Generalist · New York, NY
Cadian Capital Management
Q2 2022 · compared with Q1 2022
Filed as Cadian Capital Management, LP
- Software
- $734M
- Weight of 13F
- 49.6%
- Names
- 10
- Net bought
- +$301M
Filed 15 August 2022 · SEC filing.
56 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20269 names$409M+$58.9M
- Q1 202610 names$286M−$202M
- Q4 20259 names$608M−$162M
- Q3 202512 names$859M+$72.5M
- Q2 20259 names$816M−$272M
- Q1 202512 names$1.1B+$480M
- Q4 202410 names$848M−$421M
- Q3 202411 names$1.1B+$132M
- Q2 202410 names$1.1B+$72.1M
- Q1 202412 names$1.3B+$174M
- Q4 20239 names$1.1B−$380M
- Q3 202313 names$1.5B+$7.8M
- Q2 202314 names$1.5B+$58.0M
- Q1 202311 names$1.2B+$99.1M
- Q4 202210 names$754M−$43.4M
- Q3 202210 names$877M+$655M
- Q2 202210 names$734M+$301M
- Q1 20229 names$686M+$295M
- Q4 20218 names$447M−$128M
- Q3 20216 names$585M+$3.6M
- Q2 20215 names$541M−$101M
- Q1 20217 names$620M−$324M
- Q4 20208 names$1.0B−$6.9M
- Q3 20207 names$814M+$112M
- Q2 20204 names$578M−$70.4M
- Q1 20206 names$518M+$62.6M
- Q4 20195 names$555M−$151M
- Q3 20195 names$633M+$24.8M
- Q2 20196 names$616M+$72.3M
- Q1 20196 names$583M+$73.4M
- Q4 20185 names$406M+$135M
- Q3 20185 names$370M+$21.6M
- Q2 20183 names$320M+$40.6M
- Q1 20183 names$259M−$8.0M
- Q4 20172 names$228M−$124M
- Q3 20173 names$344M−$37.1M
- Q2 20173 names$360M−$42.2M
- Q1 20176 names$353M+$73.0M
- Q4 20166 names$272M+$37.8M
- Q3 20166 names$253M+$57.6M
- Q2 20165 names$154M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- Palo Alto NetworksPANW553,500 shares · 37.2% of their software · price −$71.2M$273MFlat
- Uber Technologies, Inc.UBER6,480,949 shares · 18.1% of their software · price −$98.6M$133M+$28.7M
- BrazeBRZE2,879,708 shares · 14.2% of their software · price −$15.1M$104M+$84.3M
- ProcorePCOR1,366,724 shares · 8.5% of their software · price −$17.2M$62.0MNew · +$79.2M
- SprinklrCXM5,997,615 shares · 8.3% of their software · price −$10.7M$60.6M+$17.1M
- MicrosoftMSFT120,428 shares · 4.2% of their software · price −$6.2M$30.9M+$32.2M
- HubSpotHUBS100,000 shares · 4.1% of their software · price −$17.4M$30.1MNew · +$47.5M
- AmplitudeAMPL2,022,649 shares · 3.9% of their software · price −$8.4M$28.9M+$34.0M
- PegasystemsPEGA197,730 shares · 1.3% of their software · price −$6.5M$9.5MNew · +$15.9M
- BILLBILL15,000 shares · 0.2% of their software · price −$1.8M$1.6MNew · +$3.4M