Fivespan Partners, LP
CIK 2040262 · View on SEC EDGAR ↗
- Portfolio value
- $424.3M
- Positions
- 6
- As of
- June 30, 2026
#4,213 of 9,443 by 13F value · top 44.6%
Portfolio value QoQ: +12.4% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 6
- Effective number of positions
- 5.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.27% Est. buys $76,369,742 · sells $13,104,000
- New positions
- 2
- Increased
- 1
- Decreased
- 1
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Sector breakdown
Technology
41.2%
Healthcare
24.8%
Real Estate
18.3%
Diversified Consumer Services
11.2%
Industrials
4.4%
Full portfolio 6 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QGEN Qiagen N.V. Common Shares | $105,149,401 | 24.78% | 2,689,243 | $-2,527,889 | |||
| BL BlackLine, Inc. - Common Stock | $94,425,880 | 22.25% | 3,363,943 | $-17,090,011 | Up ×2 | ||
| APPN Appian Corporation - Class A Common Stock | $80,399,770 | 18.95% | 3,510,907 | $-4,248,198 | |||
| OUT OUTFRONT Media Inc. Common Stock | $77,794,844 | 18.33% | 2,374,690 | $4,265,559 | Down ×2 | ||
| LRN Stride, Inc. Common Stock | $47,703,742 | 11.24% | 553,151 | Up ×1 | |||
| SSD Simpson Manufacturing Company, Inc. Common Stock | $18,841,500 | 4.44% | 90,000 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.