StockDriftsStockDriftsTop 12 Lead Edge Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WDAY | Workday Inc | 19.61% | 615.7K | $80.0M | new | $172.35(-27.47%) | 2026-03-31 | |
| RELY | Remitly Global Inc | 14.49% | 3.77M | $59.1M | -7.10%(-288.46K) | $15.91(+42.00%) | 2026-03-31 | |
| APPN | Appian Corp | 11.26% | 1.91M | $45.9M | +18.45%(+296.85K) | $33.35(-41.44%) | 2026-03-31 | |
| MDB | MongoDB Inc | 10.23% | 170.4K | $41.7M | +33.09%(+42.37K) | $231.42(+34.89%) | 2026-03-31 | |
| VEEV | Veeva Sys Inc | 9.23% | 214.4K | $37.7M | new | $199.44(-20.35%) | 2026-03-31 | |
| TOST | Toast Inc | 8.49% | 1.31M | $34.6M | new | $21.06(+9.46%) | 2026-03-31 | |
| APPF | Appfolio Inc | 8.14% | 210.3K | $33.2M | new | $195.24(-22.30%) | 2026-03-31 | |
| YEXT | Yext Inc | 7.38% | 7.84M | $30.1M | -38.69%(-4.95M) | $7.04(-50.85%) | 2026-03-31 | |
| NCNO | Ncino Inc | 6.2% | 1.69M | $25.3M | +0.00%(+0) | $30.91(-51.58%) | 2026-03-31 | |
| PCOR | Procore Technologies Inc | 4.33% | 309.6K | $17.6M | new | $64.87(-28.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.56% | +11.08% |
| Top 20 Holdings Unweighted | +16.72% | +59.03% |
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