13F HOLDINGS REPORT
PARADIGM CAPITAL MANAGEMENT INC/NY
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001037792-26-000001
Total Value
$61.6M
Positions
178
Other Managers
1
Confidential Omitted
No
Holdings (178)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Broadcom Ltd | AVGO | 809,000 | $280.0M | 11.79% |
| 2 | Fabrinet | FN | 527,500 | $240.2M | 10.11% |
| 3 | Modine Manufacturing Co | 607828100 | 1,376,298 | $183.7M | 7.73% |
| 4 | Onto Innovation Inc. | ONTO | 1,059,838 | $167.3M | 7.04% |
| 5 | Jabil Inc | JBL | 540,500 | $123.2M | 5.19% |
| 6 | Extreme Networks | EXTR | 4,632,500 | $77.1M | 3.25% |
| 7 | Globus Medical Inc Cl A new | GMED | 859,599 | $75.1M | 3.16% |
| 8 | Ducommun Inc | DCO | 770,500 | $73.3M | 3.09% |
| 9 | EnerSys | ENS | 465,800 | $68.4M | 2.88% |
| 10 | Veeco Instruments | 922417100 | 2,150,499 | $61.5M | 2.59% |
| 11 | Insight Enterprises | NSIT | 726,700 | $59.2M | 2.49% |
| 12 | Enviri Corp | NVRI | 3,064,698 | $54.9M | 2.31% |
| 13 | Ensign Group, Inc. | ENSG | 288,099 | $50.2M | 2.11% |
| 14 | Entegris Inc | ENTG | 493,700 | $41.6M | 1.75% |
| 15 | Orthofix Medical Inc. | OFIX | 2,724,899 | $41.3M | 1.74% |
| 16 | Calix Inc | CALX | 672,400 | $35.6M | 1.50% |
| 17 | Pennant Group Inc. | PNTG | 1,212,800 | $34.1M | 1.44% |
| 18 | Dentsply Sirona, Inc. | XRAY | 2,178,500 | $24.9M | 1.05% |
| 19 | Integra Lifesciences Holdings Corp | IART | 1,974,998 | $24.5M | 1.03% |
| 20 | Enovis Corporation | ENOV | 903,798 | $24.1M | 1.01% |
| 21 | Ribbon Communications Inc | RBBN | 8,023,298 | $23.1M | 0.97% |
| 22 | Cohu Inc. | COHU | 814,897 | $19.0M | 0.80% |
| 23 | Cerence Inc. | CRNC | 1,726,392 | $18.5M | 0.78% |
| 24 | Quidel Corp | QDEL | 595,300 | $17.0M | 0.72% |
| 25 | MiMedx | MDXG | 2,451,200 | $16.6M | 0.70% |
| 26 | Kratos Defense & Security Solutions, Inc. | 50077B207 | 215,500 | $16.4M | 0.69% |
| 27 | Ultra Clean Holdings Inc | UCTT | 608,200 | $15.4M | 0.65% |
| 28 | Penguin Solutions Inc | PENG | 783,400 | $15.3M | 0.64% |
| 29 | MaxLinear, Inc | MXL | 861,000 | $15.0M | 0.63% |
| 30 | Tactile Systems Technology | 87357P100 | 516,599 | $15.0M | 0.63% |
| 31 | Natera, Inc. | NTRA | 59,400 | $13.6M | 0.57% |
| 32 | Modine Manufacturing Co | 607828100 | 100,000 | $13.4M | 0.56% |
| 33 | EMCOR Group, Inc. | EME | 21,100 | $12.9M | 0.54% |
| 34 | Zumiez, Inc. | ZUMZ | 478,200 | $12.5M | 0.52% |
| 35 | Onto Innovation Inc. | ONTO | 66,000 | $10.4M | 0.44% |
| 36 | SI-Bone, Inc. | SIBN | 528,200 | $10.4M | 0.44% |
| 37 | J Jill Group | JILL | 747,300 | $10.3M | 0.43% |
| 38 | Caleres Inc | CAL | 811,599 | $9.9M | 0.42% |
| 39 | Ensign Group, Inc. | ENSG | 56,000 | $9.8M | 0.41% |
| 40 | TD SYNNEX Corporation | SNX | 60,442 | $9.1M | 0.38% |
| 41 | Lumentum Holdings Inc. | LITE | 24,600 | $9.1M | 0.38% |
| 42 | Helen of Troy Limited | HELE | 424,200 | $9.0M | 0.38% |
| 43 | Orthofix Medical Inc. | OFIX | 580,000 | $8.8M | 0.37% |
| 44 | Enviri Corp | NVRI | 480,000 | $8.6M | 0.36% |
| 45 | Integra Lifesciences Holdings Corp | IART | 690,000 | $8.6M | 0.36% |
| 46 | Federal Signal Corp | FSS | 70,000 | $7.6M | 0.32% |
| 47 | Globus Medical Inc Cl A new | GMED | 86,200 | $7.5M | 0.32% |
| 48 | WESCO International, Inc. | 95082P105 | 30,000 | $7.3M | 0.31% |
| 49 | Kulicke & Soffa Industries Inc. | 501242101 | 158,475 | $7.2M | 0.30% |
| 50 | Veeco Instruments | 922417100 | 250,000 | $7.1M | 0.30% |
| 51 | Natera, Inc. | NTRA | 31,000 | $7.1M | 0.30% |
| 52 | PTC Inc | PTC | 40,000 | $7.0M | 0.29% |
| 53 | Insight Enterprises | NSIT | 84,064 | $6.8M | 0.29% |
| 54 | Quidel Corp | QDEL | 233,590 | $6.7M | 0.28% |
| 55 | Teradyne Inc | TER | 33,650 | $6.5M | 0.27% |
| 56 | Tactile Systems Technology | 87357P100 | 220,000 | $6.4M | 0.27% |
| 57 | AngioDynamics, Inc. | ANGO | 478,200 | $6.1M | 0.26% |
| 58 | Adtran Inc | ADTN | 697,609 | $6.1M | 0.26% |
| 59 | Marvell Technology Inc. | MRVL | 69,400 | $5.9M | 0.25% |
| 60 | Extreme Networks | EXTR | 340,000 | $5.7M | 0.24% |
| 61 | Pennant Group Inc. | PNTG | 200,000 | $5.6M | 0.24% |
| 62 | Johnson & Johnson | JNJ | 27,200 | $5.6M | 0.24% |
| 63 | TruBridge, Inc. | TBRG | 239,000 | $5.3M | 0.22% |
| 64 | A10 Networks, Inc. | ATEN | 297,900 | $5.3M | 0.22% |
| 65 | Carpenter Technology Corp | CRS | 15,600 | $4.9M | 0.21% |
| 66 | Zurn Water Solutions Corp | 98983L108 | 102,300 | $4.8M | 0.20% |
| 67 | Sensient Technologies Corp | SXT | 50,550 | $4.7M | 0.20% |
| 68 | MasterBrand Inc. | MBC | 422,000 | $4.7M | 0.20% |
| 69 | Builders Firstsource Inc | BLDR | 43,050 | $4.4M | 0.19% |
| 70 | Builders Firstsource Inc | BLDR | 42,700 | $4.4M | 0.18% |
| 71 | Kadant Inc. | KAI | 15,000 | $4.3M | 0.18% |
| 72 | Kadant Inc. | KAI | 14,800 | $4.2M | 0.18% |
| 73 | Owens and Minor, Inc. | 690732102 | 1,446,400 | $4.0M | 0.17% |
| 74 | Addus homeCare Corporation | ADUS | 37,500 | $4.0M | 0.17% |
| 75 | Bath & Body Works, Inc. | BBWI | 200,000 | $4.0M | 0.17% |
| 76 | Jabil Inc | JBL | 17,400 | $4.0M | 0.17% |
| 77 | Garmin LTD | GRMN | 19,075 | $3.9M | 0.16% |
| 78 | Adtran Inc | ADTN | 432,300 | $3.8M | 0.16% |
| 79 | Enovis Corporation | ENOV | 140,000 | $3.7M | 0.16% |
| 80 | Revvity Inc. | RVTY | 37,500 | $3.6M | 0.15% |
| 81 | Axcelis Technologies Inc. | ACLS | 44,000 | $3.5M | 0.15% |
| 82 | Entegris Inc | ENTG | 40,000 | $3.4M | 0.14% |
| 83 | Lumentum Holdings Inc. | LITE | 9,000 | $3.3M | 0.14% |
| 84 | Cerence Inc. | CRNC | 300,000 | $3.2M | 0.13% |
| 85 | TD SYNNEX Corporation | SNX | 20,832 | $3.1M | 0.13% |
| 86 | Boise Cascade Company | BCC | 42,000 | $3.1M | 0.13% |
| 87 | TTM Technologies, Inc. | TTMI | 43,500 | $3.0M | 0.13% |
| 88 | Helen of Troy Limited | HELE | 140,000 | $3.0M | 0.13% |
| 89 | Teradyne Inc | TER | 15,000 | $2.9M | 0.12% |
| 90 | Mid America Apartment Communities | 59522J103 | 20,800 | $2.9M | 0.12% |
| 91 | Penguin Solutions Inc | PENG | 140,000 | $2.7M | 0.12% |
| 92 | Arlo Technologies, Inc. | ARLO | 187,600 | $2.6M | 0.11% |
| 93 | AngioDynamics, Inc. | ANGO | 200,000 | $2.6M | 0.11% |
| 94 | Dentsply Sirona, Inc. | XRAY | 220,000 | $2.5M | 0.11% |
| 95 | Atricure Inc | ATRC | 62,200 | $2.5M | 0.10% |
| 96 | Atricure Inc | ATRC | 60,900 | $2.4M | 0.10% |
| 97 | Cohu Inc. | COHU | 100,000 | $2.3M | 0.10% |
| 98 | J Jill Group | JILL | 167,000 | $2.3M | 0.10% |
| 99 | TruBridge, Inc. | TBRG | 100,000 | $2.2M | 0.09% |
| 100 | Amer Eagle Outfitters | AEO | 80,900 | $2.1M | 0.09% |
| 101 | Arlo Technologies, Inc. | ARLO | 149,200 | $2.1M | 0.09% |
| 102 | Qorvo Inc. | QRVO | 24,500 | $2.1M | 0.09% |
| 103 | ATI Inc. | ATI | 18,000 | $2.1M | 0.09% |
| 104 | Radnet Inc | RDNT | 27,700 | $2.0M | 0.08% |
| 105 | Radnet Inc | RDNT | 27,000 | $1.9M | 0.08% |
| 106 | Concentrix Corp | CNXC | 45,900 | $1.9M | 0.08% |
| 107 | Progress Software Corp | 743312100 | 43,000 | $1.8M | 0.08% |
| 108 | A10 Networks, Inc. | ATEN | 103,500 | $1.8M | 0.08% |
| 109 | Pure Storage, Inc. Class A | 74624M102 | 27,000 | $1.8M | 0.08% |
| 110 | MasterBrand Inc. | MBC | 160,000 | $1.8M | 0.07% |
| 111 | MYR Group Inc. | MYRG | 8,000 | $1.7M | 0.07% |
| 112 | Regal Rexnord Corporation | RRX | 12,200 | $1.7M | 0.07% |
| 113 | Xerox Corp | XRXDW | 720,000 | $1.7M | 0.07% |
| 114 | Concentrix Corp | CNXC | 40,442 | $1.7M | 0.07% |
| 115 | Addus homeCare Corporation | ADUS | 14,770 | $1.6M | 0.07% |
| 116 | Formfactor Inc | FORM | 27,900 | $1.6M | 0.07% |
| 117 | Colgate-Palmolive | CL | 17,700 | $1.4M | 0.06% |
| 118 | Fabrinet | FN | 3,000 | $1.4M | 0.06% |
| 119 | Masimo Corp | MASI | 10,200 | $1.3M | 0.06% |
| 120 | Azenta Inc | AZTA | 36,600 | $1.2M | 0.05% |
| 121 | Caleres Inc | CAL | 100,000 | $1.2M | 0.05% |
| 122 | First Merchants Corporation | FRMEP | 32,000 | $1.2M | 0.05% |
| 123 | Kforce, Inc. | KFRC | 35,200 | $1.1M | 0.05% |
| 124 | TTEC Holdings Inc | TTEC | 300,000 | $1.1M | 0.05% |
| 125 | AVIAT NETWORKS INC COM NEW | AVNW | 47,100 | $1.0M | 0.04% |
| 126 | GATX Corp | GATX | 5,800 | $983,680 | 0.04% |
| 127 | Gen Digital Inc | GENVR | 36,000 | $978,840 | 0.04% |
| 128 | Axcelis Technologies Inc. | ACLS | 12,000 | $964,080 | 0.04% |
| 129 | American Financial Group | 025932104 | 6,450 | $881,586 | 0.04% |
| 130 | Ribbon Communications Inc | RBBN | 300,000 | $864,000 | 0.04% |
| 131 | Intl Business Machines | INTR | 2,900 | $859,009 | 0.04% |
| 132 | TTEC Holdings Inc | TTEC | 234,100 | $842,760 | 0.04% |
| 133 | Orthopediatrics Corp | KIDS | 47,000 | $834,720 | 0.04% |
| 134 | Skyworks Solutions, Inc. | SWKS | 12,300 | $779,943 | 0.03% |
| 135 | Renasant Corporation | RNST | 22,000 | $774,840 | 0.03% |
| 136 | Smurfit Westrock L | SW | 18,180 | $703,021 | 0.03% |
| 137 | Abbott Laboratories | ABLZF | 5,400 | $676,566 | 0.03% |
| 138 | Halozyme Therapeutics, Inc. | HALO | 10,000 | $673,000 | 0.03% |
| 139 | Owens and Minor, Inc. | 690732102 | 240,000 | $672,000 | 0.03% |
| 140 | Primoris Services Corp | 74164F103 | 5,000 | $620,700 | 0.03% |
| 141 | Kulicke & Soffa Industries Inc. | 501242101 | 12,850 | $585,446 | 0.02% |
| 142 | Gentherm Inc | THRM | 15,000 | $545,550 | 0.02% |
| 143 | Hillenbrand Inc | 431571108 | 16,600 | $526,552 | 0.02% |
| 144 | Applied Materials | 038222105 | 2,000 | $513,980 | 0.02% |
| 145 | Cigna Corp New | 125523100 | 1,800 | $495,414 | 0.02% |
| 146 | Cross Country Healthcare, Inc. | 227483104 | 55,000 | $445,500 | 0.02% |
| 147 | Cross Country Healthcare, Inc. | 227483104 | 52,700 | $426,870 | 0.02% |
| 148 | Xerox Corp | XRXDW | 160,000 | $379,200 | 0.02% |
| 149 | Banner Corp New | BANR | 6,000 | $375,960 | 0.02% |
| 150 | Edwards Lifesciences Corporation | EW | 4,400 | $375,100 | 0.02% |
| 151 | Neogen Corporation | NEOG | 52,000 | $363,480 | 0.02% |
| 152 | Procter & Gamble | 742718109 | 2,500 | $358,275 | 0.02% |
| 153 | EMCOR Group, Inc. | EME | 575 | $351,779 | 0.01% |
| 154 | National Bank Hldgs Corp Cl A | 633707104 | 9,000 | $342,090 | 0.01% |
| 155 | Nova Measuring Instruments Ltd | NVMI | 1,000 | $328,390 | 0.01% |
| 156 | Fidelity National Financial | FNF | 5,900 | $322,081 | 0.01% |
| 157 | Pfizer, Inc | PFE | 11,400 | $283,860 | 0.01% |
| 158 | Bristol-Myers Squibb | CELG-RI | 5,100 | $275,094 | 0.01% |
| 159 | NN, Inc. | NNBR | 200,000 | $256,000 | 0.01% |
| 160 | Ziff-Davis Inc | ZD | 7,200 | $253,080 | 0.01% |
| 161 | Treace Medical Concepts, Inc. | 89455T109 | 100,000 | $245,000 | 0.01% |
| 162 | PepsiCo Inc | PEP | 1,500 | $215,280 | 0.01% |
| 163 | Marvell Technology Inc. | MRVL | 2,200 | $186,956 | 0.01% |
| 164 | Masimo Corp | MASI | 1,153 | $149,959 | 0.01% |
| 165 | Outset Med Inc | OM | 40,000 | $148,400 | 0.01% |
| 166 | Azenta Inc | AZTA | 4,300 | $143,018 | 0.01% |
| 167 | GATX Corp | GATX | 750 | $127,200 | 0.01% |
| 168 | Qorvo Inc. | QRVO | 1,380 | $116,624 | 0.00% |
| 169 | Mid America Apartment Communities | 59522J103 | 815 | $113,212 | 0.00% |
| 170 | Amer Eagle Outfitters | AEO | 3,875 | $102,184 | 0.00% |
| 171 | Boise Cascade Company | BCC | 1,375 | $101,200 | 0.00% |
| 172 | Progress Software Corp | 743312100 | 2,300 | $98,808 | 0.00% |
| 173 | Revvity Inc. | RVTY | 950 | $91,913 | 0.00% |
| 174 | Sensient Technologies Corp | SXT | 925 | $86,904 | 0.00% |
| 175 | Codexis, Inc. | CDXS | 50,000 | $81,500 | 0.00% |
| 176 | Kforce, Inc. | KFRC | 1,600 | $49,472 | 0.00% |
| 177 | Hillenbrand Inc | 431571108 | 1,500 | $47,580 | 0.00% |
| 178 | Ziff-Davis Inc | ZD | 1,150 | $40,423 | 0.00% |