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CIK: 0001802797
Total reported value
$550.4M
$550.4M
12 檔
48.0%
During the Q1 2026 filing period, Lead Edge Capital Management, LLC (CIK: 0001802797) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $550.4M across 12 reported positions.
In Q1 2026, Lead Edge Capital Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WDAY | Workday Inc-class A | Stock-Tech | 19.61% | -5.73% | — | |
| 2 | RELY | Remitly Global Inc | Stock-Other | 14.49% | -3.55% | -7.10% | |
| 3 | APPN | Appian Corp-a | Stock-Other | 11.26% | +0.72% | +18.45% | |
| 4 | MDB | Mongodb Inc | Stock-Tech | 10.23% | -6.28% | +33.09% | |
| 5 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 9.23% | +1.29% | — | |
| 6 | TOST | Toast Inc-class A | Stock-Tech | 8.49% | +6.78% | — | |
| 7 | APPF | Appfolio Inc - A | Stock-Tech | 8.14% | +3.50% | — | |
| 8 | YEXT | Yext Inc | Stock-Other | 7.38% | -0.72% | -38.69% | |
| 9 | NCNO | Ncino Inc | Stock-Other | 6.20% | +4.68% | — | |
| 10 | PCOR | Procore Technologies Inc | Stock-Tech | 4.33% | -0.53% | — | |
| 11 | EQPT | Equipmentshare.com Inc-a | Stock-Other | 0.55% | -0.16% | — | |
| 12 | LIF | Life360 Inc | Stock-Other | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RELY | Remitly Global Inc | +0.1% | -7.10% | Trim |
| 2 | LIF | Life360 Inc | -0.1% | — | Unchanged |
| 3 | APPN | Appian Corp-a | -3.4% | +18.45% | Add |
| 4 | MDB | Mongodb Inc | -3.6% | +33.09% | Add |
| 5 | NCNO | Ncino Inc | -4.9% | — | Unchanged |
| 6 | YEXT | Yext Inc | -19.1% | -38.69% | Trim |
| 7 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 8 | CWAN | Clearwater Analytics Holdings, Inc. | — | EXIT | Sold out |
| 9 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 10 | TOST | Toast Inc-class A | — | NEW | New buy |
| 11 | APPF | Appfolio Inc - A | — | NEW | New buy |
| 12 | NATL | Ncr Atleos CORP | — | EXIT | Sold out |
| 13 | PCOR | Procore Technologies Inc | — | NEW | New buy |
| 14 | EQPT | Equipmentshare.com Inc-a | — | NEW | New buy |
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 12 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including WDAY, RELY, APPN) accounted for 48.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
WDAY
市值: $80.0M
Top Position Liquidated / Trimmed
CWAN
前期市值: $46.9M
During Q1 2026, Lead Edge Capital Management, LLC's top holdings by market value included WDAY (19.6%)、RELY (14.5%)、APPN (11.3%). The largest single position, WDAY, represented 19.6% of total portfolio value.
In Q1 2026, Lead Edge Capital Management, LLC made 12 total portfolio adjustments, initiating 6 new buys, adding to 2 positions, trimming 2 holdings, and fully liquidating 2 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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