13FBOX
Lead Edge Capital Management, LLC · 13F Holdings
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Lead Edge Capital Management, LLC

No.3984 Data as of 2026Q2
Latest AUM (Q2 2026)
$550.4M
QoQ Change Q1 2026
+$142.5M+34.9%
Holdings
12
New Buys
0
Adds
7
Reduces
2
Exits
0
Unchanged
3
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TTOAST INC CL ATOST
15.27%8.49%$84.1M3.0M$34.6M1.3M+1.7M+131.27%Add
WORKDAY INCWDAY
13.88%19.61%$76.4M623,867$80.0M615,670+8,197+1.33%Add
AAppian Corp. CL AAPPN
11.98%11.26%$65.9M2.9M$45.9M1.9M+972,910+51.05%Add
AAPPFOLIO INCAPPF
11.64%8.14%$64.1M399,656$33.2M210,260+189,396+90.08%Add
RREMITLY GLOBAL INCRELY
10.94%14.49%$60.2M2.7M$59.1M3.8M-1.1M-28.74%Reduce
NNCINO INCNCNO
10.88%6.2%$59.9M3.7M$25.3M1.7M+2.0M+117.04%Add
VEEVA SYS INCVEEV
10.52%9.23%$57.9M326,306$37.7M214,409+111,897+52.19%Add
YYEXT INC COMYEXT
6.66%7.38%$36.6M7.8M$30.1M7.8M00.00%Unchanged
MONGODB INC CL AMDB
3.95%10.23%$21.7M64,678$41.7M170,425-105,747-62.05%Reduce
PPROCORE TECHNOLOGIES INCPCOR
3.8%4.33%$20.9M515,051$17.6M309,573+205,478+66.37%Add
EEQUIPMENTSHARE COM INCEQPT
0.39%0.55%$2.2M110,000$2.2M110,00000.00%Unchanged
LLIFE360 INCLIF
0.09%0.09%$489,0508,834$360,6048,83400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow