Generalist · New York, NY
Cadian Capital Management
Q3 2023 · compared with Q2 2023
Filed as Cadian Capital Management, LP
- Software
- $1.5B
- Weight of 13F
- 61.6%
- Names
- 13
- Net bought
- +$7.8M
Filed 14 November 2023 · SEC filing.
32 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 NetworksPANW1,204,676 shares · 18.4% of their software · price −$25.4M$282M+$64.8M
- ProcorePCOR3,026,123 shares · 12.9% of their software · price +$757K$198M+$16.5M
- HubSpotHUBS337,217 shares · 10.8% of their software · price −$13.4M$166M+$35.6M
- ZoomInfoZI9,765,615 shares · 10.5% of their software$160M—
- BrazeBRZE3,347,838 shares · 10.2% of their software · price +$9.8M$156M−$58.5M
- SprinklrCXM11,204,601 shares · 10.1% of their software$155M+$19.8M
- PegasystemsPEGA3,431,228 shares · 9.7% of their software · price −$20.2M$149M−$2.8M
- VaronisVRNS3,574,334 shares · 7.1% of their software · price +$13.9M$109M+$24.5M
- Commerce.com, Inc.CMRC6,648,530 shares · 4.3% of their software · price −$532K$65.6M+$15.6M
- DatadogDDOG497,000 shares · 3.0% of their software · price −$3.6M$45.3M−$4.7M
- MicrosoftMSFT107,000 shares · 2.2% of their software · price −$2.7M$33.8MFlat
- Five9FIVN85,000 shares · 0.4% of their software · price −$1.5M$5.5MFlat
- C3.aiAI200,000 shares · 0.3% of their software · price −$2.2M$5.1M−$1.1M