2026 Q2 Portfolio Activity
In 2026 Q2, Fivespan Partners, LP maintained a portfolio of 6 distinct positions. The most significant new addition was STRIDE INC, now representing 11.24% of the total fund value. They heavily accumulated shares in BLACKLINE INC, increasing the position by 11.6%.
Position History
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Fivespan Partners, LP
AUM $424M
Total Positions
6
Quarter
2026 Q2
Top Holding
N/A (24.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
Fivespan Partners, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
QIAGEN NV
|
|
Unknown | 24.78% | 28.53% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
2,689,243 | $105,149,401 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
BL
BLACKLINE INC
|
Technology | 22.25% | 29.55% |
#2
1
Prev: #1
|
7.5 |
—
|
350,000 | 11.6% |
P
S
|
3,363,943 | $94,425,880 |
$41.11
-22.2%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
APPN
APPIAN CORP
|
Technology | 18.95% | 22.43% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
3,510,907 | $80,399,770 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
OUT
OUTFRONT MEDIA ...
|
Real Estate | 18.33% | 19.48% |
#4
Prev: #4
|
5.0 |
—
|
-400,000 | -14.4% |
P
S
|
2,374,690 | $77,794,844 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LRN
STRIDE INC
|
Consumer Defensive | 11.24% | — |
#5
Prev: #—
|
8.0 |
—
|
553,151 | — |
NEW
|
553,151 | $47,703,742 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SSD
SIMPSON MFG INC
|
Basic Materials | 4.44% | — |
#6
Prev: #—
|
5.3 |
—
|
90,000 | — |
NEW
|
90,000 | $18,841,500 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-6 of 6 holdings