Institutional
Fivespan Partners, LP
CIK 0002040262
$377.4M
Reported AUM
4
Positions
Q1 2026
Period
2026-05-14
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BL | BLACKLINE INC | $30.66 | 11.73% | -39.64% | -70.71% | $111.5M | 29.55% | — | HELD |
| 2 | QGEN | QIAGEN NV | $41.08 | -0.89% | -14.57% | -23.25% | $107.7M | 28.53% | — | HELD |
| 3 | APPN | APPIAN CORP | $25.55 | 16.35% | -0.62% | -74.49% | $84.6M | 22.43% | — | HELD |
| 4 | OUT | OUTFRONT MEDIA INC | $32.25 | 1.13% | 98.12% | 80.25% | $73.5M | 19.48% | — | HELD |
Source: SEC EDGAR · accession 0002040262-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.