Filed: 5/15/2026ACC: 0001802797-26-000006
📋 What this filing means
LEAD EDGE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $407.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$407.88M
Total AUM (reported)
18.15M
Total Shares
Allocation by class
CL A$202.28M49.6%
COM$132.51M32.5%
CL A COM$37.66M9.2%
COM CL A$35.42M8.7%
Portfolio Concentration
Top 3$185.04M45.4%
4–10$220.24M54.0%
11–25$2.60M0.6%
Top 3 weight
45.4%
Top 10 weight
99.4%
Voting Authority Distribution
Total shares with voting rights: 18.15M
Sole
Full voting authority
18.15M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
Workday Inc
SOLEShares615.67K
TypeSH
Market value$79.99M
19.61%
Sole
615.67K
Shared
0.00
None
0.00
Remitly Global Inc
SOLEShares3.77M
TypeSH
Market value$59.11M
14.49%
Sole
3.77M
Shared
0.00
None
0.00
Appian Corp
SOLEShares1.91M
TypeSH
Market value$45.94M
11.26%
Sole
1.91M
Shared
0.00
None
0.00
MongoDB Inc
SOLEShares170.43K
TypeSH
Market value$41.71M
10.23%
Sole
170.43K
Shared
0.00
None
0.00
Veeva Sys Inc
SOLEShares214.41K
TypeSH
Market value$37.66M
9.23%
Sole
214.41K
Shared
0.00
None
0.00
Toast Inc
SOLEShares1.31M
TypeSH
Market value$34.63M
8.49%
Sole
1.31M
Shared
0.00
None
0.00
Appfolio Inc
SOLEShares210.26K
TypeSH
Market value$33.18M
8.14%
Sole
210.26K
Shared
0.00
None
0.00
Yext Inc
SOLEShares7.84M
TypeSH
Market value$30.12M
7.38%
Sole
7.84M
Shared
0.00
None
0.00
Ncino Inc
SOLEShares1.69M
TypeSH
Market value$25.28M
6.20%
Sole
1.69M
Shared
0.00
None
0.00
Procore Technologies Inc
SOLEShares309.57K
TypeSH
Market value$17.65M
4.33%
Sole
309.57K
Shared
0.00
None
0.00
Equipmentshare Com Inc
SOLEShares110K
TypeSH
Market value$2.24M
0.55%
Sole
110K
Shared
0.00
None
0.00
Life360 Inc
SOLEShares8.83K
TypeSH
Market value$360.6K
0.09%
Sole
8.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Workday IncSOLE | CL A | 615.67K | SH | $79.99M 19.61% | 615.67K | 0.00 | 0.00 |
Remitly Global IncSOLE | COM | 3.77M | SH | $59.11M 14.49% | 3.77M | 0.00 | 0.00 |
Appian CorpSOLE | CL A | 1.91M | SH | $45.94M 11.26% | 1.91M | 0.00 | 0.00 |
MongoDB IncSOLE | CL A | 170.43K | SH | $41.71M 10.23% | 170.43K | 0.00 | 0.00 |
Veeva Sys IncSOLE | CL A COM | 214.41K | SH | $37.66M 9.23% | 214.41K | 0.00 | 0.00 |
Toast IncSOLE | CL A | 1.31M | SH | $34.63M 8.49% | 1.31M | 0.00 | 0.00 |
Appfolio IncSOLE | COM CL A | 210.26K | SH | $33.18M 8.14% | 210.26K | 0.00 | 0.00 |
Yext IncSOLE | COM | 7.84M | SH | $30.12M 7.38% | 7.84M | 0.00 | 0.00 |
Ncino IncSOLE | COM | 1.69M | SH | $25.28M 6.20% | 1.69M | 0.00 | 0.00 |
Procore Technologies IncSOLE | COM | 309.57K | SH | $17.65M 4.33% | 309.57K | 0.00 | 0.00 |
Equipmentshare Com IncSOLE | COM CL A | 110K | SH | $2.24M 0.55% | 110K | 0.00 | 0.00 |
Life360 IncSOLE | COM | 8.83K | SH | $360.6K 0.09% | 8.83K | 0.00 | 0.00 |