Lead Edge Capital Management, LLC
13F Reported Value
ⓘ$550.4M
Holdings
12
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Lead Edge Capital Management, LLC disclosed 12 positions worth $550.4M in its Form 13F-HR for Q2 2026, led by $TOST (Toast, Inc.) at 15.3% of the equity portfolio, followed by $WDAY and $APPN. The portfolio is most concentrated in Technology (88.7% of disclosed assets). All figures are sourced directly from Lead Edge Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1802797.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 69.5#260
Quality
$84.1M3,021,216 sh - 75.5#97
Quality
$76.4M623,867 sh - 52.2#1,477
Quality
$65.9M2,878,544 sh - 71.6
Quality
$64.1M399,656 sh - 72.5
Quality
$60.2M2,687,772 sh - 60.9
Quality
$59.9M3,662,570 sh - 77.6
Quality
$57.9M326,306 sh - 54.2
Quality
$36.6M7,843,296 sh - 68.8
Quality
$21.7M64,678 sh - 59.4
Quality
$20.9M515,051 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Toast, Inc.$TOST | 69.5#260 | $84.1M | 3,021,216 |
 Workday, Inc.$WDAY | 75.5#97 | $76.4M | 623,867 |
 APPIAN CORP$APPN | 52.2#1,477 | $65.9M | 2,878,544 |
 APPFOLIO INC$APPF | 71.6 | $64.1M | 399,656 |
 Remitly Global, Inc.$RELY | 72.5 | $60.2M | 2,687,772 |
 nCino, Inc.$NCNO | 60.9 | $59.9M | 3,662,570 |
 VEEVA SYSTEMS INC$VEEV | 77.6 | $57.9M | 326,306 |
 Yext, Inc.$YEXT | 54.2 | $36.6M | 7,843,296 |
 MongoDB, Inc.$MDB | 68.8 | $21.7M | 64,678 |
 PROCORE TECHNOLOGIES, INC.$PCOR | 59.4 | $20.9M | 515,051 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lead Edge Capital Management, LLC's 12 positions.
Showing top 10 of 12 holdings.
Sector Allocation
Technology
$488.0M
Industrials
$62.4M
Full Holdings — Lead Edge Capital Management, LLC (Q2 2026)
All 12 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TOST | Toast, Inc. | $84.1M | 15.3% | +131% | 69.5 |
| 2 | $WDAY | Workday, Inc. | $76.4M | 13.9% | +1% | 75.5 |
| 3 | $APPN | APPIAN CORP | $65.9M | 12.0% | +51% | 52.2 |
| 4 | $APPF | APPFOLIO INC | $64.1M | 11.6% | +90% | 71.6 |
| 5 | $RELY | Remitly Global, Inc. | $60.2M | 10.9% | -29% | 72.5 |
| 6 | $NCNO | nCino, Inc. | $59.9M | 10.9% | +117% | 60.9 |
| 7 | $VEEV | VEEVA SYSTEMS INC | $57.9M | 10.5% | +52% | 77.6 |
| 8 | $YEXT | Yext, Inc. | $36.6M | 6.7% | +0% | 54.2 |
| 9 | $MDB | MongoDB, Inc. | $21.7M | 4.0% | -62% | 68.8 |
| 10 | $PCOR | PROCORE TECHNOLOGIES, INC. | $20.9M | 3.8% | +66% | 59.4 |
| 11 |  $EQPT | EquipmentShare.com Inc | $2.2M | 0.4% | +0% | 52.4 |
| 12 |  $LIF | Life360, Inc. | $489,050 | 0.1% | +0% | 69.8 |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Lead Edge Capital Management, LLC including:
Track Lead Edge Capital Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Lead Edge Capital Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Lead Edge Capital Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Lead Edge Capital Management, LLC (SEC CIK: 1802797), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Lead Edge Capital Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.