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Fivespan Partners, LP

CIK 2040262 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Fivespan Partners, LP reported 6 US-listed holdings worth $424.3 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Qiagen NV Ord Shares (24.8%), Blackline, Inc. (22.3%) and Appian Corp. (18.9%). Against the quarter before, it opened 2 positions, added to 1, trimmed 1 and sold out of 0.

Reported holdings$424.3M+12.4% on Q1 2026
Positions6+2 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
OpenedAdded toHeldTrimmed
QGEN24.8%BL22.3%APPN18.9%OUT18.3%LRN11.2%SSD4.4%

The 6 largest of its 6 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2025: $364.9 million in 6 positions$365MQ4 25Q1 2026: $377.4 million in 4 positions$377MQ1 26Q2 2026: $424.3 million in 6 positions$424MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 2Added 1Held 2Trimmed 1
Opened: 2Added: 1Held: 2Trimmed: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 2

  1. Stride, Inc. LRN$47.7 million
  2. Simpson Manufacturing Co., Inc. SSD$18.8 million

Added to 1

  1. Blackline, Inc. BL+350,000 shares · +12%

Trimmed 1

  1. Outfront Media Inc. OUT-400,000 shares · -14%

What it holds

CompanySharesValueOf its bookChange in shares
Qiagen NV Ord Shares QGEN2.7M$105.1 million24.78%no change
Blackline, Inc. BL3.4M$94.4 million22.25%+350.0K
Appian Corp. APPN3.5M$80.4 million18.95%no change
Outfront Media Inc. OUT2.4M$77.8 million18.33%-400.0K
Stride, Inc. LRN553.2K$47.7 million11.24%new
Simpson Manufacturing Co., Inc. SSD90.0K$18.8 million4.44%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.