KEENAN CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SAIL | 4.28M | $56.69M |
 | ARX | 3.99M | $53.35M |
 | GLBE | 1.87M | $57.54M |
 | DT | 1.65M | $60.93M |
CLEARWATER ANALYTICS HLDGS I | CWAN | 960K | $22.71M |
 | GDDY | 604K | $49.94M |
 | WDAY | 337K | $43.81M |
 | APPF | 335K | $52.80M |
 | APP | 191K | $76.11M |
SailPoint, Inc.
SAIL
Shares Held
4.28M
Value
$56.69M
Accelerant Holdings
ARX
Shares Held
3.99M
Value
$53.35M
Global-e Online Ltd.
GLBE
Shares Held
1.87M
Value
$57.54M
Dynatrace, Inc.
DT
Shares Held
1.65M
Value
$60.93M
CLEARWATER ANALYTICS HLDGS I
CWAN
Shares Held
960K
Value
$22.71M
GoDaddy Inc.
GDDY
Shares Held
604K
Value
$49.94M
Workday, Inc.
WDAY
Shares Held
337K
Value
$43.81M
AppFolio Inc.
APPF
Shares Held
335K
Value
$52.80M
AppLovin Corporation
APP
Shares Held
191K
Value
$76.11M