Lead Edge Capital Management, LLC
12 holdingsFiling period: 2026-03-31Current AUM: $510.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WDAY | Workday Inc | 615.7K | $80.0M | $98.7M | 19.33% | -- | 2026-03-31 |
| 2 | RELY | Remitly Global Inc | 3.77M | $59.1M | $85.9M | 16.82% | -288,458 | 2026-03-31 |
| 3 | APPN | Appian Corp | 1.91M | $45.9M | $51.4M | 10.06% | +296.8K | 2026-03-31 |
| 4 | MDB | MongoDB Inc | 170.4K | $41.7M | $57.5M | 11.26% | +42.4K | 2026-03-31 |
| 5 | VEEV | Veeva Sys Inc | 214.4K | $37.7M | $43.7M | 8.56% | -- | 2026-03-31 |
| 6 | TOST | Toast Inc | 1.31M | $34.6M | $42.2M | 8.25% | -- | 2026-03-31 |
| 7 | APPF | Appfolio Inc | 210.3K | $33.2M | $37.9M | 7.42% | -- | 2026-03-31 |
| 8 | YEXT | Yext Inc | 7.84M | $30.1M | $42.8M | 8.39% | -4,948,782 | 2026-03-31 |
| 9 | NCNO | Ncino Inc | 1.69M | $25.3M | $31.2M | 6.10% | -- | 2026-03-31 |
| 10 | PCOR | Procore Technologies Inc | 309.6K | $17.6M | $17.0M | 3.32% | -- | 2026-03-31 |
| 11 | EQPT | Equipmentshare Com Inc | 110.0K | $2.2M | $2.1M | 0.40% | -- | 2026-03-31 |
| 12 | LIF | Life360 Inc | 8.8K | $360K | $477K | 0.09% | -- | 2026-03-31 |
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