Lead Edge Capital Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Lead Edge Capital Management, LLC disclosed 8 US equity positions worth $378.5m in its Q3 2025 13F filing. The largest position was YEXT at 28.8% of the reported book, followed by MDB and APPN. Against the Q2 2025 filing, it opened 0 new positions, added to 3 and reduced 2 among the top 8 holdings.
What did Lead Edge Capital Management, LLC own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | YEXT YEXT INC | Technology | 28.8% | $109.0m | 12,792,078 | 0% | held |
| 2 | MDB MONGODB INC | Technology | 15.5% | $58.5m | 188,524 | -16% | reduced |
| 3 | APPN APPIAN CORP | Technology | 14.6% | $55.4m | 1,811,151 | 11% | added |
| 4 | NCNO NCINO INC | Technology | 11.5% | $43.5m | 1,604,129 | 0% | held |
| 5 | RELY REMITLY GLOBAL INC | Technology | 11.3% | $43.0m | 2,634,993 | 19% | added |
| 6 | CWAN CLEARWATER ANALYTICS HLDGS I | Technology | 9.3% | $35.1m | 1,946,446 | 73% | added |
| 7 | NATL NCR ATLEOS CORPORATION | Technology | 8.8% | $33.2m | 843,362 | -8% | reduced |
| 8 | LIF LIFE360 INC | 0.2% | $939.1k | 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.