Lead Edge Capital Management as of June 30, 2025
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yext (YEXT) | 30.1 | $109M | 13M | 8.50 | |
| Appian Corp Cl A (APPN) | 13.4 | $49M | 1.6M | 29.86 | |
| Mongodb Cl A (MDB) | 13.1 | $47M | 225k | 209.99 | |
| Ncino (NCNO) | 12.4 | $45M | 1.6M | 27.97 | |
| Remitly Global (RELY) | 11.5 | $42M | 2.2M | 18.77 | |
| Ncr Atleos Corporation Com Shs (NATL) | 7.2 | $26M | 917k | 28.53 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 6.8 | $25M | 1.1M | 21.93 | |
| Stoneco Com Cl A (STNE) | 5.3 | $19M | 1.2M | 16.04 | |
| Life360 (LIF) | 0.2 | $576k | 8.8k | 65.25 |
