Q4 2024 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2025-02-14 · accession 0001493152-25-006626
$295.6M
Reported value
9
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98585N106 | YEXT | YEXT INC | $81.4M | 27.5% | 12,792,078 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $50.4M | 17.0% | 1,528,085 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $40.5M | 13.7% | 1,794,100 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $37.9M | 12.8% | 1,038,900 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $27.9M | 9.45% | 831,672 | Common | SOLE |
| 292812104 | — | ENFUSION INC | $24.8M | 8.40% | 2,409,967 | Common | SOLE |
| 63001N106 | NATL | NCR ATLEOS CORPORATION | $17.7M | 5.99% | 521,681 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $14.7M | 4.98% | 1,846,391 | Common | SOLE |
| 532206109 | LIF | LIFE360 INC | $364,579 | 0.12% | 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.