Institutional Manager · CIK 0001802797

Lead Edge Capital Management, LLC

NEW YORK, NY · File #028-20140

Latest AUM

$389.9M

Positions

Top-10 Concentration

100.0%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	MONGODB INC	MDB	-60,469	-$25.4M	+$20.6M
ADD	REMITLY GLOBAL INC	RELY	+1,425,420	+$19.7M	-$6.6M
REDUCE	APPIAN CORP	APPN	-202,362	-$7.2M	+$8.8M
REDUCE	NCR ATLEOS CORPORATION	NATL	-74,947	-$2.9M	-$1.0M
ADD	NCINO INC	NCNO	+83,351	+$2.1M	-$2.4M
REDUCE	CLEARWATER ANALYTICS HLDGS I	CWAN	0	$0	+$11.9M
REDUCE	LIFE360 INC	LIFX	0	$0	-$372,441
REDUCE	YEXT INC	YEXT	0	$0	-$5.9M

Sector Allocation

Technology

99.8%$389.4M

Filing History

Feb 17, 202613F HOLDINGS REPORTQ/E Dec 20258 pos · $389.9M
Nov 14, 202513F HOLDINGS REPORTQ/E Sep 20258 pos · $378.5M
Aug 14, 202513F HOLDINGS REPORTQ/E Jun 20259 pos · $361.2M
May 15, 202513F HOLDINGS REPORTQ/E Mar 202510 pos · $329.3M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 20249 pos · $295.6M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 202410 pos · $345.4M
Aug 14, 202413F HOLDINGS REPORTQ/E Jun 202410 pos · $313.3M
May 15, 202413F HOLDINGS REPORTQ/E Mar 202410 pos · $325.3M
Nov 14, 202313F HOLDINGS REPORTQ/E Dec 20239 pos · $281.6M

Top 8 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
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%