Lead Edge Capital Management, LLC
CIK: 0001802797SEC EDGAR →
Portfolio Value
$389.9M
Holdings
8
As of
Q4 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | YEXT INC | 12,792,078 | $103.1M | 26.44% |
| 2 | APPIAN CORP | 1,608,789 | $57.0M | 14.61% |
| 3 | REMITLY GLOBAL INC | 4,060,413 | $56.0M | 14.37% |
| 4 | MONGODB INC | 128,055 | $53.7M | 13.78% |
| 5 | CLEARWATER ANALYTICS HLDGS I | 1,946,446 | $46.9M | 12.04% |
| 6 | NCINO INC | 1,687,480 | $43.3M | 11.10% |
| 7 | NCR ATLEOS CORPORATION | 768,415 | $29.3M | 7.51% |
| 8 | LIFE360 INC | 8,834 | $566K | 0.15% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 8 | $389.9M | 100.0% |