account_balance
Investment manager · 13F filer · SEC CIK 1802797
Lead Edge Capital Management, LLC
Reported value$550Mas of Jun 30, 2026
Positions12 0 new, 0 sold out
Top 10 weight99.5%TOST alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 12 stocks.
TOSTToast Inc
15.3%Added +131%
WDAYWorkday Inc
13.9%
APPNAppian Corp
12.0%Added +51%
APPFAppfolio Inc
11.6%Added +90%
RELYRemitly Global Inc
10.9%Trimmed −29%
NCNONcino Inc
10.9%Added +117%
VEEVVeeva Sys Inc
10.5%Added +52%
YEXTYext Inc
6.7%
MDBMongodb Inc
3.9%Trimmed −62%
PCORProcore Technologies Inc
3.8%Added +66%
EQPTTOSTToast Inc
15.3%Added +131%
WDAYWorkday Inc
13.9%
APPN12.0%APPF11.6%RELY10.9%NCNO10.9%VEEV10.5%YEXT6.7%MDB3.9%PCOR3.8%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TOST Toast Inc 15.3% Added +131%WDAY Workday Inc 13.9% HeldAPPN Appian Corp 12.0% Added +51%APPF Appfolio Inc 11.6% Added +90%RELY Remitly Global Inc 10.9% Trimmed −29%NCNO Ncino Inc 10.9% Added +117%VEEV Veeva Sys Inc 10.5% Added +52%YEXT Yext Inc 6.7% HeldMDB Mongodb Inc 3.9% Trimmed −62%PCOR Procore Technologies Inc 3.8% Added +66%EQPT Equipmentshare Com Inc 0.4% HeldLIF Life360 Inc 0.1% Held
What changed