Institutional
Keenan Capital, LLC
CIK 0001647363
$473.9M
Reported AUM
9
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Keenan Capital, LLC · Q1 2026
AI · grounded in 13F
Keenan Capital, LLC established a new position in Appfolio Inc valued at $52.8M. The fund closed its position in Jamf Hldg Corp JAMF, resulting in a decrease of $14.6M. Other notable activity includes a 2,502% increase in shares of Sailpoint Inc SAIL and a 73.8% reduction in shares of Clearwater Analytics Hldgs I CWAN.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $399.46 | -4.49% | 5.35% | 467.41% | $76.1M | 16.06% | — | HELD |
| 2 | DT | DYNATRACE INC | $43.88 | -0.05% | -13.09% | -36.13% | $60.9M | 12.86% | — | HELD |
| 3 | GLBE | GLOBAL E ONLINE LTD | $40.26 | 3.50% | 28.13% | -49.01% | $57.5M | 12.14% | — | HELD |
| 4 | SAIL | SAILPOINT INC | $15.89 | 0.70% | -23.08% | -15.41% | $56.7M | 11.96% | — | HELD |
| 5 | ARX | ACCELERANT HOLDINGS | $12.40 | -15.76% | -53.83% | -38.15% | $53.3M | 11.26% | — | HELD |
| 6 | APPF | APPFOLIO INC | $186.99 | 4.89% | -41.17% | 58.97% | $52.8M | 11.14% | — | HELD |
| 7 | GDDY | GODADDY INC | $105.10 | 2.12% | -33.39% | 42.18% | $49.9M | 10.54% | — | HELD |
| 8 | WDAY | WORKDAY INC | $168.01 | 5.21% | -28.14% | -41.54% | $43.8M | 9.25% | — | HELD |
| 9 | CWAN | CLEARWATER ANALYTICS HLDGS I | — | — | — | — | $22.7M | 4.79% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001061. 13F discloses long positions only — shorts, foreign equities, and options are excluded.