LEAD EDGE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YEXT | 12.79M | $103.10M |
 | RELY | 4.06M | $56.03M |
 | CWAN | 1.95M | $46.95M |
 | NCNO | 1.69M | $43.27M |
 | APPN | 1.61M | $56.98M |
 | NATL | 768K | $29.28M |
 | MDB | 128K | $53.74M |
 | LIF | 9K | $566.61K |
Yext, Inc.
YEXT
Shares Held
12.79M
Value
$103.10M
Remitly Global, Inc.
RELY
Shares Held
4.06M
Value
$56.03M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
1.95M
Value
$46.95M
nCino, Inc.
NCNO
Shares Held
1.69M
Value
$43.27M
Appian Corporation
APPN
Shares Held
1.61M
Value
$56.98M
NCR Atleos Corporation
NATL
Shares Held
768K
Value
$29.28M
MongoDB, Inc.
MDB
Shares Held
128K
Value
$53.74M
Life360, Inc.
LIF
Shares Held
9K
Value
$566.61K