Fivespan Partners, LP 13F holdings
Fivespan Partners, LP reported 6 positions with a total reported value of $424.3M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: QGEN QIAGEN NV (24.8%), BL BLACKLINE INC (22.3%), APPN APPIAN CORP (18.9%), OUT OUTFRONT MEDIA INC (18.3%), LRN STRIDE INC (11.2%). Against 2026-03-31 it opened 2 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
6 largest of 6 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| QGEN QIAGEN NV | 2,689,243 | $105.1M | 24.8% |
| BL BLACKLINE INC | 3,363,943 | $94.4M | 22.3% |
| APPN APPIAN CORP | 3,510,907 | $80.4M | 18.9% |
| OUT OUTFRONT MEDIA INC | 2,374,690 | $77.8M | 18.3% |
| LRN STRIDE INC | 553,151 | $47.7M | 11.2% |
| SIMPSON MFG INC | 90,000 | $18.8M | 4.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LRN STRIDE INC | 553,151 | $47.7M | 11.2% |
| SIMPSON MFG INC | 90,000 | $18.8M | 4.4% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BL BLACKLINE INC | 3,013,943 | 3,363,943 | +11.6% | $94.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| OUT OUTFRONT MEDIA INC | 2,774,690 | 2,374,690 | -14.4% | $77.8M |
CIK 2040262 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
