LE
Lead Edge Capital Management, LLC 13F Filings Tracker & Latest Positions (Q2 2026)
Lead Edge Capital Management, LLCCIK: 0001802797
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$550.4M
Reporting period: 2026-06-30 · Number of holdings: 12
Lead Edge Capital Management, LLC disclosed 12 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $550.4M and a quarterly turnover rate of 39.6%.
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Personality snowflake
- Concentration
- 45.13
- Portfolio Stability
- 39.63
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 24
- Sizing Uniformity
- 93.79
Lead Edge Capital Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.113 — mathematically equivalent to about 9 equally-sized positions, close to its 12 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.62), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 9.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 59% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd TOST
+131.3% $49.4M
Trim MDB
-62.0% -$20.0M
Trim WDAY
+1.3% -$3.6M
Add NCNO
+117.0% $34.6M
Trim RELY
-28.7% $1.1M
Add APPF
+90.1% $30.9M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TOST | Toast Inc-class A | Stock-Tech | 15.27% | +6.78% | +131.27% | |
| 2 | WDAY | Workday Inc-class A | Stock-Tech | 13.88% | -5.73% | +1.33% | |
| 3 | APPN | Appian Corp-a | Stock-Other | 11.98% | +0.72% | +51.05% | |
| 4 | APPF | Appfolio Inc - A | Stock-Tech | 11.64% | +3.50% | +90.08% | |
| 5 | RELY | Remitly Global Inc | Stock-Other | 10.94% | -3.55% | -28.74% | |
| 6 | NCNO | Ncino Inc | Stock-Other | 10.88% | +4.68% | +117.04% | |
| 7 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 10.52% | +1.29% | +52.19% | |
| 8 | YEXT | Yext Inc | Stock-Other | 6.66% | -0.72% | — | |
| 9 | MDB | Mongodb Inc | Stock-Tech | 3.95% | -6.28% | -62.05% | |
| 10 | PCOR | Procore Technologies Inc | Stock-Tech | 3.80% | -0.53% | +66.37% | |
| 11 | EQPT | Equipmentshare.com Inc-a | Stock-Other | 0.39% | -0.16% | — | |
| 12 | LIF | Life360 Inc | Stock-Other | 0.09% | — | — |
Portfolio Performance
Performance for Q3 2026
+44.9%
Performance Last 4 Quarters
+11.6%
- Stdev
- +34.3%
- Beta
- +1.58
- Alpha
- -12.9%
- Max Drawdown
- -32.8%
- Annualized Perf
- +14%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +0.95
- Stutzer
- +0.16
- Treynor
- +0.12
- Sterling
- +0.46
- Calmar
- +0.43
- Information Ratio
- -0.05
- Tracking Error
- +28.5%
- Stdev Down
- +19.8%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +45.1%
- Worst 12 Months
- -15.8%
- Efficiency Ratio
- +0.18
- Sharpe
- +0.55
- Stdev Sectors
- +32.2%
- Skewness
- +0.37
- Kurtosis
- +0.16
- Upside Potential
- +2.76
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 12 | $550.4M | 40 | ||
| 2026 Q1 | 12 | $407.9M | 100 | ||
| 2025 Q4 | 8 | $389.9M | 11 | ||
| 2025 Q3 | 8 | $378.5M | 59 | ||
| 2025 Q2 | 9 | $361.2M | 0 | ||
| 2025 Q1 | 10 | $329.3M | 100 | ||
| 2024 Q4 | 9 | $295.6M | 0 | ||
| 2024 Q3 | 10 | $345.4M | 0 | ||
| 2024 Q2 | 10 | $313.3M | 0 | ||
| 2024 Q1 | 10 | $325.3M | 0 | ||
| 2023 Q4 | 9 | $374.1M | 0 | ||
| 2023 Q3 | 9 | $281.6M | 0 | ||
| 2023 Q2 | 9 | $325.1M | 0 | ||
| 2023 Q1 | 9 | $318.4M | 0 | ||
| 2022 Q4 | 9 | $289.2M | 0 | ||
| 2022 Q3 | 8 | $240.4M | 0 | ||
| 2022 Q2 | 9 | $360.4M | 0 | ||
| 2022 Q1 | 9 | $456.8M | 0 | ||
| 2021 Q4 | 7 | $669.4M | 0 | ||
| 2021 Q3 | 7 | $840.3M | 0 | ||
| 2021 Q2 | 1 | $131.9M | 0 | ||
| 2021 Q1 | 3 | $89.6M | 98 | ||
| 2020 Q4 | 2 | $80.6M | 100 | ||
| 2020 Q3 | 11 | $166.9M | 100 | ||
| 2020 Q2 | 5 | $65.6M | 100 | ||
| 2020 Q1 | 4 | $88.6M | 80 | ||
| 2019 Q4 | 5 | $148.7M | 100 | ||
| 2019 Q3 | 2 | $41.6M | 78 | ||
| 2019 Q2 | 3 | $48.0M | 100 | ||
| 2019 Q1 | 2 | $78.3M | 30 | ||
| 2018 Q4 | 2 | $57.6M | 0 |
Holding changes this quarter
Lead Edge Capital Management, LLC's most significant position changes for 2026-06-30: Add: Toast Inc-class A (TOST) — shares +131.27%; Trim: Mongodb Inc (MDB) — shares -62.05%; Add: Workday Inc-class A (WDAY) — shares +1.33%; Add: Ncino Inc (NCNO) — shares +117.04%; Trim: Remitly Global Inc (RELY) — shares -28.74%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TOST | Toast Inc-class A | +6.8% | +131.27% | Add |
| 2 | NCNO | Ncino Inc | +4.7% | +117.04% | Add |
| 3 | APPF | Appfolio Inc - A | +3.5% | +90.08% | Add |
| 4 | VEEV | Veeva Systems Inc-class A | +1.3% | +52.19% | Add |
| 5 | APPN | Appian Corp-a | +0.7% | +51.05% | Add |
| 6 | LIF | Life360 Inc | — | — | Unchanged |
| 7 | EQPT | Equipmentshare.com Inc-a | -0.2% | — | Unchanged |
| 8 | PCOR | Procore Technologies Inc | -0.5% | +66.37% | Add |
| 9 | YEXT | Yext Inc | -0.7% | — | Unchanged |
| 10 | RELY | Remitly Global Inc | -3.6% | -28.74% | Trim |
| 11 | WDAY | Workday Inc-class A | -5.7% | +1.33% | Add |
| 12 | MDB | Mongodb Inc | -6.3% | -62.05% | Trim |
Filing History
FAQ
What is Lead Edge Capital Management, LLC and what type of investor is it?
Lead Edge Capital Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $550.4M, spread across 12 disclosed positions.
What are Lead Edge Capital Management, LLC's largest equity positions?
Based on the latest 13F filing, Lead Edge Capital Management, LLC's top holdings by market value are:
1. Toast Inc-class A (TOST) — $84.1M (15.3%)
2. Workday Inc-class A (WDAY) — $76.4M (13.9%)
3. Appian Corp-a (APPN) — $65.9M (12.0%)
4. Appfolio Inc - A (APPF) — $64.1M (11.6%)
5. Remitly Global Inc (RELY) — $60.2M (10.9%)
What changes did Lead Edge Capital Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Lead Edge Capital Management, LLC made 9 notable position adjustments: 0 new positions were initiated, 7 existing holdings were added to, 2 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Toast Inc-class A (TOST) — shares +131.27%; Trim: Mongodb Inc (MDB) — shares -62.05%; Add: Workday Inc-class A (WDAY) — shares +1.33%; Add: Ncino Inc (NCNO) — shares +117.04%; Trim: Remitly Global Inc (RELY) — shares -28.74%
What sectors does Lead Edge Capital Management, LLC focus on?
Lead Edge Capital Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 82.2%
• Health Care: 17.8%
Investment Profile
Lead Edge Capital Management, LLC returned an annualized 14.0% over the trailing 36 months — underperforming the S&P 500 by 12.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.58 (more volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 82.2% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 40 over the past 4 quarters — a shift toward more active trading.
It has added to its RELY position over the past two quarters (+$4.2M, now $60.2M), while trimming MDB over the same stretch (-$32.0M, still holding $21.7M).
Peer Institutions
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CIK 0002000355
Total reported value
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154 stks
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Concentration12.4
Portfolio Stability57.9
Sector conviction100.0
AUM within 0.0% of this institution
View detail
SF
Sensible Financial Planning & Management, LLC.
CIK 0001567738
Total reported value
$550.7M
31 stks
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Stale — no recent filing
Concentration38.1
Portfolio Stability9.9
Sector conviction0.0
AUM within 0.0% of this institution
View detail
IG
Ithaka Group LLC
CIK 0001484043
Total reported value
$550.8M
40 stks
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Concentration16.9
Portfolio Stability48.5
Sector conviction97.0
AUM within 0.1% of this institution
View detail
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