Lead Edge Capital Management as of March 31, 2023
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yext (YEXT) | 34.6 | $110M | 12M | 9.61 | |
| Instructure Hldgs (INST) | 16.9 | $54M | 2.1M | 25.90 | |
| Elastic NV Ord Shs (ESTC) | 16.7 | $53M | 972k | 54.68 | |
| StoneCo Com Class A (STNE) | 10.7 | $34M | 3.6M | 9.54 | |
| NCR Corporation (VYX) | 8.3 | $27M | 1.1M | 23.59 | |
| Guidewire Software (GWRE) | 5.5 | $18M | 213k | 82.05 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 5.4 | $17M | 1.9M | 8.94 | |
| Weave Communications (WEAV) | 1.8 | $5.6M | 1.1M | 4.97 | |
| Bird Global Com Class A | 0.1 | $233k | 834k | 0.28 |
