Lead Edge Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MONGODB INC(MDB) | 224,859 | 188,524 | -36,335 | 47,218,141 | 58,514,079 | 15.46% | +11,295,938 |
| CLEARWATER ANALYTICS HLDGS I | 1,126,900 | 1,946,446 | +819,546 | 24,712,917 | 35,074,957 | 9.27% | +10,362,040 |
| NCR ATLEOS CORPORATION(NATL) | 917,028 | 843,362 | -73,666 | 26,162,809 | 33,152,560 | 8.76% | +6,989,751 |
| APPIAN CORP(APPN) | 1,624,797 | 1,811,151 | +186,354 | 48,516,438 | 55,366,886 | 14.63% | +6,850,448 |
| REMITLY GLOBAL INC(RELY) | 2,208,833 | 2,634,993 | +426,160 | 41,459,795 | 42,950,386 | 11.35% | +1,490,591 |
| LIFE360 INC(LIF) | 8,834 | 8,834 | 0 | 576,419 | 939,054 | 0.25% | +362,635 |
| YEXT INC | 12,792,078 | 12,792,078 | 0 | 108,732,663 | 108,988,505 | 28.80% | +255,842 |
| NCINO INC(NCNO) | 1,604,129 | 1,604,129 | 0 | 44,867,488 | 43,487,937 | 11.49% | -1,379,551 |
| STONECO LTD(STNE) | 1,183,391 | 0 | -1,183,391 | 18,981,592 | 0 | — | -18,981,592 |