Lead Edge Capital Management, LLC
CIK 1802797 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- YEXT18.06%
- 45779010315.65%
- STNE14.90%
- TOST13.54%
- EVBG11.93%
- 29975E1099.23%
- NATL8.68%
- GWRE6.20%
- SMAR1.80%
Share classes counted separately99.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- YEXTWeight decreased · -7.73 pp25.79% → 18.06%Shares 0 (0.00%)
- EVBGWeight increased · +5.34 pp6.59% → 11.93%Shares +1.01M (+121.73%)
- 457790103Weight decreased · -3.91 pp19.56% → 15.65%Shares 0 (0.00%)
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 9
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | YEXTYEXT INC View history and evidence | $67.58M | 18.06% | 11.47M shares | 25.79% → 18.06%-7.73 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | 457790103INSTRUCTURE HLDGS INC View history and evidence | $58.57M | 15.65% | 2.17M shares | 19.56% → 15.65%-3.91 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | STNESTONECO LTD-ACOM CL A View history and evidence | $55.76M | 14.90% | 3.09M shares | 12.41% → 14.90%+2.49 pp -183.60K (-5.60%) | Reduced | ↗▾ |
| 04 | TOSTTOAST INC-CLASS ACL A View history and evidence | $50.66M | 13.54% | 2.77M shares | Prior unavailable +2.77M | New | ↗▾ |
| 05 | EVBGEVERBRIDGE INC View history and evidence | $44.64M | 11.93% | 1.84M shares | 6.59% → 11.93%+5.34 pp +1.01M (+121.73%) | Added | ↗▾ |
| 06 | 29975E109EVENTBRITE INC-CLASS ACOM CLASS A View history and evidence | $34.54M | 9.23% | 4.13M shares | Prior unavailable +4.13M | New | ↗▾ |
| 07 | NATLNCR ATLEOS CORPCOM SHS View history and evidence | $32.47M | 8.68% | 1.34M shares | Prior unavailable +1.34M | New | ↗▾ |
| 08 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $23.20M | 6.20% | 212.76K shares | 6.80% → 6.20%-0.60 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | SMARSMARTSHEET INC-CLASS ACOM CL A View history and evidence | $6.72M | 1.80% | 140.50K shares | 3.63% → 1.80%-1.83 pp -112.00K (-44.36%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 22975E109 EVENTBRITE INC | Non-derivative | -3,170,996 | -$31.27M | SEC filing ↗ | SEC filing ↗ |
| VYX NCR VOYIX CORP | Non-derivative | -1,121,322 | -$30.24M | SEC filing ↗ | SEC filing ↗ |
| CMRC COMMERCE.COM INC | Non-derivative | -959,471 | -$9.47M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1802797 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 374137051
}Take these holdings further.
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