Q2 2024 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2024-08-14 · accession 0001493152-24-031908
$313.3M
Reported value
10
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 888787108 | TOST | TOAST INC | $64.4M | 20.6% | 2,498,900 | Common | SOLE |
| 98585N106 | YEXT | YEXT INC | $61.4M | 19.6% | 11,474,281 | Common | SOLE |
| 457790103 | — | INSTRUCTURE HLDGS INC | $52.5M | 16.7% | 2,241,530 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $35.7M | 11.4% | 1,156,985 | Common | SOLE |
| 63001N106 | NATL | NCR ATLEOS CORPORATION | $32.4M | 10.3% | 1,199,961 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $24.8M | 7.91% | 179,761 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $22.1M | 7.07% | 1,846,391 | Common | SOLE |
| 292812104 | — | ENFUSION INC | $14.8M | 4.72% | 1,735,551 | Common | SOLE |
| 29975E109 | EB4 | EVENTBRITE INC | $5.0M | 1.58% | 1,025,280 | Common | SOLE |
| 532206109 | LIF | LIFE360 INC | $286,133 | 0.09% | 8,834 | 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.