Lead Edge Capital Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Lead Edge Capital Management, LLC reported 10 stock positions worth $313.3 million. Its top holding was Toast Class A (TOST) at 20.6% of the portfolio, followed by Yext (YEXT, 19.6%) and Instructure (INST, 16.7%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 1 and reduced 4. The biggest buy was a new position in Appian Class A (APPN) and the biggest sale Stoneco Class A (STNE, shares −30%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001802797
Portfolio Value
$313.3M (Q2 2024)
SEC Filing
0001493152-24-031908 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $325.3M Q1 2024 Q2 2024: $313.3M $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 · $313.3M
TOST Toast Inc. Class A 20.55% 2,498,900 $64.4M Reduce -9.9%
YEXT Yext Inc. 19.59% 11,474,281 $61.4M No change
INST Instructure Holdings Inc. 16.75% 2,241,530 $52.5M No change
APPN Appian Corp. Class A 11.39% 1,156,985 $35.7M New
NATL NCR Atleos Corp. 10.35% 1,199,961 $32.4M No change
GWRE Guidewire Software Inc. 7.91% 179,761 $24.8M Reduce -15.5%
STNE Stoneco Ltd. Class A 7.07% 1,846,391 $22.1M Reduce -30.5%
ENFN Enfusion Inc. Class A 4.72% 1,735,551 $14.8M Add +104.0%
EB Eventbrite Inc. Class A 1.58% 1,025,280 $5.0M Reduce -75.2%
LIF LIFE360 Inc. 0.09% 8,834 $286K New

Portfolio Sells Q1 2024 → Q2 2024
STNE Stoneco Ltd. Class A Reduce -30.5% 7.07% −6.50
EB Eventbrite Inc. Class A Reduce -75.2% 1.58% −5.38
EVBG Everbridge Inc. Sold out 0.00% −3.23
DCBO Docebo Inc. Sold out 0.00% −1.66
TOST Toast Inc. Class A Reduce -9.9% 20.55% −0.70
GWRE Guidewire Software Inc. Reduce -15.5% 7.91% +0.28

Portfolio Buys Q1 2024 → Q2 2024
APPN Appian Corp. Class A New 11.39% +11.39
ENFN Enfusion Inc. Class A Add +104.0% 4.72% +2.30
LIF LIFE360 Inc. New 0.09% +0.09

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