Filed: 5/15/2023ACC: 0001493152-23-016985
📋 What this filing means
LEAD EDGE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $318.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$318.37M
Total AUM (reported)
23.34M
Total Shares
Allocation by class
COM$213.55M67.1%
ORD SHS$53.12M16.7%
COM CLASS A$34.37M10.8%
COM SER 1$17.33M5.4%
Portfolio Concentration
Top 3$217.12M68.2%
4–10$101.25M31.8%
Top 3 weight
68.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 23.34M
Sole
Full voting authority
23.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
Yext Inc.
SOLEShares11.47M
TypeSH
Market value$110.27M
34.64%
Sole
11.47M
Shared
0.00
None
0.00
Instructure Holdings Inc.
SOLEShares2.07M
TypeSH
Market value$53.73M
16.88%
Sole
2.07M
Shared
0.00
None
0.00
Elastic NV
SOLEShares971.47K
TypeSH
Market value$53.12M
16.69%
Sole
971.47K
Shared
0.00
None
0.00
StoneCo Ltd.
SOLEShares3.58M
TypeSH
Market value$34.14M
10.72%
Sole
3.58M
Shared
0.00
None
0.00
NCR Corp New
SOLEShares1.12M
TypeSH
Market value$26.45M
8.31%
Sole
1.12M
Shared
0.00
None
0.00
Guidewire Software Inc.
SOLEShares212.76K
TypeSH
Market value$17.46M
5.48%
Sole
212.76K
Shared
0.00
None
0.00
Bigcommerce Hldgs Inc.
SOLEShares1.94M
TypeSH
Market value$17.33M
5.44%
Sole
1.94M
Shared
0.00
None
0.00
Weave Communications Inc.
SOLEShares1.13M
TypeSH
Market value$5.64M
1.77%
Sole
1.13M
Shared
0.00
None
0.00
Bird Global Inc.
SOLEShares833.50K
TypeSH
Market value$233.4K
0.07%
Sole
833.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Yext Inc.SOLE | COM | 11.47M | SH | $110.27M 34.64% | 11.47M | 0.00 | 0.00 |
Instructure Holdings Inc.SOLE | COM | 2.07M | SH | $53.73M 16.88% | 2.07M | 0.00 | 0.00 |
Elastic NVSOLE | ORD SHS | 971.47K | SH | $53.12M 16.69% | 971.47K | 0.00 | 0.00 |
StoneCo Ltd.SOLE | COM CLASS A | 3.58M | SH | $34.14M 10.72% | 3.58M | 0.00 | 0.00 |
NCR Corp NewSOLE | COM | 1.12M | SH | $26.45M 8.31% | 1.12M | 0.00 | 0.00 |
Guidewire Software Inc.SOLE | COM | 212.76K | SH | $17.46M 5.48% | 212.76K | 0.00 | 0.00 |
Bigcommerce Hldgs Inc.SOLE | COM SER 1 | 1.94M | SH | $17.33M 5.44% | 1.94M | 0.00 | 0.00 |
Weave Communications Inc.SOLE | COM | 1.13M | SH | $5.64M 1.77% | 1.13M | 0.00 | 0.00 |
Bird Global Inc.SOLE | COM CLASS A | 833.50K | SH | $233.4K 0.07% | 833.50K | 0.00 | 0.00 |