§ 13F · FUND PROFILE
Lead Edge Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 8Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$389.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | YEXT | YEXT INC | 12.79M | $103.1T | 26.4% | NEW |
| 2 | APPN | APPIAN CORP | 1.61M | $57.0T | 14.6% | NEW |
| 3 | RELY | REMITLY GLOBAL INC | 4.06M | $56.0T | 14.4% | NEW |
| 4 | MDB | MONGODB INC | 128K | $53.7T | 13.8% | NEW |
| 5 | CWAN | CLEARWATER ANALYTICS HLDGS I | 1.95M | $46.9T | 12.0% | NEW |
| 6 | NCNO | NCINO INC | 1.69M | $43.3T | 11.1% | NEW |
| 7 | NATL | NCR ATLEOS CORPORATION | 768K | $29.3T | 7.5% | NEW |
| 8 | LIF | LIFE360 INC | 9K | $566.6B | 0.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEAD SIGNAL
AC read
Lead Edge Capital Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed