Lead Edge Capital Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Lead Edge Capital Management, LLC disclosed 9 US equity positions worth $361.2m in its Q2 2025 13F filing. The largest position was YEXT at 30.1% of the reported book, followed by APPN and MDB. Against the Q1 2025 filing, it opened 1 new position, added to 3 and reduced 1 among the top 9 holdings.
What did Lead Edge Capital Management, LLC own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | YEXT YEXT INC | Technology | 30.1% | $108.7m | 12,792,078 | 0% | held |
| 2 | APPN APPIAN CORP | Technology | 13.4% | $48.5m | 1,624,797 | 6% | added |
| 3 | MDB MONGODB INC | Technology | 13.1% | $47.2m | 224,859 | 149% | added |
| 4 | NCNO NCINO INC | Technology | 12.4% | $44.9m | 1,604,129 | 0% | held |
| 5 | RELY REMITLY GLOBAL INC | Technology | 11.5% | $41.5m | 2,208,833 | 0% | held |
| 6 | NATL NCR ATLEOS CORPORATION | Technology | 7.2% | $26.2m | 917,028 | 24% | added |
| 7 | CWAN CLEARWATER ANALYTICS HLDGS I | Technology | 6.8% | $24.7m | 1,126,900 | – | new |
| 8 | STNE STONECO LTD | Technology | 5.3% | $19.0m | 1,183,391 | -36% | reduced |
| 9 | LIF LIFE360 INC | 0.2% | $576.4k | 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.