Institutional Fund
Lead Edge Capital Management, LLC
New York, NYCIK 18027975 filings on record
Portfolio Value
$407.88M
Q1 2026
Holdings
12
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+4.6%
from $389.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Workday Inc19.6%
- Remitly Global Inc14.5%
- Appian Corp11.3%
- Mongodb Inc10.2%
- Veeva Sys Inc9.2%
- Toast Inc8.5%
- Other26.7%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Workday Inc | 615.7K | $79.99M | 19.6% | +615.7K | New |
| 2 | Remitly Global Inc | 3.77M | $59.11M | 14.5% | −288.5K | Reduced |
| 3 | Appian Corp | 1.91M | $45.94M | 11.3% | +296.8K | Added |
| 4 | Mongodb Inc | 170.4K | $41.71M | 10.2% | +42.4K | Added |
| 5 | Veeva Sys Inc | 214.4K | $37.66M | 9.2% | +214.4K | New |
| 6 | Toast Inc | 1.31M | $34.63M | 8.5% | +1.31M | New |
| 7 | Appfolio Inc | 210.3K | $33.18M | 8.1% | +210.3K | New |
| 8 | Yext Inc | 7.84M | $30.12M | 7.4% | −4.95M | Reduced |
| 9 | Ncino Inc | 1.69M | $25.28M | 6.2% | 0 | Held |
| 10 | Procore Technologies Inc | 309.6K | $17.65M | 4.3% | +309.6K | New |
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