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, MDB, APPN, NCNO, RELY, and represent 81.72% of Lead Edge Capital Management's stock portfolio.
  • Added to shares of these 3 stocks: CWAN (+$15M), RELY (+$6.9M), APPN (+$5.7M).
  • Reduced shares in these 3 stocks: STNE (-$19M), MDB (-$11M), NATL.
  • Sold out of its position in STNE.
  • Lead Edge Capital Management was a net seller of stock by $-5.7M.
  • Lead Edge Capital Management has $379M in assets under management (AUM), dropping by 4.77%.
  • Central Index Key (CIK): 0001802797

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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 September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Yext (YEXT) 28.8 $109M 13M 8.52
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Mongodb Cl A (MDB) 15.5 $59M -16% 189k 310.38
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Appian Corp Cl A (APPN) 14.6 $55M +11% 1.8M 30.57
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Ncino (NCNO) 11.5 $44M 1.6M 27.11
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Remitly Global (RELY) 11.3 $43M +19% 2.6M 16.30
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Clearwater Analytics Hldgs I Cl A (CWAN) 9.3 $35M +72% 1.9M 18.02
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Ncr Atleos Corporation Com Shs (NATL) 8.8 $33M -8% 843k 39.31
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Life360 (LIF) 0.2 $939k 8.8k 106.30
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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