Q3 2024 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2024-11-14 · accession 0001493152-24-045546
$345.4M
Reported value
10
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98585N106 | YEXT | YEXT INC | $88.5M | 25.6% | 12,792,078 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $70.7M | 20.5% | 2,498,900 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $49.3M | 14.3% | 1,445,085 | Common | SOLE |
| 63001N106 | NATL | NCR ATLEOS CORPORATION | $34.2M | 9.91% | 1,199,961 | Common | SOLE |
| 457790103 | — | INSTRUCTURE HLDGS INC | $23.2M | 6.71% | 984,124 | Common | SOLE |
| 292812104 | — | ENFUSION INC | $22.9M | 6.62% | 2,409,967 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $21.1M | 6.10% | 667,000 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $20.8M | 6.02% | 1,846,391 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $14.3M | 4.14% | 1,068,100 | Common | SOLE |
| 532206109 | LIF | LIFE360 INC | $347,618 | 0.10% | 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.