Lead Edge Capital Management, LLC 13F Holdings · Q2 2026
Lead Edge Capital Management, LLC reported 12 securities worth $550.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TOST (15.27%), WDAY (13.88%), APPN (11.98%). Among its top 25 positions this quarter: 7 added, 2 trimmed.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR