Lead Edge Capital Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Lead Edge Capital Management, LLC reported 10 stock positions worth $329.3 million. Its top holding was Yext (YEXT) at 23.9% of the portfolio, followed by Remitly Global (RELY, 14.0%) and Ncino (NCNO, 13.4%). Compared with Q4 2024, it opened 1 new position and added to 3. The biggest buy was a new position in Mongodb (MDB).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001802797
Portfolio Value
$329.3M (Q1 2025)
SEC Filing
0001802797-25-000003 ↗ filed May 15, 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 Q4 2024 Q1 2025: $329.3M $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 · $329.3M
YEXT Yext Inc. 23.93% 12,792,078 $78.8M No change
RELY Remitly Global Inc. 13.95% 2,208,833 $45.9M Add +23.1%
NCNO Ncino Inc. 13.38% 1,604,129 $44.1M Add +92.9%
APPN Appian Corp. Class A 13.37% 1,528,085 $44.0M No change
TOST Toast Inc. Class A 10.47% 1,038,900 $34.5M No change
ENFN Enfusion Inc. Class A 8.16% 2,409,967 $26.9M No change
NATL NCR Atleos Corp. 5.93% 740,495 $19.5M Add +41.9%
STNE Stoneco Ltd. Class A 5.88% 1,846,391 $19.4M No change
MDB Mongodb Inc. 4.82% 90,460 $15.9M New
LIF LIFE360 Inc. 0.10% 8,834 $339K No change

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
MDB Mongodb Inc. New 4.82% +4.82
NCNO Ncino Inc. Add +92.9% 13.38% +3.94
RELY Remitly Global Inc. Add +23.1% 13.95% +0.26
NATL NCR Atleos Corp. Add +41.9% 5.93% −0.05

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