Fivespan Partners, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Fivespan Partners, LP reported 6 stock positions worth $424.3 million. Its top holding was Qiagen (QGEN) at 24.8% of the portfolio, followed by Blackline (BL, 22.3%) and Appian Class A (APPN, 18.9%). Compared with Q1 2026, it opened 2 new positions, added to 1 and reduced 1. The biggest buy was a new position in Stride (LRN) and the biggest sale Outfront Media (OUT, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002040262
- Portfolio Value
- $424.3M (Q2 2026)
- SEC Filing
- 0002043585-26-000021 ↗ filed Aug 13, 2026
Holdings Value
Holdings 6 stocks · $424.3M
| QGEN Qiagen N.V. | 24.78% | 2,689,243 | $105.1M | No change |
| BL Blackline Inc. | 22.25% | 3,363,943 | $94.4M | Add +11.6% |
| APPN Appian Corp. Class A | 18.95% | 3,510,907 | $80.4M | No change |
| OUT Outfront Media Inc. | 18.33% | 2,374,690 | $77.8M | Reduce -14.4% |
| LRN Stride Inc. | 11.24% | 553,151 | $47.7M | New |
| SSD Simpson Manufacturing Co. Inc. | 4.44% | 90,000 | $18.8M | New |
Portfolio Sells Q1 2026 → Q2 2026
| OUT Outfront Media Inc. | Reduce -14.4% | 18.33% | −1.15 |