StockDriftsStockDriftsTop 6 Fivespan Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QGEN | QIAGEN NV | 24.78% | 2.69M | $105.1M | +0.00%(+0) | $44.83(-2.64%) | 2026-06-30 | |
| BL | BLACKLINE INC | 22.25% | 3.36M | $94.4M | +11.61%(+350.00K) | $46.92(-38.53%) | 2026-06-30 | |
| APPN | APPIAN CORP | 18.95% | 3.51M | $80.4M | +0.00%(+0) | $31.03(+12.29%) | 2026-06-30 | |
| OUT | OUTFRONT MEDIA INC | 18.33% | 2.37M | $77.8M | -14.42%(-400.00K) | $21.21(+41.47%) | 2026-06-30 | |
| LRN | STRIDE INC | 11.24% | 553.2K | $47.7M | new | $85.20(-4.84%) | 2026-06-30 | |
| SSD | SIMPSON MFG INC | 4.44% | 90.0K | $18.8M | new | $188.26(+3.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -11.68% |
| Top 20 Holdings Unweighted | — | — | — | — | -8.20% |
Fivespan Partners LP reports $424.32M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are QGEN (24.8%), BL (22.3%) and APPN (18.9%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned -11.68% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fivespan Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040262). View Fivespan Partners LP’s 13F filings on SEC