LEAD EDGE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YEXT | 7.84M | $30.12M |
 | RELY | 3.77M | $59.11M |
 | APPN | 1.91M | $45.94M |
 | NCNO | 1.69M | $25.28M |
 | TOST | 1.31M | $34.63M |
 | WDAY | 616K | $79.99M |
 | PCOR | 310K | $17.65M |
 | VEEV | 214K | $37.66M |
 | APPF | 210K | $33.18M |
 | MDB | 170K | $41.71M |
 | EQPT | 110K | $2.24M |
 | LIF | 9K | $360.60K |
Yext, Inc.
YEXT
Shares Held
7.84M
Value
$30.12M
Remitly Global, Inc.
RELY
Shares Held
3.77M
Value
$59.11M
Appian Corporation
APPN
Shares Held
1.91M
Value
$45.94M
nCino, Inc.
NCNO
Shares Held
1.69M
Value
$25.28M
Toast, Inc.
TOST
Shares Held
1.31M
Value
$34.63M
Workday, Inc.
WDAY
Shares Held
616K
Value
$79.99M
Procore Technologies, Inc.
PCOR
Shares Held
310K
Value
$17.65M
Veeva Systems Inc.
VEEV
Shares Held
214K
Value
$37.66M
AppFolio, Inc.
APPF
Shares Held
210K
Value
$33.18M
MongoDB, Inc.
MDB
Shares Held
170K
Value
$41.71M
EquipmentShare.com Inc.
EQPT
Shares Held
110K
Value
$2.24M
Life360, Inc.
LIF
Shares Held
9K
Value
$360.60K