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 |
|
|
Appian Corp Cl A (APPN) | 17.0 | $50M | +5% | 1.5M | 32.98 |
|
Remitly Global (RELY) | 13.7 | $41M | +67% | 1.8M | 22.57 |
|
Toast Cl A (TOST) | 12.8 | $38M | -58% | 1.0M | 36.45 |
|
Ncino (NCNO) | 9.4 | $28M | +24% | 832k | 33.58 |
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Enfusion Cl A (ENFN) | 8.4 | $25M | 2.4M | 10.30 |
|
|
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
- Lead Edge Capital Management 2024 Q4 filed Feb. 14, 2025
- Lead Edge Capital Management 2024 Q3 filed Nov. 14, 2024
- Lead Edge Capital Management 2024 Q2 filed Aug. 14, 2024
- Lead Edge Capital Management 2024 Q1 filed May 15, 2024
- 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