Vault-13

Fivespan Partners, LP

SAN FRANCISCO, CA · CIK 2040262 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2024 · limited partnership

$424.3m reported value +12.4% vs Q1 2026
6positions
100.0%in top 10
2 new 1 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 QIAGEN NV ORD SHARES QGEN QGEN 2,689,243 $105.1m24.78% 24.78% UnchangedShares held: Q3 2025 —, Q4 2025 0, Q1 2026 2.7m, Q2 2026 2.7m
2 BLACKLINE INC COM BL BL 3,363,943 $94.4m22.25% 22.25% AddedShares held: Q3 2025 —, Q4 2025 926.0k, Q1 2026 3.0m, Q2 2026 3.4m +350.0k +350,000 11.6%
3 APPIAN CORP CL A APPN APPN 3,510,907 $80.4m18.95% 18.95% UnchangedShares held: Q3 2025 —, Q4 2025 1.4m, Q1 2026 3.5m, Q2 2026 3.5m
4 OUTFRONT MEDIA INC COM NEW OUT OUT 2,374,690 $77.8m18.33% 18.33% ReducedShares held: Q3 2025 —, Q4 2025 3.5m, Q1 2026 2.8m, Q2 2026 2.4m -400.0k -400,000 -14.4%
5 STRIDE INC COM LRN LRN 553,151 $47.7m11.24% 11.24% NewShares held: Q3 2025 —, Q4 2025 0, Q1 2026 0, Q2 2026 553.2k
6 SIMPSON MFG INC COM SSD SSD 90,000 $18.8m4.44% 4.44% NewShares held: Q3 2025 —, Q4 2025 0, Q1 2026 0, Q2 2026 90.0k

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
APPIAN CORP APPN · 13D · filed 2026-02-05 APPN 7.9%≈ $77.4m +1.7 pts 13D 2026-02-05
BLACKLINE INC BL · 13D · filed 2026-03-12 BL 5.1%≈ $84.6m new 13D 2026-03-12