Lead Edge Capital Management, LLC

CIK

1802797

Location

NEW YORK, NY

Portfolio Value

Small $550,379,590

Diversification

Diversified

Filing Date

Global Rank

#3,601 / 8,795 ▲ 136 · as of Jun 2026

Top Industry

Software - Infrastructure 48.8%

Period ended 3 months ago

Filed Aug 14, 2026 · 54d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.3%

−4.3 pts

Top 5

63.7%

−1.1 pts

Top 10

99.5%

+0.2 pts

HHI

1,128

Diversified−33

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	89.1%	$490,307,465	10
Healthcare	10.5%	$57,909,525	1
Industrials	0.4%	$2,162,600	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NCNO	nCino, Inc.	+1,975,090	3,662,570	$59,883,019
TOST	Toast, Inc.	+1,714,854	3,021,216	$84,050,229
APPN	Appian Corp	+972,910	2,878,544	$65,918,657
PCOR	Procore Technologies, Inc.	+205,478	515,051	$20,921,371
APPF	Appfolio Inc	+189,396	399,656	$64,084,839
VEEV	Veeva Systems Inc	+111,897	326,306	$57,909,525
WDAY	Workday, Inc.	+8,197	623,867	$76,373,798
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
RELY	Remitly Global, Inc.	−1,084,183	2,687,772	$60,232,970
MDB	MongoDB, Inc.	−105,747	64,678	$21,725,340
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

12 tracked positions · $550,379,590 total · filing declares 12 positions · $550,379,596 · as of Jun 30, 2026

All sectors Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TOST	Toast, Inc. Technology	Added	3,021,216	+1,714,854	$84,050,229	+142.7%	15.27%
WDAY	Workday, Inc. Technology	Added	623,867	+8,197	$76,373,798	−4.5%	13.88%
APPN	Appian Corp Technology	Added	2,878,544	+972,910	$65,918,657	+43.5%	11.98%
APPF	Appfolio Inc Technology	Added	399,656	+189,396	$64,084,839	+93.1%	11.64%
RELY	Remitly Global, Inc. Technology	Reduced	2,687,772	-1,084,183	$60,232,970	+1.9%	10.94%
NCNO	nCino, Inc. Technology	Added	3,662,570	+1,975,090	$59,883,019	+136.9%	10.88%
VEEV	Veeva Systems Inc Healthcare	Added	326,306	+111,897	$57,909,525	+53.8%	10.52%
YEXT	Yext, Inc. Technology	Held	7,843,296	0	$36,628,192	+21.6%	6.66%
MDB	MongoDB, Inc. Technology	Reduced	64,678	-105,747	$21,725,340	−47.9%	3.95%
PCOR	Procore Technologies, Inc. Technology	Added	515,051	+205,478	$20,921,371	+18.6%	3.80%
EQPT	EquipmentShare.com Inc Industrials	Held	110,000	0	$2,162,600	−3.5%	0.39%
LIF	Life360, Inc. Technology	Held	8,834	0	$489,050	+35.6%	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.