Lead Edge Capital Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Lead Edge Capital Management, LLC reported 8 stock positions worth $389.9 million. Its top holding was Yext (YEXT) at 26.4% of the portfolio, followed by Appian Class A (APPN, 14.6%) and Remitly Global (RELY, 14.4%). Compared with Q3 2025, it added to 2 and reduced 3. The biggest buy was Remitly Global (RELY, shares +54%) and the biggest sale Mongodb (MDB, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001802797
- Portfolio Value
- $389.9M (Q4 2025)
- SEC Filing
- 0001802797-26-000004 ↗ filed Feb 17, 2026
Holdings Value
Holdings 8 stocks · $389.9M
| YEXT Yext Inc. | 26.44% | 12,792,078 | $103.1M | No change |
| APPN Appian Corp. Class A | 14.61% | 1,608,789 | $57.0M | Reduce -11.2% |
| RELY Remitly Global Inc. | 14.37% | 4,060,413 | $56.0M | Add +54.1% |
| MDB Mongodb Inc. | 13.78% | 128,055 | $53.7M | Reduce -32.1% |
| CWAN Clearwater Analytics HDS-A | 12.04% | 1,946,446 | $46.9M | No change |
| NCNO Ncino Inc. | 11.10% | 1,687,480 | $43.3M | Add +5.2% |
| NATL NCR Atleos Corp. | 7.51% | 768,415 | $29.3M | Reduce -8.9% |
| LIF LIFE360 Inc. | 0.15% | 8,834 | $567K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |