# Lead Edge Capital Management, LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1802797.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $550.4m
- Positions: 12 (12 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1802797/000180279726000010/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TOAST INC (TOST)](/companies/tost.md) | CL A | $84.1m | 15.3% | 3,021,216 |  | Added +1,714,854 |
| [WORKDAY INC (WDAY)](/companies/wday.md) | CL A | $76.4m | 13.9% | 623,867 |  | Added +8,197 |
| [APPIAN CORP (APPN)](/companies/appn.md) | CL A | $65.9m | 12.0% | 2,878,544 |  | Added +972,910 |
| [APPFOLIO INC (APPF)](/companies/appf.md) | COM CL A | $64.1m | 11.6% | 399,656 |  | Added +189,396 |
| [REMITLY GLOBAL INC (RELY)](/companies/rely.md) | COM | $60.2m | 10.9% | 2,687,772 |  | Reduced −1,084,183 |
| [NCINO INC (NCNO)](/companies/ncno.md) | COM | $59.9m | 10.9% | 3,662,570 |  | Added +1,975,090 |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | CL A COM | $57.9m | 10.5% | 326,306 |  | Added +111,897 |
| [YEXT INC (YEXT)](/companies/yext.md) | COM | $36.6m | 6.7% | 7,843,296 |  | Unchanged |
| [MONGODB INC (MDB)](/companies/mdb.md) | CL A | $21.7m | 3.9% | 64,678 |  | Reduced −105,747 |
| [PROCORE TECHNOLOGIES INC (PCOR)](/companies/pcor.md) | COM | $20.9m | 3.8% | 515,051 |  | Added +205,478 |
| [EQUIPMENTSHARE COM INC (EQPT)](/companies/eqpt.md) | COM CL A | $2.2m | 0.4% | 110,000 |  | Unchanged |
| [LIFE360 INC (LIF)](/companies/lif.md) | COM | $489.1k | <0.1% | 8,834 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001802797-26-000010. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.