Lead Edge Capital Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 10Value: $329.3MLatest: 2025Q1

Lead Edge Capital Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 10 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NCNO",
  null,
  "LIF",
  "APPN",
  "STNE",
  "MDB",
  "RELY",
  "NATL",
  "TOST",
  "YEXT"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 10
Total Value: 329254181
Accession Number: 0001802797-25-000003
Form Type: 13F-HR
CIK: lead-edge-capital-management
Manager Name: Lead-Edge-Capital-Management

Data Enrichment

90% identified

9 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

10 positions • $329.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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Yext, Inc.

YEXT|98585N106

Shares:12.8M

Value:$78.8M

% of Portfolio:23.9% ($78.8M/$329.3M)

Remitly Global, Inc.

RELY|75960P104

Shares:2.2M

Value:$45.9M

% of Portfolio:14.0% ($45.9M/$329.3M)

nCino, Inc.

NCNO|63947X101

Shares:1.6M

Value:$44.1M

% of Portfolio:13.4% ($44.1M/$329.3M)

APPIAN CORP

APPN|03782L101

Shares:1.5M

Value:$44.0M

% of Portfolio:13.4% ($44.0M/$329.3M)

Toast, Inc.

TOST|888787108

Shares:1.0M

Value:$34.5M

% of Portfolio:10.5% ($34.5M/$329.3M)

292812104

Shares:2.4M

Value:$26.9M

% of Portfolio:8.2% ($26.9M/$329.3M)

NCR Atleos Corp

NATL|63001N106

Shares:740.5K

Value:$19.5M

% of Portfolio:5.9% ($19.5M/$329.3M)

StoneCo Ltd.

STNE|G85158106

Shares:1.8M

Value:$19.4M

% of Portfolio:5.9% ($19.4M/$329.3M)

MongoDB, Inc.

MDB|60937P106

Shares:90.5K

Value:$15.9M

% of Portfolio:4.8% ($15.9M/$329.3M)

Life360, Inc.

LIF|532206109

Shares:8.8K

Value:$339.1K

% of Portfolio:0.1% ($339.1K/$329.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Yext, Inc.(YEXTcusip98585N106)	12.8M	QoQ 0.00% (-0) YoY +11.48% (+1.3M)	All Managers (Combined)	$78.8M	23.9% ($78.8M/$329.3M)	QoQ -3.14% (-$2.6M) YoY +13.88% (+$9.6M)
Remitly Global, Inc.(RELYcusip75960P104)	2.2M	QoQ +23.11% (+414.7K) YoY NEW(+2.2M)	All Managers (Combined)	$45.9M	14.0% ($45.9M/$329.3M)	QoQ +13.46% (+$5.5M) YoY NEW(+$45.9M)
nCino, Inc.(NCNOcusip63947X101)	1.6M	QoQ +92.88% (+772.5K) YoY NEW(+1.6M)	All Managers (Combined)	$44.1M	13.4% ($44.1M/$329.3M)	QoQ +57.78% (+$16.1M) YoY NEW(+$44.1M)
APPIAN CORP(APPNcusip03782L101)	1.5M	QoQ 0.00% (-0) YoY NEW(+1.5M)	All Managers (Combined)	$44.0M	13.4% ($44.0M/$329.3M)	QoQ -12.64% (-$6.4M) YoY NEW(+$44.0M)
Toast, Inc.(TOSTcusip888787108)	1.0M	QoQ 0.00% (-0) YoY -62.55% (-1.7M)	All Managers (Combined)	$34.5M	10.5% ($34.5M/$329.3M)	QoQ -8.99% (-$3.4M) YoY -50.15% (-$34.7M)
(cusip292812104)✕	2.4M	QoQ 0.00% (+0) YoY +183.20% (+1.6M)	All Managers (Combined)	$26.9M	8.2% ($26.9M/$329.3M)	QoQ +8.25% (+$2.0M) YoY +241.37% (+$19.0M)
NCR Atleos Corp(NATLcusip63001N106)	740.5K	QoQ +41.94% (+218.8K) YoY -38.29% (-459.5K)	All Managers (Combined)	$19.5M	5.9% ($19.5M/$329.3M)	QoQ +10.39% (+$1.8M) YoY -17.57% (-$4.2M)
StoneCo Ltd.(STNEcusipG85158106)	1.8M	QoQ 0.00% (+0) YoY -30.47% (-809.2K)	All Managers (Combined)	$19.4M	5.9% ($19.4M/$329.3M)	QoQ +31.49% (+$4.6M) YoY -56.13% (-$24.8M)
MongoDB, Inc.(MDBcusip60937P106)	90.5K	QoQ NEW(+90.5K) YoY NEW(+90.5K)	All Managers (Combined)	$15.9M	4.8% ($15.9M/$329.3M)	QoQ NEW(+$15.9M) YoY NEW(+$15.9M)
Life360, Inc.(LIFcusip532206109)	8.8K	QoQ 0.00% (-0) YoY NEW(+8.8K)	All Managers (Combined)	$339.1K	0.1% ($339.1K/$329.3M)	QoQ -6.97% (-$25.4K) YoY NEW(+$339.1K)