Q4 2025 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2026-02-17 · accession 0001802797-26-000004
$389.9M
Reported value
8
Positions
2025-12-31
Period end
The Brief · Lead Edge Capital Management, LLC · Q4 2025
AI · grounded in 13F
Lead Edge Capital Management, LLC increased its position in RELY by 54.10%. The fund reduced its holdings in MDB by 32.08% and trimmed its stake in APPN by 11.17%. Other activity included a 8.89% reduction in NATL and a 5.20% increase in NCNO.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98585N106 | YEXT | YEXT INC | $103.1M | 26.4% | 12,792,078 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $57.0M | 14.6% | 1,608,789 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $56.0M | 14.4% | 4,060,413 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $53.7M | 13.8% | 128,055 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $46.9M | 12.0% | 1,946,446 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $43.3M | 11.1% | 1,687,480 | Common | SOLE |
| 63001N106 | NATL | NCR ATLEOS CORPORATION | $29.3M | 7.51% | 768,415 | Common | SOLE |
| 532206109 | LIF | LIFE360 INC | $566,613 | 0.15% | 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.