Filed: 2/17/2026ACC: 0001802797-26-000004
📋 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 $389.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$389.93M
Total AUM (reported)
23M
Total Shares
Allocation by class
COM$202.97M52.1%
CL A$157.67M40.4%
COM SHS$29.28M7.5%
Portfolio Concentration
Top 3$216.12M55.4%
4–10$173.81M44.6%
Top 3 weight
55.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 23M
Sole
Full voting authority
23M
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$103.10M
26.44%
Sole
12.79M
Shared
0.00
None
0.00
APPIAN CORP
SOLEShares1.61M
TypeSH
Market value$56.98M
14.61%
Sole
1.61M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares4.06M
TypeSH
Market value$56.03M
14.37%
Sole
4.06M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares128.06K
TypeSH
Market value$53.74M
13.78%
Sole
128.06K
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares1.95M
TypeSH
Market value$46.95M
12.04%
Sole
1.95M
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.69M
TypeSH
Market value$43.27M
11.10%
Sole
1.69M
Shared
0.00
None
0.00
NCR ATLEOS CORPORATION
SOLEShares768.41K
TypeSH
Market value$29.28M
7.51%
Sole
768.41K
Shared
0.00
None
0.00
LIFE360 INC
SOLEShares8.83K
TypeSH
Market value$566.6K
0.15%
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 | $103.10M 26.44% | 12.79M | 0.00 | 0.00 |
APPIAN CORPSOLE | CL A | 1.61M | SH | $56.98M 14.61% | 1.61M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 4.06M | SH | $56.03M 14.37% | 4.06M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 128.06K | SH | $53.74M 13.78% | 128.06K | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 1.95M | SH | $46.95M 12.04% | 1.95M | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.69M | SH | $43.27M 11.10% | 1.69M | 0.00 | 0.00 |
NCR ATLEOS CORPORATIONSOLE | COM SHS | 768.41K | SH | $29.28M 7.51% | 768.41K | 0.00 | 0.00 |
LIFE360 INCSOLE | COM | 8.83K | SH | $566.6K 0.15% | 8.83K | 0.00 | 0.00 |