13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001493152-23-028362
Total Value
$325.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 11,474,281 | $129.8M | 39.92% |
| 2 | INSTRUCTURE HLDGS INC | 457790103 | 2,168,430 | $54.6M | 16.78% |
| 3 | STONECO LTD | STNE | 3,276,154 | $41.7M | 12.84% |
| 4 | EVENTBRITE INC | EVEX-WT | 3,135,996 | $29.9M | 9.21% |
| 5 | NCR CORP NEW | NCRRP | 1,121,322 | $28.3M | 8.69% |
| 6 | BIGCOMMERCE HLDGS INC | CMRC | 1,938,351 | $19.3M | 5.93% |
| 7 | GUIDEWIRE SOFTWARE INC | GWRE | 212,761 | $16.2M | 4.98% |
| 8 | ELASTIC N V | ESTC | 82,042 | $5.3M | 1.62% |
| 9 | BIRD GLOBAL INC | 09077J206 | 33,340 | $67,347 | 0.02% |