Lead Edge Capital Management, LLC
Lead Edge Capital Management, LLC reported 12 holdings worth US$550M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Lead Edge Capital Management, LLC reported 12 holdings worth US$550M as of Jun 30, 2026. Largest: Toast, Inc., Workday, Inc. and Appian Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$550M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Toast, Inc. | 3.02M | US$84.1M | 15.3% |
| Workday, Inc. | 624K | US$76.4M | 13.9% |
| Appian Corporation | 2.88M | US$65.9M | 12.0% |
| Appfolio, Inc. | 400K | US$64.1M | 11.6% |
| Remitly Global, Inc. | 2.69M | US$60.2M | 10.9% |
| Ncino, Inc. | 3.66M | US$59.9M | 10.9% |
| Veeva Systems Inc. | 326K | US$57.9M | 10.5% |
| Yext, Inc. | 7.84M | US$36.6M | 6.7% |
| Mongodb, Inc. | 64,678 | US$21.7M | 3.9% |
| Procore Technologies, Inc. | 515K | US$20.9M | 3.8% |
| Equipmentshare.com Inc | 110K | US$2.16M | 0.39% |
| Life360, Inc. | 8,834 | US$489K | 0.09% |