Lead Edge Capital Management as of Sept. 30, 2024
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yext (YEXT) | 25.6 | $89M | 13M | 6.92 | |
| Toast Cl A (TOST) | 20.5 | $71M | 2.5M | 28.31 | |
| Appian Corp Cl A (APPN) | 14.3 | $49M | 1.4M | 34.14 | |
| Ncr Atleos Corporation Com Shs (NATL) | 9.9 | $34M | 1.2M | 28.53 | |
| Instructure Hldgs (INST) | 6.7 | $23M | 984k | 23.55 | |
| Enfusion Cl A (ENFN) | 6.6 | $23M | 2.4M | 9.49 | |
| Ncino (NCNO) | 6.1 | $21M | 667k | 31.59 | |
| Stoneco Com Cl A (STNE) | 6.0 | $21M | 1.8M | 11.26 | |
| Remitly Global (RELY) | 4.1 | $14M | 1.1M | 13.39 | |
| Life360 (LIF) | 0.1 | $348k | 8.8k | 39.35 |
