Lead Edge Capital Management as of Dec. 31, 2025
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yext (YEXT) | 26.4 | $103M | 13M | 8.06 | |
| Appian Corp Cl A (APPN) | 14.6 | $57M | 1.6M | 35.42 | |
| Remitly Global (RELY) | 14.4 | $56M | 4.1M | 13.80 | |
| Mongodb Cl A (MDB) | 13.8 | $54M | 128k | 419.69 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 12.0 | $47M | 1.9M | 24.12 | |
| Ncino (NCNO) | 11.1 | $43M | 1.7M | 25.64 | |
| Ncr Atleos Corporation Com Shs (NATL) | 7.5 | $29M | 768k | 38.11 | |
| Life360 (LIF) | 0.1 | $567k | 8.8k | 64.14 |
