Lead Edge Capital Management as of March 31, 2025
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yext (YEXT) | 23.9 | $79M | 13M | 6.16 | |
| Remitly Global (RELY) | 14.0 | $46M | 2.2M | 20.80 | |
| Ncino (NCNO) | 13.4 | $44M | 1.6M | 27.47 | |
| Appian Corp Cl A (APPN) | 13.4 | $44M | 1.5M | 28.81 | |
| Toast Cl A (TOST) | 10.5 | $35M | 1.0M | 33.17 | |
| Enfusion Cl A (ENFN) | 8.2 | $27M | 2.4M | 11.15 | |
| Ncr Atleos Corporation Com Shs (NATL) | 5.9 | $20M | 741k | 26.38 | |
| Stoneco Com Cl A (STNE) | 5.9 | $19M | 1.8M | 10.48 | |
| Mongodb Cl A (MDB) | 4.8 | $16M | 91k | 175.40 | |
| Life360 (LIF) | 0.1 | $339k | 8.8k | 38.39 |
