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 | $168.01 | 5.21% | -28.14% | -41.54% | $80.0M | 19.61% | — | HELD |
| 2 | RELY | Remitly Global Inc | $23.29 | -0.17% | 47.75% | -23.81% | $59.1M | 14.49% | — | HELD |
| 3 | APPN | Appian Corp | $28.74 | 5.08% | 4.43% | -73.19% | $45.9M | 11.26% | — | HELD |
| 4 | MDB | MongoDB Inc | $321.10 | 3.37% | 40.57% | -20.73% | $41.7M | 10.23% | — | HELD |
| 5 | VEEV | Veeva Sys Inc | $207.91 | 3.33% | -28.49% | -39.39% | $37.7M | 9.23% | — | HELD |
| 6 | TOST | Toast Inc | $32.60 | 0.80% | -29.88% | -38.52% | $34.6M | 8.49% | — | HELD |
| 7 | APPF | Appfolio Inc | $186.99 | 4.89% | -41.17% | 58.97% | $33.2M | 8.14% | — | HELD |
| 8 | YEXT | Yext Inc | $5.72 | 1.60% | -26.00% | -57.69% | $30.1M | 7.38% | — | HELD |
| 9 | NCNO | Ncino Inc | $18.83 | 1.73% | -30.87% | -69.73% | $25.3M | 6.20% | — | HELD |
| 10 | PCOR | Procore Technologies Inc | $50.16 | 2.70% | -19.15% | -44.70% | $17.6M | 4.33% | — | HELD |
| 11 | EQPT | Equipmentshare Com Inc | $17.96 | -7.14% | -40.60% | -33.36% | $2.2M | 0.55% | — | HELD |
| 12 | LIF | Life360 Inc | $55.29 | -2.45% | -25.69% | 64.80% | $361K | 0.09% | — | HELD |
Source: SEC EDGAR · accession 0001802797-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.