Cadian Capital Management
Latest statistics and disclosures from Cadian Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLBE, FLYW, IQV, GH, CFLT, and represent 45.08% of Cadian Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VRNS (+$104M), MNDY (+$51M), DKNG (+$46M), HUBS (+$43M), CFLT (+$30M), IQV (+$29M), FLYW (+$21M), RELY (+$21M), OMCL (+$13M), EVH (+$11M).
- Started 7 new stock positions in RBRK, VRNS, WIX, RELY, OABI, SIBN, MNDY.
- Reduced shares in these 10 stocks: ROKU (-$84M), PCOR (-$67M), GH (-$65M), SDGR (-$61M), CRTO (-$57M), ACVA (-$55M), ESTC (-$49M), KAR (-$27M), BRZE (-$25M), SPT (-$12M).
- Sold out of its positions in ACVA, PRO, ROKU, SDGR, ESTC.
- Cadian Capital Management was a net seller of stock by $-114M.
- Cadian Capital Management has $1.7B in assets under management (AUM), dropping by -5.75%.
- Central Index Key (CIK): 0001423686
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Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 26 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Global E Online SHS (GLBE) | 12.1 | $203M | +2% | 5.7M | 35.76 |
|
| Flywire Corporation Com Vtg (FLYW) | 9.1 | $153M | +15% | 11M | 13.54 |
|
| Iqvia Holdings (IQV) | 9.1 | $153M | +23% | 803k | 189.94 |
|
| Guardant Health (GH) | 8.0 | $134M | -32% | 2.1M | 62.48 |
|
| Confluent Class A Com (CFLT) | 6.9 | $116M | +34% | 5.9M | 19.80 |
|
| Varonis Sys (VRNS) | 6.2 | $104M | NEW | 1.8M | 57.47 |
|
| Evolent Health Cl A (EVH) | 5.9 | $99M | +12% | 12M | 8.46 |
|
| Nutanix Cl A (NTNX) | 5.7 | $96M | +6% | 1.3M | 74.39 |
|
| Omnicell (OMCL) | 3.8 | $64M | +25% | 2.1M | 30.45 |
|
| Hubspot (HUBS) | 3.8 | $63M | +213% | 135k | 467.80 |
|
| Procore Technologies (PCOR) | 3.4 | $57M | -54% | 781k | 72.92 |
|
| Criteo S A Spons Ads (CRTO) | 3.3 | $56M | -50% | 2.5M | 22.60 |
|
| Draftkings Com Cl A (DKNG) | 3.1 | $52M | +716% | 1.4M | 37.40 |
|
| Monday SHS (MNDY) | 3.0 | $51M | NEW | 264k | 193.69 |
|
| Braze Com Cl A (BRZE) | 3.0 | $50M | -33% | 1.8M | 28.44 |
|
| Sprout Social Com Cl A (SPT) | 3.0 | $50M | -19% | 3.9M | 12.92 |
|
| Cryoport Com Par $0.001 (CYRX) | 2.8 | $47M | 5.0M | 9.48 |
|
|
| KAR Auction Services (KAR) | 2.0 | $34M | -44% | 1.2M | 28.78 |
|
| Tactile Systems Technology, In (TCMD) | 1.7 | $29M | -10% | 2.1M | 13.84 |
|
| Remitly Global (RELY) | 1.2 | $21M | NEW | 1.3M | 16.30 |
|
| Flutter Entmt SHS (FLUT) | 0.8 | $13M | -15% | 52k | 254.00 |
|
| Maxcyte (MXCT) | 0.8 | $13M | -7% | 8.2M | 1.58 |
|
| Wix SHS (WIX) | 0.6 | $10M | NEW | 58k | 177.63 |
|
| Si-bone (SIBN) | 0.5 | $8.8M | NEW | 595k | 14.72 |
|
| Omniab (OABI) | 0.3 | $5.9M | NEW | 3.7M | 1.60 |
|
| Rubrik Cl A (RBRK) | 0.0 | $658k | NEW | 8.0k | 82.25 |
|
Past Filings by Cadian Capital Management
SEC 13F filings are viewable for Cadian Capital Management going back to 2010
- Cadian Capital Management 2025 Q3 filed Nov. 14, 2025
- Cadian Capital Management 2025 Q2 filed Aug. 14, 2025
- Cadian Capital Management 2025 Q1 filed May 15, 2025
- Cadian Capital Management 2024 Q4 filed Feb. 14, 2025
- Cadian Capital Management 2024 Q3 filed Nov. 14, 2024
- Cadian Capital Management 2024 Q2 filed Aug. 14, 2024
- Cadian Capital Management 2024 Q1 filed May 15, 2024
- Cadian Capital Management 2023 Q4 filed Feb. 14, 2024
- Cadian Capital Management 2023 Q3 filed Nov. 14, 2023
- Cadian Capital Management 2023 Q2 filed Aug. 14, 2023
- Cadian Capital Management 2023 Q1 filed May 15, 2023
- Cadian Capital Management 2022 Q4 filed Feb. 13, 2023
- Cadian Capital Management 2022 Q3 filed Nov. 14, 2022
- Cadian Capital Management 2022 Q2 filed Aug. 15, 2022
- Cadian Capital Management 2022 Q1 filed May 16, 2022
- Cadian Capital Management 2021 Q4 filed Feb. 11, 2022