Institutional
CADIAN CAPITAL MANAGEMENT, LP
CIK 0001423686
$821.2M
Reported AUM
23
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · CADIAN CAPITAL MANAGEMENT, LP · Q1 2026
AI · grounded in 13F
Cadian Capital Management, LP exited its position in VRNS, reducing exposure by $74.87M. The fund established new positions in PANW for $44M and PLNT for $26.4M. Additionally, the manager closed its position in OMCL for $51.76M and significantly increased its share count in INTA by 574.8%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | IQV | IQVIA HLDGS INC | $138.7M | 16.89% | +263,483 | +47.9% |
| 2 | DKNG | DRAFTKINGS INC NEW | $79.2M | 9.64% | -1,861,238 | -33.7% |
| 3 | FLYW | FLYWIRE CORPORATION | $77.0M | 9.38% | -1,309,040 | -16.5% |
| 4 | GH | GUARDANT HEALTH INC | $72.0M | 8.77% | -142,980 | -15.5% |
| 5 | HQY | HEALTHEQUITY INC | $69.6M | 8.47% | +266,000 | +46.9% |
| 6 | PANW | PALO ALTO NETWORKS INC | $44.0M | 5.36% | +274,500 | NEW |
| 7 | CYRX | CRYOPORT INC | $39.5M | 4.82% | -186,209 | -3.8% |
| 8 | MNDY | MONDAY COM LTD | $37.3M | 4.54% | +101,120 | +23.1% |
| 9 | NTNX | NUTANIX INC | $32.3M | 3.93% | -527,589 | -38.3% |
| 10 | INTA | INTAPP INC | $32.1M | 3.91% | +1,063,372 | +574.8% |
| 11 | TCMD | TACTILE SYS TECHNOLOGY INC | $27.2M | 3.31% | -43,022 | -4.0% |
| 12 | PLNT | PLANET FITNESS MASTER ISSUER | $26.4M | 3.22% | +355,000 | NEW |
| 13 | EVH | EVOLENT HEALTH INC | $24.7M | 3.00% | -270,982 | -2.4% |
| 14 | SIBN | SI BONE INC | $23.8M | 2.90% | +716,372 | +61.2% |
| 15 | ALKT | ALKAMI TECHNOLOGY INC | $20.9M | 2.55% | +166,000 | +14.2% |
| 16 | PCOR | PROCORE TECHNOLOGIES INC | $18.8M | 2.29% | -726,032 | -68.8% |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $16.1M | 1.96% | -9,300 | -16.3% |
| 18 | VRSN | VERISIGN INC | $11.2M | 1.36% | +45,000 | NEW |
| 19 | BSX | BOSTON SCIENTIFIC CORP | $10.7M | 1.30% | +170,000 | NEW |
| 20 | GLBE | GLOBAL E ONLINE LTD | $6.8M | 0.83% | -4,164,075 | -94.9% |
| 21 | OABI | OMNIAB INC | $6.5M | 0.79% | -277,825 | -6.3% |
| 22 | PEGA | PEGASYSTEMS INC | $5.1M | 0.62% | +119,683 | NEW |
| 23 | MXCT | MAXCYTE INC | $1.2M | 0.15% | -1,960,110 | -53.2% |
| 24 | VRNS | VARONIS SYS INC | — | — | -2,282,581 | EXITED |
| 25 | OMCL | OMNICELL COM | — | — | -1,142,555 | EXITED |
| 26 | 8QR | CONFLUENT INC | — | — | -1,272,854 | EXITED |
| 27 | OPLN | OPENLANE INC | — | — | -1,279,418 | EXITED |
| 28 | META | META PLATFORMS INC | — | — | -13,700 | EXITED |
| 29 | U | UNITY SOFTWARE INC | — | — | -13,000 | EXITED |
| 30 | HIMS | HIMS & HERS HEALTH INC | — | — | -12,635 | EXITED |
| 31 | GOGO | GOGO INC | — | — | -50,000 | EXITED |
Source: SEC EDGAR · accession 0001423686-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.