Fivespan Partners, LP holds a concentrated book of 6 stocks worth $424.3M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Stride Inc and trimmed Outfront Media Inc. Their largest long position is Qiagen NV at 25% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fivespan Partners, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 6 / 6 | $2.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6 / 6 | $1.2B |
| VANGUARD CAPITAL MANAGEMENT LLC | 6 / 6 | $1.0B |
| FMR LLC | 6 / 6 | $1.0B |
| STATE STREET CORP | 6 / 6 | $790.2M |
| MORGAN STANLEY | 6 / 6 | $624.0M |
| GEODE CAPITAL MANAGEMENT, LLC | 6 / 6 | $517.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6 / 6 | $419.6M |
Ranked by how many of Fivespan Partners, LP's top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Qiagen NV ORD SHARES | $105.1M | 2.69M | 24.8% | —Held | |
| 2 | Blackline Inc COM | $94.4M | 3.36M | 22.3% | ▲+12% Added · +350K sh | |
| 3 | Appian Corp CL A | $80.4M | 3.51M | 18.9% | —Held | |
| 4 | Outfront Media Inc COM NEW | $77.8M | 2.37M | 18.3% | ▼−14% Reduced · −400K sh | |
| 5 | Stride Inc COM | $47.7M | 553.2K | 11.2% | ▲New New position | |
| 6 | Simpson MFG Inc COM | $18.8M | 90.0K | 4.4% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2040262/holdings"
Use Arkolith to show Fivespan Partners, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.