Lead Edge Capital Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Lead Edge Capital Management, Llc disclosed 11 stock positions valued at approximately $550.38M as of quarter-end June 30, 2026. The largest holdings include TOAST INC, WORKDAY INC, and APPIAN CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $550.38M
Holdings by Sector
Lead Edge Capital Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TOAST INC | TOST | Technology | 15.27% | 3,021,216 | +1,714,854 | +131.27% | $84,050,229 |
| WORKDAY INC | WDAY | Technology | 13.88% | 623,867 | +8,197 | +1.33% | $76,373,798 |
| APPIAN CORP | APPN | Technology | 11.98% | 2,878,544 | +972,910 | +51.05% | $65,918,658 |
| APPFOLIO INC | APPF | Technology | 11.64% | 399,656 | +189,396 | +90.08% | $64,084,840 |
| REMITLY GLOBAL INC | RELY | Technology | 10.94% | 2,687,772 | -1,084,183 | -28.74% | $60,232,971 |
| NCINO INC | NCNO | Technology | 10.88% | 3,662,570 | +1,975,090 | +117.04% | $59,883,020 |
| VEEVA SYS INC | VEEV | Healthcare | 10.52% | 326,306 | +111,897 | +52.19% | $57,909,526 |
| YEXT INC | YEXT | Technology | 6.66% | 7,843,296 | - | - | $36,628,192 |
| MONGODB INC | MDB | Technology | 3.95% | 64,678 | -105,747 | -62.05% | $21,725,340 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 3.80% | 515,051 | +205,478 | +66.37% | $20,921,372 |
| LIFE360 INC | LIF | Technology | 0.09% | 8,834 | - | - | $489,050 |
Showing 11 of 11 holdings in the latest reporting period.