KEELNasdaqFinance ServicesFiscal year ends December 31
Keel Infrastructure Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$2.36+0.05 (+2.16%)
Close on Oct 19, 2026
- Market cap
- $1.43B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
61.1%
377M of 618M shares
Institutional holders
281
280 new, 0 sold out
Net institutional buying
377M
In Q2 2026
Insider trades, 12 months
4 buys · 0 sales
Net bought $525.66K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 50,946,789 | 8.40% | 13G (passive) | Jun 30, 2026 |
| Jane Street Group, LLC | 30,542,386 | 5.10% | 13G (passive) | May 12, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KEEL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 43,970,304 | 7.12% | $252.39M | New | 0.00% |
| Situational Awareness LP | 26,451,393 | 4.28% | $151.83M | New | 0.75% |
| Monarch Alternative Capital LP | 26,285,000 | 4.26% | $150.88M | New | 21.33% |
| Jane Street Group, LLC | 23,183,128 | 3.75% | $133.07M | New | 0.01% |
| Geode Capital Management, LLC | 15,604,009 | 2.53% | $113.49M | New | 0.01% |
| Vanguard Capital Management LLC | 13,852,890 | 2.24% | $79.52M | New | 0.00% |
| Vanguard Portfolio Management LLC | 13,096,088 | 2.12% | $75.17M | New | 0.00% |
| Morgan Stanley | 12,682,283 | 2.05% | $72.80M | New | 0.00% |
| Invesco Ltd. | 11,638,359 | 1.88% | $66.80M | New | 0.01% |
| T. Rowe Price Investment Management, Inc. | 10,841,676 | 1.76% | $62.23K | New | 0.04% |
| UBS Group AG | 9,618,335 | 1.56% | $55.21M | New | 0.01% |
| Hudson Bay Capital Management LP | 7,698,729 | 1.25% | $44.19M | New | 0.12% |
| BIT Capital GmbH | 7,662,235 | 1.24% | $43.98M | New | 1.30% |
| Citadel Advisors LLC | 7,226,220 | 1.17% | $41.48M | New | 0.00% |
| Graham Capital Management, L.P. | 6,611,174 | 1.07% | $37.95M | New | 0.69% |
| Vident Advisory, LLC | 6,513,207 | 1.05% | $37.39M | New | 0.27% |
| CastleKnight Management LP | 6,369,661 | 1.03% | $36.56M | New | 0.50% |
| Connor, Clark & Lunn Investment Management Ltd. | 6,189,614 | 1.00% | $35.40M | New | 0.07% |
| Dimensional Fund Advisors LP | 5,375,555 | 0.87% | $30.86M | New | 0.01% |
| Value Aligned Research Advisors, LLC | 5,154,360 | 0.83% | $29.59M | New | 0.07% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 281 | 377M | 61.1% | 280 / 0 | 0 / 0 | 377M | 0M |
| Q1 2026 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KEEL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF | 15,156,889 | 2.45% | $87.00M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 7,656,400 | 1.24% | $43.95M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 6,457,227 | 1.05% | $25.64M | 0.08% | Jul 31, 2026 |
| Valkyrie Bitcoin Miners ETF | 6,403,652 | 1.04% | $36.76M | 10.70% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 5,960,187 | 0.97% | $34.21M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,535,997 | 0.90% | $31.78M | 0.02% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 4,111,556 | 0.67% | $23.60M | 0.16% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,503,193 | 0.57% | $20.11M | 0.03% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 3,360,580 | 0.54% | $19.29M | 0.18% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 2,516,900 | 0.41% | $14.45M | 0.10% | Jun 30, 2026 |
| Bitwise Crypto Industry Innovators ETF | 2,418,024 | 0.39% | $9.75M | 3.37% | Jun 30, 2026 |
| State Street(R) Galaxy Hedged Digital Asset Ecosystem ETF | 2,191,874 | 0.35% | $8.70M | 10.62% | Jul 31, 2026 |
| The Canadian Small Company Series | 1,914,333 | 0.31% | $7.60M | 0.38% | Jul 31, 2026 |
| Global X Blockchain ETF | 1,847,319 | 0.30% | $7.64M | 2.70% | May 31, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 1,651,979 | 0.27% | $9.48M | 0.33% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Benjamin Gagnon | Chief Executive Officer, Director | 1,386,624 | 0.22% | Aug 21, 2026 |
| Liam Daniel Wilson | Chief Operating Officer | 100,978 | 0.02% | Aug 20, 2026 |
| Rachel Rose Silverstein | EVP, General Counsel, Corp Sec | 19,760 | 0.00% | Jul 14, 2026 |
| Marc-Andre Ammann | Principal Accounting Officer | 28,480 | 0.00% | Jul 14, 2026 |
| Ganesh Aiyer | President | – | – | Jul 13, 2026 |
| Jonathan Mir | Chief Financial Officer | – | – | Apr 6, 2026 |
| Edith Hofmeister | Director | 240,001 | 0.04% | Apr 6, 2026 |
| Brian Howlett | Director | 144,946 | 0.02% | Apr 6, 2026 |
| Amy Freedman | Director | 69,568 | 0.01% | Apr 6, 2026 |
| Wayne Duso | Director | – | – | Apr 6, 2026 |
| Andrew Chang | Director | 178,685 | 0.03% | Apr 6, 2026 |
| Fanny Philip | Director | 180,685 | 0.03% | Apr 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Benjamin Gagnon Chief Executive Officer, Director | Aug 21, 2026 | Buy | +38,888 | $3.33 | $129.50K | 1,386,624 |
| Liam Daniel Wilson Chief Operating Officer | Aug 20, 2026 | Buy | +30,769 | $3.25 | $100.00K | 100,978 |
| Liam Daniel Wilson Chief Operating Officer | Aug 17, 2026 | Buy | +26,472 | $3.78 | $100.06K | 70,209 |
| Benjamin Gagnon Chief Executive Officer, Director | Aug 13, 2026 | Buy | +58,888 | $3.33 | $196.10K | 1,347,736 |
| Marc-Andre Ammann Principal Accounting Officer | Jul 10, 2026 | Option exercise | +28,480 | – | – | 28,480 |
| Marc-Andre Ammann Principal Accounting Officer | Jul 10, 2026 | Tax withholding | −15,183 | $4.67 | $70.90K | 13,297 |
| Rachel Rose Silverstein EVP, General Counsel, Corp Sec | Jul 10, 2026 | Option exercise | +18,370 | – | – | 19,760 |
| Rachel Rose Silverstein EVP, General Counsel, Corp Sec | Jul 10, 2026 | Tax withholding | −6,837 | $4.67 | $31.93K | 12,923 |
| Benjamin Gagnon Chief Executive Officer, Director | Jul 10, 2026 | Option exercise | +215,579 | – | – | 1,288,848 |
| Liam Daniel Wilson Chief Operating Officer | Jul 10, 2026 | Tax withholding | −32,687 | $4.67 | $152.65K | 43,737 |
| Liam Daniel Wilson Chief Operating Officer | Jul 10, 2026 | Option exercise | +76,424 | – | – | 76,424 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Riot Platforms, Inc. 10% Stockholder | May 27, 2025 | 90,110,912 | $97.32M | May 27, 2025 | Open market purchase |
| Investments Holdings Corp. Malon Former Director | Nov 7, 2024 | 100,000 | $217.12K | Nov 7, 2024 | Private Acquisition from Issuer/Affiliate |
| Investments Holdings Corp. Malon Former Director | Oct 15, 2024 | 500,000 | $939.15K | Oct 15, 2024 | Private Acquisition from Issuer/Affiliate |
| Investments Holdings Corp. Malon Former Director | Oct 7, 2024 | 600,000 | $1.16M | Oct 7, 2024 | Private Acquisition from Issuer/Affiliate |
| Nicolas Bonta Former Director | Oct 4, 2024 | 1,000,000 | $2.02M | Oct 4, 2024 | Private Acquistion |
| Investments Holdings Corp. Malon former director | Sep 24, 2024 | 400,000 | $827.44K | Sep 24, 2024 | Private Acquisition from Issuer/Affiliate |