Lead Edge Capital Management, LLC
Lead Edge Capital Management, LLC reported 12 US-listed holdings worth $550.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Toast, Inc. (15.3%), Workday, Inc. (13.9%) and Appian Corp. (12.0%). Against the quarter before, it opened 0 positions, added to 7, trimmed 2 and sold out of 0.
The 12 largest of its 12 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +9.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 7
- Toast, Inc. TOST+1.7 million shares · +131%
- Ncino Inc. NCNO+2.0 million shares · +117%
- Appfolio Inc. APPF+189,396 shares · +90%
- Appian Corp. APPN+972,910 shares · +51%
- Veeva Systems Inc. VEEV+111,897 shares · +52%
- Procore Technologies Inc. PCOR+205,478 shares · +66%
- Workday, Inc. WDAY+8,197 shares · +1%
Trimmed 2
- Mongodb Inc. MDB-105,747 shares · -62%
- Remitly Global, Inc. RELY-1.1 million shares · -29%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Toast, Inc. TOST | 3.0M | $84.1 million | 15.27% | +1.7M |
| Workday, Inc. WDAY | 623.9K | $76.4 million | 13.88% | +8.2K |
| Appian Corp. APPN | 2.9M | $65.9 million | 11.98% | +972.9K |
| Appfolio Inc. APPF | 399.7K | $64.1 million | 11.64% | +189.4K |
| Remitly Global, Inc. RELY | 2.7M | $60.2 million | 10.94% | -1.1M |
| Ncino Inc. NCNO | 3.7M | $59.9 million | 10.88% | +2.0M |
| Veeva Systems Inc. VEEV | 326.3K | $57.9 million | 10.52% | +111.9K |
| Yext Inc. YEXT | 7.8M | $36.6 million | 6.66% | no change |
| Mongodb Inc. MDB | 64.7K | $21.7 million | 3.95% | -105.7K |
| Procore Technologies Inc. PCOR | 515.1K | $20.9 million | 3.80% | +205.5K |
| Equipmentshare Com Inc. EQPT | 110.0K | $2.2 million | 0.39% | no change |
| Life360, Inc. LIF | 8.8K | $489,050 | 0.09% | no change |