AI Portfolio Summary
In 2026 Q1, Fivespan Partners, LP maintained a portfolio of 7 distinct positions. The most significant new addition to the portfolio was QIAGEN NV, which now represents 28.53% of the total fund value. They heavily accumulated shares in BLACKLINE INC, increasing their position by 225.5%. Conversely, Fivespan Partners, LP completely exited their position in CLEAR CHANNEL OUTDOO.
Total Positions
7
Quarter
2026 Q1
Top Holding
BL (29.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BL
BLACKLINE INC
|
Technology | 29.55% | 14.03% |
#1
2
Prev: #3
|
9.0 | 2,087,899 | 225.5% |
P
S
|
3,013,943 | $111,515,891 |
$42.62
-14.9%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
N/A
QIAGEN NV
|
—
|
Unknown | 28.53% | — |
#2
Prev: #—
|
9.0 | 2,689,243 | no change |
NEW
|
2,689,243 | $107,677,290 | — | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
APPN
APPIAN CORP
|
Technology | 22.43% | 13.35% |
#3
1
Prev: #4
|
8.0 | 2,135,907 | 155.3% |
P
S
|
3,510,907 | $84,647,968 |
$28.54
-14.3%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
OUT
OUTFRONT MEDIA ...
|
Real Estate | 19.48% | 22.97% |
#4
2
Prev: #2
|
4.5 | -702,846 | -20.2% |
P
S
|
2,774,690 | $73,529,285 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CCO
CLEAR CHANNEL O...
|
Communication Services | 0.00% | 2.16% |
Sold All 😨
(Was: #6) |
0.0 | -3,571,104 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NYT
NEW YORK TIMES ...
|
Communication Services | 0.00% | 12.60% |
Sold All 😨
(Was: #5) |
0.0 | -662,466 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QGEN
QIAGEN NV
|
Healthcare | 0.00% | 34.89% |
Sold All 😨
(Was: #1) |
0.0 | -2,830,783 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-7 of 7 holdings