Skip to content
Disclosery

Lead Edge Capital Management, LLC

Follow

13F filer, CIK 1802797, NEW YORK, NY

Lead Edge Capital Management, LLC reported $389,930,731 across 8 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001802797-26-000004

Period
2025-12-31
Reported value
$390M
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RELYadded+1,425,420$19.7M
NCNOadded+83,351$2.14M

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
MDBreduced-60,469-$25.4M
APPNreduced-202,362-$7.17M
NATLreduced-74,947-$2.86M

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 2025

Share positions as resolved from 13F-HR 0001802797-26-000004, largest first. % of portfolio is the value over $389,930,731, 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; 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; 2025Q4: 12,792,078 shares 12,792,078$103M26.44%0Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,608,789 shares 1,608,789$57M14.61%-202,362Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,060,413 shares 4,060,413$56M14.37%+1,425,420Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,460 shares; 2025Q2: 224,859 shares; 2025Q3: 188,524 shares; 2025Q4: 128,055 shares 128,055$53.7M13.78%-60,469Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126,900 shares; 2025Q3: 1,946,446 shares; 2025Q4: 1,946,446 shares 1,946,446$46.9M12.04%0Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,687,480 shares 1,687,480$43.3M11.1%+83,351Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 768,415 shares 768,415$29.3M7.51%-74,947Timeline
LIFLIFE360 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 8,834 shares; 2025Q1: 8,834 shares; 2025Q2: 8,834 shares; 2025Q3: 8,834 shares; 2025Q4: 8,834 shares 8,834$567K0.15%0Timeline

How Q4 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 0001802797-26-000004 base2026-02-17acceptance time not in the bulk data set