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 $407.9M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WDAY ($80.0M, 19.61%), RELY ($59.1M, 14.49%), APPN ($45.9M, 11.26%), MDB ($41.7M, 10.23%), VEEV ($37.7M, 9.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WDAY | Workday Inc | $80.0M | 19.61% | 615,670 | New |
| 2 | RELY | Remitly Global Inc | $59.1M | 14.49% | 3.8M | Trimmed |
| 3 | APPN | Appian Corp | $45.9M | 11.26% | 1.9M | Added |
| 4 | MDB | MongoDB Inc | $41.7M | 10.23% | 170,425 | Added |
| 5 | VEEV | Veeva Sys Inc | $37.7M | 9.23% | 214,409 | New |
| 6 | TOST | Toast Inc | $34.6M | 8.49% | 1.3M | New |
| 7 | APPF | Appfolio Inc | $33.2M | 8.14% | 210,260 | New |
| 8 | YEXT | Yext Inc | $30.1M | 7.38% | 7.8M | Trimmed |
| 9 | NCNO | Ncino Inc | $25.3M | 6.20% | 1.7M | Hold |
| 10 | PCOR | Procore Technologies Inc | $17.6M | 4.33% | 309,573 | New |
| 11 | Equipmentshare Com Inc | $2.2M | 0.55% | 110,000 | New | |
| 12 | LIF | Life360 Inc | $360,604 | 0.09% | 8,834 | Hold |
| 13 | CWAN | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | Exited |
| 14 | NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31