Universe · entity
Lead Edge Capital Management, LLC
Institutional manager (13F) · CIK 1802797
13F holdings · as of 2026-03-31 · top 12 · reported portfolio $408M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Workday Inc | $80M | 615,670 |
| 2 | Remitly Global Inc | $59M | 3,771,955 |
| 3 | Appian Corp | $46M | 1,905,634 |
| 4 | MongoDB Inc | $42M | 170,425 |
| 5 | Veeva Sys Inc | $38M | 214,409 |
| 6 | Toast Inc | $35M | 1,306,362 |
| 7 | Appfolio Inc | $33M | 210,260 |
| 8 | Yext Inc | $30M | 7,843,296 |
| 9 | Ncino Inc | $25M | 1,687,480 |
| 10 | Procore Technologies Inc | $18M | 309,573 |
| 11 | Equipmentshare Com Inc | $2M | 110,000 |
| 12 | Life360 Inc | $361k | 8,834 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.