Lead Edge Capital Management, LLC Top Holdings and 13F Report (2026) About Lead Edge Capital Management, LLCInvestment ActivityLead Edge Capital Management, LLC has $407.88 million in total holdings as of March 31, 2026.Lead Edge Capital Management, LLC owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 54.64% of the portfolio was purchased this quarter.About 24.46% of the portfolio was sold this quarter.This quarter, Lead Edge Capital Management, LLC has purchased 8 new stocks and bought additional shares in 2 stocks.Lead Edge Capital Management, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings Workday $79,987,846Remitly Global Inc $59,106,535Appian $45,944,836MongoDB $41,714,927Veeva Systems $37,663,085 Largest New Holdings this Quarter 98138H101 - Workday $79,987,846 Holding922475108 - Veeva Systems $37,663,085 Holding888787108 - Toast $34,631,657 Holding03783C100 - AppFolio $33,183,233 Holding74275K108 - Procore Technologies $17,645,661 Holding Largest Purchases this Quarter Workday 615,670 shares (about $79.99M)Veeva Systems 214,409 shares (about $37.66M)Toast 1,306,362 shares (about $34.63M)AppFolio 210,260 shares (about $33.18M)Procore Technologies 309,573 shares (about $17.65M) Largest Sales this Quarter Yext 4,948,782 shares (about $19.00M)Remitly Global Inc 288,458 shares (about $4.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLead Edge Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWDAYWorkday$79,987,846$79,987,846 â–²New Holding615,67019.6%Computer and TechnologyRemitly Global Inc$59,106,535$4,520,137 â–¼-7.1%3,771,95514.5%COMAPPNAppian$45,944,836$7,156,933 â–²18.5%1,905,63411.3%Computer and TechnologyMDBMongoDB$41,714,927$10,370,905 â–²33.1%170,42510.2%Computer and TechnologyVEEVVeeva Systems$37,663,085$37,663,085 â–²New Holding214,4099.2%MedicalTOSTToast$34,631,657$34,631,657 â–²New Holding1,306,3628.5%Computer and TechnologyAPPFAppFolio$33,183,233$33,183,233 â–²New Holding210,2608.1%Computer and TechnologyYEXTYext$30,118,257$19,003,323 â–¼-38.7%7,843,2967.4%Business ServicesNCNOnCino$25,278,4500.0%1,687,4806.2%Computer and TechnologyPCORProcore Technologies$17,645,661$17,645,661 â–²New Holding309,5734.3%Computer and TechnologyEquipmentshare Com Inc$2,240,700$2,240,700 â–²New Holding110,0000.5%COM CL ALife360 Inc$360,6040.0%8,8340.1%COMCWANClearwater Analytics$0$46,948,278 â–¼-100.0%00.0%Computer and TechnologyNCR ATLEOS CORPORATION$0$29,284,296 â–¼-100.0%00.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
