Lead Edge Capital Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Lead Edge Capital Management, LLC disclosed 8 US equity positions worth $389.9m in its Q4 2025 13F filing. The largest position was YEXT at 26.4% of the reported book, followed by APPN and RELY. Against the Q3 2025 filing, it opened 0 new positions, added to 2 and reduced 3 among the top 8 holdings.
What did Lead Edge Capital Management, LLC own in Q4 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | YEXT YEXT INC | Technology | 26.4% | $103.1m | 12,792,078 | 0% | held |
| 2 | APPN APPIAN CORP | Technology | 14.6% | $57.0m | 1,608,789 | -11% | reduced |
| 3 | RELY REMITLY GLOBAL INC | Technology | 14.4% | $56.0m | 4,060,413 | 54% | added |
| 4 | MDB MONGODB INC | Technology | 13.8% | $53.7m | 128,055 | -32% | reduced |
| 5 | CWAN CLEARWATER ANALYTICS HLDGS I | Technology | 12.0% | $46.9m | 1,946,446 | 0% | held |
| 6 | NCNO NCINO INC | Technology | 11.1% | $43.3m | 1,687,480 | 5% | added |
| 7 | NATL NCR ATLEOS CORPORATION | Technology | 7.5% | $29.3m | 768,415 | -9% | reduced |
| 8 | LIF LIFE360 INC | 0.1% | $566.6k | 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.