Lead Edge Capital Management as of June 30, 2026
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toast Cl A (TOST) | 15.3 | $84M | 3.0M | 27.82 | |
| Workday Cl A (WDAY) | 13.9 | $76M | 624k | 122.42 | |
| Appian Corp Cl A (APPN) | 12.0 | $66M | 2.9M | 22.90 | |
| Appfolio Com Cl A (APPF) | 11.6 | $64M | 400k | 160.35 | |
| Remitly Global (RELY) | 10.9 | $60M | 2.7M | 22.41 | |
| Ncino (NCNO) | 10.9 | $60M | 3.7M | 16.35 | |
| Veeva Sys Cl A Com (VEEV) | 10.5 | $58M | 326k | 177.47 | |
| Yext (YEXT) | 6.7 | $37M | 7.8M | 4.67 | |
| Mongodb Cl A (MDB) | 3.9 | $22M | 65k | 335.90 | |
| Procore Technologies (PCOR) | 3.8 | $21M | 515k | 40.62 | |
| Equipmentshare Com Cl A (EQPT) | 0.4 | $2.2M | 110k | 19.66 | |
| Life360 (LIF) | 0.1 | $489k | 8.8k | 55.36 |
