Cannae Holdings, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Cannae Holdings, Inc. reported 5 stock positions worth $915.5 million. Its top holding was Dun & Bradstreet (DNB) at 67.4% of the portfolio, followed by Alight Class A (ALIT, 26.2%) and Paysafe (PSFE, 4.2%). Its holdings were unchanged from Q4 2024.
- Most Recent 13F
- Q2 2026
- Location
- Las Vegas, NV
- CIK
- 0001704720
- Portfolio Value
- $915.5M (Q1 2025)
- SEC Filing
- 0001704720-25-000037 ↗ filed Apr 9, 2025
Holdings Value
Holdings 5 stocks · $915.5M
| DNB Dun & Bradstreet Holdings Inc. | 67.42% | 69,048,691 | $617.3M | No change |
| ALIT Alight Inc. Class A | 26.22% | 40,477,062 | $240.0M | No change |
| PSFE Paysafe Ltd. | 4.22% | 2,462,237 | $38.6M | No change |
| SYSTEM1 INC | 1.13% | 27,012,794 | $10.3M | No change |
| RPD RAPID7 Inc. | 1.01% | 350,000 | $9.3M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $133.6M | SPCX, ALIT |
| Q1 2026 | 2 | $24.6M | ALIT, SST |
| Q4 2025 | 2 | $80.3M | ALIT, SST |
| Q3 2025 | 4 | $189.3M | ALIT, PSFE, SST, RPD |
| Q2 2025 | 5 | $820.0M | DNB, ALIT, PSFE, SST, RPD |
| Q1 2025 | 5 | $915.5M | DNB, ALIT, PSFE, SYSTEM1 INC, RPD |
| Q4 2024 | 5 | $1.2B | DNB, ALIT, PSFE, SYSTEM1 INC, RPD |
| Q3 2024 | 5 | $1.3B | DNB, ALIT, PSFE, SYSTEM1 INC, RPD |
| Q2 2024 | 7 | $1.2B | DNB, ALIT, PSFE, DAY, SYSTEM1 INC |
| Q1 2024 | 5 | $1.4B | DNB, ALIT, DAY, PSFE, SYSTEM1 INC |