Filed: 2/14/2025ACC: 0001493152-25-006626
📋 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 $295.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$295.64M
Total AUM (reported)
22.77M
Total Shares
Allocation by class
COM$150.14M50.8%
CL A$113.09M38.3%
COM SHS$17.70M6.0%
COM CL A$14.72M5.0%
Portfolio Concentration
Top 3$172.25M58.3%
4–10$123.39M41.7%
Top 3 weight
58.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 22.77M
Sole
Full voting authority
22.77M
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
SOLEShares12.79M
TypeSH
Market value$81.36M
27.52%
Sole
12.79M
Shared
0.00
None
0.00
APPIAN CORP
SOLEShares1.53M
TypeSH
Market value$50.40M
17.05%
Sole
1.53M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares1.79M
TypeSH
Market value$40.49M
13.70%
Sole
1.79M
Shared
0.00
None
0.00
TOAST INC
SOLEShares1.04M
TypeSH
Market value$37.87M
12.81%
Sole
1.04M
Shared
0.00
None
0.00
NCINO INC
SOLEShares831.67K
TypeSH
Market value$27.93M
9.45%
Sole
831.67K
Shared
0.00
None
0.00
ENFUSION INC
SOLEShares2.41M
TypeSH
Market value$24.82M
8.40%
Sole
2.41M
Shared
0.00
None
0.00
NCR ATLEOS CORPORATION
SOLEShares521.68K
TypeSH
Market value$17.70M
5.99%
Sole
521.68K
Shared
0.00
None
0.00
STONECO LTD
SOLEShares1.85M
TypeSH
Market value$14.72M
4.98%
Sole
1.85M
Shared
0.00
None
0.00
LIFE360 INC
SOLEShares8.83K
TypeSH
Market value$364.6K
0.12%
Sole
8.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
YEXT INCSOLE | COM | 12.79M | SH | $81.36M 27.52% | 12.79M | 0.00 | 0.00 |
APPIAN CORPSOLE | CL A | 1.53M | SH | $50.40M 17.05% | 1.53M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 1.79M | SH | $40.49M 13.70% | 1.79M | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 1.04M | SH | $37.87M 12.81% | 1.04M | 0.00 | 0.00 |
NCINO INCSOLE | COM | 831.67K | SH | $27.93M 9.45% | 831.67K | 0.00 | 0.00 |
ENFUSION INCSOLE | CL A | 2.41M | SH | $24.82M 8.40% | 2.41M | 0.00 | 0.00 |
NCR ATLEOS CORPORATIONSOLE | COM SHS | 521.68K | SH | $17.70M 5.99% | 521.68K | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 1.85M | SH | $14.72M 4.98% | 1.85M | 0.00 | 0.00 |
LIFE360 INCSOLE | COM | 8.83K | SH | $364.6K 0.12% | 8.83K | 0.00 | 0.00 |