KEENAN CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CWAN | 3.66M | $88.30M |
 | ARX | 3.14M | $51.34M |
 | GLBE | 1.87M | $73.32M |
 | DT | 1.45M | $62.87M |
 | JAMF | 1.12M | $14.57M |
 | GDDY | 545K | $67.63M |
 | WDAY | 319K | $68.57M |
 | APP | 177K | $119.08M |
 | SAIL | 165K | $3.33M |
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
3.66M
Value
$88.30M
Accelerant Holdings
ARX
Shares Held
3.14M
Value
$51.34M
Global-e Online Ltd.
GLBE
Shares Held
1.87M
Value
$73.32M
Dynatrace, Inc.
DT
Shares Held
1.45M
Value
$62.87M
Jamf Holding Corp.
JAMF
Shares Held
1.12M
Value
$14.57M
GoDaddy Inc.
GDDY
Shares Held
545K
Value
$67.63M
Workday, Inc.
WDAY
Shares Held
319K
Value
$68.57M
AppLovin Corporation
APP
Shares Held
177K
Value
$119.08M
SailPoint, Inc.
SAIL
Shares Held
165K
Value
$3.33M