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CIK: 0001802797
Total reported value
$550.4M
$550.4M
8 檔
57.6%
At the close of Q4 2025, Lead Edge Capital Management, LLC disclosed equity holdings valued at approximately $550.4M, spread across 8 reported holdings.
In Q4 2025, Lead Edge Capital Management, LLC adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YEXT | Yext Inc | Stock-Other | 26.44% | -0.72% | — | |
| 2 | APPN | Appian Corp-a | Stock-Other | 14.61% | +0.72% | -11.17% | |
| 3 | RELY | Remitly Global Inc | Stock-Other | 14.37% | -3.55% | +54.10% | |
| 4 | MDB | Mongodb Inc | Stock-Tech | 13.78% | -6.28% | -32.08% | |
| 5 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 12.04% | — | — | |
| 6 | NCNO | Ncino Inc | Stock-Other | 11.10% | +4.68% | +5.20% | |
| 7 | NATL | Ncr Atleos CORP | Stock-Tech | 7.51% | — | -8.89% | |
| 8 | LIF | Life360 Inc | Stock-Other | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RELY | Remitly Global Inc | +3% | +54.10% | Add |
| 2 | CWAN | Clearwater Analytics Holdings, Inc. | +2.8% | — | Unchanged |
| 3 | APPN | Appian Corp-a | 0% | -11.17% | Trim |
| 4 | LIF | Life360 Inc | -0.1% | — | Unchanged |
| 5 | NCNO | Ncino Inc | -0.4% | +5.20% | Add |
| 6 | NATL | Ncr Atleos CORP | -1.3% | -8.89% | Trim |
| 7 | MDB | Mongodb Inc | -1.7% | -32.08% | Trim |
| 8 | YEXT | Yext Inc | -2.4% | — | Unchanged |
According to official SEC Form 13F filings, Lead Edge Capital Management, LLC reported a total U.S. public equity portfolio value of $550.4M across 8 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including YEXT, APPN, RELY) accounted for 57.6% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
MDB
前期市值: $58.5M
During Q4 2025, Lead Edge Capital Management, LLC's top holdings by market value included YEXT (26.4%)、APPN (14.6%)、RELY (14.4%). The largest single position, YEXT, represented 26.4% of total portfolio value.
In Q4 2025, Lead Edge Capital Management, LLC made 5 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 3 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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