Lead Edge Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Lead Edge Capital Management, LLC reported 9 stock positions worth $361.2 million. Its top holding was Yext (YEXT) at 30.1% of the portfolio, followed by Appian Class A (APPN, 13.4%) and Mongodb (MDB, 13.1%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 3 and reduced 1. The biggest buy was Mongodb (MDB, shares +149%) and the biggest sale an exit from Toast Class A (TOST).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001802797
- Portfolio Value
- $361.2M (Q2 2025)
- SEC Filing
- 0001802797-25-000005 ↗ filed Aug 14, 2025
Holdings Value
Holdings 9 stocks · $361.2M
| YEXT Yext Inc. | 30.10% | 12,792,078 | $108.7M | No change |
| APPN Appian Corp. Class A | 13.43% | 1,624,797 | $48.5M | Add +6.3% |
| MDB Mongodb Inc. | 13.07% | 224,859 | $47.2M | Add +148.6% |
| NCNO Ncino Inc. | 12.42% | 1,604,129 | $44.9M | No change |
| RELY Remitly Global Inc. | 11.48% | 2,208,833 | $41.5M | No change |
| NATL NCR Atleos Corp. | 7.24% | 917,028 | $26.2M | Add +23.8% |
| CWAN Clearwater Analytics HDS-A | 6.84% | 1,126,900 | $24.7M | New |
| STNE Stoneco Ltd. Class A | 5.25% | 1,183,391 | $19.0M | Reduce -35.9% |
| LIF LIFE360 Inc. | 0.16% | 8,834 | $576K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $550.4M | TOST, WDAY, APPN, APPF, RELY |
| Q1 2026 | 12 | $407.9M | WDAY, RELY, APPN, MDB, VEEV |
| Q4 2025 | 8 | $389.9M | YEXT, APPN, RELY, MDB, CWAN |
| Q3 2025 | 8 | $378.5M | YEXT, MDB, APPN, NCNO, RELY |
| Q2 2025 | 9 | $361.2M | YEXT, APPN, MDB, NCNO, RELY |
| Q1 2025 | 10 | $329.3M | YEXT, RELY, NCNO, APPN, TOST |
| Q4 2024 | 9 | $295.6M | YEXT, APPN, RELY, TOST, NCNO |
| Q3 2024 | 10 | $345.4M | YEXT, TOST, APPN, NATL, INST |
| Q2 2024 | 10 | $313.3M | TOST, YEXT, INST, APPN, NATL |
| Q1 2024 | 10 | $325.3M | YEXT, TOST, INST, STNE, GWRE |