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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%
Performance for 2026 Q1 is -18.52%, and YTD is -18.52%, and 2025 is 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.

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.

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

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 inc79,987,800
veeva sys inc37,663,100
toast inc34,631,700
appfolio inc33,183,200
procore technologies inc17,645,700
equipmentshare com inc2,240,700
New stocks bought by Lead Edge Capital Management, LLC

Additions

Ticker% Inc.
mongodb inc33.09
appian corp18.45
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%
Technology90.1
Healthcare9.2

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-CAP47.6
MID-CAP27
SMALL-CAP24.8

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%
Others58.7
RUSSELL 200041.3
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.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions