Lead Edge Capital Management as of Dec. 31, 2022
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 9 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yext (YEXT) | 25.9 | $75M | 12M | 6.53 | |
| Elastic N V Ord Shs (ESTC) | 20.9 | $61M | 1.2M | 51.50 | |
| Instructure Hldgs (INST) | 17.7 | $51M | 2.2M | 23.44 | |
| Stoneco Com Cl A (STNE) | 11.7 | $34M | 3.6M | 9.44 | |
| NCR Corporation (VYX) | 9.1 | $26M | 1.1M | 23.41 | |
| Guidewire Software (GWRE) | 6.1 | $18M | 283k | 62.56 | |
| Weave Communications (WEAV) | 5.0 | $14M | 3.5M | 4.12 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 3.5 | $10M | 1.2M | 8.74 | |
| Bird Global Com Cl A | 0.0 | $120k | 834k | 0.14 |
