13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001493152-23-040964
Total Value
$281.6M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 11,474,281 | $72.6M | 25.79% |
| 2 | INSTRUCTURE HLDGS INC | 457790103 | 2,168,430 | $55.1M | 19.56% |
| 3 | STONECO LTD | STNE | 3,276,154 | $35.0M | 12.41% |
| 4 | EVENTBRITE INC | EVEX-WT | 3,170,996 | $31.3M | 11.10% |
| 5 | NCR CORP NEW | NCRRP | 1,121,322 | $30.2M | 10.74% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 212,761 | $19.1M | 6.80% |
| 7 | EVERBRIDGE INC | EVEX-WT | 828,200 | $18.6M | 6.59% |
| 8 | SMARTSHEET INC | 83200N103 | 252,500 | $10.2M | 3.63% |
| 9 | BIGCOMMERCE HLDGS INC | CMRC | 959,471 | $9.5M | 3.36% |