Lead Edge Capital Management, LLC Diversified Active

CIK: 0001802797 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $378,474 (100.0% shares, 0.0% debt)

Holdings (8)

YEXT YEXT INC 28.8%

Value ($000) $108,989 Shares 12,792,078 Est. Cost $6.51 Unrealized +30.5%

MDB MONGODB INC 15.5%

Value ($000) $58,514 Shares 188,524 Est. Cost $208.52 Unrealized +23.3%

APPN APPIAN CORP 14.6%

Value ($000) $55,367 Shares 1,811,151 Est. Cost $32.44 Unrealized -7.4%

NCNO NCINO INC 11.5%

Value ($000) $43,488 Shares 1,604,129 Est. Cost $32.22 Unrealized -9.3%

RELY REMITLY GLOBAL INC 11.3%

Value ($000) $42,950 Shares 2,634,993 Est. Cost $17.09 Unrealized +5.0%

CWAN CLEARWATER ANALYTICS HLDGS I 9.3%

Value ($000) $35,075 Shares 1,946,446 Est. Cost $21.86 Unrealized -7.2%

NATL NCR ATLEOS CORPORATION 8.8%

Value ($000) $33,153 Shares 843,362 Est. Cost $25.31 Unrealized +37.5%

LIF LIFE360 INC 0.2%

Value ($000) $939 Shares 8,834 Est. Cost $29.83 Unrealized +182.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
YEXT	YEXT INC	12,792,078	$108,989	28.8%	$6.51	+30.5%	COM	98585N106
MDB	MONGODB INC	188,524	$58,514	15.5%	$208.52	+23.3%	CL A	60937P106
APPN	APPIAN CORP	1,811,151	$55,367	14.6%	$32.44	-7.4%	CL A	03782L101
NCNO	NCINO INC	1,604,129	$43,488	11.5%	$32.22	-9.3%	COM	63947X101
RELY	REMITLY GLOBAL INC	2,634,993	$42,950	11.3%	$17.09	+5.0%	COM	75960P104
CWAN	CLEARWATER ANALYTICS HLDGS I	1,946,446	$35,075	9.3%	$21.86	-7.2%	CL A	185123106
NATL	NCR ATLEOS CORPORATION	843,362	$33,153	8.8%	$25.31	+37.5%	COM SHS	63001N106
LIF	LIFE360 INC	8,834	$939	0.2%	$29.83	+182.3%	COM	532206109