Fivespan Partners, LP
Net buyer this quarter
$424M
6
+$63.3M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QGEN | $105M | 24.78% | 1.24% | Not reported | Q4 2025 |
 BL | $94.4M | 22.25% | 5.76% | +11.6% | Q4 2025 |
 APPN | $80.4M | 18.95% | 4.89% | Not reported | Q4 2025 |
 OUT | $77.8M | 18.33% | 1.35% | -14.4% | Q4 2025 |
 LRN | $47.7M | 11.24% | 1.33% | New | Q2 2026 |
 SSD | $18.8M | 4.44% | 0.22% | New | Q2 2026 |
| Q1 2026 | |||||
| BL | $112M | 29.55% | 5.09% | +225.5% | Q4 2025 |
| QGEN | $108M | 28.53% | 1.24% | -5.0% | Q4 2025 |
| APPN | $84.6M | 22.43% | 4.78% | +155.3% | Q4 2025 |
| OUT | $73.5M | 19.48% | 1.58% | -20.2% | Q4 2025 |
| Q4 2025 | |||||
| QGEN | $127M | 34.89% | 1.31% | New | Q4 2025 |
| OUT | $83.8M | 22.97% | 1.98% | New | Q4 2025 |
| BL | $51.2M | 14.03% | 1.55% | New | Q4 2025 |
| APPN | $48.7M | 13.35% | 1.86% | New | Q4 2025 |
 NYT | $46M | 12.60% | Not reported | New | Q4 2025 |
 CCO | $7.89M | 2.16% | 0.72% | New | Q4 2025 |