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, TOST, INST, STNE, GWRE, and represent 78.45% of Lead Edge Capital Management's stock portfolio.
  • Added to shares of these 3 stocks: ENFN (+$7.9M), DCBO (+$5.4M), INST.
  • Started 2 new stock positions in DCBO, ENFN.
  • Reduced shares in these 5 stocks: EVBG (-$54M), STNE (-$7.3M), SMAR (-$6.7M), NATL, EB.
  • Sold out of its position in SMAR.
  • Lead Edge Capital Management was a net seller of stock by $-55M.
  • Lead Edge Capital Management has $325M in assets under management (AUM), dropping by -13.06%.
  • Central Index Key (CIK): 0001802797

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Portfolio Holdings for Lead Edge Capital Management

Lead Edge Capital Management holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Yext (YEXT) 21.3 $69M 12M 6.03
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Toast Cl A (TOST) 21.3 $69M 2.8M 24.92
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Instructure Hldgs (INST) 14.7 $48M +3% 2.2M 21.38
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Stoneco Com Cl A (STNE) 13.6 $44M -14% 2.7M 16.61
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Guidewire Software (GWRE) 7.6 $25M 213k 116.71
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Ncr Atleos Corporation Com Shs (NATL) 7.3 $24M -10% 1.2M 19.75
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Eventbrite Com Cl A (EB) 7.0 $23M 4.1M 5.48
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Everbridge, Inc. Cmn (EVBG) 3.2 $11M -83% 301k 34.83
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Enfusion Cl A (ENFN) 2.4 $7.9M NEW 851k 9.25
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Docebo (DCBO) 1.7 $5.4M NEW 110k 48.94
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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

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