CADIAN CAPITAL MANAGEMENT, LP Quant / Systematic

CIK: 0001423686 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $1,682,724 (100.0% shares, 0.0% debt)

Holdings (26)

GLBE GLOBAL E ONLINE LTD 12.1%

Value ($000) $202,875 Shares 5,673,244 Est. Cost $39.21 Unrealized -13.0%

FLYW FLYWIRE CORPORATION 9.1%

Value ($000) $153,145 Shares 11,310,589 Est. Cost $13.93 Unrealized -11.7%

IQV IQVIA HLDGS INC 9.1%

Value ($000) $152,535 Shares 803,069 Est. Cost $193.35 Unrealized -6.0%

GH GUARDANT HEALTH INC 8.0%

Value ($000) $133,782 Shares 2,141,191 Est. Cost $25.47 Unrealized +113.6%

CFLT CONFLUENT INC 6.9%

Value ($000) $116,298 Shares 5,873,644 Est. Cost $23.67 Unrealized -11.6%

VRNS VARONIS SYS INC 6.2%

Value ($000) $104,371 Shares 1,816,100 Est. Cost $55.48 Unrealized 0.0%

EVH EVOLENT HEALTH INC 5.9%

Value ($000) $99,227 Shares 11,728,924 Est. Cost $13.27 Unrealized -26.9%

NTNX NUTANIX INC 5.7%

Value ($000) $95,502 Shares 1,283,808 Est. Cost $63.62 Unrealized +15.4%

OMCL OMNICELL COM 3.8%

Value ($000) $63,742 Shares 2,093,318 Est. Cost $30.08 Unrealized +2.2%

HUBS HUBSPOT INC 3.8%

Value ($000) $63,281 Shares 135,274 Est. Cost $566.43 Unrealized -11.2%

PCOR PROCORE TECHNOLOGIES INC 3.4%

Value ($000) $56,932 Shares 780,741 Est. Cost $67.75 Unrealized +3.1%

CRTO CRITEO S A 3.3%

Value ($000) $55,957 Shares 2,475,961 Est. Cost $32.72 Unrealized —

DKNG DRAFTKINGS INC NEW 3.1%

Value ($000) $51,940 Shares 1,388,760 Est. Cost $43.30 Unrealized +2.4%

MNDY MONDAY COM LTD 3.0%

Value ($000) $51,134 Shares 264,000 Est. Cost $230.24 Unrealized 0.0%

BRZE BRAZE INC 3.0%

Value ($000) $50,143 Shares 1,763,108 Est. Cost $46.56 Unrealized -39.1%

SPT SPROUT SOCIAL INC 3.0%

Value ($000) $49,835 Shares 3,857,191 Est. Cost $36.57 Unrealized -55.4%

CYRX CRYOPORT INC 2.8%

Value ($000) $47,249 Shares 4,984,070 Est. Cost $14.59 Unrealized -42.3%

OPLN OPENLANE INC 2.0%

Value ($000) $33,581 Shares 1,166,828 Est. Cost $17.59 Unrealized +54.9%

TCMD TACTILE SYS TECHNOLOGY INC 1.7%

Value ($000) $28,452 Shares 2,055,758 Est. Cost $13.24 Unrealized -9.1%

RELY REMITLY GLOBAL INC 1.2%

Value ($000) $21,013 Shares 1,289,122 Est. Cost $17.95 Unrealized 0.0%

FLUT FLUTTER ENTMT PLC 0.8%

Value ($000) $13,221 Shares 52,050 Est. Cost $245.37 Unrealized +19.3%

MXCT MAXCYTE INC 0.8%

Value ($000) $13,000 Shares 8,227,603 Est. Cost $4.02 Unrealized -56.7%

WIX WIX COM LTD 0.6%

Value ($000) $10,214 Shares 57,500 Est. Cost $150.49 Unrealized 0.0%

SIBN SI-BONE INC 0.5%

Value ($000) $8,758 Shares 595,000 Est. Cost $16.33 Unrealized 0.0%

OABI OMNIAB INC 0.3%

Value ($000) $5,881 Shares 3,675,568 Est. Cost $1.83 Unrealized 0.0%

RBRK RUBRIK INC. 0.0%

Value ($000) $658 Shares 8,000 Est. Cost $85.96 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GLBE	GLOBAL E ONLINE LTD	5,673,244	$202,875	12.1%	$39.21	-13.0%	SHS	M5216V106
FLYW	FLYWIRE CORPORATION	11,310,589	$153,145	9.1%	$13.93	-11.7%	COM VTG	302492103
IQV	IQVIA HLDGS INC	803,069	$152,535	9.1%	$193.35	-6.0%	COM	46266C105
GH	GUARDANT HEALTH INC	2,141,191	$133,782	8.0%	$25.47	+113.6%	COM	40131M109
CFLT	CONFLUENT INC	5,873,644	$116,298	6.9%	$23.67	-11.6%	CLASS A COM	20717M103
VRNS	VARONIS SYS INC	1,816,100	$104,371	6.2%	$55.48	0.0%	COM	922280102
EVH	EVOLENT HEALTH INC	11,728,924	$99,227	5.9%	$13.27	-26.9%	CL A	30050B101
NTNX	NUTANIX INC	1,283,808	$95,502	5.7%	$63.62	+15.4%	CL A	67059N108
OMCL	OMNICELL COM	2,093,318	$63,742	3.8%	$30.08	+2.2%	COM	68213N109
HUBS	HUBSPOT INC	135,274	$63,281	3.8%	$566.43	-11.2%	COM	443573100
PCOR	PROCORE TECHNOLOGIES INC	780,741	$56,932	3.4%	$67.75	+3.1%	COM	74275K108
CRTO	CRITEO S A	2,475,961	$55,957	3.3%	$32.72	—	SPONS ADS	226718104
DKNG	DRAFTKINGS INC NEW	1,388,760	$51,940	3.1%	$43.30	+2.4%	COM CL A	26142V105
MNDY	MONDAY COM LTD	264,000	$51,134	3.0%	$230.24	0.0%	SHS	M7S64H106
BRZE	BRAZE INC	1,763,108	$50,143	3.0%	$46.56	-39.1%	COM CL A	10576N102
SPT	SPROUT SOCIAL INC	3,857,191	$49,835	3.0%	$36.57	-55.4%	COM CL A	85209W109
CYRX	CRYOPORT INC	4,984,070	$47,249	2.8%	$14.59	-42.3%	COM PAR $0.001	229050307
OPLN	OPENLANE INC	1,166,828	$33,581	2.0%	$17.59	+54.9%	COM	48238T109
TCMD	TACTILE SYS TECHNOLOGY INC	2,055,758	$28,452	1.7%	$13.24	-9.1%	COM	87357P100
RELY	REMITLY GLOBAL INC	1,289,122	$21,013	1.2%	$17.95	0.0%	COM	75960P104
FLUT	FLUTTER ENTMT PLC	52,050	$13,221	0.8%	$245.37	+19.3%	SHS	G3643J108
MXCT	MAXCYTE INC	8,227,603	$13,000	0.8%	$4.02	-56.7%	COM	57777K106
WIX	WIX COM LTD	57,500	$10,214	0.6%	$150.49	0.0%	SHS	M98068105
SIBN	SI-BONE INC	595,000	$8,758	0.5%	$16.33	0.0%	COM	825704109
OABI	OMNIAB INC	3,675,568	$5,881	0.3%	$1.83	0.0%	COM	68218J103
RBRK	RUBRIK INC.	8,000	$658	0.0%	$85.96	0.0%	CL A	781154109