Fivespan Partners, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Fivespan Partners, LP disclosed 6 US equity positions worth $424.3m in its Q2 2026 13F filing. The largest position was QGEN at 24.8% of the reported book, followed by BL and APPN. Against the Q1 2026 filing, it opened 2 new positions, added to 1 and reduced 1 among the top 6 holdings.
What did Fivespan Partners, LP own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | QGEN QIAGEN NV | Healthcare | 24.8% | $105.1m | 2,689,243 | 0% | held |
| 2 | BL BLACKLINE INC | Technology | 22.3% | $94.4m | 3,363,943 | 12% | added |
| 3 | APPN APPIAN CORP | Technology | 18.9% | $80.4m | 3,510,907 | 0% | held |
| 4 | OUT OUTFRONT MEDIA INC | Real Estate | 18.3% | $77.8m | 2,374,690 | -14% | reduced |
| 5 | LRN STRIDE INC | Consumer Defensive | 11.2% | $47.7m | 553,151 | – | new |
| 6 | SSD SIMPSON MFG INC | Basic Materials | 4.4% | $18.8m | 90,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.