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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 $550,379,596 across 12 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 99.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001802797-26-000010

Period
2026-06-30
Reported value
$550M
Holdings
12
Top 10 weight
99.52%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TOSTadded+1,714,854$47.7M
NCNOadded+1,975,090$32.3M
APPFadded+189,396$30.4M
APPNadded+972,910$22.3M
VEEVadded+111,897$19.9M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MDBreduced-105,747-$35.5M
RELYreduced-1,084,183-$24.3M

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, Q2 2026

Share positions as resolved from 13F-HR 0001802797-26-000010, largest first. % of portfolio is the value over $550,379,596, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,498,900 shares; 2024Q4: 1,038,900 shares; 2025Q1: 1,038,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,306,362 shares; 2026Q2: 3,021,216 shares 3,021,216$84.1M15.27%+1,714,854Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 615,670 shares; 2026Q2: 623,867 shares 623,867$76.4M13.88%+8,197Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,905,634 shares; 2026Q2: 2,878,544 shares 2,878,544$65.9M11.98%+972,910Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210,260 shares; 2026Q2: 399,656 shares 399,656$64.1M11.64%+189,396Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,771,955 shares; 2026Q2: 2,687,772 shares 2,687,772$60.2M10.94%-1,084,183Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,687,480 shares; 2026Q2: 3,662,570 shares 3,662,570$59.9M10.88%+1,975,090Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214,409 shares; 2026Q2: 326,306 shares 326,306$57.9M10.52%+111,897Timeline
YEXTYEXT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,843,296 shares; 2026Q2: 7,843,296 shares 7,843,296$36.6M6.66%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,460 shares; 2025Q2: 224,859 shares; 2025Q3: 188,524 shares; 2025Q4: 128,055 shares; 2026Q1: 170,425 shares; 2026Q2: 64,678 shares 64,678$21.7M3.95%-105,747Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309,573 shares; 2026Q2: 515,051 shares 515,051$20.9M3.8%+205,478Timeline
EQPTEQUIPMENTSHARE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,000 shares; 2026Q2: 110,000 shares 110,000$2.16M0.39%0Timeline
LIFLIFE360 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,834 shares; 2024Q4: 8,834 shares; 2025Q1: 8,834 shares; 2025Q2: 8,834 shares; 2025Q3: 8,834 shares; 2025Q4: 8,834 shares; 2026Q1: 8,834 shares; 2026Q2: 8,834 shares 8,834$489K0.09%0Timeline

How Q2 2026 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 0001802797-26-000010 base2026-08-14acceptance time not in the bulk data set