Lead Edge Capital Management, LLC
Lead Edge Capital Management, LLC reported 12 positions worth $550.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TOST (15.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TOST | SH | $84.1M | 15.27% | 3,021,216 | — | — | |
| ▸ 2 | WDAY | SH | $76.4M | 13.88% | 623,867 | — | — | |
| ▸ 3 | APPN | SH | $65.9M | 11.98% | 2,878,544 | — | — | |
| ▸ 4 | APPF | SH | $64.1M | 11.64% | 399,656 | — | — | |
| ▸ 5 | RELY | SH | $60.2M | 10.94% | 2,687,772 | — | — | |
| ▸ 6 | NCNO | SH | $59.9M | 10.88% | 3,662,570 | — | — | |
| ▸ 7 | VEEV | SH | $57.9M | 10.52% | 326,306 | — | — | |
| ▸ 8 | YEXT | SH | $36.6M | 6.66% | 7,843,296 | — | — | |
| ▸ 9 | MDB | SH | $21.7M | 3.95% | 64,678 | — | — | |
| ▸ 10 | PCOR | SH | $20.9M | 3.80% | 515,051 | — | — |
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Frequently Asked Questions
What stocks does Lead Edge Capital Management, LLC hold as of Q2 2026?
Lead Edge Capital Management, LLC reported 12 positions worth $550.4M in its Q2 2026 13F filing. Largest positions: TOST (15.3%), WDAY (13.9%), APPN (12.0%), APPF (11.6%) and RELY (10.9%).
What did Lead Edge Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lead Edge Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.