Lead Edge Capital Management, LLC
CIK: 0001802797Latest portfolio: $389.9M · Q4 2025
Holdings
8
Total Value
$389.9M
New Positions
0
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | YEXTYEXT INC | 12,792,078 | $103.1M | 26.44% | — | |
| 2 | APPNAPPIAN CORP | 1,608,789 | $57.0M | 14.61% | -202,362 | |
| 3 | RELYREMITLY GLOBAL INC | 4,060,413 | $56.0M | 14.37% | +1.4M | |
| 4 | MDBMONGODB INC | 128,055 | $53.7M | 13.78% | -60,469 | |
| 5 | CWANCLEARWATER ANALYTICS HLDGS I | 1,946,446 | $46.9M | 12.04% | — | |
| 6 | NCNONCINO INC | 1,687,480 | $43.3M | 11.10% | +83K | |
| 7 | NATLNCR ATLEOS CORPORATION | 768,415 | $29.3M | 7.51% | -74,947 | |
| 8 | LIFLIFE360 INC | 8,834 | $566K | 0.15% | — |
Sector Breakdown
Technology100.0% ($1.0310456983560336e+29T)
Filing History
Fund Information
Lead Edge Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $389.9M across 8 holdings. The largest position is YEXT INC (YEXT), representing 26.4% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.