Lead Edge Capital Management, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1802797) · Explore on the interactive board
Lead Edge Capital Management, LLC disclosed 12 US equity positions worth $550.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is TOST at 15.3% of the reported book, followed by WDAY, APPN. The top ten holdings are 99.5% of the book, and the portfolio behaves like about 9 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 7, reduced 2 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Lead Edge Capital Management, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 7 added, 2 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | TOST TOAST INC | Technology | 15.3% | $84.1m | 3,021,216 | 131% | added |
| 2 | WDAY WORKDAY INC | Technology | 13.9% | $76.4m | 623,867 | 1% | added |
| 3 | APPN APPIAN CORP | Technology | 12.0% | $65.9m | 2,878,544 | 51% | added |
| 4 | APPF APPFOLIO INC | Technology | 11.6% | $64.1m | 399,656 | 90% | added |
| 5 | RELY REMITLY GLOBAL INC | Technology | 10.9% | $60.2m | 2,687,772 | -29% | reduced |
| 6 | NCNO NCINO INC | Technology | 10.9% | $59.9m | 3,662,570 | 117% | added |
| 7 | VEEV VEEVA SYS INC | Healthcare | 10.5% | $57.9m | 326,306 | 52% | added |
| 8 | YEXT YEXT INC | Technology | 6.7% | $36.6m | 7,843,296 | 0% | held |
| 9 | MDB MONGODB INC | Technology | 3.9% | $21.7m | 64,678 | -62% | reduced |
| 10 | PCOR PROCORE TECHNOLOGIES INC | Technology | 3.8% | $20.9m | 515,051 | 66% | added |
| 11 | EQPT EQUIPMENTSHARE COM INC | Industrials | 0.4% | $2.2m | 110,000 | 0% | held |
| 12 | LIF LIFE360 INC | 0.1% | $489.1k | 8,834 | 0% | held |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 89.0% |
| Healthcare | 10.5% |
| Industrials | 0.4% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Lead Edge Capital Management, LLC's portfolio?
Across every quarter Lead Edge Capital Management, LLC has filed, its median largest position is 17.4% of the book and its median top-ten weight is 99.4%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).