13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001802797-25-000003
Total Value
$329.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 12,792,078 | $78.8M | 23.93% |
| 2 | REMITLY GLOBAL INC | RELY | 2,208,833 | $45.9M | 13.95% |
| 3 | NCINO INC | NCNO | 1,604,129 | $44.1M | 13.38% |
| 4 | APPIAN CORP | APPN | 1,528,085 | $44.0M | 13.37% |
| 5 | TOAST INC | TOST | 1,038,900 | $34.5M | 10.47% |
| 6 | ENFUSION INC | 292812104 | 2,409,967 | $26.9M | 8.16% |
| 7 | NCR ATLEOS CORPORATION | NATL | 740,495 | $19.5M | 5.93% |
| 8 | STONECO LTD | STNE | 1,846,391 | $19.4M | 5.88% |
| 9 | MONGODB INC | MDB | 90,460 | $15.9M | 4.82% |
| 10 | LIFE360 INC | LIFX | 8,834 | $339,137 | 0.10% |