Q3 2023 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2023-11-14 · accession 0001493152-23-040964
$281.6M
Reported value
9
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98585N106 | YEXT | YEXT INC | $72.6M | 25.8% | 11,474,281 | Common | SOLE |
| 457790103 | — | INSTRUCTURE HLDGS INC | $55.1M | 19.6% | 2,168,430 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $35.0M | 12.4% | 3,276,154 | Common | SOLE |
| 22975E109 | — | EVENTBRITE INC | $31.3M | 11.1% | 3,170,996 | Common | SOLE |
| 62886E108 | VYX | NCR CORP NEW | $30.2M | 10.7% | 1,121,322 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $19.1M | 6.80% | 212,761 | Common | SOLE |
| 29978A104 | EVBGEUR | EVERBRIDGE INC | $18.6M | 6.59% | 828,200 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $10.2M | 3.63% | 252,500 | Common | SOLE |
| 08975P108 | CMRC | BIGCOMMERCE HLDGS INC | $9.5M | 3.36% | 959,471 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.