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, APPN, RELY, TOST, NCNO, and represent 80.52% of Lead Edge Capital Management's stock portfolio.
  • Added to shares of these 3 stocks: RELY (+$16M), NCNO (+$5.5M), APPN.
  • Reduced shares in these 3 stocks: TOST (-$53M), INST (-$23M), NATL (-$23M).
  • Sold out of its position in INST.
  • Lead Edge Capital Management was a net seller of stock by $-75M.
  • Lead Edge Capital Management has $296M in assets under management (AUM), dropping by -14.40%.
  • Central Index Key (CIK): 0001802797

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Portfolio Holdings for Lead Edge Capital Management

Lead Edge Capital Management holds 9 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Yext (YEXT) 27.5 $81M 13M 6.36
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Appian Corp Cl A (APPN) 17.0 $50M +5% 1.5M 32.98
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Remitly Global (RELY) 13.7 $41M +67% 1.8M 22.57
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Toast Cl A (TOST) 12.8 $38M -58% 1.0M 36.45
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Ncino (NCNO) 9.4 $28M +24% 832k 33.58
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Enfusion Cl A (ENFN) 8.4 $25M 2.4M 10.30
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Ncr Atleos Corporation Com Shs (NATL) 6.0 $18M -56% 522k 33.92
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Stoneco Com Cl A (STNE) 5.0 $15M 1.8M 7.97
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Life360 (LIF) 0.1 $365k 8.8k 41.27
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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

View all past filings