Lead Edge Capital Management as of March 31, 2022
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 9 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toast Cl A (TOST) | 36.9 | $169M | 7.8M | 21.73 | |
| Everbridge, Inc. Cmn (EVBG) | 12.0 | $55M | 1.3M | 43.64 | |
| Yext (YEXT) | 10.5 | $48M | 7.0M | 6.89 | |
| Instructure Hldgs (INST) | 10.2 | $47M | 2.3M | 20.06 | |
| NCR Corporation (VYX) | 9.9 | $45M | 1.1M | 40.19 | |
| Stoneco Com Cl A (STNE) | 8.1 | $37M | 3.1M | 11.70 | |
| Elastic N V Ord Shs (ESTC) | 7.9 | $36M | 406k | 88.95 | |
| Weave Communications (WEAV) | 4.1 | $19M | 3.5M | 5.40 | |
| Bird Global Com Cl A | 0.4 | $2.0M | 834k | 2.45 |
