Lead Edge Capital Management, LLC Diversified Active

Name: Lead Edge Capital Management, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Lead Edge Capital Management, LLC
Published: 2026-08-14

Location: New York, NY

CIK: 0001802797 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $550M (100.0% shares, 0.0% debt)

Holdings (12)

Increased Positions (7)

TOST TOAST INC 15.3%

Value $84.05M (+142.7%) Shares 3,021,216 (+131.3%) Est. Cost $29.20 Unrealized —

NCNO NCINO INC 10.9%

Value $59.88M (+136.9%) Shares 3,662,570 (+117.0%) Est. Cost $23.51 Unrealized —

APPF APPFOLIO INC 11.6%

Value $64.08M (+93.1%) Shares 399,656 (+90.1%) Est. Cost $181.34 Unrealized —

VEEV VEEVA SYS INC 10.5%

Value $57.91M (+53.8%) Shares 326,306 (+52.2%) Est. Cost $194.86 Unrealized —

APPN APPIAN CORP 12.0%

Value $65.92M (+43.5%) Shares 2,878,544 (+51.1%) Est. Cost $28.78 Unrealized —

WDAY WORKDAY INC 13.9%

Value $76.37M (-4.5%) Shares 623,867 (+1.3%) Est. Cost $171.96 Unrealized —

PCOR PROCORE TECHNOLOGIES INC 3.8%

Value $20.92M (+18.6%) Shares 515,051 (+66.4%) Est. Cost $52.43 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TOST	TOAST INC	3,021,216 (+131.3%)	$84.05M (+142.7%)	15.3%	$29.20	—	CL A	888787108
NCNO	NCINO INC	3,662,570 (+117.0%)	$59.88M (+136.9%)	10.9%	$23.51	—	COM	63947X101
APPF	APPFOLIO INC	399,656 (+90.1%)	$64.08M (+93.1%)	11.6%	$181.34	—	COM CL A	03783C100
VEEV	VEEVA SYS INC	326,306 (+52.2%)	$57.91M (+53.8%)	10.5%	$194.86	—	CL A COM	922475108
APPN	APPIAN CORP	2,878,544 (+51.1%)	$65.92M (+43.5%)	12.0%	$28.78	—	CL A	03782L101
WDAY	WORKDAY INC	623,867 (+1.3%)	$76.37M (-4.5%)	13.9%	$171.96	—	CL A	98138H101
PCOR	PROCORE TECHNOLOGIES INC	515,051 (+66.4%)	$20.92M (+18.6%)	3.8%	$52.43	—	COM	74275K108

Decreased Positions (2)

MDB MONGODB INC 3.9%

Value $21.73M (-47.9%) Shares 64,678 (-62.0%) Est. Cost $250.21 Unrealized —

RELY REMITLY GLOBAL INC 10.9%

Value $60.23M (+1.9%) Shares 2,687,772 (-28.7%) Est. Cost $16.19 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MDB	MONGODB INC	64,678 (-62.0%)	$21.73M (-47.9%)	3.9%	$250.21	—	CL A	60937P106
RELY	REMITLY GLOBAL INC	2,687,772 (-28.7%)	$60.23M (+1.9%)	10.9%	$16.19	—	COM	75960P104

Unchanged Positions (3)

YEXT YEXT INC 6.7%

Value $36.63M Shares 7,843,296 Est. Cost $6.51 Unrealized —

LIF LIFE360 INC 0.1%

Value $489K Shares 8,834 Est. Cost $29.83 Unrealized —

EQPT EQUIPMENTSHARE COM INC 0.4%

Value $2.163M Shares 110,000 Est. Cost $20.37 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
YEXT	YEXT INC	7,843,296	$36.63M	6.7%	$6.51	—	COM	98585N106
LIF	LIFE360 INC	8,834	$489K	0.1%	$29.83	—	COM	532206109
EQPT	EQUIPMENTSHARE COM INC	110,000	$2.163M	0.4%	$20.37	—	COM CL A	29445S100