Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lead Edge Capital Management, LLC (CIK 1802797) reported $550.4M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TOST ($84.1M, 15.27%), WDAY ($76.4M, 13.88%), APPN ($65.9M, 11.98%), APPF ($64.1M, 11.64%), RELY ($60.2M, 10.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TOST | TOAST INC | $84.1M | 15.27% | 3.0M | Added |
| 2 | WDAY | WORKDAY INC | $76.4M | 13.88% | 623,867 | Added |
| 3 | APPN | APPIAN CORP | $65.9M | 11.98% | 2.9M | Added |
| 4 | APPF | APPFOLIO INC | $64.1M | 11.64% | 399,656 | Added |
| 5 | RELY | REMITLY GLOBAL INC | $60.2M | 10.94% | 2.7M | Trimmed |
| 6 | NCNO | NCINO INC | $59.9M | 10.88% | 3.7M | Added |
| 7 | VEEV | VEEVA SYS INC | $57.9M | 10.52% | 326,306 | Added |
| 8 | YEXT | YEXT INC | $36.6M | 6.66% | 7.8M | Hold |
| 9 | MDB | MONGODB INC | $21.7M | 3.95% | 64,678 | Trimmed |
| 10 | PCOR | PROCORE TECHNOLOGIES INC | $20.9M | 3.80% | 515,051 | Added |
| 11 | EQPT | EQUIPMENTSHARE COM INC | $2.2M | 0.39% | 110,000 | Hold |
| 12 | LIF | LIFE360 INC | $489,050 | 0.09% | 8,834 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30