Cadian Capital Management
Latest statistics and disclosures from Cadian Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IQV, DKNG, FLYW, GH, HQY, and represent 53.15% of Cadian Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IQV (+$45M), PANW (+$44M), INTA (+$27M), PLNT (+$26M), HQY (+$22M), VRSN (+$11M), BSX (+$11M), SIBN (+$9.0M), MNDY (+$7.0M), PEGA (+$5.1M).
- Started 5 new stock positions in PLNT, BSX, PEGA, PANW, VRSN.
- Reduced shares in these 10 stocks: GLBE (-$129M), VRNS (-$75M), , PCOR (-$41M), DKNG (-$40M), Confluent (-$39M), , NTNX (-$20M), FLYW (-$15M), GH (-$13M).
- Sold out of its positions in Confluent, META, GOGO, HIMS, OPLN, OMCL, U, VRNS.
- Cadian Capital Management was a net seller of stock by $-270M.
- Cadian Capital Management has $821M in assets under management (AUM), dropping by -40.68%.
- Central Index Key (CIK): 0001423686
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Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 23 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Iqvia Holdings (IQV) | 16.9 | $139M | +47% | 813k | 170.54 |
|
| Draftkings Com Cl A (DKNG) | 9.6 | $79M | -33% | 3.7M | 21.62 |
|
| Flywire Corporation Com Vtg (FLYW) | 9.4 | $77M | -16% | 6.6M | 11.64 |
|
| Guardant Health (GH) | 8.8 | $72M | -15% | 780k | 92.37 |
|
| Healthequity (HQY) | 8.5 | $70M | +46% | 833k | 83.57 |
|
| Palo Alto Networks (PANW) | 5.4 | $44M | NEW | 275k | 160.32 |
|
| Cryoport Com Par $0.001 (CYRX) | 4.8 | $40M | -3% | 4.8M | 8.28 |
|
| Monday SHS (MNDY) | 4.5 | $37M | +23% | 540k | 69.11 |
|
| Nutanix Cl A (NTNX) | 3.9 | $32M | -38% | 850k | 38.01 |
|
| Intapp (INTA) | 3.9 | $32M | +574% | 1.2M | 25.69 |
|
| Tactile Systems Technology, In (TCMD) | 3.3 | $27M | -3% | 1.0M | 26.13 |
|
| Planet Fitness Master Issuer Cl A (PLNT) | 3.2 | $26M | NEW | 355k | 74.38 |
|
| Evolent Health Cl A (EVH) | 3.0 | $25M | -2% | 11M | 2.28 |
|
| Si-bone (SIBN) | 2.9 | $24M | +61% | 1.9M | 12.63 |
|
| Alkami Technology (ALKT) | 2.5 | $21M | +14% | 1.3M | 15.67 |
|
| Procore Technologies (PCOR) | 2.3 | $19M | -68% | 330k | 57.00 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.0 | $16M | -16% | 48k | 337.95 |
|
| Verisign (VRSN) | 1.4 | $11M | NEW | 45k | 248.36 |
|
| Boston Scientific Corporation (BSX) | 1.3 | $11M | NEW | 170k | 62.75 |
|
| Global E Online SHS (GLBE) | 0.8 | $6.8M | -94% | 222k | 30.85 |
|
| Omniab (OABI) | 0.8 | $6.5M | -6% | 4.2M | 1.57 |
|
| Pegasystems (PEGA) | 0.6 | $5.1M | NEW | 120k | 42.56 |
|
| Maxcyte (MXCT) | 0.1 | $1.2M | -53% | 1.7M | 0.70 |
|
Past Filings by Cadian Capital Management
SEC 13F filings are viewable for Cadian Capital Management going back to 2010
- Cadian Capital Management 2026 Q1 filed May 15, 2026
- Cadian Capital Management 2025 Q4 filed Feb. 17, 2026
- 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