Lead Edge Capital Management, LLC Diversified Active

Name: Lead Edge Capital Management, LLC Q1 2026 13F Filing | 13F Explorer
Creator: Lead Edge Capital Management, LLC
Published: 2026-05-15

Location: NEW YORK, NY

CIK: 0001802797 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $408M (100.0% shares, 0.0% debt)

Holdings (12)

New Positions (6)

WDAY Workday Inc 19.6%

Value $79.99M Shares 615,670 Est. Cost — Unrealized —

VEEV Veeva Sys Inc 9.2%

Value $37.66M Shares 214,409 Est. Cost — Unrealized —

TOST Toast Inc 8.5%

Value $34.63M Shares 1,306,362 Est. Cost — Unrealized —

APPF Appfolio Inc 8.1%

Value $33.18M Shares 210,260 Est. Cost — Unrealized —

PCOR Procore Technologies Inc 4.3%

Value $17.65M Shares 309,573 Est. Cost — Unrealized —

EQPT Equipmentshare Com Inc 0.5%

Value $2.241M Shares 110,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WDAY	Workday Inc	615,670	$79.99M	19.6%	—	—	CL A	98138H101
VEEV	Veeva Sys Inc	214,409	$37.66M	9.2%	—	—	CL A COM	922475108
TOST	Toast Inc	1,306,362	$34.63M	8.5%	—	—	CL A	888787108
APPF	Appfolio Inc	210,260	$33.18M	8.1%	—	—	COM CL A	03783C100
PCOR	Procore Technologies Inc	309,573	$17.65M	4.3%	—	—	COM	74275K108
EQPT	Equipmentshare Com Inc	110,000	$2.241M	0.5%	—	—	COM CL A	29445S100

Increased Positions (2)

MDB MongoDB Inc 10.2%

Value $41.71M (-22.4%) Shares 170,425 (+33.1%) Est. Cost — Unrealized —

APPN Appian Corp 11.3%

Value $45.94M (-19.4%) Shares 1,905,634 (+18.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MDB	MongoDB Inc	170,425 (+33.1%)	$41.71M (-22.4%)	10.2%	—	—	CL A	60937P106
APPN	Appian Corp	1,905,634 (+18.5%)	$45.94M (-19.4%)	11.3%	—	—	CL A	03782L101

Exited Positions (2)

CWAN CLEARWATER ANALYTICS HLDGS I 11.5%

Value $46.95M Shares 1,946,446 Est. Cost — Unrealized —

NATL NCR ATLEOS CORPORATION 7.2%

Value $29.28M Shares 768,415 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CWAN	CLEARWATER ANALYTICS HLDGS I	1,946,446	$46.95M	11.5%	—	—	—	185123106
NATL	NCR ATLEOS CORPORATION	768,415	$29.28M	7.2%	—	—	—	63001N106

Decreased Positions (2)

YEXT Yext Inc 7.4%

Value $30.12M (-70.8%) Shares 7,843,296 (-38.7%) Est. Cost — Unrealized —

RELY Remitly Global Inc 14.5%

Value $59.11M (+5.5%) Shares 3,771,955 (-7.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
YEXT	Yext Inc	7,843,296 (-38.7%)	$30.12M (-70.8%)	7.4%	—	—	COM	98585N106
RELY	Remitly Global Inc	3,771,955 (-7.1%)	$59.11M (+5.5%)	14.5%	—	—	COM	75960P104

Unchanged Positions (2)

NCNO Ncino Inc 6.2%

Value $25.28M Shares 1,687,480 Est. Cost — Unrealized —

LIF Life360 Inc 0.1%

Value $361K Shares 8,834 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NCNO	Ncino Inc	1,687,480	$25.28M	6.2%	—	—	COM	63947X101
LIF	Life360 Inc	8,834	$361K	0.1%	—	—	COM	532206109