Lead Edge Capital Management, LLC
CIK 1802797
13F filing for Q2 2026・No. 3,669
- Holdings
- US$550.38M
- Quarter change
- +US$142.5M
- Entries
- 12
- Net bought (estimate)
- +US$102.04M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 2
- Added 7
- Corporate actions 0
- Unchanged 3
Largest holdings
12 stocks worth US$550.38M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TOSTTOAST INCCL A | Added | 3,021,216 | US$84.05M | 15.27% |
| WDAYWORKDAY INCCL A | Added | 623,867 | US$76.37M | 13.88% |
| APPNAPPIAN CORPCL A | Added | 2,878,544 | US$65.92M | 11.98% |
| APPFAPPFOLIO INCCOM CL A | Added | 399,656 | US$64.08M | 11.64% |
| RELYREMITLY GLOBAL INCCOM | Cut | 2,687,772 | US$60.23M | 10.94% |
| NCNONCINO INCCOM | Added | 3,662,570 | US$59.88M | 10.88% |
| VEEVVEEVA SYS INCCL A COM | Added | 326,306 | US$57.91M | 10.52% |
| YEXT INCCOM | Unchanged | 7,843,296 | US$36.63M | 6.66% |
| MDBMONGODB INCCL A | Cut | 64,678 | US$21.73M | 3.95% |
| PCORPROCORE TECHNOLOGIES INCCOM | Added | 515,051 | US$20.92M | 3.80% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.