13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001802797-26-000004
Total Value
$389.9M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 12,792,078 | $103.1M | 26.44% |
| 2 | APPIAN CORP | APPN | 1,608,789 | $57.0M | 14.61% |
| 3 | REMITLY GLOBAL INC | RELY | 4,060,413 | $56.0M | 14.37% |
| 4 | MONGODB INC | MDB | 128,055 | $53.7M | 13.78% |
| 5 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,946,446 | $46.9M | 12.04% |
| 6 | NCINO INC | NCNO | 1,687,480 | $43.3M | 11.10% |
| 7 | NCR ATLEOS CORPORATION | NATL | 768,415 | $29.3M | 7.51% |
| 8 | LIFE360 INC | LIFX | 8,834 | $566,613 | 0.15% |