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Lead Edge Capital Management, LLC13F | |
Lead Edge Capital Management, LLC | |
Last update 2025-05-15 | 10 Stocks (1 new) |
Value $329.00 Mil | Turnover 16 % |
Lead Edge Capital Management, ... Top Holdings of 2025-03-31
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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
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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% | 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% | 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% | 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% | 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% | 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% | 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% | 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% | 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% | 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% | 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)
Lead Edge Capital Management, LLC's Asset Allocation
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 % |
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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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