Lead Edge Capital Management
Latest statistics and disclosures from Lead Edge Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WDAY, RELY, APPN, MDB, VEEV, and represent 64.83% of Lead Edge Capital Management's stock portfolio.
- Added to shares of these 8 stocks: WDAY (+$80M), VEEV (+$38M), TOST (+$35M), APPF (+$33M), PCOR (+$18M), MDB (+$10M), APPN (+$7.2M), EQPT.
- Started 6 new stock positions in PCOR, EQPT, VEEV, WDAY, TOST, APPF.
- Reduced shares in these 4 stocks: Clearw.a.hld. (-$47M), NATL (-$29M), YEXT (-$19M), RELY.
- Sold out of its positions in Clearw.a.hld., NATL.
- Lead Edge Capital Management was a net buyer of stock by $123M.
- Lead Edge Capital Management has $408M in assets under management (AUM), dropping by 4.60%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 19.6 | $80M | NEW | 616k | 129.92 |
|
| Remitly Global (RELY) | 14.5 | $59M | -7% | 3.8M | 15.67 |
|
| Appian Corp Cl A (APPN) | 11.3 | $46M | +18% | 1.9M | 24.11 |
|
| MongoDB Cl A (MDB) | 10.2 | $42M | +33% | 170k | 244.77 |
|
| Veeva Sys Cl A Com (VEEV) | 9.2 | $38M | NEW | 214k | 175.66 |
|
| Toast Cl A (TOST) | 8.5 | $35M | NEW | 1.3M | 26.51 |
|
| Appfolio Com Cl A (APPF) | 8.1 | $33M | NEW | 210k | 157.82 |
|
| Yext (YEXT) | 7.4 | $30M | -38% | 7.8M | 3.84 |
|
| Ncino (NCNO) | 6.2 | $25M | 1.7M | 14.98 |
|
|
| Procore Technologies (PCOR) | 4.3 | $18M | NEW | 310k | 57.00 |
|
| Equipmentshare Com Cl A (EQPT) | 0.5 | $2.2M | NEW | 110k | 20.37 |
|
| Life360 (LIF) | 0.1 | $361k | 8.8k | 40.82 |
|
Past Filings by Lead Edge Capital Management
SEC 13F filings are viewable for Lead Edge Capital Management going back to 2019
- Lead Edge Capital Management 2026 Q1 filed May 15, 2026
- Lead Edge Capital Management 2025 Q4 filed Feb. 17, 2026
- Lead Edge Capital Management 2025 Q3 filed Nov. 14, 2025
- Lead Edge Capital Management 2025 Q2 filed Aug. 14, 2025
- Lead Edge Capital Management 2025 Q1 filed May 15, 2025
- Lead Edge Capital Management 2024 Q4 filed Feb. 14, 2025
- Lead Edge Capital Management 2024 Q3 filed Nov. 14, 2024
- Lead Edge Capital Management 2024 Q2 filed Aug. 14, 2024
- Lead Edge Capital Management 2024 Q1 filed May 15, 2024
- Lead Edge Capital Management 2023 Q4 filed Feb. 14, 2024
- Lead Edge Capital Management 2023 Q3 filed Nov. 14, 2023
- Lead Edge Capital Management 2023 Q2 filed Aug. 14, 2023
- Lead Edge Capital Management 2023 Q1 filed May 15, 2023
- Lead Edge Capital Management 2022 Q4 filed Feb. 14, 2023
- Lead Edge Capital Management 2022 Q3 filed Nov. 14, 2022
- Lead Edge Capital Management 2022 Q2 filed Aug. 15, 2022