Lead Edge Capital Management, LLC
CIK 1802797 · View on SEC EDGAR ↗
- Portfolio value
- $550.4M
- 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 How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
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
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 | |||
| No matches | |||||||
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.
| Security | Quarter | 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% |