Fivespan Partners, LP — 13F Holdings & Portfolio

CIK 2040262 · latest 13F-HR filed 2026-08-13

Fivespan Partners, LP manages $424.3M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QGEN (24.78%), BL (22.25%), APPN (18.95%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 0; 1 existing position rose in reported value and 2 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$424.3M

Long-equity book

Holdings
6

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+2 / −0 / ↑1 / ↓2

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 100%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$1.00B
Discretionary
$1.00B
Employees
9
Accounts
6
Address
1170 GORGAS AVENUE
SAN FRANCISCO, CA 94129
Phone
(415) 318-7900
Name Title / Status Ownership Type
COYNE, SARAH, ELISABETH ControlCO-FOUNDER, MANAGING PARTNER, LIMITED PARTNER
since Oct 2023
10–25%Individual
FIVESPAN PARTNERS GP, LLC ControlGENERAL PARTNER
since Oct 2023
5–10%Domestic Entity
HAGGART, DYLAN, GARFIELD ControlCO-FOUNDER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER, LIMITED PARTNER
since Oct 2023
75% or moreIndividual
POLLOCK, CARLY, STUART ControlCHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER
since Mar 2024
Less than 5%Individual
HAGGART, DYLAN, GARFIELD Control
Indirect owner via FIVESPAN PARTNERS GP, LLC
MANAGING MEMBER
since Oct 2023
75% or moreIndividual
Ownership & leadership changes · 2 filings with changes since Aug 15, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 22, 2025 filing
  • ChangedCOYNE, SARAH, ELISABETH · title CO-FOUNDER → CO-FOUNDER, MANAGING PARTNER, LIMITED PARTNER
Aug 22, 2024 filing
  • ChangedHAGGART, DYLAN, GARFIELD · title CO-FOUNDER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER → CO-FOUNDER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER, LIMITED PARTNER
Aug 15, 2024 filing (earliest on record)
  • ListedCOYNE, SARAH, ELISABETH · CO-FOUNDER · 10–25% · control person
  • ListedFIVESPAN PARTNERS GP, LLC · GENERAL PARTNER · 5–10% · control person
  • ListedHAGGART, DYLAN, GARFIELD · CO-FOUNDER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER · 75% or more · control person
  • ListedHAGGART, DYLAN, GARFIELD · MANAGING MEMBER · 75% or more · indirect via FIVESPAN PARTNERS GP, LLC · control person
  • ListedPOLLOCK, CARLY, STUART · CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 1 →

Top Trims

Show all 2 →

New Positions

Show all 2 →

Exited Positions

  • No exits this quarter.
Show all 0 →

Fivespan Partners, LP Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 QIAGEN NV QGEN N72482156 $105.1M 24.78% 2,689,243 SH
2 BLACKLINE INC BL 09239B109 $94.4M 22.25% 3,363,943 SH
3 APPIAN CORP APPN 03782L101 $80.4M 18.95% 3,510,907 SH
4 OUTFRONT MEDIA INC OUT 69007J304 $77.8M 18.33% 2,374,690 SH
5 STRIDE INC LRN 86333M108 $47.7M 11.24% 553,151 SH
6 SIMPSON MFG INC SSD 829073105 $18.8M 4.44% 90,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $424.3M 6 0002043585-26-000021
2026-03-31 2026-05-14 $377.4M 4 0002040262-26-000006
2025-12-31 2026-02-13 $364.9M 6 0002040262-26-000003
Filer Information
Address
1170 GORGAS AVENUE
SAN FRANCISCO, CA 94129
Phone
(415) 318-7903
Filing Manager
Fivespan Partners, LP
SAN FRANCISCO, CA
Signatory
Carly Pollock
COO, CFO, CCO