Fivespan Partners, LP — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

Fivespan Partners, LPholdings as filed

Filed 2026-05-14 · accession 0002040262-26-000006

$377.4M

Reported value

Positions

2026-03-31

Period end

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The Brief · Fivespan Partners, LP · Q1 2026

AI · grounded in 13F

Fivespan Partners, LP closed its position in QGEN with a reduction of $127.3M. The fund also exited positions in NYT for $45.9M and CCO for $7.8M. Offsetting these sells, the fund established a new position in QGEN worth $107.6M and increased share counts in BL by 225.4% and APPN by 155.3%.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
09239B109	BL	BLACKLINE INC	$111.5M	29.6%	3,013,943	Common	SOLE
N72482156	QGEN	QIAGEN NV	$107.7M	28.5%	2,689,243	Common	SOLE
03782L101	APPN	APPIAN CORP	$84.6M	22.4%	3,510,907	Common	SOLE
69007J304	OUT	OUTFRONT MEDIA INC	$73.5M	19.5%	2,774,690	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.