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
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | WDAY | Workday Inc | $80.0M | 19.61% | +615,670 | NEW |
| 2 | RELY | Remitly Global Inc | $59.1M | 14.49% | -288,458 | -7.1% |
| 3 | APPN | Appian Corp | $45.9M | 11.26% | +296,845 | +18.5% |
| 4 | MDB | MongoDB Inc | $41.7M | 10.23% | +42,370 | +33.1% |
| 5 | VEEV | Veeva Sys Inc | $37.7M | 9.23% | +214,409 | NEW |
| 6 | TOST | Toast Inc | $34.6M | 8.49% | +1,306,362 | NEW |
| 7 | APPF | Appfolio Inc | $33.2M | 8.14% | +210,260 | NEW |
| 8 | YEXT | Yext Inc | $30.1M | 7.38% | -4,948,782 | -38.7% |
| 9 | NCNO | Ncino Inc | $25.3M | 6.20% | — | HELD |
| 10 | PCOR | Procore Technologies Inc | $17.6M | 4.33% | +309,573 | NEW |
| 11 | EQPT | Equipmentshare Com Inc | $2.2M | 0.55% | +110,000 | NEW |
| 12 | LIF | Life360 Inc | $361K | 0.09% | — | HELD |
| 13 | CWAN | CLEARWATER ANALYTICS HLDGS I | — | — | -1,946,446 | EXITED |
| 14 | NATL | NCR ATLEOS CORPORATION | — | — | -768,415 | EXITED |
Source: SEC EDGAR · accession 0001802797-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.