Lead Edge Capital Management, LLC

CIK 1802797 · View on SEC EDGAR ↗

Portfolio value
$550.4M
#3,549 of 9,443 by 13F value · top 37.6%
Positions
12
As of
June 30, 2026

Portfolio value QoQ: +34.9% 13F does not disclose cash

Top 10 holdings weight
99.52%
Top 25 holdings weight
100.00%
Positions above 1%
10
Effective number of positions
8.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 12.48% Est. buys $161,857,602 · sells $59,816,958

Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 75.0% still held

New positions
0
Increased
7
Decreased
2
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+1.6%
S&P 500 total return (same window)
+28.1%
Excess return
-26.5%

Annualized: +1.1% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 97.6% · Options excluded: 0.0%

Sector breakdown

Technology
62.9%
Financial Services
26.2%
Health Care
10.5%
Other/Unmapped
0.4%

Full portfolio 12 positions

Type Streak 8Q trend
TOST Toast, Inc. Class A Common Stock $84,050,229 15.27% 3,021,216 $49,418,572 Up ×1
WDAY Workday, Inc. - Class A Common Stock $76,373,798 13.88% 623,867 $-3,614,048 Up ×1
APPN Appian Corporation - Class A Common Stock $65,918,658 11.98% 2,878,544 $19,973,822 Up ×2
APPF AppFolio, Inc. - Class A Common Stock $64,084,840 11.64% 399,656 $30,901,607 Up ×1
RELY Remitly Global, Inc. - Common stock $60,232,971 10.94% 2,687,772 $1,126,436 Down ×2
NCNO nCino, Inc. - Common Stock $59,883,020 10.88% 3,662,570 $34,604,570 Up ×1
VEEV Veeva Systems Inc. Class A Common Stock $57,909,526 10.52% 326,306 $20,246,441 Up ×1
YEXT Yext, Inc. Common Stock $36,628,192 6.66% 7,843,296 $6,509,935
MDB MongoDB, Inc. - Class A Common Stock $21,725,340 3.95% 64,678 $-19,989,587 Down ×1
PCOR Procore Technologies, Inc. Common Stock $20,921,372 3.80% 515,051 $3,275,711 Up ×1
EQPT EquipmentShare.com Inc - Class A Common Stock $2,162,600 0.39% 110,000 $-78,100
LIF Life360, Inc. - Common Stock $489,050 0.09% 8,834 $128,446

Top movers (QoQ)

Security Action Shares Δ Value Δ
TOST Bought more +1.7M +$49.4M
NCNO Bought more +2.0M +$34.6M
APPF Bought more +189K +$30.9M
VEEV Bought more +112K +$20.2M
MDB Trimmed -106K -$20.0M
APPN Bought more +973K +$20.0M
YEXT Price move only +0 +$6.5M
WDAY Bought more +8K -$3.6M
PCOR Bought more +205K +$3.3M
RELY Trimmed -1.1M +$1.1M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
CWAN March 31, 2026 1,946,446 $46,948,278 No longer tracked
TOST June 30, 2025 1,038,900 $34,460,313 -20.0%
NATL March 31, 2026 768,415 $29,284,296 6.3%
ENFN June 30, 2025 2,409,967 $26,871,132 No longer tracked
STNE Sept. 30, 2025 1,183,391 $18,981,592 -50.4%