Lead Edge Capital Management, LLC — 13F Holdings & Portfolio
CIK 1802797 · latest 13F-HR filed 2026-08-14
Lead Edge Capital Management, LLC manages $550.4M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TOST (15.27%), WDAY (13.88%), APPN (11.98%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 8 existing positions rose in reported value and 1 fell.
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.
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AUM
$550.4M
Long-equity book
Holdings
12
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+0 / −0 / ↑8 / ↓1
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 99.5%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Apr 9, 2026.
Assets Under Management
$6.77B
Discretionary
$6.53B
Employees
68
Accounts
14
Address
96 SPRING STREET
FLOORS 5 & 6
NEW YORK, NY 10012
FLOORS 5 & 6
NEW YORK, NY 10012
Phone
(212) 984-2421
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BIHLER, SUSAN, JOY Control | CHIEF OPERATING OFFICER since Jan 2025 | Less than 5% | Individual |
| GREEN, MITCHELL, HOWARD Control | FOUNDING PARTNER since Jun 2015 | Less than 5% | Individual |
| LEAD EDGE UGP, LLC Control | MANAGING MEMBER since Jul 2022 | Less than 5% | Domestic Entity |
| LENOIR, ELISA, ELLEN Control | CHIEF COMPLIANCE OFFICER since Jan 2023 | Less than 5% | Individual |
| MEHTA, NIMAY, KIRAN Control | PARTNER since Nov 2015 | Less than 5% | Individual |
| NEIDER, BRIAN, PAUL Control | PARTNER since Nov 2015 | Less than 5% | Individual |
| POHL, CHRISTOPHER, LOUIS Control | CHIEF FINANCIAL OFFICER since Jun 2015 | Less than 5% | Individual |
| BLUE OWL GP STAKES V (A) LP | MEMBER since Jul 2022 | 10–25% | Domestic Entity |
| LEAD EDGE PRINCIPAL HOLDINGS MH, LP | MEMBER since Jul 2022 | 75% or more | Domestic Entity |
| BLUE OWL CAPITAL CARRY LP Control Indirect owner via BLUE OWL GP STAKES GP HOLDINGS LLC | MEMBER since May 2021 | 75% or more | Domestic Entity |
| BLUE OWL CAPITAL GP HOLDINGS LLC Control Indirect owner via BLUE OWL CAPITAL GP LLC | MANAGING MEMBER since Nov 2021 | 75% or more | Domestic Entity |
| BLUE OWL CAPITAL GP LLC Control Indirect owner via BLUE OWL CAPITAL CARRY LP | GENERAL PARTNER since May 2021 | General partner, trustee or manager | Domestic Entity |
| BLUE OWL CAPITAL GP LLC Control Indirect owner via BLUE OWL CAPITAL HOLDINGS LP | GENERAL PARTNER since Apr 2025 | 25–50% | Domestic Entity |
| BLUE OWL CAPITAL HOLDINGS LP Control Indirect owner via BLUE OWL CAPITAL CARRY LP | LIMITED PARTNER since Apr 2025 | 75% or more | Domestic Entity |
| BLUE OWL CAPITAL INC. Control Indirect owner via BLUE OWL CAPITAL GP HOLDINGS LLC | MANAGING MEMBER since Nov 2021 | 75% or more | Domestic Entity |
| BLUE OWL GP STAKES ASSOCIATES V LP Control Indirect owner via BLUE OWL GP STAKES V US INVESTORS LP | GENERAL PARTNER since Mar 2020 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES V LP Control Indirect owner via DYAL U.S. V LLC | MANAGER since Mar 2020 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES V LP Control Indirect owner via DYAL V CAYMAN AGGREGATOR LP | GENERAL PARTNER since Mar 2020 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES V LP Control Indirect owner via BLUE OWL GP STAKES V OFFSHORE INVESTORS LP | GENERAL PARTNER since Mar 2020 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES ASSOCIATES V LP Control Indirect owner via BLUE OWL GP STAKES V (A) LP | GENERAL PARTNER since Mar 2020 | General partner, trustee or manager | Foreign Entity |
| BLUE OWL GP STAKES GP HOLDINGS LLC Control Indirect owner via DYAL LP HOLDINGS LLC | MEMBER since May 2021 | 75% or more | Domestic Entity |
| BLUE OWL GP STAKES GP HOLDINGS LLC Control Indirect owner via BLUE OWL GP STAKES ASSOCIATES V LP | GENERAL PARTNER since Mar 2020 | General partner, trustee or manager | Domestic Entity |
| BLUE OWL GP STAKES V OFFSHORE INVESTORS LP Control Indirect owner via DYAL V CAYMAN AGGREGATOR LP | LIMITED PARTNER since Mar 2020 | 75% or more | Foreign Entity |
| BLUE OWL GP STAKES V US INVESTORS LP Control Indirect owner via BLUE OWL GP STAKES V (A) LP | LIMITED PARTNER since Mar 2020 | 25–50% | Domestic Entity |
| DYAL LP HOLDINGS LLC Control Indirect owner via BLUE OWL GP STAKES ASSOCIATES V LP | LIMITED PARTNER since May 2021 | 75% or more | Domestic Entity |
| DYAL U.S. V LLC Control Indirect owner via BLUE OWL GP STAKES V (A) LP | LIMITED PARTNER since Mar 2020 | 50–75% | Domestic Entity |
| DYAL V CAYMAN AGGREGATOR LP Control Indirect owner via DYAL U.S. V LLC | MEMBER since Mar 2020 | 75% or more | Foreign Entity |
| GREEN, MITCHELL, HOWARD Control Indirect owner via LEAD EDGE PRINCIPAL HOLDINGS MH, LP | LIMITED PARTNER since Jul 2022 | 50–75% | Individual |
| GREEN, MITCHELL, HOWARD Control Indirect owner via LEAD EDGE UGP, LLC | MANAGER AND MEMBER since Jul 2022 | 50–75% | Individual |
| LEAD EDGE UGP, LLC Control Indirect owner via LEAD EDGE PRINCIPAL HOLDINGS MH, LP | GENERAL PARTNER since Jul 2022 | General partner, trustee or manager | Domestic Entity |
| MEHTA, NIMAY, KIRAN Control Indirect owner via LEAD EDGE UGP, LLC | MANAGER since Jul 2022 | General partner, trustee or manager | Individual |
| NEIDER, BRIAN, PAUL Control Indirect owner via LEAD EDGE UGP, LLC | MANAGER since Jul 2022 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 9 filings with changes since Jun 2, 2015
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 30, 2026 filing
- No longer listedNBSH ACQUISITION LLC · MANAGING MEMBER · General partner, trustee or manager · indirect via NBSH BLUE INVESTMENTS, LLC · control person · listed since May 2021
- No longer listedNBSH BLUE INVESTMENTS, LLC · LIMITED PARTNER · 25–50% · indirect via BLUE OWL CAPITAL CARRY LP · control person · listed since May 2021
- AddedBIHLER, SUSAN, JOY · CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedBLUE OWL CAPITAL GP LLC · GENERAL PARTNER · 25–50% · indirect via BLUE OWL CAPITAL HOLDINGS LP · control person
- AddedBLUE OWL CAPITAL HOLDINGS LP · LIMITED PARTNER · 75% or more · indirect via BLUE OWL CAPITAL CARRY LP · control person
Mar 28, 2024 filing
- No longer listedBLUE OWL CAPITAL CARRY LP · MEMBER · 75% or more · indirect via DYAL GP HOLDINGS LLC · control person · listed since May 2021
- No longer listedDYAL ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS V (A) LP · control person · listed since Mar 2020
- No longer listedDYAL ASSOCIATES V LP · MANAGER · General partner, trustee or manager · indirect via DYAL U.S. V LLC · control person · listed since Mar 2020
- No longer listedDYAL ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL V US INVESTORS LP · control person · listed since Mar 2020
- No longer listedDYAL ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL V CAYMAN AGGREGATOR LP · control person · listed since Mar 2020
- No longer listedDYAL ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL V OFFSHORE INVESTORS LP · control person · listed since Mar 2020
- No longer listedDYAL CAPITAL PARTNERS V (A) LP · MEMBER · 10–25% · listed since Jul 2022
- No longer listedDYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL ASSOCIATES V LP · control person · listed since Mar 2020
- No longer listedDYAL GP HOLDINGS LLC · MEMBER · 75% or more · indirect via DYAL LP HOLDINGS LLC · control person · listed since May 2021
- No longer listedDYAL LP HOLDINGS LLC · LIMITED PARTNER · 75% or more · indirect via DYAL ASSOCIATES V LP · control person · listed since May 2021
- No longer listedDYAL U.S. V LLC · LIMITED PARTNER · 50–75% · indirect via DYAL CAPITAL PARTNERS V (A) LP · control person · listed since Mar 2020
- No longer listedDYAL V OFFSHORE INVESTORS LP · LIMITED PARTNER · 75% or more · indirect via DYAL V CAYMAN AGGREGATOR LP · control person · listed since Mar 2020
- No longer listedDYAL V US INVESTORS LP · LIMITED PARTNER · 25–50% · indirect via DYAL CAPITAL PARTNERS V (A) LP · control person · listed since Mar 2020
- AddedBLUE OWL CAPITAL CARRY LP · MEMBER · 75% or more · indirect via BLUE OWL GP STAKES GP HOLDINGS LLC · control person
- AddedBLUE OWL GP STAKES ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES V US INVESTORS LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES V LP · MANAGER · General partner, trustee or manager · indirect via DYAL U.S. V LLC · control person
- AddedBLUE OWL GP STAKES ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL V CAYMAN AGGREGATOR LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES V OFFSHORE INVESTORS LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES V (A) LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES ASSOCIATES V LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · MEMBER · 75% or more · indirect via DYAL LP HOLDINGS LLC · control person
- AddedBLUE OWL GP STAKES V (A) LP · MEMBER · 10–25%
- AddedBLUE OWL GP STAKES V OFFSHORE INVESTORS LP · LIMITED PARTNER · 75% or more · indirect via DYAL V CAYMAN AGGREGATOR LP · control person
- AddedBLUE OWL GP STAKES V US INVESTORS LP · LIMITED PARTNER · 25–50% · indirect via BLUE OWL GP STAKES V (A) LP · control person
- AddedDYAL LP HOLDINGS LLC · LIMITED PARTNER · 75% or more · indirect via BLUE OWL GP STAKES ASSOCIATES V LP · control person
- and 1 more
Jan 5, 2023 filing
- AddedLENOIR, ELISA, ELLEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedNEIDER, BRIAN, PAUL · title PARTNER AND CHIEF COMPLIANCE OFFICER → PARTNER
- ChangedPOHL, CHRISTOPHER, LOUIS · now a control person
Oct 11, 2022 filing
- AddedLEAD EDGE UGP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via LEAD EDGE PRINCIPAL HOLDINGS MH, LP · control person
Sep 20, 2022 filing
- AddedBLUE OWL CAPITAL CARRY LP · MEMBER · 75% or more · indirect via DYAL GP HOLDINGS LLC · control person
- AddedBLUE OWL CAPITAL GP HOLDINGS LLC · MANAGING MEMBER · 75% or more · indirect via BLUE OWL CAPITAL GP LLC · control person
- AddedBLUE OWL CAPITAL GP LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL CAPITAL CARRY LP · control person
- AddedBLUE OWL CAPITAL INC. · MANAGING MEMBER · 75% or more · indirect via BLUE OWL CAPITAL GP HOLDINGS LLC · control person
- AddedDYAL ASSOCIATES V LP · MANAGER · General partner, trustee or manager · indirect via DYAL U.S. V LLC · control person
- AddedDYAL ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL V US INVESTORS LP · control person
- AddedDYAL ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL V CAYMAN AGGREGATOR LP · control person
- AddedDYAL ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL V OFFSHORE INVESTORS LP · control person
- AddedDYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL ASSOCIATES V LP · control person
- AddedDYAL GP HOLDINGS LLC · MEMBER · 75% or more · indirect via DYAL LP HOLDINGS LLC · control person
- AddedDYAL LP HOLDINGS LLC · LIMITED PARTNER · 75% or more · indirect via DYAL ASSOCIATES V LP · control person
- AddedDYAL V CAYMAN AGGREGATOR LP · MEMBER · 75% or more · indirect via DYAL U.S. V LLC · control person
- AddedDYAL V OFFSHORE INVESTORS LP · LIMITED PARTNER · 75% or more · indirect via DYAL V CAYMAN AGGREGATOR LP · control person
- AddedNBSH ACQUISITION LLC · MANAGING MEMBER · General partner, trustee or manager · indirect via NBSH BLUE INVESTMENTS, LLC · control person
- AddedNBSH BLUE INVESTMENTS, LLC · LIMITED PARTNER · 25–50% · indirect via BLUE OWL CAPITAL CARRY LP · control person
Aug 8, 2022 filing
- No longer listedBOOTH, CAROLYN, O'MARA · MEMBER · General partner, trustee or manager · indirect via SV BOOTH INVESTMENTS I, LLC · listed since Nov 2011
- No longer listedBOOTH, SCOTT · MANAGING MEMBER · 75% or more · indirect via SV BOOTH INVESTMENTS I, LLC · control person · listed since Nov 2011
- No longer listedSV BOOTH INVESTMENTS I, LLC · MEMBER · 10–25% · listed since Jun 2015
- AddedDYAL ASSOCIATES V LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS V (A) LP · control person
- AddedDYAL CAPITAL PARTNERS V (A) LP · MEMBER · 10–25%
- AddedDYAL U.S. V LLC · LIMITED PARTNER · 50–75% · indirect via DYAL CAPITAL PARTNERS V (A) LP · control person
- AddedDYAL V US INVESTORS LP · LIMITED PARTNER · 25–50% · indirect via DYAL CAPITAL PARTNERS V (A) LP · control person
- AddedGREEN, MITCHELL, HOWARD · LIMITED PARTNER · 50–75% · indirect via LEAD EDGE PRINCIPAL HOLDINGS MH, LP · control person
- AddedGREEN, MITCHELL, HOWARD · MANAGER AND MEMBER · 50–75% · indirect via LEAD EDGE UGP, LLC · control person
- AddedLEAD EDGE PRINCIPAL HOLDINGS MH, LP · MEMBER · 75% or more
- AddedLEAD EDGE UGP, LLC · MANAGING MEMBER · Less than 5% · control person
- AddedMEHTA, NIMAY, KIRAN · MANAGER · General partner, trustee or manager · indirect via LEAD EDGE UGP, LLC · control person
- AddedNEIDER, BRIAN, PAUL · MANAGER · General partner, trustee or manager · indirect via LEAD EDGE UGP, LLC · control person
- ChangedGREEN, MITCHELL, HOWARD · title MANAGING MEMBER → FOUNDING PARTNER; ownership 50–75% → Less than 5%
- ChangedMEHTA, NIMAY, KIRAN · title MANAGING MEMBER → PARTNER; ownership 10–25% → Less than 5%
- ChangedNEIDER, BRIAN, PAUL · title CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER → PARTNER AND CHIEF COMPLIANCE OFFICER; ownership 10–25% → Less than 5%
Mar 28, 2017 filing
- ChangedBOOTH, CAROLYN, O'MARA · indirect via SV BOOTH INVESTMENTS I, LLC: title MANAGING MEMBER → MEMBER
Mar 22, 2016 filing
- No longer listedEYRE, GILES, STEPHEN · MEMBER · 10–25% · listed since Jun 2015
- AddedPOHL, CHRISTOPHER, LOUIS · CHIEF FINANCIAL OFFICER · Less than 5%
- Listed againMEHTA, NIMAY, KIRAN · MANAGING MEMBER · 10–25% · control person
- ChangedNEIDER, BRIAN, PAUL · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; ownership Less than 5% → 10–25%
Sep 21, 2015 filing
- No longer listedMEHTA, NIMAY, KIRAN · MEMBER · 10–25% · control person · listed since Jun 2015
- ChangedNEIDER, BRIAN, PAUL · title MEMBER/CCO → CHIEF COMPLIANCE OFFICER; ownership 10–25% → Less than 5%
Jun 2, 2015 filing (earliest on record)
- ListedBOOTH, CAROLYN, O'MARA · MANAGING MEMBER · General partner, trustee or manager · indirect via SV BOOTH INVESTMENTS I, LLC
- ListedBOOTH, SCOTT · MANAGING MEMBER · 75% or more · indirect via SV BOOTH INVESTMENTS I, LLC · control person
- ListedEYRE, GILES, STEPHEN · MEMBER · 10–25%
- ListedGREEN, MITCHELL, HOWARD · MANAGING MEMBER · 50–75% · control person
- ListedMEHTA, NIMAY, KIRAN · MEMBER · 10–25% · control person
- ListedNEIDER, BRIAN, PAUL · MEMBER/CCO · 10–25% · control person
- ListedSV BOOTH INVESTMENTS I, LLC · MEMBER · 10–25%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- TOAST INC$49.4M +142.7%
- NCINO INC$34.6M +136.9%
- APPFOLIO INC$30.9M +93.1%
- VEEVA SYS INC$20.2M +53.8%
- APPIAN CORP$20.0M +43.5%
Lead Edge Capital Management, LLC Holdings (2026-06-30)
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 | TOAST INC | TOST | 888787108 | $84.1M | 15.27% | 3,021,216 | SH |
| 2 | WORKDAY INC | WDAY | 98138H101 | $76.4M | 13.88% | 623,867 | SH |
| 3 | APPIAN CORP | APPN | 03782L101 | $65.9M | 11.98% | 2,878,544 | SH |
| 4 | APPFOLIO INC | APPF | 03783C100 | $64.1M | 11.64% | 399,656 | SH |
| 5 | REMITLY GLOBAL INC | RELY | 75960P104 | $60.2M | 10.94% | 2,687,772 | SH |
| 6 | NCINO INC | NCNO | 63947X101 | $59.9M | 10.88% | 3,662,570 | SH |
| 7 | VEEVA SYS INC | VEEV | 922475108 | $57.9M | 10.52% | 326,306 | SH |
| 8 | YEXT INC | YEXT | 98585N106 | $36.6M | 6.66% | 7,843,296 | SH |
| 9 | MONGODB INC | MDB | 60937P106 | $21.7M | 3.95% | 64,678 | SH |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $20.9M | 3.80% | 515,051 | SH |
| 11 | EQUIPMENTSHARE COM INC | EQPT | 29445S100 | $2.2M | 0.39% | 110,000 | SH |
| 12 | LIFE360 INC | LIF | 532206109 | $489.1K | 0.09% | 8,834 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $550.4M | 12 | 0001802797-26-000010 |
| 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 |
Filer Information
Address
96 SPRING STREETFLOORS 5 & 6
NEW YORK, NY 10012
Phone
(212) 984-2421
Filing Manager
Lead Edge Capital Management, LLC
NEW YORK, NY
Signatory
Elisa LeNoir
Chief Compliance Officer