13F Filings History of CADIAN CAPITAL MANAGEMENT, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,384,473,339
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 26 stock holdings with total value $1,384,473,339 as of Q4 2025. Top holdings included DKNG, GLBE, IQV, FLYW, and GH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $1,384,473,339 +$339,490,348 -$764,623,815 -$425,133,467 DKNG, GLBE, IQV, FLYW, GH 13F-HR 17 Feb 2026, 16:35
Q3 2025 26 $1,682,724,280 +$406,539,842 -$520,753,630 -$114,213,788 GLBE, FLYW, IQV, GH, CFLT 13F-HR 14 Nov 2025, 17:15
Q2 2025 24 $1,785,395,279 +$345,164,695 -$925,626,217 -$580,461,522 GLBE, GH, CRTO, EVH, PCOR 13F-HR 14 Aug 2025, 11:08
Q1 2025 30 $2,337,250,096 +$816,430,259 -$104,182,868 +$712,247,391 ESTC, GH, BRZE, CRTO, ROKU 13F-HR 15 May 2025, 10:59
Q4 2024 26 $1,736,663,411 +$355,271,183 -$1,032,898,317 -$677,627,134 ESTC, GH, BRZE, SPT, RELY 13F-HR 14 Feb 2025, 16:04
Q3 2024 27 $1,952,251,124 +$502,302,894 -$562,558,967 -$60,256,073 ESTC, PCOR, RELY, GH, BRZE 13F-HR 14 Nov 2024, 11:09
Q2 2024 29 $2,010,165,751 +$410,748,093 -$1,122,622,336 -$711,874,243 BRZE, VRNS, PLNT, PCOR, ESTC 13F-HR 14 Aug 2024, 10:01
Q1 2024 36 $2,812,253,792 +$877,738,173 -$698,775,784 +$178,962,389 PLNT, PCOR, BRZE, VRNS, CRTO 13F-HR 15 May 2024, 16:02
Q4 2023 31 $2,510,180,365 +$598,603,832 -$900,656,357 -$302,052,525 PLNT, CTLT, PCOR, HUBS, CXM 13F-HR 14 Feb 2024, 12:03
Q3 2023 32 $2,484,316,495 +$669,311,606 -$206,882,213 +$462,429,393 PANW, CTLT, PLNT, PCOR, HUBS 13F-HR 14 Nov 2023, 16:02
Q2 2023 30 $2,115,389,551 +$664,083,731 -$411,047,932 +$253,035,799 PANW, BRZE, PCOR, PEGA, HUBS 13F-HR 14 Aug 2023, 16:03
Q1 2023 26 $1,605,730,928 +$247,147,460 -$355,219,872 -$108,072,412 PANW, BRZE, HUBS, PEGA, GOOGL 13F-HR 15 May 2023, 16:02
Q4 2022 31 $1,378,641,814 +$257,028,124 -$588,951,500 -$331,923,376 PANW, BRZE, HUBS, BKNG, GOOGL 13F-HR 13 Feb 2023, 16:01
Q3 2022 55 $1,710,976,000 +$650,038,157 -$183,558,472 +$466,479,685 PANW, BKNG, BRZE, COUP, UBER 13F-HR 14 Nov 2022, 15:01
Q2 2022 56 $1,480,388,000 +$410,030,976 -$584,356,266 -$174,325,290 PANW, UBER, BRZE, BPMC, BKNG 13F-HR 15 Aug 2022, 06:30
Q1 2022 60 $2,002,786,000 +$629,957,761 -$452,813,129 +$177,144,632 PANW, PLAN, UBER, ZEN, BPMC 13F-HR 16 May 2022, 07:47
Q4 2021 63 $1,818,928,000 +$157,081,138 -$821,549,039 -$664,467,901 PLAN, UBER, PANW, ONEM, BKNG 13F-HR 11 Feb 2022, 16:02
Q3 2021 66 $2,648,695,000 +$691,259,660 -$350,925,100 +$340,334,560 PLAN, PANW, LBRDK, UBER, ZEN 13F-HR 12 Nov 2021, 16:01
Q2 2021 58 $2,252,207,000 +$421,712,561 -$1,027,758,893 -$606,046,332 PANW, LBRDK, UBER, ZEN, PLAN 13F-HR 13 Aug 2021, 16:03
Q1 2021 53 $2,703,341,000 +$594,295,378 -$1,570,534,962 -$976,239,584 LBRDK, PANW, UBER, ZEN, META 13F-HR 14 May 2021, 16:03
Q4 2020 34 $3,893,589,000 +$975,341,723 -$837,491,494 +$137,850,229 ZEN, FIS, PEGA, LBRDK, PANW 13F-HR 16 Feb 2021, 16:17
Q3 2020 26 $3,071,713,000 +$779,997,081 -$423,220,849 +$356,776,232 VRNS, ZEN, BPMC, FIS, PEGA 13F-HR 13 Nov 2020, 16:00
Q2 2020 23 $2,405,636,000 +$564,788,065 -$1,293,158,458 -$728,370,393 ZEN, VRNS, FIS, IAC, WWE 13F-HR 13 Aug 2020, 16:01
Q1 2020 26 $2,032,791,000 +$776,685,355 -$515,591,205 +$261,094,150 IAC, ETSY, VRNS, META, ZEN 13F-HR 14 May 2020, 16:00
Q4 2019 29 $2,263,844,000 +$409,864,153 -$591,327,660 -$181,463,507 IAC, PANW, BPMC, VRNS, ZNGA 13F-HR 13 Feb 2020, 16:01
Q3 2019 26 $2,103,547,000 +$408,617,071 -$369,005,325 +$39,611,746 IAC, PANW, ZNGA, ZGNX, SPOT 13F-HR 13 Nov 2019, 16:00
Q2 2019 28 $2,217,831,000 +$393,262,496 -$780,643,168 -$387,380,672 IAC, PANW, SPOT, ZGNX, ZNGA 13F-HR 13 Aug 2019, 16:02
Q1 2019 32 $2,562,710,000 +$577,851,130 -$723,598,445 -$145,747,315 IAC, AABA, PANW, SPOT, PEGA 13F-HR 14 May 2019, 16:00
Q4 2018 29 $2,147,461,000 +$674,603,937 -$373,276,010 +$301,327,927 PANW, AABA, YNDX, SPOT, PTLA 13F-HR 13 Feb 2019, 16:01
Q3 2018 27 $2,201,344,000 +$500,675,338 -$537,518,652 -$36,843,314 IAC, PANW, EFII, YNDX, DATA 13F-HR 13 Nov 2018, 16:10
Q2 2018 25 $2,077,310,000 +$439,711,991 -$369,864,036 +$69,847,955 IAC, PANW, ZAYO, BKNG, EFII 13F-HR 13 Aug 2018, 16:01
Q1 2018 29 $1,850,813,000 +$428,758,173 -$353,943,282 +$74,814,891 IAC, JAZZ, PANW, DATA, BKNG 13F-HR 14 May 2018, 16:06
Q4 2017 25 $1,631,604,000 +$196,728,570 -$621,111,379 -$424,382,809 IAC, PANW, JAZZ, EFII, DATA 13F-HR 13 Feb 2018, 16:01
Q3 2017 41 $2,127,812,000 +$591,087,624 -$637,209,775 -$46,122,151 IAC, EFII, PANW, JAZZ, ZAYO 13F-HR 13 Nov 2017, 16:01
Q2 2017 40 $2,052,477,000 +$567,482,719 -$872,658,987 -$305,176,268 JAZZ, PANW, AABA, EFII, DATA 13F-HR 11 Aug 2017, 16:02
Q1 2017 44 $2,089,869,000 +$495,250,986 -$482,752,287 +$12,498,699 JAZZ, DATA, PANW, IAC, EFII 13F-HR 12 May 2017, 16:01
Q4 2016 42 $1,869,983,000 +$654,115,056 -$651,000,790 +$3,114,266 JAZZ, DATA, IAC, EFII, PYPL 13F-HR 13 Feb 2017, 16:01
Q3 2016 50 $1,885,007,000 +$422,987,465 -$525,241,325 -$102,253,860 ZAYO, JAZZ, PYPL, EXPE, IAC 13F-HR 10 Nov 2016, 16:03
Q2 2016 43 $1,783,629,000 +$670,552,500 -$495,805,860 +$174,746,640 ZAYO, DATA, IAC, PYPL, EFII 13F-HR 12 Aug 2016, 16:00
Q1 2016 51 $1,459,542,000 +$231,659,032 -$1,220,224,894 -$988,565,862 QLIK, ZAYO, EFII, IAC, PYPL 13F-HR 13 May 2016, 16:13
Q4 2015 76 $2,664,756,000 +$914,661,946 -$837,705,481 +$76,956,465 QLIK, ZAYO, IAC, TNET, EFII 13F-HR 12 Feb 2016, 16:01
Q3 2015 72 $2,509,251,000 +$652,518,704 -$947,588,000 -$295,069,296 PMCS, QLIK, LNKD, IAC, EFII 13F-HR 13 Nov 2015, 16:01
Q2 2015 70 $3,195,485,000 +$951,728,441 -$1,165,284,424 -$213,555,983 MU, PMCS, TWC, QLIK, VRNT 13F-HR 13 Aug 2015, 16:18
Q1 2015 75 $3,463,075,000 +$986,190,218 -$1,411,393,944 -$425,203,726 MU, ALTR, PMCS, QLIK, LBTYK 13F-HR 14 May 2015, 16:41
Q4 2014 91 $3,762,255,000 +$914,003,630 -$1,039,034,522 -$125,030,892 ALTR, VRNT, QLIK, PMCS, LBTYK 13F-HR 13 Feb 2015, 13:23
Q3 2014 75 $3,617,313,000 +$948,314,230 -$594,726,740 +$353,587,490 VRNT, QLIK, ALTR, PMCS, SHPG 13F-HR 13 Nov 2014, 16:28
Q2 2014 69 $3,110,423,000 +$714,336,095 -$1,441,503,764 -$727,167,669 VRNT, QLIK, PMCS, ALTR, FFIV 13F-HR 13 Aug 2014, 14:44
Q1 2014 78 $3,723,412,000 +$839,157,316 -$1,076,370,392 -$237,213,076 ALTR, VYX, EQIX, EMC, VRNT 13F-HR 14 May 2014, 16:22
Q4 2013 74 $3,744,923,000 $0 $0 $0 ALTR, EMC, EQIX, FFIV, VRNT 13F-HR 14 Feb 2014, 09:34