Filed: 11/14/2025ACC: 0001802797-25-000010
📋 What this filing means
LEAD EDGE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $378.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$378.47M
Total AUM (reported)
21.83M
Total Shares
Allocation by class
COM$196.37M51.9%
CL A$148.96M39.4%
COM SHS$33.15M8.8%
Portfolio Concentration
Top 3$222.87M58.9%
4–10$155.60M41.1%
Top 3 weight
58.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.83M
Sole
Full voting authority
21.83M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
YEXT INC
SOLEShares12.79M
TypeSH
Market value$108.99M
28.80%
Sole
12.79M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares188.52K
TypeSH
Market value$58.51M
15.46%
Sole
188.52K
Shared
0.00
None
0.00
APPIAN CORP
SOLEShares1.81M
TypeSH
Market value$55.37M
14.63%
Sole
1.81M
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.60M
TypeSH
Market value$43.49M
11.49%
Sole
1.60M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares2.63M
TypeSH
Market value$42.95M
11.35%
Sole
2.63M
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares1.95M
TypeSH
Market value$35.07M
9.27%
Sole
1.95M
Shared
0.00
None
0.00
NCR ATLEOS CORPORATION
SOLEShares843.36K
TypeSH
Market value$33.15M
8.76%
Sole
843.36K
Shared
0.00
None
0.00
LIFE360 INC
SOLEShares8.83K
TypeSH
Market value$939.1K
0.25%
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 | $108.99M 28.80% | 12.79M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 188.52K | SH | $58.51M 15.46% | 188.52K | 0.00 | 0.00 |
APPIAN CORPSOLE | CL A | 1.81M | SH | $55.37M 14.63% | 1.81M | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.60M | SH | $43.49M 11.49% | 1.60M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 2.63M | SH | $42.95M 11.35% | 2.63M | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 1.95M | SH | $35.07M 9.27% | 1.95M | 0.00 | 0.00 |
NCR ATLEOS CORPORATIONSOLE | COM SHS | 843.36K | SH | $33.15M 8.76% | 843.36K | 0.00 | 0.00 |
LIFE360 INCSOLE | COM | 8.83K | SH | $939.1K 0.25% | 8.83K | 0.00 | 0.00 |