Lead Edge Capital Management, LLC
An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1802797.
- Reported value$550.4m
- Positions12
Holdings: 12 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Toast IncTOST | CL A | 888787108 | 84.1 | 15.3% | 3,021,216 | Added+1,714,854 | |
| Workday IncWDAY | CL A | 98138H101 | 76.4 | 13.9% | 623,867 | Added+8,197 | |
| Appian CorpAPPN | CL A | 03782L101 | 65.9 | 12.0% | 2,878,544 | Added+972,910 | |
| Appfolio IncAPPF | COM CL A | 03783C100 | 64.1 | 11.6% | 399,656 | Added+189,396 | |
| Remitly Global IncRELY | COM | 75960P104 | 60.2 | 10.9% | 2,687,772 | Reduced−1,084,183 | |
| Ncino IncNCNO | COM | 63947X101 | 59.9 | 10.9% | 3,662,570 | Added+1,975,090 | |
| Veeva Sys IncVEEV | CL A COM | 922475108 | 57.9 | 10.5% | 326,306 | Added+111,897 | |
| Yext IncYEXT | COM | 98585N106 | 36.6 | 6.7% | 7,843,296 | Unchanged | |
| Mongodb IncMDB | CL A | 60937P106 | 21.7 | 3.9% | 64,678 | Reduced−105,747 | |
| Procore Technologies IncPCOR | COM | 74275K108 | 20.9 | 3.8% | 515,051 | Added+205,478 | |
| Equipmentshare Com IncEQPT | COM CL A | 29445S100 | 2.2 | 0.4% | 110,000 | Unchanged | |
| LIFE360 IncLIF | COM | 532206109 | 0.5 | <0.1% | 8,834 | Unchanged |
Source: SEC EDGAR, Form 13F-HR, accession 0001802797-26-000010 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.