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Lead Edge Capital Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $550,379,596
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TOAST INC · CL A · 888787108 · shares: $84,050,229
- WORKDAY INC · CL A · 98138H101 · shares: $76,373,798
- APPIAN CORP · CL A · 03782L101 · shares: $65,918,658
- APPFOLIO INC · COM CL A · 03783C100 · shares: $64,084,840
- REMITLY GLOBAL INC · COM · 75960P104 · shares: $60,232,971
- NCINO INC · COM · 63947X101 · shares: $59,883,020
- VEEVA SYS INC · CL A COM · 922475108 · shares: $57,909,526
- YEXT INC · COM · 98585N106 · shares: $36,628,192
- MONGODB INC · CL A · 60937P106 · shares: $21,725,340
- PROCORE TECHNOLOGIES INC · COM · 74275K108 · shares: $20,921,372
Reported holdings
12 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TOAST INC | CL A | 888787108 | — | 3,021,216 shares | $84,050,229 |
| WORKDAY INC | CL A | 98138H101 | — | 623,867 shares | $76,373,798 |
| APPIAN CORP | CL A | 03782L101 | — | 2,878,544 shares | $65,918,658 |
| APPFOLIO INC | COM CL A | 03783C100 | — | 399,656 shares | $64,084,840 |
| REMITLY GLOBAL INC | COM | 75960P104 | — | 2,687,772 shares | $60,232,971 |
| NCINO INC | COM | 63947X101 | — | 3,662,570 shares | $59,883,020 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 326,306 shares | $57,909,526 |
| YEXT INC | COM | 98585N106 | — | 7,843,296 shares | $36,628,192 |
| MONGODB INC | CL A | 60937P106 | — | 64,678 shares | $21,725,340 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 515,051 shares | $20,921,372 |
| EQUIPMENTSHARE COM INC | COM CL A | 29445S100 | — | 110,000 shares | $2,162,600 |
| LIFE360 INC | COM | 532206109 | — | 8,834 shares | $489,050 |