Lead Edge Capital Management, Llc Portfolio Stock Holdings
Lead Edge Capital Management, Llc disclosed 12 stock positions valued at approximately $407.9 million in its latest SEC 13F filing. The largest holdings include Workday Inc, Remitly Global Inc, and Appian Corp. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 12
- Portfolio Value
- $407.9M
Holdings by Sector
Lead Edge Capital Management, Llc Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Workday Inc | WDAY | Technology | 19.61% | 615,670 | +615,670 | +100.00% | $79,987,846 |
| Remitly Global Inc | RELY | Technology | 14.49% | 3,771,955 | -288,458 | -7.10% | $59,106,535 |
| Appian Corp | APPN | Technology | 11.26% | 1,905,634 | +296,845 | +18.45% | $45,944,836 |
| MongoDB Inc | MDB | Technology | 10.23% | 170,425 | +42,370 | +33.09% | $41,714,927 |
| Veeva Sys Inc | VEEV | Healthcare | 9.23% | 214,409 | +214,409 | +100.00% | $37,663,085 |
| Toast Inc | TOST | Technology | 8.49% | 1,306,362 | +1,306,362 | +100.00% | $34,631,657 |
| Appfolio Inc | APPF | Technology | 8.14% | 210,260 | +210,260 | +100.00% | $33,183,233 |
| Yext Inc | YEXT | Technology | 7.38% | 7,843,296 | -4,948,782 | -38.69% | $30,118,257 |
| Ncino Inc | NCNO | Technology | 6.20% | 1,687,480 | - | - | $25,278,450 |
| Procore Technologies Inc | PCOR | Technology | 4.33% | 309,573 | +309,573 | +100.00% | $17,645,661 |
| Life360 Inc | LIF | Technology | 0.09% | 8,834 | - | - | $360,604 |