Keenan Capital

Latest statistics and disclosures from Keenan Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are APP, DT, GLBE, SAIL, ARX, and represent 64.28% of Keenan Capital's stock portfolio.
  • Added to shares of these 7 stocks: SAIL (+$55M), APPF (+$53M), ARX (+$11M), DT (+$7.3M), APP (+$5.8M), GDDY, WDAY.
  • Started 1 new stock position in APPF.
  • Reduced shares in these 2 stocks: Clearw.a.hld. (-$64M), Jamf Hldg Corp (-$15M).
  • Sold out of its position in Jamf Hldg Corp.
  • Keenan Capital was a net buyer of stock by $61M.
  • Keenan Capital has $474M in assets under management (AUM), dropping by -13.69%.
  • Central Index Key (CIK): 0001647363

Tip: Access up to 7 years of quarterly data

Positions held by Keenan Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Keenan Capital

Keenan Capital holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Applovin Corp Com Cl A (APP) 16.1 $76M +8% 191k 398.00
 View chart
Dynatrace Com New (DT) 12.9 $61M +13% 1.6M 36.98
 View chart
Global E Online SHS (GLBE) 12.1 $58M 1.9M 30.85
 View chart
Sailpoint (SAIL) 12.0 $57M +2502% 4.3M 13.24
 View chart
Accelerant Holdings Cl A (ARX) 11.3 $53M +27% 4.0M 13.36
 View chart
Appfolio Com Cl A (APPF) 11.1 $53M NEW 335k 157.82
 View chart
Godaddy Cl A (GDDY) 10.5 $50M +10% 604k 82.67
 View chart
Workday Cl A (WDAY) 9.2 $44M +5% 337k 129.92
 View chart
Clearwater Analytics Hldgs I Cl A 4.8 $23M -73% 960k 23.65
 View chart

Past Filings by Keenan Capital

SEC 13F filings are viewable for Keenan Capital going back to 2017

View all past filings