StockDriftsStockDriftsTop 12 Lead Edge Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TOST | TOAST INC | 15.27% | 3.02M | $84.1M | +131.27%(+1.71M) | $24.40(+40.39%) | 2026-06-30 | |
| WDAY | WORKDAY INC | 13.88% | 623.9K | $76.4M | +1.33%(+8.20K) | $171.74(+3.16%) | 2026-06-30 | |
| APPN | APPIAN CORP | 11.98% | 2.88M | $65.9M | +51.05%(+972.91K) | $29.98(+16.25%) | 2026-06-30 | |
| APPF | APPFOLIO INC | 11.64% | 399.7K | $64.1M | +90.08%(+189.40K) | $177.63(+14.83%) | 2026-06-30 | |
| RELY | REMITLY GLOBAL INC | 10.94% | 2.69M | $60.2M | -28.74%(-1.08M) | $15.91(+56.46%) | 2026-06-30 | |
| NCNO | NCINO INC | 10.88% | 3.66M | $59.9M | +117.04%(+1.98M) | $22.54(-14.86%) | 2026-06-30 | |
| VEEV | VEEVA SYS INC | 10.52% | 326.3K | $57.9M | +52.19%(+111.90K) | $191.65(+31.82%) | 2026-06-30 | |
| YEXT | YEXT INC | 6.66% | 7.84M | $36.6M | +0.00%(+0) | $7.04(-13.21%) | 2026-06-30 | |
| MDB | MONGODB INC | 3.95% | 64.7K | $21.7M | -62.05%(-105.75K) | $231.42(+104.08%) | 2026-06-30 | |
| PCOR | PROCORE TECHNOLOGIES INC | 3.8% | 515.1K | $20.9M | +66.37%(+205.48K) | $58.22(+6.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.31% | +3.99% | -11.63% | -46.10% |
| Top 20 Holdings Unweighted | +15.58% | +54.38% | -1.88% | -9.07% |
Lead Edge Capital Management LLC reports $550.38M in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are TOST (15.3%), WDAY (13.9%) and APPN (12.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +3.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Lead Edge Capital Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Lead Edge Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802797). View Lead Edge Capital Management LLC’s 13F filings on SEC