Lead Edge Capital Management as of Dec. 31, 2023
Portfolio Holdings for Lead Edge Capital Management
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 |
|---|---|---|---|---|---|
| Yext (YEXT) | 18.1 | $68M | 12M | 5.89 | |
| Instructure Hldgs (INST) | 15.7 | $59M | 2.2M | 27.01 | |
| Stoneco Com Cl A (STNE) | 14.9 | $56M | 3.1M | 18.03 | |
| Toast Cl A (TOST) | 13.5 | $51M | 2.8M | 18.26 | |
| Everbridge, Inc. Cmn (EVBG) | 11.9 | $45M | 1.8M | 24.31 | |
| Eventbrite Com Class A (EB) | 9.2 | $35M | 4.1M | 8.36 | |
| Ncr Atleos Corporation Com Shs (NATL) | 8.7 | $33M | 1.3M | 24.29 | |
| Guidewire Software (GWRE) | 6.2 | $23M | 213k | 109.04 | |
| Smartsheet Com Cl A (SMAR) | 1.8 | $6.7M | 141k | 47.82 |
