Lead Edge Capital Management, LLC Diversified Active

CIK: 0001802797 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $389,931 (100.0% shares, 0.0% debt)

Holdings (8)

Increased Positions (2)

RELY REMITLY GLOBAL INC 14.4%

Value ($000) $56,034 (+30.5%) Shares 4,060,413 (+54.1%) Est. Cost $16.19 Unrealized -10.3%

NCNO NCINO INC 11.1%

Value ($000) $43,267 (-0.5%) Shares 1,687,480 (+5.2%) Est. Cost $31.88 Unrealized -20.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RELY	REMITLY GLOBAL INC	4,060,413 (+54.1%)	$56,034 (+30.5%)	14.4%	$16.19	-10.3%	COM	75960P104
NCNO	NCINO INC	1,687,480 (+5.2%)	$43,267 (-0.5%)	11.1%	$31.88	-20.4%	COM	63947X101

Decreased Positions (3)

MDB MONGODB INC 13.8%

Value ($000) $53,743 (-8.2%) Shares 128,055 (-32.1%) Est. Cost $208.52 Unrealized +74.5%

NATL NCR ATLEOS CORPORATION 7.5%

Value ($000) $29,284 (-11.7%) Shares 768,415 (-8.9%) Est. Cost $25.31 Unrealized +48.2%

APPN APPIAN CORP 14.6%

Value ($000) $56,983 (+2.9%) Shares 1,608,789 (-11.2%) Est. Cost $32.44 Unrealized +9.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MDB	MONGODB INC	128,055 (-32.1%)	$53,743 (-8.2%)	13.8%	$208.52	+74.5%	CL A	60937P106
NATL	NCR ATLEOS CORPORATION	768,415 (-8.9%)	$29,284 (-11.7%)	7.5%	$25.31	+48.2%	COM SHS	63001N106
APPN	APPIAN CORP	1,608,789 (-11.2%)	$56,983 (+2.9%)	14.6%	$32.44	+9.8%	CL A	03782L101

Unchanged Positions (3)

CWAN CLEARWATER ANALYTICS HLDGS I 12.0%

Value ($000) $46,948 Shares 1,946,446 Est. Cost $21.86 Unrealized -8.4%

YEXT YEXT INC 26.4%

Value ($000) $103,104 Shares 12,792,078 Est. Cost $6.51 Unrealized +29.5%

LIF LIFE360 INC 0.1%

Value ($000) $567 Shares 8,834 Est. Cost $29.83 Unrealized +178.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CWAN	CLEARWATER ANALYTICS HLDGS I	1,946,446	$46,948	12.0%	$21.86	-8.4%	CL A	185123106
YEXT	YEXT INC	12,792,078	$103,104	26.4%	$6.51	+29.5%	COM	98585N106
LIF	LIFE360 INC	8,834	$567	0.1%	$29.83	+178.5%	COM	532206109