Q2 2025 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2025-08-14 · accession 0001802797-25-000005
$361.2M
Reported value
9
Positions
2025-06-30
Period end
The Brief · Lead Edge Capital Management, LLC · Q2 2025
AI · grounded in 13F
Lead Edge Capital Management, LLC established a new position in YEXT valued at $108.7M. The fund also initiated new stakes in APPN for $48.5M and MDB for $47.2M. Additional new positions include NCNO at $44.9M, RELY at $41.5M, and NATL at $26.2M. Total assets under management stand at $361.2M across 9 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98585N106 | YEXT | YEXT INC | $108.7M | 30.1% | 12,792,078 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $48.5M | 13.4% | 1,624,797 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $47.2M | 13.1% | 224,859 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $44.9M | 12.4% | 1,604,129 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $41.5M | 11.5% | 2,208,833 | Common | SOLE |
| 63001N106 | NATL | NCR ATLEOS CORPORATION | $26.2M | 7.24% | 917,028 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $24.7M | 6.84% | 1,126,900 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $19.0M | 5.25% | 1,183,391 | Common | SOLE |
| 532206109 | LIF | LIFE360 INC | $576,419 | 0.16% | 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.