Lead Edge Capital Management, LLC

NEW YORK, NY · CIK 1802797 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2015 · limited liability company

Assets managed$6.8bn
Staff68 · 40 in investment roles
Main clients (by assets)Private funds 100%
Private funds14 (1 hedge) · $6.8bn gross assets
Form ADV · 2026-04-09SEC adviser record

Legal entityLEAD EDGE CAPITAL MANAGEMENT, LLC (US)

$550.4m reported value +34.9% vs Q1 2026

12positions

99.5%in top 10

0 new 7 added 2 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TOAST INC CL A TOST	TOST	3,021,216	$84.1m15.27%	15.27%	Added +1.7m	+1,714,854 131.3%
2	WORKDAY INC CL A WDAY	WDAY	623,867	$76.4m13.88%	13.88%	Added +8.2k	+8,197 1.3%
3	APPIAN CORP CL A APPN	APPN	2,878,544	$65.9m11.98%	11.98%	Added +972.9k	+972,910 51.0%
4	APPFOLIO INC COM CL A APPF	APPF	399,656	$64.1m11.64%	11.64%	Added +189.4k	+189,396 90.1%
5	REMITLY GLOBAL INC COM RELY	RELY	2,687,772	$60.2m10.94%	10.94%	Reduced -1.1m	-1,084,183 -28.7%
6	NCINO INC COM NCNO	NCNO	3,662,570	$59.9m10.88%	10.88%	Added +2.0m	+1,975,090 117.0%
7	VEEVA SYS INC CL A COM VEEV	VEEV	326,306	$57.9m10.52%	10.52%	Added +111.9k	+111,897 52.2%
8	YEXT INC COM YEXT	YEXT	7,843,296	$36.6m6.66%	6.66%	Unchanged
9	MONGODB INC CL A MDB	MDB	64,678	$21.7m3.95%	3.95%	Reduced -105.7k	-105,747 -62.0%
10	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	515,051	$20.9m3.80%	3.80%	Added +205.5k	+205,478 66.4%
11	EQUIPMENTSHARE COM INC COM CL A EQPT	EQPT	110,000	$2.2m0.39%	0.39%	Unchanged
12	LIFE360 INC COM LIF	LIF	8,834	$489.1k0.09%	0.09%	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
APPIAN CORP APPN · 13G · filed 2026-06-30	APPN	6.8%≈ $65.9m	new	13G	2026-06-30