Lead Edge Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Lead Edge Capital Management, LLC disclosed 12 US equity positions worth $407.9m in its Q1 2026 13F filing. The largest position was WDAY at 19.6% of the reported book, followed by RELY and APPN.
What did Lead Edge Capital Management, LLC own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WDAY Workday Inc | Technology | 19.6% | $80.0m | 615,670 | – | |
| 2 | RELY Remitly Global Inc | Technology | 14.5% | $59.1m | 3,771,955 | – | |
| 3 | APPN Appian Corp | Technology | 11.3% | $45.9m | 1,905,634 | – | |
| 4 | MDB MongoDB Inc | Technology | 10.2% | $41.7m | 170,425 | – | |
| 5 | VEEV Veeva Sys Inc | Healthcare | 9.2% | $37.7m | 214,409 | – | |
| 6 | TOST Toast Inc | Technology | 8.5% | $34.6m | 1,306,362 | – | |
| 7 | APPF Appfolio Inc | Technology | 8.1% | $33.2m | 210,260 | – | |
| 8 | YEXT Yext Inc | Technology | 7.4% | $30.1m | 7,843,296 | – | |
| 9 | NCNO Ncino Inc | Technology | 6.2% | $25.3m | 1,687,480 | – | |
| 10 | PCOR Procore Technologies Inc | Technology | 4.3% | $17.6m | 309,573 | – | |
| 11 | EQPT Equipmentshare Com Inc | Industrials | 0.5% | $2.2m | 110,000 | – | |
| 12 | LIF Life360 Inc | 0.1% | $360.6k | 8,834 | – |
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.