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Lead Edge Capital Management, LLC

13F
Lead Edge Capital Management, LLC
Last update 2025-05-15 10 Stocks (1 new)
Value $329.00 Mil Turnover 16 %
Countries:
Lead Edge Capital Management, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
YEXT
Yext Inc
12,792,078
78,799.2
0%
23.930
0%
10.270
+33.88%
+28.62%
1,001.2
Software
RELY
Remitly Global Inc
2,208,833
45,943.7
+23.12%
13.950
+2.62%
1.080
-14.63%
-24.61%
3,468.7
Software
NCNO
Ncino Inc
1,604,129
44,065.4
+92.88%
13.380
+6.44%
1.390
+27.81%
-8.84%
3,549.0
Software
APPN
Appian Corp
1,528,085
44,024.1
0%
13.370
0%
2.060
+8.51%
-12.64%
2,138.5
Software
TOST
Toast Inc
1,038,900
34,460.3
0%
10.470
0%
0.180
+35.67%
+27.63%
26,912.5
Software
ENFN
Enfusion Inc
2,409,967
26,871.1
0%
8.160
0%
2.540
-2.80%
+4.47%
1,020.1
Software
NATL
NCR Atleos Corp
740,495
19,534.3
+41.94%
5.930
+1.75%
1.010
+10.31%
-18.93%
2,020.0
Software
STNE
StoneCo Ltd
1,846,391
19,350.2
0%
5.880
0%
0.680
+11.50%
+71.52%
3,712.0
Software
MDB
MongoDB Inc
90,460
15,866.7
New Holding
4.820
+4.82%
0.110
+38.90%
-4.98%
18,076.0
Software
LIF
Life360 Inc
8,834
339.1
0%
0.100
0%
0.010
+98.93%
+80.23%
5,692.2
Software

Lead Edge Capital Management, LLC's Historical Top Holdings Breakdowns

Lead Edge Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NCNO
Ncino Inc
2025-03-31
Add
Add
+6.44%
â—Ź
27.36 ($31.63) 34.81
$30.61
-3.22%
Add 92.88%
1,604,129
772,457
MDB
MongoDB Inc
2025-03-31
New Buy
New Buy
+4.82%
â—Ź
175.4 ($243.68) 298.52
$221.21
-9.22%
New holding
90,460
90,460
RELY
Remitly Global Inc
2025-03-31
Add
Add
+2.62%
â—Ź
19.49 ($22.93) 27.14
$17.02
-25.80%
Add 23.12%
2,208,833
414,733
NATL
NCR Atleos Corp
2025-03-31
Add
Add
+1.75%
â—Ź
24.98 ($29.74) 34.92
$27.50
-7.53%
Add 41.94%
740,495
218,814
TOST
Toast Inc
2024-12-31
Reduce
Reduce
-11.97%
â—Ź
27.43 ($35.24) 43.54
$46.52
32.01%
Reduce -58.43%
1,038,900
-1,460,000
INST Unlock Delisted
Instructure Holdings Inc
2024-12-31
Sold Out
Sold Out
-6.71%
â—Ź
23.48 ($23.54) 23.6
$23.60
0.25%
Sold Out
0
-984,124
NATL
NCR Atleos Corp
2024-12-31
Reduce
Reduce
-5.60%
â—Ź
26.18 ($30.34) 35.38
$27.50
-9.36%
Reduce -56.53%
521,681
-678,280
RELY
Remitly Global Inc
2024-12-31
Add
Add
+5.54%
â—Ź
12.69 ($18.49) 23.07
$17.02
-7.98%
Add 67.97%
1,794,100
726,000
NCNO
Ncino Inc
2024-12-31
Add
Add
+1.87%
â—Ź
30.14 ($37.33) 42.64
$30.61
-18.00%
Add 24.69%
831,672
164,672
APPN
Appian Corp
2024-12-31
Add
Add
+0.93%
â—Ź
30.7 ($35.79) 41.56
$28.81
-19.50%
Add 5.74%
1,528,085
83,000

Lead Edge Capital Management, LLC Total Holding History ($B)

To

Lead Edge Capital Management, LLC's Asset Allocation

To

Lead Edge Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Lead Edge Capital Management, LLC's Hypothetical Growth since 2025-03-31

Lead Edge Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lead Edge Capital Management, LLC's Holdings Heat Map

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Lead Edge Capital Management, LLC's Holdings Bubble Chart

Lead Edge Capital Management, LLC News

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