Lead Edge Capital Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Lead Edge Capital Management, LLC reported 9 stock positions worth $295.6 million. Its top holding was Yext (YEXT) at 27.5% of the portfolio, followed by Appian Class A (APPN, 17.0%) and Remitly Global (RELY, 13.7%). Compared with Q3 2024, it sold out of 1, added to 3 and reduced 2. The biggest buy was Remitly Global (RELY, shares +68%) and the biggest sale Toast Class A (TOST, shares −58%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001802797
Portfolio Value
$295.6M (Q4 2024)
SEC Filing
0001493152-25-006626 ↗ filed Feb 14, 2025

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 Q3 2024 Q4 2024: $295.6M $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 9 stocks · $295.6M
YEXT Yext Inc. 27.52% 12,792,078 $81.4M No change
APPN Appian Corp. Class A 17.05% 1,528,085 $50.4M Add +5.7%
RELY Remitly Global Inc. 13.70% 1,794,100 $40.5M Add +68.0%
TOST Toast Inc. Class A 12.81% 1,038,900 $37.9M Reduce -58.4%
NCNO Ncino Inc. 9.45% 831,672 $27.9M Add +24.7%
ENFN Enfusion Inc. Class A 8.40% 2,409,967 $24.8M No change
NATL NCR Atleos Corp. 5.99% 521,681 $17.7M Reduce -56.5%
STNE Stoneco Ltd. Class A 4.98% 1,846,391 $14.7M No change
LIF LIFE360 Inc. 0.12% 8,834 $365K No change

Portfolio Sells Q3 2024 → Q4 2024
TOST Toast Inc. Class A Reduce -58.4% 12.81% −7.67
INST Instructure Holdings Inc. Sold out 0.00% −6.71
NATL NCR Atleos Corp. Reduce -56.5% 5.99% −3.93

Portfolio Buys Q3 2024 → Q4 2024
RELY Remitly Global Inc. Add +68.0% 13.70% +9.56
NCNO Ncino Inc. Add +24.7% 9.45% +3.35
APPN Appian Corp. Class A Add +5.7% 17.05% +2.76

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