Lead Edge Capital Management, LLC
12 holdingsFiling period: 2026-06-30Current AUM: $834.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TOST | Toast Inc | 3.02M | $84.0M | $97.1M | 11.63% | +1.71M | 2026-06-30 |
| 2 | WDAY | Workday Inc | 623.9K | $76.4M | $130.1M | 15.58% | +8.2K | 2026-06-30 |
| 3 | APPN | Appian Corp | 2.88M | $65.9M | $148.4M | 17.78% | +972.9K | 2026-06-30 |
| 4 | APPF | Appfolio Inc | 399.7K | $64.1M | $85.7M | 10.26% | +189.4K | 2026-06-30 |
| 5 | RELY | Remitly Global Inc | 2.69M | $60.2M | $66.0M | 7.91% | -1,084,183 | 2026-06-30 |
| 6 | NCNO | Ncino Inc | 3.66M | $59.9M | $85.8M | 10.28% | +1.98M | 2026-06-30 |
| 7 | VEEV | Veeva Sys Inc | 326.3K | $57.9M | $103.8M | 12.44% | +111.9K | 2026-06-30 |
| 8 | YEXT | Yext Inc | 7.84M | $36.6M | $58.2M | 6.97% | -- | 2026-06-30 |
| 9 | MDB | Mongodb Inc | 64.7K | $21.7M | $25.2M | 3.01% | -105,747 | 2026-06-30 |
| 10 | PCOR | Procore Technologies Inc | 515.1K | $20.9M | $32.3M | 3.87% | +205.5K | 2026-06-30 |
| 11 | EQPT | Equipmentshare.com Inc | 110.0K | $2.2M | $1.8M | 0.21% | -- | 2026-06-30 |
| 12 | LIF | Life360 Inc | 8.8K | $489K | $389K | 0.05% | -- | 2026-06-30 |
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