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, MDB, CWAN, and represent 81.25% of Lead Edge Capital Management's stock portfolio.
  • Added to shares of these 2 stocks: RELY (+$20M), NCNO.
  • Reduced shares in these 3 stocks: MDB (-$25M), APPN (-$7.2M), NATL.
  • Lead Edge Capital Management was a net seller of stock by $-14M.
  • Lead Edge Capital Management has $390M in assets under management (AUM), dropping by 3.03%.
  • Central Index Key (CIK): 0001802797

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Positions held by Lead Edge Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lead Edge Capital Management

Lead Edge Capital Management holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Yext (YEXT) 26.4 $103M 13M 8.06
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Appian Corp Cl A (APPN) 14.6 $57M -11% 1.6M 35.42
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Remitly Global (RELY) 14.4 $56M +54% 4.1M 13.80
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Mongodb Cl A (MDB) 13.8 $54M -32% 128k 419.69
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Clearwater Analytics Hldgs I Cl A (CWAN) 12.0 $47M 1.9M 24.12
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Ncino (NCNO) 11.1 $43M +5% 1.7M 25.64
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Ncr Atleos Corporation Com Shs (NATL) 7.5 $29M -8% 768k 38.11
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Life360 (LIF) 0.1 $567k 8.8k 64.14
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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