Lead Edge Capital Management

Latest statistics and disclosures from Lead Edge Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TOST, WDAY, APPN, APPF, RELY, and represent 63.71% of Lead Edge Capital Management's stock portfolio.
  • Added to shares of these 7 stocks: TOST (+$48M), NCNO (+$32M), APPF (+$30M), APPN (+$22M), VEEV (+$20M), PCOR (+$8.3M), WDAY.
  • Reduced shares in these 2 stocks: MDB (-$36M), RELY (-$24M).
  • Lead Edge Capital Management was a net buyer of stock by $102M.
  • Lead Edge Capital Management has $550M in assets under management (AUM), dropping by 34.94%.
  • Central Index Key (CIK): 0001802797

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Portfolio Holdings for Lead Edge Capital Management

Lead Edge Capital Management holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Toast Cl A (TOST) 15.3 $84M +131% 3.0M 27.82
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Workday Cl A (WDAY) 13.9 $76M 624k 122.42
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Appian Corp Cl A (APPN) 12.0 $66M +51% 2.9M 22.90
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Appfolio Com Cl A (APPF) 11.6 $64M +90% 400k 160.35
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Remitly Global (RELY) 10.9 $60M -28% 2.7M 22.41
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Ncino (NCNO) 10.9 $60M +117% 3.7M 16.35
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Veeva Sys Cl A Com (VEEV) 10.5 $58M +52% 326k 177.47
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Yext (YEXT) 6.7 $37M 7.8M 4.67
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Mongodb Cl A (MDB) 3.9 $22M -62% 65k 335.90
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Procore Technologies (PCOR) 3.8 $21M +66% 515k 40.62
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Equipmentshare Com Cl A (EQPT) 0.4 $2.2M 110k 19.66
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Life360 (LIF) 0.1 $489k 8.8k 55.36
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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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