The Analysis of Lead Edge Capital Management, LLC's Holdings & P&L


Currently, Lead Edge Capital Management, LLC holds 12 types of securities in its portfolio with a total value $407.9M. In the most recent quarter, they have increased their positions in WDAY (+615.7K shares, valued at $80.0M), VEEV (+214.4K shares, valued at $37.7M), TOST (+1.3M shares, valued at $34.6M); decreased their positions in YEXT (-4.9M shares, valued at $19.0M), RELY (-288.5K shares, valued at $4.5M); initiated new positions in WDAY (+615.7K shares, valued at $80.0M), VEEV (+214.4K shares, valued at $37.7M), TOST (+1.3M shares, valued at $34.6M).


1M P&L
+10.0M+3.22%
3M P&L
-9.5M-2.88%
HY P&L
-59.1M-15.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure269.9M
69.2%
2Software - Application120.1M
30.8%

Top Industries by Stock Count

1Software - Infrastructure4 stocks
50.0%
2Software - Application4 stocks
50.0%
Stock Holdings
WDAY
Workday Inc
New
Shares615.7K
Event2026-03-31
Filed2026-05-15
RELY
Remitly Global Inc
-7.10%
Shares3.8M
Event2026-03-31
Filed2026-05-15
APPN
Appian Corp
18.45%
Shares1.9M
Event2026-03-31
Filed2026-05-15
MDB
MongoDB Inc
33.09%
Shares170.4K
Event2026-03-31
Filed2026-05-15
VEEV
Veeva Sys Inc
New
Shares214.4K
Event2026-03-31
Filed2026-05-15
TOST
Toast Inc
New
Shares1.3M
Event2026-03-31
Filed2026-05-15
APPF
Appfolio Inc
New
Shares210.3K
Event2026-03-31
Filed2026-05-15
YEXT
Yext Inc
-38.69%
Shares7.8M
Event2026-03-31
Filed2026-05-15
NCNO
Ncino Inc
0.00%
Shares1.7M
Event2026-03-31
Filed2026-05-15
PCOR
Procore Technologies Inc
New
Shares309.6K
Event2026-03-31
Filed2026-05-15
Equipmentshare Com Inc
Equipmentshare Com Inc
New
Shares110.0K
Event2026-03-31
Filed2026-05-15
LIF
Life360 Inc
0.00%
Shares8.8K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available