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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WDAY | Workday Inc | $158.11 | -5.89% | -24.39% | -38.49% | $80.0M | 19.61% | — | HELD |
| 2 | RELY | Remitly Global Inc | $23.45 | 0.69% | 47.50% | -23.94% | $59.1M | 14.49% | — | HELD |
| 3 | APPN | Appian Corp | $26.48 | -7.86% | -3.78% | -75.30% | $45.9M | 11.26% | — | HELD |
| 4 | MDB | MongoDB Inc | $325.88 | 1.49% | 45.31% | -18.05% | $41.7M | 10.23% | — | HELD |
| 5 | VEEV | Veeva Sys Inc | $201.56 | -3.05% | -28.19% | -39.14% | $37.7M | 9.23% | — | HELD |
| 6 | TOST | Toast Inc | $32.85 | 0.77% | -31.70% | -40.12% | $34.6M | 8.49% | — | HELD |
| 7 | APPF | Appfolio Inc | $176.02 | -5.87% | -45.29% | 47.85% | $33.2M | 8.14% | — | HELD |
| 8 | YEXT | Yext Inc | $5.51 | -3.67% | -28.72% | -59.25% | $30.1M | 7.38% | — | HELD |
| 9 | NCNO | Ncino Inc | $18.38 | -2.39% | -32.91% | -70.63% | $25.3M | 6.20% | — | HELD |
| 10 | PCOR | Procore Technologies Inc | $53.79 | 7.24% | -13.30% | -40.69% | $17.6M | 4.33% | — | HELD |
| 11 | EQPT | Equipmentshare Com Inc | $18.81 | 4.73% | -44.84% | -38.11% | $2.2M | 0.55% | — | HELD |
| 12 | LIF | Life360 Inc | $55.68 | 0.71% | -25.16% | 65.96% | $361K | 0.09% | — | HELD |
Source: SEC EDGAR · accession 0001802797-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.