Lead Edge Capital Management as of Sept. 30, 2025
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yext (YEXT) | 28.8 | $109M | 13M | 8.52 | |
| Mongodb Cl A (MDB) | 15.5 | $59M | 189k | 310.38 | |
| Appian Corp Cl A (APPN) | 14.6 | $55M | 1.8M | 30.57 | |
| Ncino (NCNO) | 11.5 | $44M | 1.6M | 27.11 | |
| Remitly Global (RELY) | 11.3 | $43M | 2.6M | 16.30 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 9.3 | $35M | 1.9M | 18.02 | |
| Ncr Atleos Corporation Com Shs (NATL) | 8.8 | $33M | 843k | 39.31 | |
| Life360 (LIF) | 0.2 | $939k | 8.8k | 106.30 |
