Fivespan Partners, Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Fivespan Partners, Lp disclosed 5 stock positions valued at approximately $424.32M as of quarter-end June 30, 2026. The largest holdings include BLACKLINE INC, APPIAN CORP, and OUTFRONT MEDIA INC.

Report Period
June 30, 2026
No. of Stocks
5
Portfolio Value
$424.32M
Holdings by Sector
Fivespan Partners, Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BLACKLINE INCBLTechnology22.25%3,363,943+350,000+11.61%$94,425,880
APPIAN CORPAPPNTechnology18.95%3,510,907--$80,399,770
OUTFRONT MEDIA INCOUTOther18.33%2,374,690-400,000-14.42%$77,794,844
STRIDE INCLRNConsumer Defensive11.24%553,151+553,151+100.00%$47,703,742
SIMPSON MFG INCSSDBasic Materials4.44%90,000+90,000+100.00%$18,841,500
Showing 5 of 5 holdings in the latest reporting period.