Q4 2023 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2024-02-14 · accession 0001493152-24-006460
$374.1M
Reported value
9
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98585N106 | YEXT | YEXT INC | $67.6M | 18.1% | 11,474,281 | Common | SOLE |
| 457790103 | — | INSTRUCTURE HLDGS INC | $58.6M | 15.7% | 2,168,430 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $55.8M | 14.9% | 3,092,554 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $50.7M | 13.5% | 2,774,100 | Common | SOLE |
| 29978A104 | EVBGEUR | EVERBRIDGE INC | $44.6M | 11.9% | 1,836,378 | Common | SOLE |
| 29975E109 | EB4 | EVENTBRITE INC | $34.5M | 9.23% | 4,130,996 | Common | SOLE |
| 63001N106 | NATL | NCR ATLEOS CORPORATION | $32.5M | 8.68% | 1,336,961 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $23.2M | 6.20% | 212,761 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $6.7M | 1.80% | 140,500 | 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.