Lead Edge Capital Management, LLC — 13F Holdings & Portfolio
CIK 1802797 · latest 13F-HR filed 2026-05-15
Lead Edge Capital Management, LLC manages $407.9M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are WDAY (19.61%), RELY (14.49%), APPN (11.26%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 2, added to 1, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$407.9M
Long-equity book
12
Distinct positions
2026-03-31
Filed 2026-05-15
+6 / −2 / ↑1 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- Yext Inc-$73.0M -70.8%
- Ncino Inc-$18.0M -41.6%
- MongoDB Inc-$12.0M -22.4%
- Appian Corp-$11.0M -19.4%
- Life360 Inc-$206.0K -36.4%
New Positions
- Workday Inc$80.0M
- Veeva Sys Inc$37.7M
- Toast Inc$34.6M
- Appfolio Inc$33.2M
- Procore Technologies Inc$17.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Workday Inc | WDAY | 98138H101 | $80.0M | 19.61% | 615,670 | SH |
| 2 | Remitly Global Inc | RELY | 75960P104 | $59.1M | 14.49% | 3,771,955 | SH |
| 3 | Appian Corp | APPN | 03782L101 | $45.9M | 11.26% | 1,905,634 | SH |
| 4 | MongoDB Inc | MDB | 60937P106 | $41.7M | 10.23% | 170,425 | SH |
| 5 | Veeva Sys Inc | VEEV | 922475108 | $37.7M | 9.23% | 214,409 | SH |
| 6 | Toast Inc | TOST | 888787108 | $34.6M | 8.49% | 1,306,362 | SH |
| 7 | Appfolio Inc | APPF | 03783C100 | $33.2M | 8.14% | 210,260 | SH |
| 8 | Yext Inc | YEXT | 98585N106 | $30.1M | 7.38% | 7,843,296 | SH |
| 9 | Ncino Inc | NCNO | 63947X101 | $25.3M | 6.20% | 1,687,480 | SH |
| 10 | Procore Technologies Inc | PCOR | 74275K108 | $17.6M | 4.33% | 309,573 | SH |
| 11 | Equipmentshare Com Inc | EQPT | 29445S100 | $2.2M | 0.55% | 110,000 | SH |
| 12 | Life360 Inc | LIF | 532206109 | $360.6K | 0.09% | 8,834 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $407.9M | 12 | 0001802797-26-000006 |
| 2025-12-31 | 2026-02-17 | $389.9M | 8 | 0001802797-26-000004 |
| 2025-09-30 | 2025-11-14 | $378.5M | 8 | 0001802797-25-000010 |