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, exited 0, added to 8, and trimmed 1.
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.
FLOORS 5 & 6
NEW YORK, NY 10012
$550.4M
Long-equity book
12
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −0 / ↑8 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
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%
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 |
| 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 |