Lead Edge Capital Management, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Lead Edge Capital Management, LLC disclosed 9 US equity positions worth $295.6m in its Q4 2024 13F filing. The largest position was YEXT at 27.5% of the reported book, followed by APPN and RELY. Against the Q3 2024 filing, it opened 0 new positions, added to 3 and reduced 2 among the top 9 holdings.
What did Lead Edge Capital Management, LLC own in Q4 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | YEXT YEXT INC | Technology | 27.5% | $81.4m | 12,792,078 | 0% | held |
| 2 | APPN APPIAN CORP | Technology | 17.0% | $50.4m | 1,528,085 | 6% | added |
| 3 | RELY REMITLY GLOBAL INC | Technology | 13.7% | $40.5m | 1,794,100 | 68% | added |
| 4 | TOST TOAST INC | Technology | 12.8% | $37.9m | 1,038,900 | -58% | reduced |
| 5 | NCNO NCINO INC | Technology | 9.4% | $27.9m | 831,672 | 25% | added |
| 6 | ENFUSION INC | 8.4% | $24.8m | 2,409,967 | 0% | held | |
| 7 | NATL NCR ATLEOS CORPORATION | Technology | 6.0% | $17.7m | 521,681 | -57% | reduced |
| 8 | STNE STONECO LTD | Technology | 5.0% | $14.7m | 1,846,391 | 0% | held |
| 9 | LIF LIFE360 INC | 0.1% | $364.6k | 8,834 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.