Lead Edge Capital Management, LLC
CIK 1802797 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- TOST15.27%
- WDAY13.88%
- APPN11.98%
- APPF11.64%
- RELY10.94%
- NCNO10.88%
- VEEV10.52%
- YEXT6.66%
- MDB3.95%
- PCOR3.80%
Share classes counted separately99.52%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TOSTWeight increased · +6.78 pp8.49% → 15.27%Shares +1.71M (+131.27%)
- MDBWeight decreased · -6.28 pp10.23% → 3.95%Shares -105.75K (-62.05%)
- WDAYWeight decreased · -5.73 pp19.61% → 13.88%Shares +8.20K (+1.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 12
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TOSTTOAST INC-CLASS ACL A View history and evidence | $84.05M | 15.27% | 3.02M shares | 8.49% → 15.27%+6.78 pp +1.71M (+131.27%) | Added | ▾ |
| 02 | WDAYWORKDAY INC-CLASS ACL A View history and evidence | $76.37M | 13.88% | 623.87K shares | 19.61% → 13.88%-5.73 pp +8.20K (+1.33%) | Added | ▾ |
| 03 | APPNAPPIAN CORP-ACL A View history and evidence | $65.92M | 11.98% | 2.88M shares | 11.26% → 11.98%+0.72 pp +972.91K (+51.05%) | Added | ▾ |
| 04 | APPFAPPFOLIO INC - ACOM CL A View history and evidence | $64.08M | 11.64% | 399.66K shares | 8.14% → 11.64%+3.50 pp +189.40K (+90.08%) | Added | ▾ |
| 05 | RELYREMITLY GLOBAL INC View history and evidence | $60.23M | 10.94% | 2.69M shares | 14.49% → 10.94%-3.55 pp -1.08M (-28.74%) | Reduced | ▾ |
| 06 | NCNONCINO INC View history and evidence | $59.88M | 10.88% | 3.66M shares | 6.20% → 10.88%+4.68 pp +1.98M (+117.04%) | Added | ▾ |
| 07 | VEEVVEEVA SYSTEMS INC-CLASS ACL A COM View history and evidence | $57.91M | 10.52% | 326.31K shares | 9.23% → 10.52%+1.29 pp +111.90K (+52.19%) | Added | ▾ |
| 08 | YEXTYEXT INC View history and evidence | $36.63M | 6.66% | 7.84M shares | 7.38% → 6.66%-0.72 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | MDBMONGODB INCCL A View history and evidence | $21.73M | 3.95% | 64.68K shares | 10.23% → 3.95%-6.28 pp -105.75K (-62.05%) | Reduced | ▾ |
| 10 | PCORPROCORE TECHNOLOGIES INC View history and evidence | $20.92M | 3.80% | 515.05K shares | 4.33% → 3.80%-0.53 pp +205.48K (+66.37%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1802797 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 550379596
}Take these holdings further.
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