Lead Edge Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$407.9M
Q ending 2026-03-31
Prior quarter
$389.9M
Q ending 2025-12-31
Change
+4.6% QoQ · +23.9% YoY
Positions
12
reported holdings
Largest positions
All 12 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Workday Inc | WDAY | Shares | $80.0M | 616K |
| Remitly Global Inc | RELY | Shares | $59.1M | 3.8M |
| Appian Corp | APPN | Shares | $45.9M | 1.9M |
| Mongodb Inc | MDB | Shares | $41.7M | 170K |
| Veeva Sys Inc | VEEV | Shares | $37.7M | 214K |
| Toast Inc | TOST | Shares | $34.6M | 1.3M |
| Appfolio Inc | APPF | Shares | $33.2M | 210K |
| Yext Inc | YEXT | Shares | $30.1M | 7.8M |
| Ncino Inc | NCNO | Shares | $25.3M | 1.7M |
| Procore Technologies Inc | PCOR | Shares | $17.6M | 310K |
| Equipmentshare Com Inc | EQPT | Shares | $2.2M | 110K |
| Life360 Inc | LIF | Shares | $361K | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.