Lead Edge Capital Management, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Lead Edge Capital Management, LLC reported 10 stock positions worth $345.4 million. Its top holding was Yext (YEXT) at 25.6% of the portfolio, followed by Toast Class A (TOST, 20.5%) and Appian Class A (APPN, 14.3%). Compared with Q2 2024, it opened 2 new positions, sold out of 2, added to 3 and reduced 1. The biggest buy was a new position in Ncino (NCNO) and the biggest sale Instructure (INST, shares −56%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001802797
Portfolio Value
$345.4M (Q3 2024)
SEC Filing
0001493152-24-045546 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $325.3M Q1 2024 Q2 2024: $313.3M Q2 2024 Q3 2024: $345.4M $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 · $345.4M
YEXT Yext Inc. 25.63% 12,792,078 $88.5M Add +11.5%
TOST Toast Inc. Class A 20.48% 2,498,900 $70.7M No change
APPN Appian Corp. Class A 14.28% 1,445,085 $49.3M Add +24.9%
NATL NCR Atleos Corp. 9.91% 1,199,961 $34.2M No change
INST Instructure Holdings Inc. 6.71% 984,124 $23.2M Reduce -56.1%
ENFN Enfusion Inc. Class A 6.62% 2,409,967 $22.9M Add +38.9%
NCNO Ncino Inc. 6.10% 667,000 $21.1M New
STNE Stoneco Ltd. Class A 6.02% 1,846,391 $20.8M No change
RELY Remitly Global Inc. 4.14% 1,068,100 $14.3M New
LIF LIFE360 Inc. 0.10% 8,834 $348K No change

Portfolio Sells Q2 2024 → Q3 2024
INST Instructure Holdings Inc. Reduce -56.1% 6.71% −10.04
GWRE Guidewire Software Inc. Sold out 0.00% −7.91
EB Eventbrite Inc. Class A Sold out 0.00% −1.58

Portfolio Buys Q2 2024 → Q3 2024
NCNO Ncino Inc. New 6.10% +6.10
YEXT Yext Inc. Add +11.5% 25.63% +6.04
RELY Remitly Global Inc. New 4.14% +4.14
APPN Appian Corp. Class A Add +24.9% 14.28% +2.89
ENFN Enfusion Inc. Class A Add +38.9% 6.62% +1.90

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