The Analysis of Keenan Capital, LLC's Holdings


Currently, Keenan Capital, LLC holds 8 types of securities in its portfolio with a total value $512.3M. In the most recent quarter, they have increased their positions in DT (+390.3K shares, valued at $18.9M), WDAY (+48.0K shares, valued at $11.6M), JAMF (+520.0K shares, valued at $5.6M); decreased their positions in APP (-60.8K shares, valued at $43.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP205.7K shares-22.81%2025-09-302025-11-14history
WDAY WORKDAY INC292.3K shares19.65%2025-09-302025-11-14history
DT DYNATRACE INC1.5M shares36.81%2025-09-302025-11-14history
GDDY GODADDY INC493.5K shares5.34%2025-09-302025-11-14history
GLBE GLOBAL E ONLINE LTD1.8M shares0.00%2025-09-302025-11-14history
MLNK MERIDIANLINK INC2.8M shares0.00%2025-09-302025-11-14history
JAMF JAMF HLDG CORP3.1M shares20.07%2025-09-302025-11-14history
SAIL SAILPOINT INC164.5K shares0.00%2025-09-302025-11-14history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available