Lead Edge Capital Management, LLC
Net buyer this quarter
$550M
12
+$102M
99.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TOST | $84.1M | 15.27% | 1.37% | +131.3% | Q3 2021 |
 WDAY | $76.4M | 13.88% | 0.28% | +1.3% | Q1 2026 |
 APPN | $65.9M | 11.98% | 4.01% | +51.1% | Q2 2024 |
 APPF | $64.1M | 11.64% | Not reported | +90.1% | Q1 2026 |
 RELY | $60.2M | 10.94% | 1.27% | -28.7% | Q3 2021 |
 NCNO | $59.9M | 10.88% | 3.34% | +117.0% | Q3 2024 |
 VEEV | $57.9M | 10.52% | 0.20% | +52.2% | Q1 2026 |
 YEXT | $36.6M | 6.66% | 7.82% | Not reported | Q1 2022 |
 MDB | $21.7M | 3.95% | 0.08% | -62.1% | Q1 2025 |
 PCOR | $20.9M | 3.80% | 0.34% | +66.4% | Q1 2026 |
 EQPT | $2.16M | 0.39% | 0.14% | Not reported | Q1 2026 |
 LIF | $489K | 0.09% | 0.01% | Not reported | Q2 2024 |
| Q1 2026 | |||||
| WDAY | $80M | 19.61% | 0.28% | New | Q1 2026 |
| RELY | $59.1M | 14.49% | 1.79% | -7.1% | Q3 2021 |
| APPN | $45.9M | 11.26% | 2.59% | +18.5% | Q2 2024 |
| MDB | $41.7M | 10.23% | 0.21% | +33.1% | Q1 2025 |
| VEEV | $37.7M | 9.23% | 0.13% | New | Q1 2026 |
| TOST | $34.6M | 8.49% | 0.59% | Not reported | Q3 2021 |
| APPF | $33.2M | 8.14% | Not reported | New | Q1 2026 |
| YEXT | $30.1M | 7.38% | 6.36% | -38.7% | Q1 2022 |
| NCNO | $25.3M | 6.20% | 1.47% | Not reported | Q3 2024 |
| PCOR | $17.6M | 4.33% | 0.21% | New | Q1 2026 |
| EQPT | $2.24M | 0.55% | 0.14% | New | Q1 2026 |
| LIF | $361K | 0.09% | 0.01% | Not reported | Q2 2024 |
| Q4 2025 | |||||
| YEXT | $103M | 26.44% | 10.43% | Not reported | Q1 2022 |
| APPN | $57M | 14.61% | 2.17% | -11.2% | Q2 2024 |
| RELY | $56M | 14.37% | 1.93% | +54.1% | Q3 2021 |
| MDB | $53.7M | 13.78% | 0.16% | -32.1% | Q1 2025 |
| CWAN | $46.9M | 12.04% | Not reported | Not reported | Q2 2025 |
| NCNO | $43.3M | 11.10% | 1.47% | +5.2% | Q3 2024 |
 NATL | $29.3M | 7.51% | 1.04% | -8.9% | Q4 2023 |
| LIF | $567K | 0.15% | 0.01% | Not reported | Q2 2024 |
| Q3 2025 | |||||
| YEXT | $109M | 28.80% | 10.38% | Not reported | Q1 2022 |
| MDB | $58.5M | 15.46% | 0.23% | -16.2% | Q1 2025 |
| APPN | $55.4M | 14.63% | 2.45% | +11.5% | Q2 2024 |
| NCNO | $43.5M | 11.49% | 1.39% | Not reported | Q3 2024 |
| RELY | $43M | 11.35% | 1.26% | +19.3% | Q3 2021 |
| CWAN | $35.1M | 9.27% | Not reported | +72.7% | Q2 2025 |
| NATL | $33.2M | 8.76% | 1.14% | -8.0% | Q4 2023 |
| LIF | $939K | 0.25% | 0.01% | Not reported | Q2 2024 |