Lead Edge Capital Management as of Sept. 30, 2023
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 9 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yext (YEXT) | 25.8 | $73M | 12M | 6.33 | |
| Instructure Hldgs (INST) | 19.6 | $55M | 2.2M | 25.40 | |
| Stoneco Com Cl A (STNE) | 12.4 | $35M | 3.3M | 10.67 | |
| Eventbrite Com Cl A | 11.1 | $31M | 3.2M | 9.86 | |
| NCR Corporation (VYX) | 10.7 | $30M | 1.1M | 26.97 | |
| Guidewire Software (GWRE) | 6.8 | $19M | 213k | 90.00 | |
| Everbridge, Inc. Cmn (EVBG) | 6.6 | $19M | 828k | 22.42 | |
| Smartsheet Com Cl A (SMAR) | 3.6 | $10M | 253k | 40.46 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 3.4 | $9.5M | 960k | 9.87 |
