Lead Edge Capital Management, LLC

Position in TOST — Toast, Inc.

CIK 1802797 NEW YORK, NY

Position in TOST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$84,050,229

+$49,418,573 QoQ

Shares Held

3,021,216

+131.3% QoQ

Ownership

0.523%

of shares outstanding

% of Portfolio

15.27%

of 13F equity value

Holder Rank

#33

of 772 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Lead Edge Capital Management, LLC holds $268,555,388 across 5 Software - Infrastructure names. TOST ranks #1 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOST	Toast, Inc. This page	3,021,216	$84,050,229
2	APPN	Appian Corp	2,878,544	$65,918,657
3	RELY	Remitly Global, Inc.	2,687,772	$60,232,970
4	YEXT	Yext, Inc.	7,843,296	$36,628,192
5	MDB	MongoDB, Inc.	64,678	$21,725,340

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,050,229	3,021,216	+131.3%	Shares	Sole	2026-08-14
2026-03-31	$34,631,656	1,306,362	+25.7%	Shares	Sole	2026-05-15
2025-03-31	$34,460,313	1,038,900	0.0%	Shares	Sole	2025-05-15
2024-12-31	$37,867,905	1,038,900	-58.4%	Shares	Sole	2025-02-14
2024-09-30	$70,743,859	2,498,900	0.0%	Shares	Sole	2024-11-14
2024-06-30	$64,396,653	2,498,900	-9.9%	Shares	Sole	2024-08-14
2024-03-31	$69,130,572	2,774,100	0.0%	Shares	Sole	2024-05-15
2023-12-31	$50,655,066	2,774,100	-64.2%	Shares	Sole	2024-02-14
2022-06-30	$100,401,731	7,759,021	0.0%	Shares	Sole	2022-08-15
2022-03-31	$168,603,526	7,759,021	-40.3%	Shares	Sole	2022-05-16
2021-12-31	$451,348,256	13,003,407	-15.3%	Shares	Sole	2022-02-14
2021-09-30	$766,638,843	15,348,125	—	Shares	Sole	2022-02-25
No filing history on record for this holder in this stock.