Lead Edge Capital Management, LLC Diversified Active

Name: Lead Edge Capital Management, LLC Q4 2025 13F Filing | 13F Explorer
Creator: Lead Edge Capital Management, LLC
Published: 2026-02-17

Location: New York, NY

CIK: 0001802797 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $390M (100.0% shares, 0.0% debt)

Holdings (8)

YEXT YEXT INC 26.4%

Value $103M Shares 12,792,078 Share Price $8.06 * Est. Cost/Share $6.51 Unrealized @ Report Date +29.5%

APPN APPIAN CORP 14.6%

Value $56.98M Shares 1,608,789 Share Price $35.42 Est. Cost/Share $32.44 Unrealized @ Report Date +9.8%

RELY REMITLY GLOBAL INC 14.4%

Value $56.03M Shares 4,060,413 Share Price $13.80 * Est. Cost/Share $16.19 Unrealized @ Report Date -10.3%

MDB MONGODB INC 13.8%

Value $53.74M Shares 128,055 Share Price $419.69 * Est. Cost/Share $208.52 Unrealized @ Report Date +74.5%

CWAN CLEARWATER ANALYTICS HLDGS I 12.0%

Value $46.95M Shares 1,946,446 Share Price $24.12 * Est. Cost/Share $21.86 Unrealized @ Report Date -8.4%

NCNO NCINO INC 11.1%

Value $43.27M Shares 1,687,480 Share Price $25.64 Est. Cost/Share $31.88 Unrealized @ Report Date -20.4%

NATL NCR ATLEOS CORPORATION 7.5%

Value $29.28M Shares 768,415 Share Price $38.11 Est. Cost/Share $25.31 Unrealized @ Report Date +48.2%

LIF LIFE360 INC 0.1%

Value $567K Shares 8,834 Share Price $64.14 * Est. Cost/Share $29.83 Unrealized @ Report Date +178.5%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
YEXT	YEXT INC	12,792,078	$103M	26.4%	$8.06 *	$6.51	+29.5%	COM	98585N106
APPN	APPIAN CORP	1,608,789	$56.98M	14.6%	$35.42	$32.44	+9.8%	CL A	03782L101
RELY	REMITLY GLOBAL INC	4,060,413	$56.03M	14.4%	$13.80 *	$16.19	-10.3%	COM	75960P104
MDB	MONGODB INC	128,055	$53.74M	13.8%	$419.69 *	$208.52	+74.5%	CL A	60937P106
CWAN	CLEARWATER ANALYTICS HLDGS I	1,946,446	$46.95M	12.0%	$24.12 *	$21.86	-8.4%	CL A	185123106
NCNO	NCINO INC	1,687,480	$43.27M	11.1%	$25.64	$31.88	-20.4%	COM	63947X101
NATL	NCR ATLEOS CORPORATION	768,415	$29.28M	7.5%	$38.11	$25.31	+48.2%	COM SHS	63001N106
LIF	LIFE360 INC	8,834	$567K	0.1%	$64.14 *	$29.83	+178.5%	COM	532206109