§ 13F · FUND PROFILE
Lead Edge Capital Management, LLC.
AUM · $550M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TOST | TOAST INC | 3.02M | $84M | — | — |
| 2 | WDAY | WORKDAY INC | 624K | $76M | — | — |
| 3 | APPN | APPIAN CORP | 2.88M | $66M | — | — |
| 4 | APPF | APPFOLIO INC | 400K | $64M | — | — |
| 5 | RELY | REMITLY GLOBAL INC | 2.69M | $60M | — | — |
| 6 | NCNO | NCINO INC | 3.66M | $60M | — | — |
| 7 | VEEV | VEEVA SYS INC | 326K | $58M | — | — |
| 8 | YEXT | YEXT INC | 7.84M | $37M | — | — |
| 9 | MDB | MONGODB INC | 65K | $22M | — | — |
| 10 | PCOR | PROCORE TECHNOLOGIES INC | 515K | $21M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEAD SIGNAL
AC read
Lead Edge Capital Management, LLC is a Other fund managing $550 million in assets. The fund runs a focused portfolio of just 12 positions.
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