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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 $378,474,364 across 8 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001802797-25-000010

Period
2025-09-30
Reported value
$378M
Holdings
8
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CWANadded+819,546$14.8M
RELYadded+426,160$6.95M
APPNadded+186,354$5.7M

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
STNEexited-1,183,391-$19M
MDBreduced-36,335-$11.3M
NATLreduced-73,666-$2.9M

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, Q3 2025

Share positions as resolved from 13F-HR 0001802797-25-000010, largest first. % of portfolio is the value over $378,474,364, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,792,078 shares; 2024Q4: 12,792,078 shares; 2025Q1: 12,792,078 shares; 2025Q2: 12,792,078 shares; 2025Q3: 12,792,078 shares 12,792,078$109M28.8%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,460 shares; 2025Q2: 224,859 shares; 2025Q3: 188,524 shares 188,524$58.5M15.46%-36,335Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,085 shares; 2024Q4: 1,528,085 shares; 2025Q1: 1,528,085 shares; 2025Q2: 1,624,797 shares; 2025Q3: 1,811,151 shares 1,811,151$55.4M14.63%+186,354Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,000 shares; 2024Q4: 831,672 shares; 2025Q1: 1,604,129 shares; 2025Q2: 1,604,129 shares; 2025Q3: 1,604,129 shares 1,604,129$43.5M11.49%0Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068,100 shares; 2024Q4: 1,794,100 shares; 2025Q1: 2,208,833 shares; 2025Q2: 2,208,833 shares; 2025Q3: 2,634,993 shares 2,634,993$43M11.35%+426,160Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126,900 shares; 2025Q3: 1,946,446 shares 1,946,446$35.1M9.27%+819,546Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199,961 shares; 2024Q4: 521,681 shares; 2025Q1: 740,495 shares; 2025Q2: 917,028 shares; 2025Q3: 843,362 shares 843,362$33.2M8.76%-73,666Timeline
LIFLIFE360 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 8,834 shares; 2025Q1: 8,834 shares; 2025Q2: 8,834 shares; 2025Q3: 8,834 shares 8,834$939K0.25%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
STNESTONECO LTD1,183,391$19Mshares

How Q3 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 0001802797-25-000010 base2025-11-14acceptance time not in the bulk data set