13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001423686-25-000004
Total Value
$1.68B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 5,673,244 | $202.9M | 12.06% |
| 2 | FLYWIRE CORPORATION | FLYW | 11,310,589 | $153.1M | 9.10% |
| 3 | IQVIA HLDGS INC | IQV | 803,069 | $152.5M | 9.06% |
| 4 | GUARDANT HEALTH INC | GH | 2,141,191 | $133.8M | 7.95% |
| 5 | CONFLUENT INC | 20717M103 | 5,873,644 | $116.3M | 6.91% |
| 6 | VARONIS SYS INC | VRNS | 1,816,100 | $104.4M | 6.20% |
| 7 | EVOLENT HEALTH INC | EVH | 11,728,924 | $99.2M | 5.90% |
| 8 | NUTANIX INC | NTNX | 1,283,808 | $95.5M | 5.68% |
| 9 | OMNICELL COM | OMCL | 2,093,318 | $63.7M | 3.79% |
| 10 | HUBSPOT INC | HUBS | 135,274 | $63.3M | 3.76% |
| 11 | PROCORE TECHNOLOGIES INC | PCOR | 780,741 | $56.9M | 3.38% |
| 12 | CRITEO S A | CRTO | 2,475,961 | $56.0M | 3.33% |
| 13 | DRAFTKINGS INC NEW | DKNG | 1,388,760 | $51.9M | 3.09% |
| 14 | MONDAY COM LTD | MNDY | 264,000 | $51.1M | 3.04% |
| 15 | BRAZE INC | BRZE | 1,763,108 | $50.1M | 2.98% |
| 16 | SPROUT SOCIAL INC | SPT | 3,857,191 | $49.8M | 2.96% |
| 17 | CRYOPORT INC | CYRX | 4,984,070 | $47.2M | 2.81% |
| 18 | OPENLANE INC | OPLN | 1,166,828 | $33.6M | 2.00% |
| 19 | TACTILE SYS TECHNOLOGY INC | 87357P100 | 2,055,758 | $28.5M | 1.69% |
| 20 | REMITLY GLOBAL INC | RELY | 1,289,122 | $21.0M | 1.25% |
| 21 | FLUTTER ENTMT PLC | G3643J108 | 52,050 | $13.2M | 0.79% |
| 22 | MAXCYTE INC | MXCT | 8,227,603 | $13.0M | 0.77% |
| 23 | WIX COM LTD | WIX | 57,500 | $10.2M | 0.61% |
| 24 | SI-BONE INC | SIBN | 595,000 | $8.8M | 0.52% |
| 25 | OMNIAB INC | OABIW | 3,675,568 | $5.9M | 0.35% |
| 26 | RUBRIK INC. | RBRK | 8,000 | $658,000 | 0.04% |