13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001493152-25-006626
Total Value
$295.6M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 12,792,078 | $81.4M | 27.52% |
| 2 | APPIAN CORP | APPN | 1,528,085 | $50.4M | 17.05% |
| 3 | REMITLY GLOBAL INC | RELY | 1,794,100 | $40.5M | 13.70% |
| 4 | TOAST INC | TOST | 1,038,900 | $37.9M | 12.81% |
| 5 | NCINO INC | NCNO | 831,672 | $27.9M | 9.45% |
| 6 | ENFUSION INC | 292812104 | 2,409,967 | $24.8M | 8.40% |
| 7 | NCR ATLEOS CORPORATION | NATL | 521,681 | $17.7M | 5.99% |
| 8 | STONECO LTD | STNE | 1,846,391 | $14.7M | 4.98% |
| 9 | LIFE360 INC | LIFX | 8,834 | $364,579 | 0.12% |