key `cusip6:006739`	no change	−$1.3M	$6.2M	$4.9M	52,270	52,270
Arlo Technologies, Inc. COMposition key `sid:sec:prov:c72165ad5416fb78154dd267d5db39ec` · issuer key `cusip6:04206A`	no change	−$916K	$5.7M	$4.8M	336,800	336,800
Zurn Water Solutions Corp COMposition key `pos:13617` · issuer key `iss:2384`	no change	−$224K	$4.8M	$4.6M	102,300	102,300
Sensient Technologies Corp COMposition key `sid:sec:prov:fe4ef53ae5a2c78a2fe7262106790372` · issuer key `cusip6:81725T`	no change	−$381K	$4.8M	$4.4M	51,475	51,475
Garmin LTD COMposition key `pos:12115` · issuer key `iss:2663`	no change	−$271K	$4.7M	$4.4M	19,075	19,075
TTM Technologies, Inc. COMposition key `pos:16364` · issuer key `iss:2079`	no change	+$1.7M	$2.5M	$4.2M	43,500	43,500
Atricure Inc COMposition key `pos:13005` · issuer key `iss:271`	no change	−$827K	$4.3M	$3.5M	123,100	123,100
Revvity Inc. COMposition key `pos:17299` · issuer key `iss:1704`	no change	−$1.5K	$3.4M	$3.4M	38,450	38,450
Boise Cascade Company COMposition key `pos:11467` · issuer key `iss:413`	no change	−$63.8K	$3.4M	$3.3M	43,375	43,375
Radnet Inc COMposition key `pos:11987` · issuer key `iss:1799`	no change	−$1.1M	$4.2M	$3.1M	54,700	54,700
Mid America Apartment Communities COMposition key `pos:13565` · issuer key `iss:1478`	no change	−$381K	$3.0M	$2.6M	21,615	21,615
ATI Inc. COMposition key `pos:16414` · issuer key `iss:138`	no change	+$1.2M	$1.5M	$2.6M	18,000	18,000
Regal Rexnord Corporation COMposition key `pos:18013` · issuer key `iss:1824`	no change	+$535K	$1.7M	$2.3M	12,200	12,200
MYR Group Inc. COMposition key `pos:18691` · issuer key `iss:1399`	no change	+$594K	$1.7M	$2.3M	8,000	8,000
Masimo Corp COMposition key `sid:sec:prov:003ec1a792a63a6ca1608977e0029001` · issuer key `cusip6:574795`	no change	+$344K	$1.7M	$2.0M	11,353	11,353
Qorvo Inc. COMposition key `pos:13675` · issuer key `iss:1783`	no change	−$354K	$2.4M	$2.0M	25,880	25,880
Pure Storage, Inc. Class A COMposition key `pos:13466` · issuer key `iss:1780`	no change	−$669K	$2.3M	$1.6M	27,000	27,000
Colgate-Palmolive COMposition key `pos:11277` · issuer key `iss:618`	no change	+$93.6K	$1.4M	$1.5M	17,700	17,700
Amer Eagle Outfitters COMposition key `pos:12269` · issuer key `iss:167`	no change	−$34.8K	$1.5M	$1.4M	84,775	84,775
First Merchants Corporation COMposition key `pos:14651` · issuer key `iss:919`	no change	+$33.0K	$1.2M	$1.2M	32,000	32,000
Progress Software Corp COMposition key `pos:14071` · issuer key `iss:1763`	no change	−$828K	$2.0M	$1.2M	45,300	45,300
GATX Corp COMposition key `pos:17545` · issuer key `iss:973`	no change	−$26.6K	$1.1M	$1.1M	6,550	6,550
Cross Country Healthcare, Inc. COMposition key `sid:sec:prov:9ffc28deff2eccc44cf340c0f57fdeda` · issuer key `cusip6:227483`	no change	−$517K	$1.5M	$1.0M	107,700	107,700
Azenta Inc COMposition key `pos:12236` · issuer key `iss:450`	no change	−$310K	$1.2M	$864K	40,900	40,900
American Financial Group COMposition key `pos:13633` · issuer key `iss:169`	no change	−$116K	$940K	$824K	6,450	6,450
Renasant Corporation COMposition key `sid:sec:prov:540de7889b63d704bb03ef22a475617b` · issuer key `cusip6:75970E`	no change	−$16.7K	$812K	$795K	22,000	22,000
Primoris Services Corp COMposition key `pos:13463` · issuer key `iss:1754`	no change	+$28.6K	$687K	$715K	5,000	5,000
Intl Business Machines COMposition key `pos:10976` · issuer key `iss:1201`	no change	−$115K	$818K	$703K	2,900	2,900
Applied Materials COMposition key `pos:15036` · issuer key `iss:226`	no change	+$274K	$409K	$684K	2,000	2,000
Skyworks Solutions, Inc. COMposition key `pos:17606` · issuer key `iss:1990`	no change	−$288K	$947K	$659K	12,300	12,300
Halozyme Therapeutics, Inc. COMposition key `pos:14855` · issuer key `iss:1075`	no change	−$87.1K	$733K	$646K	10,000	10,000
Abbott Laboratories COMposition key `pos:13229` · issuer key `iss:38`	no change	−$169K	$723K	$554K	5,400	5,400
Neogen Corporation COMposition key `pos:17007` · issuer key `iss:1541`	no change	+$186K	$297K	$483K	52,000	52,000
Cigna Corp New COMposition key `pos:16385` · issuer key `iss:475`	no change	−$38.7K	$519K	$480K	1,800	1,800
Nova Measuring Instruments Ltd COMposition key `pos:14154` · issuer key `iss:2687`	no change	+$115K	$320K	$434K	1,000	1,000
Gentherm Inc COMposition key `pos:15917` · issuer key `iss:1004`	no change	−$94.2K	$511K	$417K	15,000	15,000
Banner Corp New COMposition key `sid:sec:prov:f6507a98b6b5a012aacf93b559ad4893` · issuer key `cusip6:06652V`	no change	−$28.9K	$393K	$364K	6,000	6,000
Procter & Gamble COMposition key `pos:15878` · issuer key `iss:1758`	no change	−$23.0K	$384K	$361K	2,500	2,500
National Bank Hldgs Corp Cl A COMposition key `sid:sec:prov:ab1b825ce01b93b42cb9297b2afd1d80` · issuer key `cusip6:633707`	no change	+$4.7K	$348K	$352K	9,000	9,000
Edwards Lifesciences Corporation COMposition key `pos:17342` · issuer key `iss:799`	no change	+$10.2K	$342K	$352K	4,400	4,400
Ziff-Davis Inc COMposition key `pos:13785` · issuer key `iss:1260`	no change	+$32.2K	$318K	$350K	8,350	8,350
Pfizer, Inc COMposition key `pos:11636` · issuer key `iss:1709`	no change	+$29.6K	$290K	$320K	11,400	11,400
Bristol-Myers Squibb COMposition key `pos:15894` · issuer key `iss:435`	no change	+$79.3K	$230K	$309K	5,100	5,100
Fidelity National Financial COMposition key `pos:16319` · issuer key `iss:908`	no change	−$83.2K	$357K	$274K	5,900	5,900
PepsiCo Inc COMposition key `pos:14709` · issuer key `iss:1700`	no change	+$22.3K	$211K	$233K	1,500	1,500

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 84.6%above median 80.0%
Concentration index: 546 bpsabove median 446 bps
Positions with value: 174 / 174median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 84.6%share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets · HHI (bps) ·§: 546integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 128

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.

Open PARADIGM CAPITAL MANAGEMENT INC/NY's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

View

Prior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

Reported positions — 2026-03-31

1–100 of 112 issuers · $2.6B disclosed value over 174 rows · 0 undisclosed-value rows

Every row below carries ticker not yet mapped — stated once here rather than repeated on every row.

KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters.

TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

Position changeShare change is available in the separate comparison view; it is not joined into this position list.

CongressThe congressional transaction join is unavailable in this build.

—

Modine Manufacturing Co

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Modine Manufacturing Co, as it reported them
Modine Manufacturing Co · COM CUSIP — src ↗	$298M	1,375,598
Modine Manufacturing Co · COM CUSIP — src ↗	$17.3M	80,000

$315M

1,455,598

—

12.1%

—

Fabrinet

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Fabrinet, as it reported them
Fabrinet · COM CUSIP — src ↗	$275M	527,500
Fabrinet · COM CUSIP — src ↗	$1.6M	3,000

$277M

530,500

—

10.6%

—

AVGOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Broadcom Ltd

src ↗

Broadcom Ltd · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$250M

809,000

—

9.6%

—

ONTOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Onto Innovation Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Onto Innovation Inc., as it reported them
Onto Innovation Inc. · COM CUSIP — src ↗	$216M	1,052,438
Onto Innovation Inc. · COM CUSIP — src ↗	$10.3M	50,000

$226M

1,102,438

—

8.6%

—

JBLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Jabil Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Jabil Inc, as it reported them
Jabil Inc · COM CUSIP — src ↗	$141M	530,500
Jabil Inc · COM CUSIP — src ↗	$4.6M	17,400

$146M

547,900

—

5.6%

—

Ducommun Inc

src ↗

Ducommun Inc · COM CUSIP 264147109
2026-03-31 filed 2026-05-14 +44d

$94.0M

770,500

—

3.6%

—

EXTRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Extreme Networks

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Extreme Networks, as it reported them
Extreme Networks · COM CUSIP — src ↗	$71.7M	4,754,900
Extreme Networks · COM CUSIP — src ↗	$7.2M	480,000

$78.9M

5,234,900

—

3.0%

—

ENSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EnerSys

src ↗

EnerSys · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$76.8M

441,900

—

2.9%

—

Veeco Instruments

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Veeco Instruments, as it reported them
Veeco Instruments · COM CUSIP — src ↗	$64.7M	1,911,399
Veeco Instruments · COM CUSIP — src ↗	$8.8M	260,000

$73.5M

2,171,399

—

2.8%

—

Globus Medical Inc Cl A new

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Globus Medical Inc Cl A new, as it reported them
Globus Medical Inc Cl A new · COM CUSIP — src ↗	$63.8M	740,099
Globus Medical Inc Cl A new · COM CUSIP — src ↗	$7.1M	82,200

$70.8M

822,299

—

2.7%

—

ENSGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Ensign Group, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Ensign Group, Inc., as it reported them
Ensign Group, Inc. · COM CUSIP — src ↗	$58.1M	288,099
Ensign Group, Inc. · COM CUSIP — src ↗	$10.9M	54,000

$68.9M

342,099

—

2.6%

—

NSITverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Insight Enterprises

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Insight Enterprises, as it reported them
Insight Enterprises · COM CUSIP — src ↗	$58.7M	876,400
Insight Enterprises · COM CUSIP — src ↗	$5.3M	79,533

$64.1M

955,933

—

2.5%

—

ENTGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Entegris Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Entegris Inc, as it reported them
Entegris Inc · COM CUSIP — src ↗	$57.9M	493,700
Entegris Inc · COM CUSIP — src ↗	$3.5M	30,000

$61.4M

523,700

—

2.3%

—

NVRIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Enviri Corp

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Enviri Corp, as it reported them
Enviri Corp · COM CUSIP — src ↗	$42.6M	2,172,298
Enviri Corp · COM CUSIP — src ↗	$1.2M	60,000

$43.8M

2,232,298

—

1.7%

—

Pennant Group Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Pennant Group Inc., as it reported them
Pennant Group Inc. · COM CUSIP 70805E109 src ↗	$36.8M	1,208,800
Pennant Group Inc. · COM CUSIP 70805E109 src ↗	$6.1M	200,000

$42.9M

1,408,800

—

1.6%

—

ENOVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Enovis Corporation

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Enovis Corporation, as it reported them
Enovis Corporation · COM CUSIP — src ↗	$35.9M	1,576,715
Enovis Corporation · COM CUSIP — src ↗	$4.6M	200,000

$40.4M

1,776,715

—

1.5%

—

Orthofix Medical Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Orthofix Medical Inc., as it reported them
Orthofix Medical Inc. · COM CUSIP 68752M108 src ↗	$31.3M	2,724,899
Orthofix Medical Inc. · COM CUSIP 68752M108 src ↗	$6.7M	580,000

$37.9M

3,304,899

—

1.5%

—

Ultra Clean Holdings Inc

src ↗

Ultra Clean Holdings Inc · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$37.8M

608,200

—

1.4%

—

Integra Lifesciences Holdings Corp

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Integra Lifesciences Holdings Corp, as it reported them
Integra Lifesciences Holdings Corp · COM CUSIP 457985208 src ↗	$31.1M	3,302,698
Integra Lifesciences Holdings Corp · COM CUSIP 457985208 src ↗	$6.7M	710,000

$37.8M

4,012,698

—

1.4%

—

CALXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Calix Inc

src ↗

Calix Inc · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$37.6M

768,200

—

1.4%

—

XRAYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Dentsply Sirona, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Dentsply Sirona, Inc., as it reported them
Dentsply Sirona, Inc. · COM CUSIP — src ↗	$28.5M	2,457,200
Dentsply Sirona, Inc. · COM CUSIP — src ↗	$6.0M	520,000

$34.5M

2,977,200

—

1.3%

—

Penguin Solutions Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Penguin Solutions Inc, as it reported them
Penguin Solutions Inc · COM CUSIP 706915105 src ↗	$22.4M	1,275,100
Penguin Solutions Inc · COM CUSIP 706915105 src ↗	$5.8M	330,000

$28.2M

1,605,100

—

1.1%

—

Quidel Corp

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Quidel Corp, as it reported them
Quidel Corp · COM CUSIP 219798105 src ↗	$18.9M	1,150,900
Quidel Corp · COM CUSIP 219798105 src ↗	$6.2M	375,000

$25.1M

1,525,900

—

1.0%

—

Lumentum Holdings Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Lumentum Holdings Inc., as it reported them
Lumentum Holdings Inc. · COM CUSIP — src ↗	$17.3M	24,600
Lumentum Holdings Inc. · COM CUSIP — src ↗	$6.3M	9,000

$23.6M

33,600

—

0.9%

—

COHUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Cohu Inc.

src ↗

Cohu Inc. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$19.1M

623,852

—

0.7%

—

NTRAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Natera, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Natera, Inc., as it reported them
Natera, Inc. · COM CUSIP — src ↗	$11.9M	59,400
Natera, Inc. · COM CUSIP — src ↗	$6.2M	31,000

$18.1M

90,400

—

0.7%

—

Ribbon Communications Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Ribbon Communications Inc, as it reported them
Ribbon Communications Inc · COM CUSIP 762544104 src ↗	$16.7M	7,873,298
Ribbon Communications Inc · COM CUSIP 762544104 src ↗	$346K	163,037

$17.0M

8,036,335

—

0.7%

—

Cerence Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Cerence Inc., as it reported them
Cerence Inc. · COM CUSIP 156727109 src ↗	$12.2M	1,936,192
Cerence Inc. · COM CUSIP 156727109 src ↗	$3.6M	571,084

$15.8M

2,507,276

—

0.6%

—

Kratos Defense & Security Solutions, Inc.

src ↗

Kratos Defense & Security Solutions, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$15.2M

215,500

—

0.6%

—

EMEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMCOR Group, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for EMCOR Group, Inc., as it reported them
EMCOR Group, Inc. · COM CUSIP — src ↗	$14.7M	19,900
EMCOR Group, Inc. · COM CUSIP — src ↗	$425K	575

$15.1M

20,475

—

0.6%

—

MXLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MaxLinear, Inc

src ↗

MaxLinear, Inc · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$15.0M

861,000

—

0.6%

—

TERverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Teradyne Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Teradyne Inc, as it reported them
Teradyne Inc · COM CUSIP — src ↗	$10.0M	33,650
Teradyne Inc · COM CUSIP — src ↗	$4.4M	15,000

$14.4M

48,650

—

0.6%

—

SI-Bone, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for SI-Bone, Inc., as it reported them
SI-Bone, Inc. · COM CUSIP 825704109 src ↗	$12.7M	1,006,500
SI-Bone, Inc. · COM CUSIP 825704109 src ↗	$1.5M	120,000

$14.2M

1,126,500

—

0.5%

—

MiMedx

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for MiMedx, as it reported them
MiMedx · COM CUSIP 602496101 src ↗	$12.3M	3,110,300
MiMedx · COM CUSIP 602496101 src ↗	$1.2M	300,000

$13.5M

3,410,300

—

0.5%

—

Helen of Troy Limited

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Helen of Troy Limited, as it reported them
Helen of Troy Limited · COM CUSIP G4388N106 src ↗	$10.5M	727,100
Helen of Troy Limited · COM CUSIP G4388N106 src ↗	$2.9M	200,000

$13.4M

927,100

—

0.5%

—

SNXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TD SYNNEX Corporation

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for TD SYNNEX Corporation, as it reported them
TD SYNNEX Corporation · COM CUSIP — src ↗	$8.5M	50,442
TD SYNNEX Corporation · COM CUSIP — src ↗	$3.2M	18,832

$11.7M

69,274

—

0.4%

—

Kulicke & Soffa Industries Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Kulicke & Soffa Industries Inc., as it reported them
Kulicke & Soffa Industries Inc. · COM CUSIP — src ↗	$10.4M	158,475
Kulicke & Soffa Industries Inc. · COM CUSIP — src ↗	$845K	12,850

$11.3M

171,325

—

0.4%

—

J Jill Group

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for J Jill Group, as it reported them
J Jill Group · COM CUSIP 46620W201 src ↗	$8.6M	747,300
J Jill Group · COM CUSIP 46620W201 src ↗	$1.9M	167,000

$10.5M

914,300

—

0.4%

—

Caleres Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Caleres Inc, as it reported them
Caleres Inc · COM CUSIP 129500104 src ↗	$8.6M	811,599
Caleres Inc · COM CUSIP 129500104 src ↗	$1.1M	100,000

$9.6M

911,599

—

0.4%

—

ATENverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

A10 Networks, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for A10 Networks, Inc., as it reported them
A10 Networks, Inc. · COM CUSIP — src ↗	$6.9M	297,900
A10 Networks, Inc. · COM CUSIP — src ↗	$2.4M	103,500

$9.3M

401,400

—

0.4%

—

Adtran Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Adtran Inc, as it reported them
Adtran Inc · COM CUSIP — src ↗	$4.7M	373,200
Adtran Inc · COM CUSIP — src ↗	$4.5M	360,000

$9.2M

733,200

—

0.4%

—

MasterBrand Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for MasterBrand Inc., as it reported them
MasterBrand Inc. · COM CUSIP — src ↗	$5.3M	642,000
MasterBrand Inc. · COM CUSIP — src ↗	$3.7M	440,091

$9.0M

1,082,091

—

0.3%

—

BBWIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Bath & Body Works, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Bath & Body Works, Inc., as it reported them
Bath & Body Works, Inc. · COM CUSIP — src ↗	$5.2M	281,100
Bath & Body Works, Inc. · COM CUSIP — src ↗	$3.7M	200,000

$9.0M

481,100

—

0.3%

—

KAIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Kadant Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Kadant Inc., as it reported them
Kadant Inc. · COM CUSIP — src ↗	$4.4M	15,000
Kadant Inc. · COM CUSIP — src ↗	$4.3M	14,800

$8.7M

29,800

—

0.3%

—

Zumiez, Inc.

src ↗

Zumiez, Inc. · COM CUSIP 989817101
2026-03-31 filed 2026-05-14 +44d

$8.3M

372,660

—

0.3%

—

WESCO International, Inc.

src ↗

WESCO International, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$8.2M

30,000

—

0.3%

—

ANGOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AngioDynamics, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for AngioDynamics, Inc., as it reported them
AngioDynamics, Inc. · COM CUSIP — src ↗	$5.4M	478,200
AngioDynamics, Inc. · COM CUSIP — src ↗	$2.7M	240,000

$8.2M

718,200

—

0.3%

—

FSSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Federal Signal Corp

src ↗

Federal Signal Corp · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$7.6M

70,000

—

0.3%

—

MRVLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Marvell Technology Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Marvell Technology Inc., as it reported them
Marvell Technology Inc. · COM CUSIP — src ↗	$6.9M	69,400
Marvell Technology Inc. · COM CUSIP — src ↗	$218K	2,200

$7.1M

71,600

—

0.3%

—

BLDRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Builders Firstsource Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Builders Firstsource Inc, as it reported them
Builders Firstsource Inc · COM CUSIP — src ↗	$3.5M	43,050
Builders Firstsource Inc · COM CUSIP — src ↗	$3.5M	42,700

$7.1M

85,750

—

0.3%

—

Tactile Systems Technology

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Tactile Systems Technology, as it reported them
Tactile Systems Technology · COM CUSIP 87357P100 src ↗	$4.9M	185,899
Tactile Systems Technology · COM CUSIP 87357P100 src ↗	$1.8M	70,000

$6.7M

255,899

—

0.3%

—

JNJverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Johnson & Johnson

src ↗

Johnson & Johnson · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$6.6M

27,200

—

0.3%

—

CRSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Carpenter Technology Corp

src ↗

Carpenter Technology Corp · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$6.1M

15,600

—

0.2%

—

Addus homeCare Corporation

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Addus homeCare Corporation, as it reported them
Addus homeCare Corporation · COM CUSIP 006739106 src ↗	$3.5M	37,500
Addus homeCare Corporation · COM CUSIP 006739106 src ↗	$1.4M	14,770

$4.9M

52,270

—

0.2%

—

Arlo Technologies, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Arlo Technologies, Inc., as it reported them
Arlo Technologies, Inc. · COM CUSIP 04206A101 src ↗	$2.7M	187,600
Arlo Technologies, Inc. · COM CUSIP 04206A101 src ↗	$2.1M	149,200

$4.8M

336,800

—

0.2%

—

Zurn Water Solutions Corp

src ↗

Zurn Water Solutions Corp · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$4.6M

102,300

—

0.2%

—

Sensient Technologies Corp

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Sensient Technologies Corp, as it reported them
Sensient Technologies Corp · COM CUSIP 81725T100 src ↗	$4.4M	50,550
Sensient Technologies Corp · COM CUSIP 81725T100 src ↗	$80.0K	925

$4.4M

51,475

—

0.2%

—

Garmin LTD

src ↗

Garmin LTD · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$4.4M

19,075

—

0.2%

—

PTCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PTC Inc

src ↗

PTC Inc · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$4.3M

30,000

—

0.2%

—

TTMIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TTM Technologies, Inc.

src ↗

TTM Technologies, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$4.2M

43,500

—

0.2%

—

Accendra Health Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Accendra Health Inc., as it reported them
Accendra Health Inc. · COM CUSIP 690732102 src ↗	$3.5M	1,546,400
Accendra Health Inc. · COM CUSIP 690732102 src ↗	$547K	240,000

$4.1M

1,786,400

—

0.2%

—

ATRCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Atricure Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Atricure Inc, as it reported them
Atricure Inc · COM CUSIP — src ↗	$1.8M	62,200
Atricure Inc · COM CUSIP — src ↗	$1.7M	60,900

$3.5M

123,100

—

0.1%

—

RVTYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Revvity Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Revvity Inc., as it reported them
Revvity Inc. · COM CUSIP — src ↗	$3.3M	37,500
Revvity Inc. · COM CUSIP — src ↗	$83.2K	950

$3.4M

38,450

—

0.1%

—

BCCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Boise Cascade Company

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Boise Cascade Company, as it reported them
Boise Cascade Company · COM CUSIP — src ↗	$3.2M	42,000
Boise Cascade Company · COM CUSIP — src ↗	$104K	1,375

$3.3M

43,375

—

0.1%

—

RDNTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Radnet Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Radnet Inc, as it reported them
Radnet Inc · COM CUSIP — src ↗	$1.5M	27,700
Radnet Inc · COM CUSIP — src ↗	$1.5M	27,000

$3.1M

54,700

—

0.1%

—

FORMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Formfactor Inc

src ↗

Formfactor Inc · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$2.7M

27,900

—

0.1%

—

Mid America Apartment Communities

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Mid America Apartment Communities, as it reported them
Mid America Apartment Communities · COM CUSIP — src ↗	$2.5M	20,800
Mid America Apartment Communities · COM CUSIP — src ↗	$99.5K	815

$2.6M

21,615

—

0.1%

—

ATIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ATI Inc.

src ↗

ATI Inc. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$2.6M

18,000

—

0.1%

—

RRXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Regal Rexnord Corporation

src ↗

Regal Rexnord Corporation · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$2.3M

12,200

—

0.1%

—

MYRGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MYR Group Inc.

src ↗

MYR Group Inc. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$2.3M

8,000

—

0.1%

—

Axcelis Technologies Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Axcelis Technologies Inc., as it reported them
Axcelis Technologies Inc. · COM CUSIP — src ↗	$1.3M	14,000
Axcelis Technologies Inc. · COM CUSIP — src ↗	$931K	10,000

$2.2M

24,000

—

0.1%

—

Masimo Corp

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Masimo Corp, as it reported them
Masimo Corp · COM CUSIP 574795100 src ↗	$1.8M	10,200
Masimo Corp · COM CUSIP 574795100 src ↗	$205K	1,153

$2.0M

11,353

—

0.1%

—

QRVOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Qorvo Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Qorvo Inc., as it reported them
Qorvo Inc. · COM CUSIP — src ↗	$1.9M	24,500
Qorvo Inc. · COM CUSIP — src ↗	$107K	1,380

$2.0M

25,880

—

0.1%

—

Concentrix Corp

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Concentrix Corp, as it reported them
Concentrix Corp · COM CUSIP 20602D101 src ↗	$1.1M	40,442
Concentrix Corp · COM CUSIP 20602D101 src ↗	$709K	25,900

$1.8M

66,342

—

0.1%

—

Pure Storage, Inc. Class A

src ↗

Pure Storage, Inc. Class A · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$1.6M

27,000

—

0.1%

—

CLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Colgate-Palmolive

src ↗

Colgate-Palmolive · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$1.5M

17,700

—

0.1%

—

Amer Eagle Outfitters

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Amer Eagle Outfitters, as it reported them
Amer Eagle Outfitters · COM CUSIP — src ↗	$1.4M	80,900
Amer Eagle Outfitters · COM CUSIP — src ↗	$64.7K	3,875

$1.4M

84,775

—

0.1%

—

TTEC Holdings Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for TTEC Holdings Inc, as it reported them
TTEC Holdings Inc · COM CUSIP 89854H102 src ↗	$750K	300,000
TTEC Holdings Inc · COM CUSIP 89854H102 src ↗	$585K	234,100

$1.3M

534,100

—

0.1%

—

FRMEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

First Merchants Corporation

src ↗

First Merchants Corporation · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$1.2M

32,000

—

0.0%

—

PRGSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Progress Software Corp

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Progress Software Corp, as it reported them
Progress Software Corp · COM CUSIP — src ↗	$1.1M	43,000
Progress Software Corp · COM CUSIP — src ↗	$59.0K	2,300

$1.2M

45,300

—

0.0%

—

Xerox Corp

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Xerox Corp, as it reported them
Xerox Corp · COM CUSIP 98421M106 src ↗	$929K	720,000
Xerox Corp · COM CUSIP 98421M106 src ↗	$206K	160,000

$1.1M

880,000

—

0.0%

—

GATXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GATX Corp

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for GATX Corp, as it reported them
GATX Corp · COM CUSIP — src ↗	$990K	5,800
GATX Corp · COM CUSIP — src ↗	$128K	750

$1.1M

6,550

—

0.0%

—

Kforce, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Kforce, Inc., as it reported them
Kforce, Inc. · COM CUSIP — src ↗	$1.0M	35,200
Kforce, Inc. · COM CUSIP — src ↗	$46.8K	1,600

$1.1M

36,800

—

0.0%

—

Cross Country Healthcare, Inc.

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Cross Country Healthcare, Inc., as it reported them
Cross Country Healthcare, Inc. · COM CUSIP 227483104 src ↗	$517K	55,000
Cross Country Healthcare, Inc. · COM CUSIP 227483104 src ↗	$495K	52,700

$1.0M

107,700

—

0.0%

—

AZTAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Azenta Inc

1 position · 2 reported rows

Rows PARADIGM CAPITAL MANAGEMENT INC/NY reported for Azenta Inc, as it reported them
Azenta Inc · COM CUSIP — src ↗	$773K	36,600
Azenta Inc · COM CUSIP — src ↗	$90.9K	4,300

$864K

40,900

—

0.0%

—

AFGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

American Financial Group

src ↗

American Financial Group · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$824K

6,450

—

0.0%

—

Renasant Corporation

src ↗

Renasant Corporation · COM CUSIP 75970E107
2026-03-31 filed 2026-05-14 +44d

$795K

22,000

—

0.0%

—

TruBridge, Inc.

src ↗

TruBridge, Inc. · COM CUSIP 205306103
2026-03-31 filed 2026-05-14 +44d

$762K

52,062

—

0.0%

—

Orthopediatrics Corp

src ↗

Orthopediatrics Corp · COM CUSIP 68752L100
2026-03-31 filed 2026-05-14 +44d

$746K

47,000

—

0.0%

—

Smurfit Westrock L

src ↗

Smurfit Westrock L · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$724K

18,180

—

0.0%

—

Primoris Services Corp

src ↗

Primoris Services Corp · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$715K

5,000

—

0.0%

—

IBMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Intl Business Machines

src ↗

Intl Business Machines · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$703K

2,900

—

0.0%

—

AMATverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Applied Materials

src ↗

Applied Materials · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$684K

2,000

—

0.0%

—

GENverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Gen Digital Inc

src ↗

Gen Digital Inc · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$678K

36,000

—

0.0%

—

SWKSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Skyworks Solutions, Inc.

src ↗

Skyworks Solutions, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$659K

12,300

—

0.0%

—

HALOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Halozyme Therapeutics, Inc.

src ↗

Halozyme Therapeutics, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$646K

10,000

—

0.0%

—

ABTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Abbott Laboratories

src ↗

Abbott Laboratories · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$554K

5,400

—

0.0%

—

NEOGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Neogen Corporation

src ↗

Neogen Corporation · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$483K

52,000

—

0.0%

—

Cigna Corp New

src ↗

Cigna Corp New · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$480K

1,800

—

0.0%

—

Nova Measuring Instruments Ltd

src ↗

Nova Measuring Instruments Ltd · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

$434K

1,000

—

0.0%

—

every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).