Cadian Capital Management LP Q2 2026 Portfolio Activity Analysis
Detailed breakdown of Cadian Capital's significant share changes across various sectors during the second quarter.
According to insider data from Insiderset, investment firm Cadian Capital Management LP's portfolio saw notable shifts in Q2 2026. The analysis focuses on changes observed within the disclosed holdings.
Several companies experienced substantial increases in their share count during this period:
- PLANET FITNESS MASTER ISSUER (PLNT): Cadian added over one million shares, representing a staggering 350.8% increase from the previous quarter.
- EVOLENT HEALTH INC (EVH): The firm purchased an additional 146k shares, boosting its position by 77.36%, which was equivalent to adding a full quarter's worth of new holdings for this stock.
- SPOTIFY TECHNOLOGY S A (SPOT): Cadian initiated or significantly increased their stake in Spotify during Q2, acquiring all shares held at the end of the period relative to the prior quarter.
- MONDAY COM LTD (MNDY): The investment saw a substantial 74.95% increase as Cadian added nearly half a million more shares than they held in the previous quarter.
- BOSTON SCIENTIFIC CORP (BSX): This position experienced one of the most significant additions, with Cadian increasing their stake by approximately 550%, adding over nine hundred thousand new shares.
Conversely, there were notable reductions in certain positions:
- FLYWIRE CORPORATION (FLYW): Shares decreased significantly by -13.21% during Q2 as Cadian sold over eight hundred thousand shares.
In the Healthcare sector, besides the changes already noted for PLNT and BSX:
- VARONIS SYS INC (VRNS): Experienced a sharp decline of -30.53% as Cadian sold shares.
The Technology sector also saw both buying and selling activity from the fund during Q2:
- CRYOPORT INC (CYRX): Holdings decreased by a substantial -38.85%, indicating an exit or significant reduction.
Cadian Capital Management's portfolio allocation for Q2 2026 reflects these changes, with the Healthcare sector maintaining its dominance but facing some divestment activity, while Technology and Consumer Cyclical sectors saw notable inflows. The firm appears to have focused on adding value through concentrated purchases in specific growth areas.