Q3 2025 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2025-11-14 · accession 0001802797-25-000010
$378.5M
Reported value
8
Positions
2025-09-30
Period end
The Brief · Lead Edge Capital Management, LLC · Q3 2025
AI · grounded in 13F
Lead Edge Capital Management, LLC established a new position in YEXT valued at $108.99M. The fund also initiated new stakes in MDB for $58.51M and APPN for $55.37M. Additional new positions include NCNO at $43.49M, RELY at $42.95M, and CWAN at $35.07M. The fund ended the period with 8 positions and total AUM of $378.47M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98585N106 | YEXT | YEXT INC | $109.0M | 28.8% | 12,792,078 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $58.5M | 15.5% | 188,524 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $55.4M | 14.6% | 1,811,151 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $43.5M | 11.5% | 1,604,129 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $43.0M | 11.3% | 2,634,993 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $35.1M | 9.27% | 1,946,446 | Common | SOLE |
| 63001N106 | NATL | NCR ATLEOS CORPORATION | $33.2M | 8.76% | 843,362 | Common | SOLE |
| 532206109 | LIF | LIFE360 INC | $939,054 | 0.25% | 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.