The Analysis of Keenan Capital, LLC's Holdings


Currently, Keenan Capital, LLC holds 9 types of securities in its portfolio with a total value $549.0M. In the most recent quarter, they have increased their positions in CWAN (+3.7M shares, valued at $88.3M), ARX (+3.1M shares, valued at $51.3M), GDDY (+51.5K shares, valued at $6.4M); decreased their positions in JAMF (-2.0M shares, valued at $25.9M), APP (-29.0K shares, valued at $19.5M); initiated new positions in CWAN (+3.7M shares, valued at $88.3M), ARX (+3.1M shares, valued at $51.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP176.7K shares-14.09%2025-12-312026-02-13history
CWAN CLEARWATER ANALYTICS HLDGS I3.7M sharesnew addition2025-12-312026-02-13history
GLBE GLOBAL E ONLINE LTD1.9M shares5.43%2025-12-312026-02-13history
WDAY WORKDAY INC319.2K shares9.22%2025-12-312026-02-13history
GDDY GODADDY INC545.0K shares10.44%2025-12-312026-02-13history
DT DYNATRACE INC1.5M shares0.00%2025-12-312026-02-13history
ARX ACCELERANT HOLDINGS3.1M sharesnew addition2025-12-312026-02-13history
JAMF JAMF HLDG CORP1.1M shares-64.00%2025-12-312026-02-13history
Sponsored
SAIL SAILPOINT INC164.5K shares0.00%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available