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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 $329,254,181 across 10 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001802797-25-000003

Period
2025-03-31
Reported value
$329M
Holdings
10
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NCNOadded+772,457$21.2M
MDBnew+90,460$15.9M
RELYadded+414,733$8.63M
NATLadded+218,814$5.77M

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

None.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001802797-25-000003, largest first. % of portfolio is the value over $329,254,181, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,792,078 shares; 2024Q4: 12,792,078 shares; 2025Q1: 12,792,078 shares 12,792,078$78.8M23.93%0Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068,100 shares; 2024Q4: 1,794,100 shares; 2025Q1: 2,208,833 shares 2,208,833$45.9M13.95%+414,733Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,000 shares; 2024Q4: 831,672 shares; 2025Q1: 1,604,129 shares 1,604,129$44.1M13.38%+772,457Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,085 shares; 2024Q4: 1,528,085 shares; 2025Q1: 1,528,085 shares 1,528,085$44M13.37%0Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498,900 shares; 2024Q4: 1,038,900 shares; 2025Q1: 1,038,900 shares 1,038,900$34.5M10.47%0Timeline
ENFUSION INCENFUSION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409,967 shares; 2024Q4: 2,409,967 shares; 2025Q1: 2,409,967 shares 2,409,967$26.9M8.16%0
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199,961 shares; 2024Q4: 521,681 shares; 2025Q1: 740,495 shares 740,495$19.5M5.93%+218,814Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846,391 shares; 2024Q4: 1,846,391 shares; 2025Q1: 1,846,391 shares 1,846,391$19.4M5.88%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,460 shares 90,460$15.9M4.82%newTimeline
LIFLIFE360 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 8,834 shares; 2025Q1: 8,834 shares 8,834$339K0.1%0Timeline

How Q1 2025 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 0001802797-25-000003 base2025-05-15acceptance time not in the bulk data set