Lead Edge Capital Management as of March 31, 2026
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 12 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 19.6 | $80M | 616k | 129.92 | |
| Remitly Global (RELY) | 14.5 | $59M | 3.8M | 15.67 | |
| Appian Corp Cl A (APPN) | 11.3 | $46M | 1.9M | 24.11 | |
| MongoDB Cl A (MDB) | 10.2 | $42M | 170k | 244.77 | |
| Veeva Sys Cl A Com (VEEV) | 9.2 | $38M | 214k | 175.66 | |
| Toast Cl A (TOST) | 8.5 | $35M | 1.3M | 26.51 | |
| Appfolio Com Cl A (APPF) | 8.1 | $33M | 210k | 157.82 | |
| Yext (YEXT) | 7.4 | $30M | 7.8M | 3.84 | |
| Ncino (NCNO) | 6.2 | $25M | 1.7M | 14.98 | |
| Procore Technologies (PCOR) | 4.3 | $18M | 310k | 57.00 | |
| Equipmentshare Com Cl A | 0.5 | $2.2M | 110k | 20.37 | |
| Life360 (LIF) | 0.1 | $361k | 8.8k | 40.82 |
