Lead Edge Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Lead Edge Capital Management, LLC reported 12 stock positions worth $550.4 million. Its top holding was Toast Class A (TOST) at 15.3% of the portfolio, followed by Workday Class A (WDAY, 13.9%) and Appian Class A (APPN, 12.0%). Compared with Q1 2026, it added to 7 and reduced 2. The biggest buy was Toast Class A (TOST, shares +131%) and the biggest sale Mongodb (MDB, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001802797
- Portfolio Value
- $550.4M (Q2 2026)
- SEC Filing
- 0001802797-26-000010 ↗ filed Aug 14, 2026
Holdings Value
Holdings 12 stocks · $550.4M
| TOST Toast Inc. Class A | 15.27% | 3,021,216 | $84.1M | Add +131.3% |
| WDAY Workday Inc. Class A | 13.88% | 623,867 | $76.4M | Add +1.3% |
| APPN Appian Corp. Class A | 11.98% | 2,878,544 | $65.9M | Add +51.0% |
| APPF Appfolio Inc. Class A | 11.64% | 399,656 | $64.1M | Add +90.1% |
| RELY Remitly Global Inc. | 10.94% | 2,687,772 | $60.2M | Reduce -28.7% |
| NCNO Ncino Inc. | 10.88% | 3,662,570 | $59.9M | Add +117.0% |
| VEEV Veeva Systems Inc. Class A | 10.52% | 326,306 | $57.9M | Add +52.2% |
| YEXT Yext Inc. | 6.66% | 7,843,296 | $36.6M | No change |
| MDB Mongodb Inc. | 3.95% | 64,678 | $21.7M | Reduce -62.0% |
| PCOR Procore Technologies Inc. | 3.80% | 515,051 | $20.9M | Add +66.4% |
| EQPT Equipmentshare.com Inc. Class A | 0.39% | 110,000 | $2.2M | No change |
| LIF LIFE360 Inc. | 0.09% | 8,834 | $489K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| TOST Toast Inc. Class A | Add +131.3% | 15.27% | +6.78 |
| NCNO Ncino Inc. | Add +117.0% | 10.88% | +4.68 |
| APPF Appfolio Inc. Class A | Add +90.1% | 11.64% | +3.51 |
| VEEV Veeva Systems Inc. Class A | Add +52.2% | 10.52% | +1.29 |
| APPN Appian Corp. Class A | Add +51.0% | 11.98% | +0.71 |
| PCOR Procore Technologies Inc. | Add +66.4% | 3.80% | −0.53 |
| WDAY Workday Inc. Class A | Add +1.3% | 13.88% | −5.73 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $550.4M | TOST, WDAY, APPN, APPF, RELY |
| Q1 2026 | 12 | $407.9M | WDAY, RELY, APPN, MDB, VEEV |
| Q4 2025 | 8 | $389.9M | YEXT, APPN, RELY, MDB, CWAN |
| Q3 2025 | 8 | $378.5M | YEXT, MDB, APPN, NCNO, RELY |
| Q2 2025 | 9 | $361.2M | YEXT, APPN, MDB, NCNO, RELY |
| Q1 2025 | 10 | $329.3M | YEXT, RELY, NCNO, APPN, TOST |
| Q4 2024 | 9 | $295.6M | YEXT, APPN, RELY, TOST, NCNO |
| Q3 2024 | 10 | $345.4M | YEXT, TOST, APPN, NATL, INST |
| Q2 2024 | 10 | $313.3M | TOST, YEXT, INST, APPN, NATL |
| Q1 2024 | 10 | $325.3M | YEXT, TOST, INST, STNE, GWRE |