Q2 2026 13F · SEC CIK 2040262
Fivespan Partners, LP
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $424.3M
- Reported positions
- 6
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $1.0B
Fivespan Partners, LP is a hedge fund that reported 6 positions worth $424.3M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Qiagen NV (QGEN, 24.8%), Blackline Inc (BL, 22.3%), Appian Corp (APPN, 18.9%).
Fivespan Partners, LP holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| QGENQiagen NV | 24.8% | — | $105.1M |
| BLBlackline Inc | 22.3% | +263.3% | $94.4M |
| APPNAppian Corp | 18.9% | +155.3% | $80.4M |
| OUTOutfront Media Inc | 18.3% | -31.7% | $77.8M |
| LRNStride Inc | 11.2% | — | $47.7M |
| SSDSimpson Mfg Inc | 4.4% | — | $18.8M |
What Fivespan Partners, LP bought and sold in Q2 2026, against Q4 2025.
New positions
- QGEN Qiagen NV24.8% of 13F
- LRN Stride Inc11.2% of 13F
- SSD Simpson Mfg Inc4.4% of 13F
Added to
- BL Blackline Inc+263.3% shares
- APPN Appian Corp+155.3% shares
Reduced
- OUT Outfront Media Inc-31.7% shares
Sold out
- Qiagen NVwas 34.9%
- NYT New York Times Co Mtn Bewas 12.6%
- CCO Clear Channel Outdoor Hldgswas 2.2%
Share counts compared with the Q4 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $424.3M | 6 |
| Q4 2025 | $364.9M | 6 |
Questions about Fivespan Partners, LP's portfolio
What stocks does Fivespan Partners, LP own?
Fivespan Partners, LP's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 6 positions worth $424.3M. The largest are Qiagen NV (QGEN) at 24.8%, Blackline Inc (BL) at 22.3%, Appian Corp (APPN) at 18.9%, Outfront Media Inc (OUT) at 18.3% and Stride Inc (LRN) at 11.2%.
What did Fivespan Partners, LP buy last quarter?
In Q2 2026, Fivespan Partners, LP added a new position in Qiagen NV (QGEN), a new position in Stride Inc (LRN), a new position in Simpson Mfg Inc (SSD), Blackline Inc (BL) (+263.3% shares) and Appian Corp (APPN) (+155.3% shares), compared with its Q4 2025 filing.
What did Fivespan Partners, LP sell last quarter?
In Q2 2026, Fivespan Partners, LP sold all of Qiagen NV, sold all of New York Times Co Mtn Be (NYT), sold all of Clear Channel Outdoor Hldgs (CCO) and Outfront Media Inc (OUT) (-31.7% shares), compared with its Q4 2025 filing.
When is Fivespan Partners, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Fivespan Partners, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Fivespan Partners, LP manage?
Fivespan Partners, LP reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $424.3M.