Lead Edge Capital Management, LLC
Top Portfolio Positions
12 positions ·
$407,875,785 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WDAY |
Workday, Inc.
Technology
|
615,670 | $79,987,846 | 19.61% | |
| RELY |
Remitly Global, Inc.
Technology
|
3,771,955 | $59,106,534 | 14.49% | |
| APPN |
Appian Corp
Technology
|
1,905,634 | $45,944,835 | 11.26% | |
| MDB |
MongoDB, Inc.
Technology
|
170,425 | $41,714,927 | 10.23% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
214,409 | $37,663,084 | 9.23% | |
| TOST |
Toast, Inc.
Technology
|
1,306,362 | $34,631,656 | 8.49% | |
| APPF |
Appfolio Inc
Technology
|
210,260 | $33,183,233 | 8.14% | |
| YEXT |
Yext, Inc.
Technology
|
7,843,296 | $30,118,256 | 7.38% | |
| NCNO |
nCino, Inc.
Technology
|
1,687,480 | $25,278,450 | 6.20% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
309,573 | $17,645,661 | 4.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RELY
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,106,534 | 3,771,955 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,033,699 | 4,060,413 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $42,950,385 | 2,634,993 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,459,795 | 2,208,833 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $45,943,726 | 2,208,833 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,492,837 | 1,794,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,301,859 | 1,068,100 | Shares | Sole | 2024-11-14 | |
| 2021-09-30 | $7,340,000 | 200,000 | Shares | Sole | 2022-02-25 | |
| No 13F history on record for this holder in this stock. | ||||||