Latest Lead Edge Capital Management, LLC Stock Portfolio

$407Million | No. of Holdings #12

Lead Edge Capital Management, LLC Performance

2026 Q1-18.52%

YTD-18.52%

2025+17.27%

About Lead Edge Capital Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lead Edge Capital Management, LLC reported an equity portfolio of $407.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Lead Edge Capital Management, LLC are WDAY, RELY, APPN. The fund has invested 19.6% of it's portfolio in WORKDAY INC and 14.5% of portfolio in REMITLY GLOBAL INC. <br><br> The fund managers got completely rid off CLEARWATER ANALYTICS HLDGS I (CWAN) and NCR ATLEOS CORPORATION stocks. They significantly reduced their stock positions in YEXT INC (YEXT) and REMITLY GLOBAL INC (RELY). Lead Edge Capital Management, LLC opened new stock positions in WORKDAY INC (WDAY), VEEVA SYS INC (VEEV) and TOAST INC (TOST). The fund showed a lot of confidence in some stocks as they added substantially to MONGODB INC (MDB) and APPIAN CORP (APPN).

Lead Edge Capital Management, LLC Equity Portfolio Value

Last Reported on: 15 May, 2026

$407Million

as of May 15, 2026

Lead Edge Capital Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Lead Edge Capital Management, LLC made a return of -18.52% in the last quarter. In trailing 12 months, it's portfolio return was 1.77%.

Performance
S&P 500

New Buys

Ticker	$ Bought
workday inc	79,987,800
veeva sys inc	37,663,100
toast inc	34,631,700
appfolio inc	33,183,200
procore technologies inc	17,645,700
equipmentshare com inc	2,240,700

New stocks bought by Lead Edge Capital Management, LLC

Additions

Ticker	% Inc.
mongodb inc	33.09
appian corp	18.45

Additions to existing portfolio by Lead Edge Capital Management, LLC

Reductions

Ticker	% Reduced
yext inc	-38.69
remitly global inc	-7.1

Lead Edge Capital Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
clearwater analytics hldgs i	-46,948,300
ncr atleos corporation	-29,284,300

Lead Edge Capital Management, LLC got rid off the above stocks

Sector Distribution

Lead Edge Capital Management, LLC has about 90.1% of it's holdings in Technology sector.

Technology
Healthcare

Sector	%
Technology	90.1
Healthcare	9.2

Market Cap. Distribution

Lead Edge Capital Management, LLC has about 47.6% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MID-CAP
SMALL-CAP

Category	%
LARGE-CAP	47.6
MID-CAP	27
SMALL-CAP	24.8

Stocks belong to which Index?

About 41.3% of the stocks held by Lead Edge Capital Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
RUSSELL 2000

Index	%
Others	58.7
RUSSELL 2000	41.3

Top 5 Winners (%)		%
RELY	remitly global inc	13.1 %

Top 5 Winners ($)		$
RELY	remitly global inc	7.3 M

Top 5 Losers (%)		%
YEXT	yext inc	-42.2 %
NCNO	ncino inc	-41.6 %
MDB	mongodb inc	-38.5 %
	life360 inc	-36.4 %
APPN	appian corp	-30.2 %

Top 5 Losers ($)		$
YEXT	yext inc	-43.5 M
MDB	mongodb inc	-26.1 M
APPN	appian corp	-19.9 M
NCNO	ncino inc	-18.0 M
	life360 inc	-0.2 M

Lead Edge Capital Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lead Edge Capital Management, LLC

Lead Edge Capital Management, LLC has 12 stocks in it's portfolio. YEXT proved to be the most loss making stock for the portfolio. RELY was the most profitable stock for Lead Edge Capital Management, LLC last quarter.

$407.88MTotal Value

14.00Positions

15 May, 2026Last Reported

Current holdings of Current Stock Holdings of Lead Edge Capital Management, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
APPF Appfolio Inc Appfolio IncAPPF Lead Edge Capital Management, LLC's holding in Appfolio Inc over time	8.14%	210,260	$33.18M 8.14%	new position

APPN Appian Corp Appian CorpAPPN Lead Edge Capital Management, LLC's holding in Appian Corp over time	11.26%	1,905,630	$45.94M 11.26%	increased 18.45 percentadded

CWAN Clearwater Analytics Hldgs I Clearwater Analytics Hldgs ICWAN Lead Edge Capital Management, LLC's holding in Clearwater Analytics Hldgs I over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

MDB Mongodb Inc Mongodb IncMDB Lead Edge Capital Management, LLC's holding in Mongodb Inc over time	10.23%	170,425	$41.71M 10.23%	increased 33.09 percentadded

NCNO Ncino Inc Ncino IncNCNO Lead Edge Capital Management, LLC's holding in Ncino Inc over time	6.2%	1,687,480	$25.28M 6.2%	unchanged 0 percentunchanged

PCOR Procore Technologies Inc Procore Technologies IncPCOR Lead Edge Capital Management, LLC's holding in Procore Technologies Inc over time	4.33%	309,573	$17.65M 4.33%	new position

RELY Remitly Global Inc Remitly Global IncRELY Lead Edge Capital Management, LLC's holding in Remitly Global Inc over time	14.49%	3,771,960	$59.11M 14.49%	decreased 7.1 percentreduced

TOST Toast Inc Toast IncTOST Lead Edge Capital Management, LLC's holding in Toast Inc over time	8.49%	1,306,360	$34.63M 8.49%	new position

VEEV Veeva Sys Inc Veeva Sys IncVEEV Lead Edge Capital Management, LLC's holding in Veeva Sys Inc over time	9.23%	214,409	$37.66M 9.23%	new position

WDAY Workday Inc Workday IncWDAY Lead Edge Capital Management, LLC's holding in Workday Inc over time	19.61%	615,670	$79.99M 19.61%	new position

YEXT Yext Inc Yext IncYEXT Lead Edge Capital Management, LLC's holding in Yext Inc over time	7.38%	7,843,300	$30.12M 7.38%	decreased 38.69 percentreduced

Com Cl A Equipmentshare Com Inc Equipmentshare Com Inc Lead Edge Capital Management, LLC's holding in Equipmentshare Com Inc over time	0.55%	110,000	$2.24M 0.55%	new position

Com Life360 Inc Life360 Inc Lead Edge Capital Management, LLC's holding in Life360 Inc over time	0.09%	8,834	$360.6K 0.09%	unchanged 0 percentunchanged

Com Shs Ncr Atleos Corporation Ncr Atleos Corporation Lead Edge Capital Management, LLC's holding in Ncr Atleos Corporation over time	0%	0.00	$0.00 0%	decreased 100 percentsold off