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


Currently, Lead Edge Capital Management, LLC holds 8 types of securities in its portfolio with a total value $378.5M. In the most recent quarter, they have increased their positions in CWAN (+819.5K shares, valued at $14.8M), RELY (+426.2K shares, valued at $6.9M), APPN (+186.4K shares, valued at $5.7M); decreased their positions in MDB (-36.3K shares, valued at $11.3M), NATL (-73.7K shares, valued at $2.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
YEXT YEXT INC12.8M shares0.00%2025-09-302025-11-14history
MDB MONGODB INC188.5K shares-16.16%2025-09-302025-11-14history
APPN APPIAN CORP1.8M shares11.47%2025-09-302025-11-14history
NCNO NCINO INC1.6M shares0.00%2025-09-302025-11-14history
RELY REMITLY GLOBAL INC2.6M shares19.29%2025-09-302025-11-14history
CWAN CLEARWATER ANALYTICS HLDGS I1.9M shares72.73%2025-09-302025-11-14history
NATL NCR ATLEOS CORPORATION843.4K shares-8.03%2025-09-302025-11-14history
LIF LIFE360 INC8.8K shares0.00%2025-09-302025-11-14history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available