Lead Edge Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Lead Edge Capital Management, LLC disclosed 12 US equity positions worth $550.4m in its Q2 2026 13F filing. The largest position was TOST at 15.3% of the reported book, followed by WDAY and APPN. Against the Q1 2026 filing, it opened 0 new positions, added to 7 and reduced 2 among the top 12 holdings.
What did Lead Edge Capital Management, LLC own in Q2 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TOST TOAST INC | Technology | 15.3% | $84.1m | 3,021,216 | 131% | added |
| 2 | WDAY WORKDAY INC | Technology | 13.9% | $76.4m | 623,867 | 1% | added |
| 3 | APPN APPIAN CORP | Technology | 12.0% | $65.9m | 2,878,544 | 51% | added |
| 4 | APPF APPFOLIO INC | Technology | 11.6% | $64.1m | 399,656 | 90% | added |
| 5 | RELY REMITLY GLOBAL INC | Technology | 10.9% | $60.2m | 2,687,772 | -29% | reduced |
| 6 | NCNO NCINO INC | Technology | 10.9% | $59.9m | 3,662,570 | 117% | added |
| 7 | VEEV VEEVA SYS INC | Healthcare | 10.5% | $57.9m | 326,306 | 52% | added |
| 8 | YEXT YEXT INC | Technology | 6.7% | $36.6m | 7,843,296 | 0% | held |
| 9 | MDB MONGODB INC | Technology | 3.9% | $21.7m | 64,678 | -62% | reduced |
| 10 | PCOR PROCORE TECHNOLOGIES INC | Technology | 3.8% | $20.9m | 515,051 | 66% | added |
| 11 | EQPT EQUIPMENTSHARE COM INC | Industrials | 0.4% | $2.2m | 110,000 | 0% | held |
| 12 | LIF LIFE360 INC | 0.1% | $489.1k | 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.