13F Pro

Fivespan Partners, LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2040262
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13F Reported Value

ⓘ

$377.4M

Holdings

4

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Fivespan Partners, LP disclosed 4 positions worth $377.4M in its Form 13F-HR for Q1 2026, led by $BL (BLACKLINE, INC.) at 29.6% of the equity portfolio, followed by $QGEN and $APPN. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $NYT. The portfolio is most concentrated in Technology (52.0% of disclosed assets). All figures are sourced directly from Fivespan Partners, LP’s Form 13F-HR filing with the SEC under CIK 2040262.

Sector Allocation

TechnologyHealthcareReal Estate

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Fivespan Partners, LP's 4 positions.

Showing top 4 of 4 holdings.

Sector Allocation

Technology

$196.2M

Healthcare

$107.7M

Real Estate

$73.5M

Full Holdings — Fivespan Partners, LP (Q1 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1BL$BLBLACKLINE, INC.$111.5M29.6%+225%49.9
2QGEN$QGENQIAGEN N.V.$107.7M28.5%-5%—
3APPN$APPNAPPIAN CORP$84.6M22.4%+155%56.5
4OUT$OUTOUTFRONT Media Inc.$73.5M19.5%-20%43.7

Exited Positions (2)

NYT$NYT NEW YORK TIMES CO
CCO$CCO Clear Channel Outdoor Holdings, Inc.

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AI-Powered Hedge Fund Analysis: Fivespan Partners, LP

13F Pro is an AI hedge fund tracker and stock research platform. For Fivespan Partners, LP (SEC CIK: 2040262), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Fivespan Partners, LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.