Lead Edge Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Workday Inc(WDAY) | 0 | 615,670 | +615,670 | 0 | 79,987,846 | 19.61% | +79,987,846 |
| Veeva Sys Inc(VEEV) | 0 | 214,409 | +214,409 | 0 | 37,663,085 | 9.23% | +37,663,085 |
| Toast Inc(TOST) | 0 | 1,306,362 | +1,306,362 | 0 | 34,631,657 | 8.49% | +34,631,657 |
| Appfolio Inc(APPF) | 0 | 210,260 | +210,260 | 0 | 33,183,233 | 8.14% | +33,183,233 |
| Procore Technologies Inc(PCOR) | 0 | 309,573 | +309,573 | 0 | 17,645,661 | 4.33% | +17,645,661 |
| Remitly Global Inc(RELY) | 4,060,413 | 3,771,955 | -288,458 | 56,033,699 | 59,106,535 | 14.49% | +3,072,836 |
| Equipmentshare Com Inc(EQPT) | 0 | 110,000 | +110,000 | 0 | 2,240,700 | 0.55% | +2,240,700 |
| Life360 Inc(LIF) | 8,834 | 8,834 | 0 | 566,613 | 360,604 | 0.09% | -206,009 |
| Appian Corp(APPN) | 1,608,789 | 1,905,634 | +296,845 | 56,983,306 | 45,944,836 | 11.26% | -11,038,470 |
| MongoDB Inc(MDB) | 128,055 | 170,425 | +42,370 | 53,743,403 | 41,714,927 | 10.23% | -12,028,476 |
| Ncino Inc(NCNO) | 1,687,480 | 1,687,480 | 0 | 43,266,987 | 25,278,450 | 6.20% | -17,988,537 |
| NCR ATLEOS CORPORATION(NATL) | 768,415 | 0 | -768,415 | 29,284,296 | 0 | — | -29,284,296 |
| CLEARWATER ANALYTICS HLDGS I | 1,946,446 | 0 | -1,946,446 | 46,948,278 | 0 | — | -46,948,278 |
| Yext Inc | 12,792,078 | 7,843,296 | -4,948,782 | 103,104,149 | 30,118,257 | 7.38% | -72,985,892 |