Lead Edge Capital Management, LLC 13F holdings
Lead Edge Capital Management, LLC reported 12 positions with a total reported value of $550.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: TOST TOAST INC (15.3%), WDAY WORKDAY INC (13.9%), APPN APPIAN CORP (12.0%), APPF APPFOLIO INC (11.6%), RELY REMITLY GLOBAL INC (10.9%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
12 largest of 12 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TOST TOAST INC | 3,021,216 | $84.1M | 15.3% |
| WDAY WORKDAY INC | 623,867 | $76.4M | 13.9% |
| APPN APPIAN CORP | 2,878,544 | $65.9M | 12.0% |
| APPF APPFOLIO INC | 399,656 | $64.1M | 11.6% |
| RELY REMITLY GLOBAL INC | 2,687,772 | $60.2M | 10.9% |
| NCNO NCINO INC | 3,662,570 | $59.9M | 10.9% |
| VEEV VEEVA SYS INC | 326,306 | $57.9M | 10.5% |
| YEXT YEXT INC | 7,843,296 | $36.6M | 6.7% |
| MDB MONGODB INC | 64,678 | $21.7M | 3.9% |
| PCOR PROCORE TECHNOLOGIES INC | 515,051 | $20.9M | 3.8% |
| EQPT EQUIPMENTSHARE COM INC | 110,000 | $2.2M | 0.4% |
| LIF LIFE360 INC | 8,834 | $489.1K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TOST TOAST INC | 1,306,362 | 3,021,216 | +131.3% | $84.1M |
| NCNO NCINO INC | 1,687,480 | 3,662,570 | +117.0% | $59.9M |
| APPF APPFOLIO INC | 210,260 | 399,656 | +90.1% | $64.1M |
| APPN APPIAN CORP | 1,905,634 | 2,878,544 | +51.1% | $65.9M |
| VEEV VEEVA SYS INC | 214,409 | 326,306 | +52.2% | $57.9M |
| PCOR PROCORE TECHNOLOGIES INC | 309,573 | 515,051 | +66.4% | $20.9M |
| WDAY WORKDAY INC | 615,670 | 623,867 | +1.3% | $76.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MDB MONGODB INC | 170,425 | 64,678 | -62.0% | $21.7M |
| RELY REMITLY GLOBAL INC | 3,771,955 | 2,687,772 | -28.7% | $60.2M |
CIK 1802797 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
