Fivespan Partners
Fivespan Partners reported 6 stocks worth $424M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are QGEN (24.8%), BL (22.3%) and APPN (18.9%). Compared with Q1 2026, the fund opened new positions in LRN and SSD, added to BL and trimmed OUT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() QGEN Qiagen NV Ord Shares | $105M | 24.8% | 2.7M | No change | 2 of 3 | |
| 2 | ![]() BL Blackline Inc | $94.4M | 22.3% | 3.4M | +350K (+12%) | 3 of 3 | |
| 3 | ![]() APPN Appian Corp | $80.4M | 18.9% | 3.5M | No change | 3 of 3 | |
| 4 | ![]() OUT Outfront Media Inc | $77.8M | 18.3% | 2.4M | −400K (−14%) | 3 of 3 | |
| 5 | ![]() LRN Stride Inc | $47.7M | 11.2% | 553K | New position | 1 of 3 | |
| 6 | ![]() SSD Simpson Mfg Inc | $18.8M | 4.4% | 90K | New position | 1 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fivespan Partners 13F FAQ
What does Fivespan Partners own?
Fivespan Partners reported 6 stocks worth $424M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are QGEN (24.8%), BL (22.3%) and APPN (18.9%). The table above lists every position in the filing (the top 10 without an account).
What did Fivespan Partners buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 1 added to, 1 trimmed and 0 sold out. New positions include LRN and SSD.
When will Fivespan Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Fivespan Partners's portfolio worth?
The Q2 2026 filing reports $424M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.





