Investor
Lead Edge Capital Management, LLC
CIK 0001802797 · filed 2026-05-15 · SEC filing
13F book
$407.9M
Positions
12
6 new · 2 sold
Largest name
19.6%
Workday, Inc. · WDAY
Est. mark
−$84.8M
Price effect on 6 names still held. Flow $102.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Workday, Inc. | WDAY | 615.7K | $80M | 19.6% | — | New |
| Remitly Global, Inc. | RELY | 3.77M | $59.1M | 14.5% | $7.05M | Cut$3.07M |
| Appian Corp | APPN | 1.91M | $45.9M | 11.3% | −$18.2M | Added−$11M |
| MongoDB, Inc. | MDB | 170.4K | $41.7M | 10.2% | −$22.4M | Added−$12M |
| Veeva Sys Inc | — | 214.4K | $37.7M | 9.2% | — | New |
| Toast, Inc. | TOST | 1.31M | $34.6M | 8.5% | — | New |
| Appfolio Inc | APPF | 210.3K | $33.2M | 8.1% | — | New |
| Yext, Inc. | YEXT | 7.84M | $30.1M | 7.4% | −$33.1M | Cut−$73M |
| nCino, Inc. | NCNO | 1.69M | $25.3M | 6.2% | −$18M | Held |
| Procore Technologies, Inc. | PCOR | 309.6K | $17.6M | 4.3% | — | New |
| EquipmentShare.com Inc | EQPT | 110K | $2.24M | 0.5% | — | New |
| Life360 Inc | — | 8.83K | $360.6K | 0.1% | −$206K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.