13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001802797-25-000005
Total Value
$361.2M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 12,792,078 | $108.7M | 30.10% |
| 2 | APPIAN CORP | APPN | 1,624,797 | $48.5M | 13.43% |
| 3 | MONGODB INC | MDB | 224,859 | $47.2M | 13.07% |
| 4 | NCINO INC | NCNO | 1,604,129 | $44.9M | 12.42% |
| 5 | REMITLY GLOBAL INC | RELY | 2,208,833 | $41.5M | 11.48% |
| 6 | NCR ATLEOS CORPORATION | NATL | 917,028 | $26.2M | 7.24% |
| 7 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,126,900 | $24.7M | 6.84% |
| 8 | STONECO LTD | STNE | 1,183,391 | $19.0M | 5.25% |
| 9 | LIFE360 INC | LIFX | 8,834 | $576,419 | 0.16% |