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) (Next →)

Filing Date: May 15, 2026

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

Holdings (12)

WDAY Workday Inc 19.6%

Value $79.99M Shares 615,670 Share Price $129.92 * Est. Cost/Share $172.62 Unrealized @ Report Date 0.0%

RELY Remitly Global Inc 14.5%

Value $59.11M Shares 3,771,955 Share Price $15.67 * Est. Cost/Share $16.19 Unrealized @ Report Date -13.9%

APPN Appian Corp 11.3%

Value $45.94M Shares 1,905,634 Share Price $24.11 * Est. Cost/Share $31.78 Unrealized @ Report Date -11.3%

MDB MongoDB Inc 10.2%

Value $41.71M Shares 170,425 Share Price $244.77 * Est. Cost/Share $250.21 Unrealized @ Report Date +50.3%

VEEV Veeva Sys Inc 9.2%

Value $37.66M Shares 214,409 Share Price $175.66 * Est. Cost/Share $203.93 Unrealized @ Report Date 0.0%

TOST Toast Inc 8.5%

Value $34.63M Shares 1,306,362 Share Price $26.51 * Est. Cost/Share $31.01 Unrealized @ Report Date 0.0%

APPF Appfolio Inc 8.1%

Value $33.18M Shares 210,260 Share Price $157.82 * Est. Cost/Share $200.24 Unrealized @ Report Date 0.0%

YEXT Yext Inc 7.4%

Value $30.12M Shares 7,843,296 Share Price $3.84 * Est. Cost/Share $6.51 Unrealized @ Report Date +1.4%

NCNO Ncino Inc 6.2%

Value $25.28M Shares 1,687,480 Share Price $14.98 * Est. Cost/Share $31.88 Unrealized @ Report Date -34.9%

PCOR Procore Technologies Inc 4.3%

Value $17.65M Shares 309,573 Share Price $57.00 * Est. Cost/Share $60.28 Unrealized @ Report Date 0.0%

EQPT Equipmentshare Com Inc 0.5%

Value $2.241M Shares 110,000 Share Price $20.37 Est. Cost/Share $20.37 Unrealized @ Report Date —

LIF Life360 Inc 0.1%

Value $361K Shares 8,834 Share Price $40.82 * Est. Cost/Share $29.83 Unrealized @ Report Date +91.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
WDAY	Workday Inc	615,670	$79.99M	19.6%	$129.92 *	$172.62	0.0%	CL A	98138H101
RELY	Remitly Global Inc	3,771,955	$59.11M	14.5%	$15.67 *	$16.19	-13.9%	COM	75960P104
APPN	Appian Corp	1,905,634	$45.94M	11.3%	$24.11 *	$31.78	-11.3%	CL A	03782L101
MDB	MongoDB Inc	170,425	$41.71M	10.2%	$244.77 *	$250.21	+50.3%	CL A	60937P106
VEEV	Veeva Sys Inc	214,409	$37.66M	9.2%	$175.66 *	$203.93	0.0%	CL A COM	922475108
TOST	Toast Inc	1,306,362	$34.63M	8.5%	$26.51 *	$31.01	0.0%	CL A	888787108
APPF	Appfolio Inc	210,260	$33.18M	8.1%	$157.82 *	$200.24	0.0%	COM CL A	03783C100
YEXT	Yext Inc	7,843,296	$30.12M	7.4%	$3.84 *	$6.51	+1.4%	COM	98585N106
NCNO	Ncino Inc	1,687,480	$25.28M	6.2%	$14.98 *	$31.88	-34.9%	COM	63947X101
PCOR	Procore Technologies Inc	309,573	$17.65M	4.3%	$57.00 *	$60.28	0.0%	COM	74275K108
EQPT	Equipmentshare Com Inc	110,000	$2.241M	0.5%	$20.37	$20.37	—	COM CL A	29445S100
LIF	Life360 Inc	8,834	$361K	0.1%	$40.82 *	$29.83	+91.0%	COM	532206109