Lead Edge Capital Management
Latest statistics and disclosures from Lead Edge Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are YEXT, INST, STNE, TOST, EVBG, and represent 74.09% of Lead Edge Capital Management's stock portfolio.
- Added to shares of these 4 stocks: TOST (+$51M), EB (+$35M), NATL (+$33M), EVBG (+$25M).
- Started 3 new stock positions in EB, NATL, TOST.
- Reduced shares in these 5 stocks: Eventbrite (-$31M), , BIGC (-$9.5M), SMAR (-$5.4M), STNE.
- Sold out of its positions in BIGC, Eventbrite, VYX.
- Lead Edge Capital Management was a net buyer of stock by $63M.
- Lead Edge Capital Management has $374M in assets under management (AUM), dropping by 32.87%.
- Central Index Key (CIK): 0001802797
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Lead Edge Capital Management holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Yext (YEXT) | 18.1 | $68M | 12M | 5.89 |
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Instructure Hldgs (INST) | 15.7 | $59M | 2.2M | 27.01 |
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Stoneco Com Cl A (STNE) | 14.9 | $56M | -5% | 3.1M | 18.03 |
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Toast Cl A (TOST) | 13.5 | $51M | NEW | 2.8M | 18.26 |
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Everbridge, Inc. Cmn (EVBG) | 11.9 | $45M | +121% | 1.8M | 24.31 |
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Eventbrite Com Class A (EB) | 9.2 | $35M | NEW | 4.1M | 8.36 |
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Ncr Atleos Corporation Com Shs (NATL) | 8.7 | $33M | NEW | 1.3M | 24.29 |
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Guidewire Software (GWRE) | 6.2 | $23M | 213k | 109.04 |
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Smartsheet Com Cl A (SMAR) | 1.8 | $6.7M | -44% | 141k | 47.82 |
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Past Filings by Lead Edge Capital Management
SEC 13F filings are viewable for Lead Edge Capital Management going back to 2019
- Lead Edge Capital Management 2023 Q4 filed Feb. 14, 2024
- Lead Edge Capital Management 2023 Q3 filed Nov. 14, 2023
- Lead Edge Capital Management 2023 Q2 filed Aug. 14, 2023
- Lead Edge Capital Management 2023 Q1 filed May 15, 2023
- Lead Edge Capital Management 2022 Q4 filed Feb. 14, 2023
- Lead Edge Capital Management 2022 Q3 filed Nov. 14, 2022
- Lead Edge Capital Management 2022 Q2 filed Aug. 15, 2022
- Lead Edge Capital Management 2022 Q1 filed May 16, 2022
- Lead Edge Capital Management 2021 Q2 amended filed Feb. 25, 2022
- Lead Edge Capital Management 2021 Q3 restated filed Feb. 25, 2022
- Lead Edge Capital Management 2021 Q4 filed Feb. 14, 2022
- Lead Edge Capital Management 2021 Q3 filed Nov. 15, 2021
- Lead Edge Capital Management 2021 Q2 filed Aug. 3, 2021
- Lead Edge Capital Management 2021 Q1 filed May 17, 2021
- Lead Edge Capital Management 2020 Q4 filed Feb. 16, 2021
- Lead Edge Capital Management 2020 Q3 filed Nov. 16, 2020