Cadian Capital Management, Lp

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Value $
$1.79B
Signature - Title
Conor O'Brien - Chief Financial Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Cadian Capital Management, Lp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cadian Capital Management, Lp reported 24 stock holdings with total value $1.79B as of Q2 2025. Top holdings included GLBE, GH, CRTO, EVH, and PCOR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 24 $1.79B +$345M -$926M -$580M GLBE, GH, CRTO, EVH, PCOR 13F-HR 8/14/2025, 11:08 AM
Q1 2025 30 $2.34B +$816M -$104M +$712M ESTC, GH, BRZE, CRTO, ROKU 13F-HR 5/15/2025, 10:59 AM
Q4 2024 26 $1.74B +$355M -$1.03B -$678M ESTC, GH, BRZE, SPT, RELY 13F-HR 2/14/2025, 04:04 PM
Q3 2024 27 $1.95B +$502M -$563M -$60.3M ESTC, PCOR, RELY, GH, BRZE 13F-HR 11/14/2024, 11:09 AM
Q2 2024 29 $2.01B +$411M -$1.12B -$712M BRZE, VRNS, PLNT, PCOR, ESTC 13F-HR 8/14/2024, 10:01 AM
Q1 2024 35 $2.81B +$878M -$699M +$179M PLNT, PCOR, BRZE, VRNS, CRTO 13F-HR 5/15/2024, 04:02 PM
Q4 2023 31 $2.51B +$599M -$901M -$302M PLNT, CTLT, PCOR, HUBS, CXM 13F-HR 2/14/2024, 12:03 PM
Q3 2023 37 $2.48B +$669M -$207M +$462M PANW, CTLT, PLNT, PCOR, HUBS 13F-HR 11/14/2023, 04:02 PM
Q2 2023 33 $2.12B +$664M -$411M +$253M PANW, BRZE, PCOR, PEGA, HUBS 13F-HR 8/14/2023, 05:03 PM
Q1 2023 25 $1.61B +$247M -$81.3M +$166M PANW, BRZE, HUBS, PEGA, GOOGL 13F-HR 5/15/2023, 04:02 PM
Q4 2022 27 $1.38B +$257M -$331M -$73.6M PANW, BRZE, HUBS, BKNG, GOOGL 13F-HR 2/13/2023, 03:01 PM
Q3 2022 50 $1.71B +$650M -$114M +$536M PANW, BKNG, BRZE, COUP, UBER 13F-HR 11/14/2022, 02:01 PM
Q2 2022 53 $1.48B +$410M -$19.1M +$391M PANW, UBER, BRZE, BPMC, BKNG 13F-HR 8/15/2022, 06:30 AM
Q1 2022 59 $2B +$630M -$126M +$504M PANW, PLAN, UBER, ZEN, BPMC 13F-HR 5/16/2022, 07:47 AM
Q4 2021 63 $1.82B +$157M -$622M -$465M PLAN, UBER, PANW, ONEM, BKNG 13F-HR 2/11/2022, 03:02 PM
Q3 2021 66 $2.65B +$691M -$351M +$340M PLAN, PANW, LBRDK, UBER, ZEN 13F-HR 11/12/2021, 04:01 PM
Q2 2021 58 $2.25B +$422M -$1.03B -$606M PANW, LBRDK, UBER, ZEN, PLAN 13F-HR 8/13/2021, 04:03 PM
Q1 2021 53 $2.7B +$594M -$1.57B -$976M LBRDK, PANW, UBER, ZEN, META 13F-HR 5/14/2021, 04:03 PM
Q4 2020 34 $3.89B +$975M -$790M +$185M ZEN, FIS, PEGA, LBRDK, PANW 13F-HR 2/16/2021, 03:17 PM
Q3 2020 26 $3.07B +$780M -$114M +$666M VRNS, ZEN, BPMC, FIS, PEGA 13F-HR 11/13/2020, 03:00 PM
Q2 2020 23 $2.41B +$565M -$1.12B -$555M ZEN, VRNS, FIS, IACXXXX, WWE 13F-HR 8/13/2020, 04:01 PM
Q1 2020 26 $2.03B +$777M -$320M +$457M IACXXXX, ETSY, VRNS, META, ZEN 13F-HR 5/14/2020, 04:00 PM
Q4 2019 29 $2.26B +$410M -$565M -$155M IACXXXX, PANW, BPMC, VRNS, ZNGA 13F-HR 2/13/2020, 03:01 PM
Q3 2019 26 $2.1B +$409M -$214M +$195M IACXXXX, PANW, ZNGA, ZGNX, SPOT 13F-HR 11/13/2019, 03:00 PM
Q2 2019 28 $2.22B +$393M -$203M +$191M IACXXXX, PANW, SPOT, ZGNX, ZNGA 13F-HR 8/13/2019, 04:02 PM
Q1 2019 32 $2.56B +$578M -$625M -$46.8M IACXXXX, AABA, PANW, SPOT, PEGA 13F-HR 5/14/2019, 04:00 PM
Q4 2018 29 $2.15B +$675M -$194M +$480M PANW, AABA, YNDX, SPOT, PTLA 13F-HR 2/13/2019, 03:01 PM
Q3 2018 27 $2.2B +$501M -$399M +$102M IACXXXX, PANW, EFII, YNDX, DATA 13F-HR 11/13/2018, 03:10 PM
Q2 2018 25 $2.08B +$440M -$206M +$233M IACXXXX, PANW, ZAYO, BKNG, EFII 13F-HR 8/13/2018, 04:01 PM
Q1 2018 29 $1.85B +$429M -$271M +$158M IACXXXX, JAZZ, PANW, DATA, BKNG 13F-HR 5/14/2018, 04:06 PM
Q4 2017 26 $1.64B +$197M -$213M -$16.2M IACXXXX, PANW, JAZZ, EFII, DATA 13F-HR 2/13/2018, 03:01 PM
Q3 2017 42 $2.14B +$601M -$422M +$179M IACXXXX, EFII, PANW, JAZZ, ZAYO 13F-HR 11/13/2017, 03:01 PM
Q2 2017 40 $2.05B +$567M -$580M -$12.7M JAZZ, PANW, AABA, EFII, DATA 13F-HR 8/11/2017, 04:02 PM
Q1 2017 44 $2.09B +$495M -$336M +$160M JAZZ, DATA, PANW, IACXXXX, EFII 13F-HR 5/12/2017, 04:01 PM
Q4 2016 43 $1.88B +$654M -$304M +$350M JAZZ, DATA, IACXXXX, EFII, PYPL 13F-HR 2/13/2017, 03:01 PM
Q3 2016 51 $1.9B +$433M -$392M +$41.8M ZAYO, JAZZ, PYPL, EXPE, IACXXXX 13F-HR 11/10/2016, 03:03 PM
Q2 2016 44 $1.82B +$707M -$275M +$432M ZAYO, DATA, IACXXXX, PYPL, EFII 13F-HR 8/12/2016, 04:00 PM
Q1 2016 57 $1.49B +$249M -$588M -$340M QLIK, ZAYO, EFII, IACXXXX, PYPL 13F-HR 5/13/2016, 04:13 PM
Q4 2015 99 $2.78B +$1.01B -$512M +$498M QLIK, ZAYO, IACXXXX, TNET, EFII 13F-HR 2/12/2016, 03:01 PM
Q3 2015 80 $2.78B +$837M -$759M +$78.4M PMCS, QLIK, SPY, LNKD, IACXXXX 13F-HR 11/13/2015, 03:01 PM
Q2 2015 81 $3.4B +$1.13B -$373M +$761M MU, PMCS, TWC, QLIK, VRNT 13F-HR 8/13/2015, 04:18 PM
Q1 2015 83 $3.71B +$1.02B -$596M +$428M MU, ALTR, PMCS, QLIK, LBTYK 13F-HR 5/14/2015, 04:41 PM
Q4 2014 97 $3.98B +$940M -$583M +$357M ALTR, VRNT, QLIK, PMCS, LBTYK 13F-HR 2/13/2015, 12:23 PM
Q3 2014 80 $3.81B +$956M -$338M +$618M VRNT, QLIK, ALTR, PMCS, SHPG 13F-HR 11/13/2014, 03:28 PM
Q2 2014 77 $3.36B +$904M -$1.13B -$224M VRNT, QLIK, PMCS, ALTR, FFIV 13F-HR 8/13/2014, 02:44 PM
Q1 2014 86 $4.01B +$999M -$446M +$554M ALTR, NCR, EQIXXXXX, EMC, VRNT 13F-HR 5/14/2014, 04:22 PM
Q4 2013 79 $3.89B ALTR, EMC, EQIXXXXX, FFIV, VRNT 13F-HR 2/14/2014, 08:34 AM