Lead Edge Capital Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Lead Edge Capital Management, LLC reported 10 stock positions worth $325.3 million. Its top holding was Yext (YEXT) at 21.3% of the portfolio, followed by Toast Class A (TOST, 21.3%) and Instructure (INST, 14.7%). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 1 and reduced 4. The biggest buy was a new position in Enfusion Class A (ENFN) and the biggest sale Everbridge (EVBG, shares −84%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001802797
Portfolio Value
$325.3M (Q1 2024)
SEC Filing
0001493152-24-019589 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $325.3M $325.3M Q1 2024 Q2 2024: $313.3M Q2 2024 Q3 2024: $345.4M Q3 2024 Q4 2024: $295.6M Q4 2024 Q1 2025: $329.3M Q1 2025 Q2 2025: $361.2M Q2 2025 Q3 2025: $378.5M Q3 2025 Q4 2025: $389.9M Q4 2025 Q1 2026: $407.9M Q1 2026 Q2 2026: $550.4M Q2 2026

Holdings 10 stocks · $325.3M
YEXT Yext Inc. 21.27% 11,474,281 $69.2M No change
TOST Toast Inc. Class A 21.25% 2,774,100 $69.1M No change
INST Instructure Holdings Inc. 14.73% 2,241,530 $47.9M Add +3.4%
STNE Stoneco Ltd. Class A 13.56% 2,655,554 $44.1M Reduce -14.1%
GWRE Guidewire Software Inc. 7.63% 212,761 $24.8M No change
NATL NCR Atleos Corp. 7.29% 1,199,961 $23.7M Reduce -10.3%
EB Eventbrite Inc. Class A 6.96% 4,130,821 $22.6M Reduce 0.0%
EVBG Everbridge Inc. 3.23% 301,345 $10.5M Reduce -83.6%
ENFN Enfusion Inc. Class A 2.42% 850,967 $7.9M New
DCBO Docebo Inc. 1.66% 110,000 $5.4M New

Portfolio Sells Q4 2023 → Q1 2024
EVBG Everbridge Inc. Reduce -83.6% 3.23% −8.71
EB Eventbrite Inc. Class A Reduce 0.0% 6.96% −2.27
SMAR Smartsheet Inc. Class A Sold out 0.00% −1.80
NATL NCR Atleos Corp. Reduce -10.3% 7.29% −1.39
STNE Stoneco Ltd. Class A Reduce -14.1% 13.56% −1.34

Portfolio Buys Q4 2023 → Q1 2024
ENFN Enfusion Inc. Class A New 2.42% +2.42
DCBO Docebo Inc. New 1.66% +1.66
INST Instructure Holdings Inc. Add +3.4% 14.73% −0.92

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$550.4MTOST, WDAY, APPN, APPF, RELY
Q1 2026 12$407.9MWDAY, RELY, APPN, MDB, VEEV
Q4 2025 8$389.9MYEXT, APPN, RELY, MDB, CWAN
Q3 2025 8$378.5MYEXT, MDB, APPN, NCNO, RELY
Q2 2025 9$361.2MYEXT, APPN, MDB, NCNO, RELY
Q1 2025 10$329.3MYEXT, RELY, NCNO, APPN, TOST
Q4 2024 9$295.6MYEXT, APPN, RELY, TOST, NCNO
Q3 2024 10$345.4MYEXT, TOST, APPN, NATL, INST
Q2 2024 10$313.3MTOST, YEXT, INST, APPN, NATL
Q1 2024 10$325.3MYEXT, TOST, INST, STNE, GWRE