Cadian Capital Management’s Criteo S.A. CRTO Stock Holding History

Cadian Capital Management’s Portfolio CRTO Stock Details CRTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,475,961	Closed	-$56M	–	28
2025 Q3	$56M	Sell	2,475,961 -2,526,833	-51%	-$59.2M	3.33%	12
2025 Q2	$120M	Buy	5,002,794 +550,605	+12%	+$15.5M	6.71%	3
2025 Q1	$158M	Buy	4,452,189 +1,867,856	+72%	+$72.6M	6.75%	4
2024 Q4	$102M	Buy	2,584,333 +713,785	+38%	+$28.5M	5.89%	6
2024 Q3	$75.3M	Sell	1,870,548 -980,870	-34%	-$43.1M	3.85%	9
2024 Q2	$108M	Sell	2,851,418 -2,402,530	-46%	-$87.9M	5.35%	7
2024 Q1	$184M	Buy	5,253,948 +1,014,634	+24%	+$30.4M	6.55%	5
2023 Q4	$107M	Buy	4,239,314 +1,751,511	+70%	+$45.5M	4.28%	7
2023 Q3	$72.6M	Buy	2,487,803 +1,387,803	+126%	+$42.6M	2.92%	13
2023 Q2	$37.1M	Buy	+1,100,000	New	+$35.5M	1.75%	17

Other funds holding CRTO

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

NIMC

Nierenberg Investment Management Company Camas, Washington $201M AUM 20.14% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cadian Capital Management's CRTO Position: Q4 2025 in Review

Cadian Capital Management sold out of Criteo S.A. (CRTO) in Q4 2025, closing a stake of 2,475,961 shares — an estimated $56M sold.

Cadian Capital Management first reported a position in CRTO in Q2 2023 and held it in 10 quarters. The position peaked at $184M in Q1 2024. 142 funds tracked by Wall St. Rank hold CRTO as of Q4 2025.

Cadian Capital Management reported no remaining Criteo S.A. position as of Q4 2025 after selling out during the quarter.
Cadian Capital Management sold 2,475,961 Criteo S.A. shares in Q4 2025, an estimated $56M.
Cadian Capital Management first reported a position in Criteo S.A. in Q2 2023 and held it in 10 quarters.
Cadian Capital Management's Criteo S.A. position peaked at $184M in Q1 2024.
142 funds tracked by Wall St. Rank held Criteo S.A. as of Q4 2025.

Based on Cadian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.