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Lead Edge Capital Management, LLC

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13F filer, CIK 1802797, NEW YORK, NY

Lead Edge Capital Management, LLC reported $295,640,542 across 9 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001493152-25-006626

Period
2024-12-31
Reported value
$296M
Holdings
9
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RELYadded+726,000$16.4M
NCNOadded+164,672$5.53M
APPNadded+83,000$2.74M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TOSTreduced-1,460,000-$53.2M
INSTRUCTURE HLDGS INCexited-984,124-$23.2M
NATLreduced-678,280-$23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001493152-25-006626, largest first. % of portfolio is the value over $295,640,542, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
YEXTYEXT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,792,078 shares; 2024Q4: 12,792,078 shares 12,792,078$81.4M27.52%0Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,085 shares; 2024Q4: 1,528,085 shares 1,528,085$50.4M17.05%+83,000Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068,100 shares; 2024Q4: 1,794,100 shares 1,794,100$40.5M13.7%+726,000Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498,900 shares; 2024Q4: 1,038,900 shares 1,038,900$37.9M12.81%-1,460,000Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,000 shares; 2024Q4: 831,672 shares 831,672$27.9M9.45%+164,672Timeline
ENFUSION INCENFUSION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409,967 shares; 2024Q4: 2,409,967 shares 2,409,967$24.8M8.4%0
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199,961 shares; 2024Q4: 521,681 shares 521,681$17.7M5.99%-678,280Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846,391 shares; 2024Q4: 1,846,391 shares 1,846,391$14.7M4.98%0Timeline
LIFLIFE360 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 8,834 shares 8,834$365K0.12%0Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INSTRUCTURE HLDGS INCINSTRUCTURE HLDGS INC984,124$23.2Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001493152-25-006626 base2025-02-14acceptance time not in the bulk data set