Lead Edge Capital Management, LLC
13F Reported Value
ⓘ$407.9M
Holdings
12
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Lead Edge Capital Management, LLC disclosed 12 positions worth $407.9M in its Form 13F-HR for Q1 2026, led by $WDAY (Workday, Inc.) at 19.6% of the equity portfolio, followed by $RELY and $APPN. During the quarter the fund opened 6 new positions and exited 2 — including a new stake in $WDAY and a full exit from $CWAN. The portfolio is most concentrated in Technology (85.0% 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 — Q1 2026
Click any card to unlockTop Holdings
- 74.2#165
Quality
$80.0M615,670 sh - 66.0#546
Quality
$59.1M3,771,955 sh - 56.5#1,095
Quality
$45.9M1,905,634 sh - 54.6
Quality
$41.7M170,425 sh - 77.8
Quality
$37.7M214,409 sh - 69.5
Quality
$34.6M1,306,362 sh - 75.5
Quality
$33.2M210,260 sh - 55.0
Quality
$30.1M7,843,296 sh - 53.7
Quality
$25.3M1,687,480 sh - 51.8
Quality
$17.6M309,573 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Workday, Inc.$WDAY | 74.2#165 | $80.0M | 615,670 |
 Remitly Global, Inc.$RELY | 66.0#546 | $59.1M | 3,771,955 |
 APPIAN CORP$APPN | 56.5#1,095 | $45.9M | 1,905,634 |
 MongoDB, Inc.$MDB | 54.6 | $41.7M | 170,425 |
 VEEVA SYSTEMS INC$VEEV | 77.8 | $37.7M | 214,409 |
 Toast, Inc.$TOST | 69.5 | $34.6M | 1,306,362 |
 APPFOLIO INC$APPF | 75.5 | $33.2M | 210,260 |
 Yext, Inc.$YEXT | 55.0 | $30.1M | 7,843,296 |
 nCino, Inc.$NCNO | 53.7 | $25.3M | 1,687,480 |
 PROCORE TECHNOLOGIES, INC.$PCOR | 51.8 | $17.6M | 309,573 |
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
$346.5M
Industrials
$61.3M
Full Holdings — Lead Edge Capital Management, LLC (Q1 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 | $WDAY | Workday, Inc. | $80.0M | 19.6% | NEW | 74.2 |
| 2 | $RELY | Remitly Global, Inc. | $59.1M | 14.5% | -7% | 66 |
| 3 | $APPN | APPIAN CORP | $45.9M | 11.3% | +18% | 56.5 |
| 4 | $MDB | MongoDB, Inc. | $41.7M | 10.2% | +33% | 54.6 |
| 5 | $VEEV | VEEVA SYSTEMS INC | $37.7M | 9.2% | NEW | 77.8 |
| 6 | $TOST | Toast, Inc. | $34.6M | 8.5% | NEW | 69.5 |
| 7 | $APPF | APPFOLIO INC | $33.2M | 8.1% | NEW | 75.5 |
| 8 | $YEXT | Yext, Inc. | $30.1M | 7.4% | -39% | 55 |
| 9 | $NCNO | nCino, Inc. | $25.3M | 6.2% | +0% | 53.7 |
| 10 | $PCOR | PROCORE TECHNOLOGIES, INC. | $17.6M | 4.3% | NEW | 51.8 |
| 11 |  $EQPT | EquipmentShare.com Inc | $2.2M | 0.6% | NEW | — |
| 12 |  $LIF | Life360, Inc. | $360,604 | 0.1% | +0% | 61.9 |
New Positions (6)
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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.
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