Q1 2025 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001802797-25-000003
$329.3M
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98585N106 | YEXT | YEXT INC | $78.8M | 23.9% | 12,792,078 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $45.9M | 14.0% | 2,208,833 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $44.1M | 13.4% | 1,604,129 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $44.0M | 13.4% | 1,528,085 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $34.5M | 10.5% | 1,038,900 | Common | SOLE |
| 292812104 | — | ENFUSION INC | $26.9M | 8.16% | 2,409,967 | Common | SOLE |
| 63001N106 | NATL | NCR ATLEOS CORPORATION | $19.5M | 5.93% | 740,495 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $19.4M | 5.88% | 1,846,391 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $15.9M | 4.82% | 90,460 | Common | SOLE |
| 532206109 | LIF | LIFE360 INC | $339,137 | 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.