Keenan Capital, LLC

Position in APPF — Appfolio Inc

CIK 1647363 BURLINGAME, CA

Position in APPF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$53,646,214

+$846,429 QoQ

Shares Held

334,557

0.0% QoQ

Ownership

0.945%

of shares outstanding

% of Portfolio

10.61%

of 13F equity value

Holder Rank

#16

of 386 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Keenan Capital, LLC holds $128,961,291 across 3 Software - Application names. APPF ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APPF	Appfolio Inc This page	334,557	$53,646,214
2	DT	Dynatrace, Inc.	1,126,280	$49,454,954
3	WDAY	Workday, Inc.	211,241	$25,860,123

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,646,214	334,557	0.0%	Shares	Sole	2026-08-14
2026-03-31	$52,799,785	334,557	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.