Q1 2026 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2026-05-15 · accession 0001802797-26-000006
$407.9M
Reported value
12
Positions
2026-03-31
Period end
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.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98138H101 | WDAY | Workday Inc | $80.0M | 19.6% | 615,670 | Common | SOLE |
| 75960P104 | RELY | Remitly Global Inc | $59.1M | 14.5% | 3,771,955 | Common | SOLE |
| 03782L101 | APPN | Appian Corp | $45.9M | 11.3% | 1,905,634 | Common | SOLE |
| 60937P106 | MDB | MongoDB Inc | $41.7M | 10.2% | 170,425 | Common | SOLE |
| 922475108 | VEEV | Veeva Sys Inc | $37.7M | 9.23% | 214,409 | Common | SOLE |
| 888787108 | TOST | Toast Inc | $34.6M | 8.49% | 1,306,362 | Common | SOLE |
| 03783C100 | APPF | Appfolio Inc | $33.2M | 8.14% | 210,260 | Common | SOLE |
| 98585N106 | YEXT | Yext Inc | $30.1M | 7.38% | 7,843,296 | Common | SOLE |
| 63947X101 | NCNO | Ncino Inc | $25.3M | 6.20% | 1,687,480 | Common | SOLE |
| 74275K108 | PCOR | Procore Technologies Inc | $17.6M | 4.33% | 309,573 | Common | SOLE |
| 29445S100 | EQPT | Equipmentshare Com Inc | $2.2M | 0.55% | 110,000 | Common | SOLE |
| 532206109 | LIF | Life360 Inc | $360,604 | 0.09% | 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.