13F Portfolios

CADIAN CAPITAL MANAGEMENT, LP: IQVIA HLDGS INC (IQV) (IQV): Quarterly 13F Position History

As of Q1 2026, CADIAN CAPITAL MANAGEMENT, LP reported 813,152 shares of IQVIA HLDGS INC (IQV) (IQV), worth $138.7M and representing 16.9% of its 13F equity book. Quarter-over-quarter share count change: + 263,483 (+47.9%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 813,152 +263,483 +47.9% $138.7M 16.9% $170.5
Q4 2025 549,669 253,400 -31.6% $123.9M 8.9% $225.4
Q3 2025 803,069 +150,769 +23.1% $152.5M 9.1% $189.9
Q2 2025 652,300 +125,300 +23.8% $102.8M 5.8% $157.6
Q1 2025 527,000 +127,000 +31.8% $92.9M 4.0% $176.3
Q4 2024 400,000 +400,000 $78.6M 4.5% $196.5
Q3 2024 0 0 $0 0.0%
Q2 2024 0 0 $0 0.0%
Q1 2024 0 303,000 -100.0% $0 0.0%
Q4 2023 303,000 $70.1M 2.8% $231.4

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did CADIAN CAPITAL MANAGEMENT, LP first disclose a IQV position in 13F-HR filings?

CADIAN CAPITAL MANAGEMENT, LP first reported IQVIA HLDGS INC (IQV) (IQV) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.

What was CADIAN CAPITAL MANAGEMENT, LP's most recent quarter-over-quarter share-count change in IQV?

Between Q4 2025 and Q1 2026, CADIAN CAPITAL MANAGEMENT, LP added 263,483 shares of IQV (+47.9%), bringing the total reported position to 813,152 shares at a market value of $138.7M.

Does the implied price-per-share represent CADIAN CAPITAL MANAGEMENT, LP's cost basis in IQV?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.