Institutional
Lead Edge Capital Management, LLC
CIK 0001802797
$407.9M
Reported AUM
12
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Lead Edge Capital Management, LLC · Q1 2026
AI · grounded in 13F
Lead Edge Capital Management, LLC established a new position in Workday Inc WDAY valued at $79.9M. The fund also closed its positions in CLEARWATER ANALYTICS HLDGS I CWAN and NCR ATLEOS CORPORATION NATL, reducing exposure by $46.9M and $29.2M respectively. Other new additions include Veeva Sys Inc VEEV at $37.6M and Toast Inc TOST at $34.6M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WDAY | Workday Inc | $144.28 | -2.45% | -42.91% | -38.45% | $80.0M | 19.61% | +615,670 | NEW |
| 2 | RELY | Remitly Global Inc | $18.77 | -5.25% | -12.86% | -38.70% | $59.1M | 14.49% | −288,458 | −7.1% |
| 3 | APPN | Appian Corp | $24.73 | 0.65% | -23.15% | -78.76% | $45.9M | 11.26% | +296,845 | +18.5% |
| 4 | MDB | MongoDB Inc | $350.74 | -7.74% | 59.33% | -2.28% | $41.7M | 10.23% | +42,370 | +33.1% |
| 5 | VEEV | Veeva Sys Inc | $172.61 | -3.35% | -39.51% | -48.12% | $37.7M | 9.23% | +214,409 | NEW |
| 6 | TOST | Toast Inc | $24.64 | -2.30% | -44.01% | -53.70% | $34.6M | 8.49% | +1,306,362 | NEW |
| 7 | APPF | Appfolio Inc | $166.94 | 2.01% | -23.16% | 17.90% | $33.2M | 8.14% | +210,260 | NEW |
| 8 | YEXT | Yext Inc | $3.89 | -1.77% | -56.19% | -70.15% | $30.1M | 7.38% | −4,948,782 | −38.7% |
| 9 | NCNO | Ncino Inc | $14.92 | -3.43% | -45.39% | -76.53% | $25.3M | 6.20% | — | HELD |
| 10 | PCOR | Procore Technologies Inc | $48.57 | -4.20% | -28.43% | -52.97% | $17.6M | 4.33% | +309,573 | NEW |
| 11 | EQPT | Equipmentshare Com Inc | $19.55 | -4.35% | -39.96% | -32.63% | $2.2M | 0.55% | +110,000 | NEW |
| 12 | LIF | Life360 Inc | $45.37 | -5.08% | -28.94% | 35.23% | $361K | 0.09% | — | HELD |
| 13 | CWAN | CLEARWATER ANALYTICS HLDGS I | $24.37 | -0.04% | 1.92% | 8.41% | — | — | −1,946,446 | EXITED |
| 14 | NATL | NCR ATLEOS CORPORATION | $44.15 | -0.14% | 63.82% | 98.78% | — | — | −768,415 | EXITED |
Source: SEC EDGAR · accession 0001802797-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.