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, INST, STNE, TOST, EVBG, and represent 74.09% of Lead Edge Capital Management's stock portfolio.
  • Added to shares of these 4 stocks: TOST (+$51M), EB (+$35M), NATL (+$33M), EVBG (+$25M).
  • Started 3 new stock positions in EB, NATL, TOST.
  • Reduced shares in these 5 stocks: Eventbrite (-$31M), , BIGC (-$9.5M), SMAR (-$5.4M), STNE.
  • Sold out of its positions in BIGC, Eventbrite, VYX.
  • Lead Edge Capital Management was a net buyer of stock by $63M.
  • Lead Edge Capital Management has $374M in assets under management (AUM), dropping by 32.87%.
  • 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 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Yext (YEXT) 18.1 $68M 12M 5.89
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Instructure Hldgs (INST) 15.7 $59M 2.2M 27.01
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Stoneco Com Cl A (STNE) 14.9 $56M -5% 3.1M 18.03
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Toast Cl A (TOST) 13.5 $51M NEW 2.8M 18.26
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Everbridge, Inc. Cmn (EVBG) 11.9 $45M +121% 1.8M 24.31
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Eventbrite Com Class A (EB) 9.2 $35M NEW 4.1M 8.36
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Ncr Atleos Corporation Com Shs (NATL) 8.7 $33M NEW 1.3M 24.29
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Guidewire Software (GWRE) 6.2 $23M 213k 109.04
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Smartsheet Com Cl A (SMAR) 1.8 $6.7M -44% 141k 47.82
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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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