Lead Edge Capital Management, LLC
CIK 1802797 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- YEXT25.63%
- TOST20.48%
- APPN14.28%
- NATL9.91%
- 4577901036.71%
- ENFN6.62%
- NCNO6.10%
- STNE6.02%
- RELY4.14%
- LIF0.10%
Share classes counted separately99.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 457790103Weight decreased · -10.04 pp16.75% → 6.71%Shares -1.26M (-56.10%)
- YEXTWeight increased · +6.04 pp19.59% → 25.63%Shares +1.32M (+11.48%)
- APPNWeight increased · +2.89 pp11.39% → 14.28%Shares +288.10K (+24.90%)
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 10
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 | $88.52M | 25.63% | 12.79M shares | 19.59% → 25.63%+6.04 pp +1.32M (+11.48%) | Added | ↗▾ |
| 02 | TOSTTOAST INC-CLASS ACL A View history and evidence | $70.74M | 20.48% | 2.50M shares | 20.55% → 20.48%-0.07 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | APPNAPPIAN CORP-ACL A View history and evidence | $49.34M | 14.28% | 1.45M shares | 11.39% → 14.28%+2.89 pp +288.10K (+24.90%) | Added | ↗▾ |
| 04 | NATLNCR ATLEOS CORPCOM SHS View history and evidence | $34.23M | 9.91% | 1.20M shares | 10.35% → 9.91%-0.44 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | 457790103INSTRUCTURE HLDGS INC View history and evidence | $23.18M | 6.71% | 984.12K shares | 16.75% → 6.71%-10.04 pp -1.26M (-56.10%) | Reduced | ↗▾ |
| 06 | ENFNENFUSION INC - CLASS ACL A View history and evidence | $22.87M | 6.62% | 2.41M shares | 4.72% → 6.62%+1.90 pp +674.42K (+38.86%) | Added | ↗▾ |
| 07 | NCNONCINO INC View history and evidence | $21.07M | 6.10% | 667.00K shares | Prior unavailable +667.00K | New | ↗▾ |
| 08 | STNESTONECO LTD-ACOM CL A View history and evidence | $20.79M | 6.02% | 1.85M shares | 7.07% → 6.02%-1.05 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | RELYREMITLY GLOBAL INC View history and evidence | $14.30M | 4.14% | 1.07M shares | Prior unavailable +1.07M | New | ↗▾ |
| 10 | LIFLIFE360 INC View history and evidence | $347.62K | 0.10% | 8.83K shares | 0.09% → 0.10%+0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GWRE GUIDEWIRE SOFTWARE INC | Non-derivative | -179,761 | -$24.79M | SEC filing ↗ | SEC filing ↗ |
| 29975E109 EVENTBRITE INC-CLASS A | Non-derivative | -1,025,280 | -$4.96M | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 345392205
}Take these holdings further.
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