Filed: 8/14/2026ACC: 0001802797-26-000010
📋 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 $550.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$550.38M
Total AUM (reported)
22.14M
Total Shares
Allocation by class
CL A$248.07M45.1%
COM$178.15M32.4%
COM CL A$66.25M12.0%
CL A COM$57.91M10.5%
Portfolio Concentration
Top 3$226.34M41.1%
4–10$321.39M58.4%
11–25$2.65M0.5%
Top 3 weight
41.1%
Top 10 weight
99.5%
Voting Authority Distribution
Total shares with voting rights: 22.14M
Sole
Full voting authority
22.14M
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:
TOAST INC
SOLEShares3.02M
TypeSH
Market value$84.05M
15.27%
Sole
3.02M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares623.87K
TypeSH
Market value$76.37M
13.88%
Sole
623.87K
Shared
0.00
None
0.00
APPIAN CORP
SOLEShares2.88M
TypeSH
Market value$65.92M
11.98%
Sole
2.88M
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares399.66K
TypeSH
Market value$64.08M
11.64%
Sole
399.66K
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares2.69M
TypeSH
Market value$60.23M
10.94%
Sole
2.69M
Shared
0.00
None
0.00
NCINO INC
SOLEShares3.66M
TypeSH
Market value$59.88M
10.88%
Sole
3.66M
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares326.31K
TypeSH
Market value$57.91M
10.52%
Sole
326.31K
Shared
0.00
None
0.00
YEXT INC
SOLEShares7.84M
TypeSH
Market value$36.63M
6.66%
Sole
7.84M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares64.68K
TypeSH
Market value$21.73M
3.95%
Sole
64.68K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares515.05K
TypeSH
Market value$20.92M
3.80%
Sole
515.05K
Shared
0.00
None
0.00
EQUIPMENTSHARE COM INC
SOLEShares110K
TypeSH
Market value$2.16M
0.39%
Sole
110K
Shared
0.00
None
0.00
LIFE360 INC
SOLEShares8.83K
TypeSH
Market value$489.1K
0.09%
Sole
8.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TOAST INCSOLE | CL A | 3.02M | SH | $84.05M 15.27% | 3.02M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 623.87K | SH | $76.37M 13.88% | 623.87K | 0.00 | 0.00 |
APPIAN CORPSOLE | CL A | 2.88M | SH | $65.92M 11.98% | 2.88M | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 399.66K | SH | $64.08M 11.64% | 399.66K | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 2.69M | SH | $60.23M 10.94% | 2.69M | 0.00 | 0.00 |
NCINO INCSOLE | COM | 3.66M | SH | $59.88M 10.88% | 3.66M | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 326.31K | SH | $57.91M 10.52% | 326.31K | 0.00 | 0.00 |
YEXT INCSOLE | COM | 7.84M | SH | $36.63M 6.66% | 7.84M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 64.68K | SH | $21.73M 3.95% | 64.68K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 515.05K | SH | $20.92M 3.80% | 515.05K | 0.00 | 0.00 |
EQUIPMENTSHARE COM INCSOLE | COM CL A | 110K | SH | $2.16M 0.39% | 110K | 0.00 | 0.00 |
LIFE360 INCSOLE | COM | 8.83K | SH | $489.1K 0.09% | 8.83K | 0.00 | 0.00 |