Lead Edge Capital Management
$550M 13F equity value
12 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lead Edge Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TOST | TOAST INC | 3,021,216 | $84M | 15.3% |
| WDAY | WORKDAY INC | 623,867 | $76M | 13.9% |
| APPN | APPIAN CORP | 2,878,544 | $66M | 12.0% |
| APPF | APPFOLIO INC | 399,656 | $64M | 11.6% |
| RELY | REMITLY GLOBAL INC | 2,687,772 | $60M | 10.9% |
| NCNO | NCINO INC | 3,662,570 | $60M | 10.9% |
| VEEV | VEEVA SYS INC | 326,306 | $58M | 10.5% |
| YEXT | YEXT INC | 7,843,296 | $37M | 6.7% |
| MDB | MONGODB INC | 64,678 | $22M | 3.9% |
| PCOR | PROCORE TECHNOLOGIES INC | 515,051 | $21M | 3.8% |
Track Lead Edge Capital Management's 13F portfolio: $550M in reported holdings, 12 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}