Cannae Holdings, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Cannae Holdings, Inc. reported 4 stock positions worth $189.3 million. Its top holding was Alight Class A (ALIT) at 69.7% of the portfolio, followed by Paysafe (PSFE, 16.8%) and SYSTEM1 (SST, 10.0%). Compared with Q2 2025, it sold out of 1. The biggest sale was an exit from Dun & Bradstreet (DNB).

Most Recent 13F
Q2 2026
Location
Las Vegas, NV
CIK
0001704720
Portfolio Value
$189.3M (Q3 2025)
SEC Filing
0001704720-25-000166 ↗ filed Nov 5, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $915.5M Q1 2025 Q2 2025: $820.0M Q2 2025 Q3 2025: $189.3M $189.3M Q3 2025 Q4 2025: $80.3M Q4 2025 Q1 2026: $24.6M Q1 2026 Q2 2026: $133.6M Q2 2026

Holdings 4 stocks · $189.3M
ALIT Alight Inc. Class A 69.69% 40,477,062 $132.0M No change
PSFE Paysafe Ltd. 16.80% 2,462,237 $31.8M No change
SST SYSTEM1 Inc. 10.04% 2,701,279 $19.0M No change
RPD RAPID7 Inc. 3.47% 350,000 $6.6M No change

Portfolio Sells Q2 2025 → Q3 2025
DNB Dun & Bradstreet Holdings Inc. Sold out 0.00% −65.46

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$133.6MSPCX, ALIT
Q1 2026 2$24.6MALIT, SST
Q4 2025 2$80.3MALIT, SST
Q3 2025 4$189.3MALIT, PSFE, SST, RPD
Q2 2025 5$820.0MDNB, ALIT, PSFE, SST, RPD
Q1 2025 5$915.5MDNB, ALIT, PSFE, SYSTEM1 INC, RPD
Q4 2024 5$1.2BDNB, ALIT, PSFE, SYSTEM1 INC, RPD
Q3 2024 5$1.3BDNB, ALIT, PSFE, SYSTEM1 INC, RPD
Q2 2024 7$1.2BDNB, ALIT, PSFE, DAY, SYSTEM1 INC
Q1 2024 5$1.4BDNB, ALIT, DAY, PSFE, SYSTEM1 INC