13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001802797-25-000010
Total Value
$378.5M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 12,792,078 | $109.0M | 28.80% |
| 2 | MONGODB INC | MDB | 188,524 | $58.5M | 15.46% |
| 3 | APPIAN CORP | APPN | 1,811,151 | $55.4M | 14.63% |
| 4 | NCINO INC | NCNO | 1,604,129 | $43.5M | 11.49% |
| 5 | REMITLY GLOBAL INC | RELY | 2,634,993 | $43.0M | 11.35% |
| 6 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,946,446 | $35.1M | 9.27% |
| 7 | NCR ATLEOS CORPORATION | NATL | 843,362 | $33.2M | 8.76% |
| 8 | LIFE360 INC | LIFX | 8,834 | $939,054 | 0.25% |