Cadian Capital Management, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Cadian Capital Management, LP disclosed 26 US equity positions worth $1.7bn in its Q3 2025 13F filing. The largest position was GLBE at 12.1% of the reported book, followed by FLYW and IQV. Against the Q2 2025 filing, it opened 7 new positions, added to 9 and reduced 9 among the top 26 holdings.
What did Cadian Capital Management, LP own in Q3 2025? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 12.1% | $202.9m | 5,673,244 | 3% | added |
| 2 | FLYW FLYWIRE CORPORATION | Technology | 9.1% | $153.1m | 11,310,589 | 16% | added |
| 3 | IQV IQVIA HLDGS INC | Healthcare | 9.1% | $152.5m | 803,069 | 23% | added |
| 4 | GH GUARDANT HEALTH INC | Healthcare | 8.0% | $133.8m | 2,141,191 | -33% | reduced |
| 5 | 8QR CONFLUENT INC | 6.9% | $116.3m | 5,873,644 | 35% | added | |
| 6 | VRNS VARONIS SYS INC | Technology | 6.2% | $104.4m | 1,816,100 | – | new |
| 7 | EVH EVOLENT HEALTH INC | Healthcare | 5.9% | $99.2m | 11,728,924 | 13% | added |
| 8 | NTNX NUTANIX INC | Technology | 5.7% | $95.5m | 1,283,808 | 7% | added |
| 9 | OMCL OMNICELL COM | Healthcare | 3.8% | $63.7m | 2,093,318 | 26% | added |
| 10 | HUBS HUBSPOT INC | Technology | 3.8% | $63.3m | 135,274 | 213% | added |
| 11 | PCOR PROCORE TECHNOLOGIES INC | Technology | 3.4% | $56.9m | 780,741 | -54% | reduced |
| 12 | CRTO CRITEO S A | 3.3% | $56.0m | 2,475,961 | -51% | reduced | |
| 13 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 3.1% | $51.9m | 1,388,760 | 717% | added |
| 14 | MNDY MONDAY COM LTD | Technology | 3.0% | $51.1m | 264,000 | – | new |
| 15 | BRZE BRAZE INC | Technology | 3.0% | $50.1m | 1,763,108 | -34% | reduced |
| 16 | SPT SPROUT SOCIAL INC | Technology | 3.0% | $49.8m | 3,857,191 | -19% | reduced |
| 17 | CYRX CRYOPORT INC | Industrials | 2.8% | $47.2m | 4,984,070 | 0% | held |
| 18 | OPLN OPENLANE INC | Consumer Cyclical | 2.0% | $33.6m | 1,166,828 | -45% | reduced |
| 19 | TCMD TACTILE SYS TECHNOLOGY INC | Healthcare | 1.7% | $28.5m | 2,055,758 | -11% | reduced |
| 20 | RELY REMITLY GLOBAL INC | Technology | 1.2% | $21.0m | 1,289,122 | – | new |
| 21 | FLUTTER ENTMT PLC | 0.8% | $13.2m | 52,050 | -15% | reduced | |
| 22 | MXCT MAXCYTE INC | 0.8% | $13.0m | 8,227,603 | -8% | reduced | |
| 23 | WIX WIX COM LTD | Technology | 0.6% | $10.2m | 57,500 | – | new |
| 24 | SIBN SI-BONE INC | Healthcare | 0.5% | $8.8m | 595,000 | – | new |
| 25 | OABI OMNIAB INC | 0.3% | $5.9m | 3,675,568 | – | new | |
| 26 | RBRK RUBRIK INC. | Technology | 0.0% | $658.0k | 8,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.