Institutions / Lead Edge Capital Management, LLC
Lead Edge Capital Management, LLC
CIK 1802797 · Institution · as of Dec 31, 2025
Portfolio value
$389.93M
Positions
8
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Yext, Inc. | $103.10M | 26.4% |
| Appian Corp | $56.98M | 14.6% |
| Remitly Global, Inc. | $56.03M | 14.4% |
| MongoDB, Inc. | $53.74M | 13.8% |
| Clearwater Analytics Holdings, Inc. | $46.95M | 12.0% |
| nCino Inc. | $43.27M | 11.1% |
| NCR Atleos Corp | $29.28M | 7.5% |
| Life360, Inc. | $566.6K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.