Lead Edge Capital Management, LLC Portfolio Holdings

Lead Edge Capital Management, LLC

  • $344 Million
  • Q3 2025

Lead Edge Capital Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $344 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Yext, Inc. with a value of $109M, Mongo Db, Inc. with a value of $58.5M, Appian Corp with a value of $55.4M, N Cino, Inc. with a value of $43.5M, and Remitly Global, Inc. with a value of $43M.

Examining the 13F form we can see an increase of $9.89M in the current position value, from $334M to 344M.

Lead Edge Capital Management, LLC is based out at New York, NY

Below you can find more details about Lead Edge Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $344 Million
Technology: $344 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.04B
$109 Million 31.65% of portfolio
12,792,078
Q3 2024 Added 11.48%
$24.2B
$58.5 Million 16.99% of portfolio
188,524
Q3 2025 Reduced 16.16%
$1.77B
$55.4 Million 16.08% of portfolio
1,811,151
Q3 2025 Added 11.47%
$2.83B
$43.5 Million 12.63% of portfolio
1,604,129
Q1 2025 Added 92.88%
$2.09B
$43 Million 12.47% of portfolio
2,634,993
Q3 2025 Added 19.29%
$1.11B
$35.1 Million 10.18% of portfolio
1,946,446
Q3 2025 Added 72.73%
Life360 Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
Ncr Atleos Corporation
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.03%

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $344 Million
  • Prior Value $334 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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