Keenan Capital, LLC

Position in WDAY — Workday, Inc.

CIK 1647363 BURLINGAME, CA

Position in WDAY

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

Position Value

$25,860,123

-$17,954,227 QoQ

Shares Held

211,241

-37.4% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

5.11%

of 13F equity value

Holder Rank

#102

of 909 holders

Holding Since

Mar 2020

26 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. WDAY ranks #3 (20.1% of the industry book) .

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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,860,123	211,241	-37.4%	Shares	Sole	2026-08-14
2026-03-31	$43,814,350	337,241	+5.6%	Shares	Sole	2026-05-15
2025-12-31	$68,566,581	319,241	+9.2%	Shares	Sole	2026-02-13
2025-09-30	$70,360,805	292,281	+19.6%	Shares	Sole	2025-11-14
2025-06-30	$58,627,440	244,281	0.0%	Shares	Sole	2025-08-14
2025-03-31	$57,046,941	244,281	0.0%	Shares	Sole	2025-05-15
2024-12-31	$63,031,826	244,281	+14.1%	Shares	Sole	2025-02-14
2024-09-30	$52,347,489	214,179	0.0%	Shares	Sole	2024-11-14
2024-06-30	$47,881,857	214,179	+12.0%	Shares	Sole	2024-08-14
2024-03-31	$52,144,072	191,179	-4.5%	Shares	Sole	2024-05-15
2023-12-31	$55,261,414	200,179	-33.5%	Shares	Sole	2024-02-14
2023-09-30	$64,708,308	301,179	-12.5%	Shares	Sole	2023-11-14
2023-06-30	$77,746,594	344,179	0.0%	Shares	Sole	2023-08-14
2023-03-31	$71,086,730	344,179	0.0%	Shares	Sole	2023-05-15
2022-12-31	$57,591,472	344,179	+3.9%	Shares	Sole	2023-02-14
2022-09-30	$50,412,067	331,179	+6.0%	Shares	Sole	2022-11-14
2022-06-30	$43,612,748	312,457	+64.9%	Shares	Sole	2022-08-15
2022-03-31	$45,367,373	189,457	+40.9%	Shares	Sole	2022-05-16
2021-12-31	$36,730,963	134,457	0.0%	Shares	Sole	2022-02-14
2021-09-30	$33,599,459	134,457	+6.0%	Shares	Sole	2021-11-15
2021-06-30	$30,296,106	126,900	0.0%	Shares	Sole	2021-08-16
2021-03-31	$31,525,767	126,900	0.0%	Shares	Sole	2021-05-17
2020-12-31	$30,406,509	126,900	0.0%	Shares	Sole	2021-02-16
2020-09-30	$27,299,997	126,900	0.0%	Shares	Sole	2020-11-16
2020-06-30	$23,775,984	126,900	+45.4%	Shares	Sole	2020-08-14
2020-03-31	$11,368,206	87,300	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.