Filed: 5/15/2025ACC: 0001802797-25-000003
📋 What this filing means
LEAD EDGE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $329.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$329.25M
Total AUM (reported)
24.27M
Total Shares
Allocation by class
COM$169.15M51.4%
CL A$121.22M36.8%
COM SHS$19.53M5.9%
COM CL A$19.35M5.9%
Portfolio Concentration
Top 3$168.81M51.3%
4–10$160.45M48.7%
Top 3 weight
51.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 24.27M
Sole
Full voting authority
24.27M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
YEXT INC
SOLEShares12.79M
TypeSH
Market value$78.80M
23.93%
Sole
12.79M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares2.21M
TypeSH
Market value$45.94M
13.95%
Sole
2.21M
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.60M
TypeSH
Market value$44.07M
13.38%
Sole
1.60M
Shared
0.00
None
0.00
APPIAN CORP
SOLEShares1.53M
TypeSH
Market value$44.02M
13.37%
Sole
1.53M
Shared
0.00
None
0.00
TOAST INC
SOLEShares1.04M
TypeSH
Market value$34.46M
10.47%
Sole
1.04M
Shared
0.00
None
0.00
ENFUSION INC
SOLEShares2.41M
TypeSH
Market value$26.87M
8.16%
Sole
2.41M
Shared
0.00
None
0.00
NCR ATLEOS CORPORATION
SOLEShares740.50K
TypeSH
Market value$19.53M
5.93%
Sole
740.50K
Shared
0.00
None
0.00
STONECO LTD
SOLEShares1.85M
TypeSH
Market value$19.35M
5.88%
Sole
1.85M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares90.46K
TypeSH
Market value$15.87M
4.82%
Sole
90.46K
Shared
0.00
None
0.00
LIFE360 INC
SOLEShares8.83K
TypeSH
Market value$339.1K
0.10%
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 | $78.80M 23.93% | 12.79M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 2.21M | SH | $45.94M 13.95% | 2.21M | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.60M | SH | $44.07M 13.38% | 1.60M | 0.00 | 0.00 |
APPIAN CORPSOLE | CL A | 1.53M | SH | $44.02M 13.37% | 1.53M | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 1.04M | SH | $34.46M 10.47% | 1.04M | 0.00 | 0.00 |
ENFUSION INCSOLE | CL A | 2.41M | SH | $26.87M 8.16% | 2.41M | 0.00 | 0.00 |
NCR ATLEOS CORPORATIONSOLE | COM SHS | 740.50K | SH | $19.53M 5.93% | 740.50K | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 1.85M | SH | $19.35M 5.88% | 1.85M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 90.46K | SH | $15.87M 4.82% | 90.46K | 0.00 | 0.00 |
LIFE360 INCSOLE | COM | 8.83K | SH | $339.1K 0.10% | 8.83K | 0.00 | 0.00 |