Lead Edge Capital Management as of March 31, 2024
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yext (YEXT) | 21.3 | $69M | 12M | 6.03 | |
| Toast Cl A (TOST) | 21.3 | $69M | 2.8M | 24.92 | |
| Instructure Hldgs (INST) | 14.7 | $48M | 2.2M | 21.38 | |
| Stoneco Com Cl A (STNE) | 13.6 | $44M | 2.7M | 16.61 | |
| Guidewire Software (GWRE) | 7.6 | $25M | 213k | 116.71 | |
| Ncr Atleos Corporation Com Shs (NATL) | 7.3 | $24M | 1.2M | 19.75 | |
| Eventbrite Com Cl A (EB) | 7.0 | $23M | 4.1M | 5.48 | |
| Everbridge, Inc. Cmn (EVBG) | 3.2 | $11M | 301k | 34.83 | |
| Enfusion Cl A (ENFN) | 2.4 | $7.9M | 851k | 9.25 | |
| Docebo (DCBO) | 1.7 | $5.4M | 110k | 48.94 |
