Lead Edge Capital Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Lead Edge Capital Management, LLC disclosed 10 US equity positions worth $329.3m in its Q1 2025 13F filing. The largest position was YEXT at 23.9% of the reported book, followed by RELY and NCNO. Against the Q4 2024 filing, it opened 1 new position, added to 3 and reduced 0 among the top 10 holdings.
What did Lead Edge Capital Management, LLC own in Q1 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | YEXT YEXT INC | Technology | 23.9% | $78.8m | 12,792,078 | 0% | held |
| 2 | RELY REMITLY GLOBAL INC | Technology | 14.0% | $45.9m | 2,208,833 | 23% | added |
| 3 | NCNO NCINO INC | Technology | 13.4% | $44.1m | 1,604,129 | 93% | added |
| 4 | APPN APPIAN CORP | Technology | 13.4% | $44.0m | 1,528,085 | 0% | held |
| 5 | TOST TOAST INC | Technology | 10.5% | $34.5m | 1,038,900 | 0% | held |
| 6 | ENFUSION INC | 8.2% | $26.9m | 2,409,967 | 0% | held | |
| 7 | NATL NCR ATLEOS CORPORATION | Technology | 5.9% | $19.5m | 740,495 | 42% | added |
| 8 | STNE STONECO LTD | Technology | 5.9% | $19.4m | 1,846,391 | 0% | held |
| 9 | MDB MONGODB INC | Technology | 4.8% | $15.9m | 90,460 | – | new |
| 10 | LIF LIFE360 INC | 0.1% | $339.1k | 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.