Cadian Capital Management as of Sept. 30, 2025
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 | 5.7M | 35.76 | |
| Flywire Corporation Com Vtg (FLYW) | 9.1 | $153M | 11M | 13.54 | |
| Iqvia Holdings (IQV) | 9.1 | $153M | 803k | 189.94 | |
| Guardant Health (GH) | 8.0 | $134M | 2.1M | 62.48 | |
| Confluent Class A Com (CFLT) | 6.9 | $116M | 5.9M | 19.80 | |
| Varonis Sys (VRNS) | 6.2 | $104M | 1.8M | 57.47 | |
| Evolent Health Cl A (EVH) | 5.9 | $99M | 12M | 8.46 | |
| Nutanix Cl A (NTNX) | 5.7 | $96M | 1.3M | 74.39 | |
| Omnicell (OMCL) | 3.8 | $64M | 2.1M | 30.45 | |
| Hubspot (HUBS) | 3.8 | $63M | 135k | 467.80 | |
| Procore Technologies (PCOR) | 3.4 | $57M | 781k | 72.92 | |
| Criteo S A Spons Ads (CRTO) | 3.3 | $56M | 2.5M | 22.60 | |
| Draftkings Com Cl A (DKNG) | 3.1 | $52M | 1.4M | 37.40 | |
| Monday SHS (MNDY) | 3.0 | $51M | 264k | 193.69 | |
| Braze Com Cl A (BRZE) | 3.0 | $50M | 1.8M | 28.44 | |
| Sprout Social Com Cl A (SPT) | 3.0 | $50M | 3.9M | 12.92 | |
| Cryoport Com Par $0.001 (CYRX) | 2.8 | $47M | 5.0M | 9.48 | |
| KAR Auction Services (KAR) | 2.0 | $34M | 1.2M | 28.78 | |
| Tactile Systems Technology, In (TCMD) | 1.7 | $29M | 2.1M | 13.84 | |
| Remitly Global (RELY) | 1.2 | $21M | 1.3M | 16.30 | |
| Flutter Entmt SHS (FLUT) | 0.8 | $13M | 52k | 254.00 | |
| Maxcyte (MXCT) | 0.8 | $13M | 8.2M | 1.58 | |
| Wix SHS (WIX) | 0.6 | $10M | 58k | 177.63 | |
| Si-bone (SIBN) | 0.5 | $8.8M | 595k | 14.72 | |
| Omniab (OABI) | 0.3 | $5.9M | 3.7M | 1.60 | |
| Rubrik Cl A (RBRK) | 0.0 | $658k | 8.0k | 82.25 |
