Filed: 8/14/2025ACC: 0001802797-25-000005
📋 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 $361.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$361.23M
Total AUM (reported)
21.69M
Total Shares
Allocation by class
COM$195.64M54.2%
CL A$120.45M33.3%
COM SHS$26.16M7.2%
COM CL A$18.98M5.3%
Portfolio Concentration
Top 3$204.47M56.6%
4–10$156.76M43.4%
Top 3 weight
56.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.69M
Sole
Full voting authority
21.69M
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$108.73M
30.10%
Sole
12.79M
Shared
0.00
None
0.00
APPIAN CORP
SOLEShares1.62M
TypeSH
Market value$48.52M
13.43%
Sole
1.62M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares224.86K
TypeSH
Market value$47.22M
13.07%
Sole
224.86K
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.60M
TypeSH
Market value$44.87M
12.42%
Sole
1.60M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares2.21M
TypeSH
Market value$41.46M
11.48%
Sole
2.21M
Shared
0.00
None
0.00
NCR ATLEOS CORPORATION
SOLEShares917.03K
TypeSH
Market value$26.16M
7.24%
Sole
917.03K
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares1.13M
TypeSH
Market value$24.71M
6.84%
Sole
1.13M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares1.18M
TypeSH
Market value$18.98M
5.25%
Sole
1.18M
Shared
0.00
None
0.00
LIFE360 INC
SOLEShares8.83K
TypeSH
Market value$576.4K
0.16%
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 | $108.73M 30.10% | 12.79M | 0.00 | 0.00 |
APPIAN CORPSOLE | CL A | 1.62M | SH | $48.52M 13.43% | 1.62M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 224.86K | SH | $47.22M 13.07% | 224.86K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.60M | SH | $44.87M 12.42% | 1.60M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 2.21M | SH | $41.46M 11.48% | 2.21M | 0.00 | 0.00 |
NCR ATLEOS CORPORATIONSOLE | COM SHS | 917.03K | SH | $26.16M 7.24% | 917.03K | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 1.13M | SH | $24.71M 6.84% | 1.13M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 1.18M | SH | $18.98M 5.25% | 1.18M | 0.00 | 0.00 |
LIFE360 INCSOLE | COM | 8.83K | SH | $576.4K 0.16% | 8.83K | 0.00 | 0.00 |