Lead Edge Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Lead Edge Capital Management, LLC reported 12 stock positions worth $407.9 million. Its top holding was Workday Class A (WDAY) at 19.6% of the portfolio, followed by Remitly Global (RELY, 14.5%) and Appian Class A (APPN, 11.3%). Compared with Q4 2025, it opened 6 new positions, sold out of 2, added to 2 and reduced 2. The biggest buy was a new position in Workday Class A (WDAY) and the biggest sale Yext (YEXT, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001802797
- Portfolio Value
- $407.9M (Q1 2026)
- SEC Filing
- 0001802797-26-000006 ↗ filed May 15, 2026
Holdings Value
Holdings 12 stocks · $407.9M
| WDAY Workday Inc. Class A | 19.61% | 615,670 | $80.0M | New |
| RELY Remitly Global Inc. | 14.49% | 3,771,955 | $59.1M | Reduce -7.1% |
| APPN Appian Corp. Class A | 11.26% | 1,905,634 | $45.9M | Add +18.4% |
| MDB Mongodb Inc. | 10.23% | 170,425 | $41.7M | Add +33.1% |
| VEEV Veeva Systems Inc. Class A | 9.23% | 214,409 | $37.7M | New |
| TOST Toast Inc. Class A | 8.49% | 1,306,362 | $34.6M | New |
| APPF Appfolio Inc. Class A | 8.14% | 210,260 | $33.2M | New |
| YEXT Yext Inc. | 7.38% | 7,843,296 | $30.1M | Reduce -38.7% |
| NCNO Ncino Inc. | 6.20% | 1,687,480 | $25.3M | No change |
| PCOR Procore Technologies Inc. | 4.33% | 309,573 | $17.6M | New |
| EQPT Equipmentshare.com Inc. Class A | 0.55% | 110,000 | $2.2M | New |
| LIF LIFE360 Inc. | 0.09% | 8,834 | $361K | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| WDAY Workday Inc. Class A | New | 19.61% | +19.61 |
| VEEV Veeva Systems Inc. Class A | New | 9.23% | +9.23 |
| TOST Toast Inc. Class A | New | 8.49% | +8.49 |
| APPF Appfolio Inc. Class A | New | 8.14% | +8.14 |
| PCOR Procore Technologies Inc. | New | 4.33% | +4.33 |
| EQPT Equipmentshare.com Inc. Class A | New | 0.55% | +0.55 |
| APPN Appian Corp. Class A | Add +18.4% | 11.26% | −3.35 |
| MDB Mongodb Inc. | Add +33.1% | 10.23% | −3.56 |
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 |