Lead Edge Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Lead Edge Capital Management, LLC reported 8 stock positions worth $378.5 million. Its top holding was Yext (YEXT) at 28.8% of the portfolio, followed by Mongodb (MDB, 15.5%) and Appian Class A (APPN, 14.6%). Compared with Q2 2025, it sold out of 1, added to 3 and reduced 2. The biggest buy was Clearwater Analytics HDS-A (CWAN, shares +73%) and the biggest sale an exit from Stoneco Class A (STNE).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001802797
- Portfolio Value
- $378.5M (Q3 2025)
- SEC Filing
- 0001802797-25-000010 ↗ filed Nov 14, 2025
Holdings Value
Holdings 8 stocks · $378.5M
| YEXT Yext Inc. | 28.80% | 12,792,078 | $109.0M | No change |
| MDB Mongodb Inc. | 15.46% | 188,524 | $58.5M | Reduce -16.2% |
| APPN Appian Corp. Class A | 14.63% | 1,811,151 | $55.4M | Add +11.5% |
| NCNO Ncino Inc. | 11.49% | 1,604,129 | $43.5M | No change |
| RELY Remitly Global Inc. | 11.35% | 2,634,993 | $43.0M | Add +19.3% |
| CWAN Clearwater Analytics HDS-A | 9.27% | 1,946,446 | $35.1M | Add +72.7% |
| NATL NCR Atleos Corp. | 8.76% | 843,362 | $33.2M | Reduce -8.0% |
| LIF LIFE360 Inc. | 0.25% | 8,834 | $939K | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |