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Keenan Capital, LLC

Q1 2026 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    9

  • Value ($000)

    $473,866

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001647363
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
APP

APPLOVIN CORP

COM CL A
03831W108
$76.11M
16 %

191,225

D
DT

DYNATRACE INC

COM NEW
268150109
$60.93M
13 %

1,647,534

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$57.54M
12 %

1,865,262

---

SAILPOINT INC

COM
78781J109
$56.69M
12 %

4,281,411

---

ACCELERANT HOLDINGS

CL A
G00894108
$53.35M
11 %

3,992,923

A
APPF

APPFOLIO INC

COM CL A
03783C100
$52.8M
11 %

334,557

G
GDDY

GODADDY INC

CL A
380237107
$49.94M
11 %

604,031

W
WDAY

WORKDAY INC

CL A
98138H101
$43.81M
9 %

337,241

C
CWAN

CLEARWATER ANALYTICS HLDGS I

CL A
185123106
$22.71M
5 %

960,212

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