LEAD EDGE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YEXT | 12.79M | $108.99M |
 | RELY | 2.63M | $42.95M |
 | CWAN | 1.95M | $35.07M |
 | APPN | 1.81M | $55.37M |
 | NCNO | 1.60M | $43.49M |
 | NATL | 843K | $33.15M |
 | MDB | 189K | $58.51M |
 | LIF | 9K | $939.05K |
Yext, Inc.
YEXT
Shares Held
12.79M
Value
$108.99M
Remitly Global, Inc.
RELY
Shares Held
2.63M
Value
$42.95M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
1.95M
Value
$35.07M
Appian Corporation
APPN
Shares Held
1.81M
Value
$55.37M
nCino, Inc.
NCNO
Shares Held
1.60M
Value
$43.49M
NCR Atleos Corporation
NATL
Shares Held
843K
Value
$33.15M
MongoDB, Inc.
MDB
Shares Held
189K
Value
$58.51M
Life360, Inc.
LIF
Shares Held
9K
Value
$939.05K