13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001493152-24-045546
Total Value
$345.4M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 12,792,078 | $88.5M | 25.63% |
| 2 | TOAST INC | TOST | 2,498,900 | $70.7M | 20.48% |
| 3 | APPIAN CORP | APPN | 1,445,085 | $49.3M | 14.28% |
| 4 | NCR ATLEOS CORPORATION | NATL | 1,199,961 | $34.2M | 9.91% |
| 5 | INSTRUCTURE HLDGS INC | 457790103 | 984,124 | $23.2M | 6.71% |
| 6 | ENFUSION INC | 292812104 | 2,409,967 | $22.9M | 6.62% |
| 7 | NCINO INC | NCNO | 667,000 | $21.1M | 6.10% |
| 8 | STONECO LTD | STNE | 1,846,391 | $20.8M | 6.02% |
| 9 | REMITLY GLOBAL INC | RELY | 1,068,100 | $14.3M | 4.14% |
| 10 | LIFE360 INC | LIFX | 8,834 | $347,618 | 0.10% |