The Analysis of Lead Edge Capital Management, LLC's Holdings


Currently, Lead Edge Capital Management, LLC holds 8 types of securities in its portfolio with a total value $389.9M. In the most recent quarter, they have increased their positions in RELY (+1.4M shares, valued at $19.7M), NCNO (+83.4K shares, valued at $2.1M); decreased their positions in MDB (-60.5K shares, valued at $25.4M), APPN (-202.4K shares, valued at $7.2M), NATL (-74.9K shares, valued at $2.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
YEXT YEXT INC12.8M shares0.00%2025-12-312026-02-17history
APPN APPIAN CORP1.6M shares-11.17%2025-12-312026-02-17history
RELY REMITLY GLOBAL INC4.1M shares54.10%2025-12-312026-02-17history
MDB MONGODB INC128.1K shares-32.07%2025-12-312026-02-17history
CWAN CLEARWATER ANALYTICS HLDGS I1.9M shares0.00%2025-12-312026-02-17history
NCNO NCINO INC1.7M shares5.20%2025-12-312026-02-17history
NATL NCR ATLEOS CORPORATION768.4K shares-8.89%2025-12-312026-02-17history
LIF LIFE360 INC8.8K shares0.00%2025-12-312026-02-17history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available