Holdings
Lead Edge Capital Management, LLC
As of Jun 30, 2026, Lead Edge Capital Management, LLC reported 12 positions worth US$550M. Largest: Toast, Inc., Workday, Inc. and Appian Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Toast, Inc. | 3.02M | US$84.1M | +1.71M | Jun 30, 2026 |
| Workday, Inc. | 624K | US$76.4M | +8,197 | Jun 30, 2026 |
| Appian Corporation | 2.88M | US$65.9M | +973K | Jun 30, 2026 |
| Appfolio, Inc. | 400K | US$64.1M | +189K | Jun 30, 2026 |
| Remitly Global, Inc. | 2.69M | US$60.2M | −1.08M | Jun 30, 2026 |
| Ncino, Inc. | 3.66M | US$59.9M | +1.98M | Jun 30, 2026 |
| Veeva Systems Inc. | 326K | US$57.9M | +112K | Jun 30, 2026 |
| Yext, Inc. | 7.84M | US$36.6M | no change | Jun 30, 2026 |
| Mongodb, Inc. | 64,678 | US$21.7M | −106K | Jun 30, 2026 |
| Procore Technologies, Inc. | 515K | US$20.9M | +205K | Jun 30, 2026 |