Generalist · New York, NY
Cadian Capital Management, LP
- Software
- $334M
- Weight of 13F
- 25.0%
- Names
- 7
- Vs prior quarter
- +$92.1M
Filed 14 August 2026.
28 positions in the whole 13F.
Software held
- FlywireFLYW5,744,166 shares · 30.2% of their software$101M+$23.9M
- monday.comMNDY944,029 shares · 20.4% of their software$68.3M+$31.0M
- VaronisVRNS1,585,693 shares · 19.9% of their software$66.5MNew
- ProcorePCOR845,000 shares · 10.3% of their software$34.3M+$15.5M
- NutanixNTNX599,504 shares · 9.1% of their software$30.6M−$1.8M
- AlkamiALKT1,476,832 shares · 8.0% of their software$26.8M+$5.8M
- WorkivaWK144,200 shares · 2.1% of their software$7.0MNew