Specialist · Burlingame, CA
Keenan Capital, LLC
- Software
- $408M
- Weight of 13F
- 81.0%
- Names
- 8
- Vs prior quarter
- −$12.5M
Filed 14 August 2026.
11 positions in the whole 13F.
Software held
- AppLovinAPP191,225 shares · 24.1% of their software$98.5MFlat
- Global-EGLBE1,955,262 shares · 16.6% of their software$67.9M+$10.4M
- AppFolioAPPF334,557 shares · 13.1% of their software$53.6MFlat
- DynatraceDT1,126,280 shares · 12.1% of their software$49.5M−$11.5M
- SailPointSAIL2,862,119 shares · 10.3% of their software$41.9M−$14.8M
- GoDaddyGDDY467,640 shares · 9.7% of their software$39.7M−$10.2M
- ToastTOST1,115,979 shares · 7.6% of their software$31.0MNew
- WorkdayWDAY211,241 shares · 6.3% of their software$25.9M−$18.0M