Lead Edge Capital Management, LLC reported 12 positions worth $550.38M for the quarter ended Jun 30, 2026, up 34.9% on the prior quarter. It opened 0 new positions, added to 7, trimmed 2 and exited 0. Its largest holding is Toast, Inc. at 15.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TOST Toast, Inc. | +1.71M | +131.3% | $47.71M | 15.27% |
| NCNO nCino, Inc. | +1.98M | +117.0% | $32.29M | 10.88% |
| APPF Appfolio Inc | +189.4K | +90.1% | $30.37M | 11.64% |
| APPN Appian Corp | +972.9K | +51.1% | $22.28M | 11.98% |
| VEEV Veeva Systems Inc | +111.9K | +52.2% | $19.86M | 10.52% |
| PCOR Procore Technologies, Inc. | +205.5K | +66.4% | $8.35M | 3.8% |
| WDAY Workday, Inc. | +8,197 | +1.3% | $1.00M | 13.88% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TOST Toast, Inc. | Technology | 3.02M | $84.05M | 15.27% | +1.71M | +131.3% | Added | 0.52% |
| 2 | WDAY Workday, Inc. | Technology | 623.9K | $76.37M | 13.88% | +8,197 | +1.3% | Added | 0.24% |
| 3 | APPN Appian Corp | Technology | 2.88M | $65.92M | 11.98% | +972.9K | +51.1% | Added | 7.1% |
| 4 | APPF Appfolio Inc | Technology | 399.7K | $64.08M | 11.64% | +189.4K | +90.1% | Added | 1.13% |
| 5 | RELY Remitly Global, Inc. | Financial Services | 2.69M | $60.23M | 10.94% | -1.08M | -28.7% | Reduced | 1.27% |
| 6 | NCNO nCino, Inc. | Technology | 3.66M | $59.88M | 10.88% | +1.98M | +117.0% | Added | 3.06% |
| 7 | VEEV Veeva Systems Inc | Technology | 326.3K | $57.91M | 10.52% | +111.9K | +52.2% | Added | 0.2% |
| 8 | YEXT Yext, Inc. | Technology | 7.84M | $36.63M | 6.66% | 0 | 0.0% | Unchanged | 7.02% |
| 9 | MDB MongoDB, Inc. | Technology | 64.7K | $21.73M | 3.95% | -105.7K | -62.0% | Reduced | 0.08% |
| 10 | PCOR Procore Technologies, Inc. | Technology | 515.1K | $20.92M | 3.8% | +205.5K | +66.4% | Added | 0.34% |
| 11 | EQPT EquipmentShare.com Inc | Industrials | 110.0K | $2.16M | 0.393% | 0 | 0.0% | Unchanged | 0.04% |
| 12 | LIF Life360, Inc. | Technology | 8,834 | $489.05K | 0.089% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at Lead Edge Capital Management.
As of its Q2 2026 13F filing, Lead Edge Capital Management, LLC’s five largest positions were Toast, Inc. (TOST) at 15.3%, Workday, Inc. (WDAY) at 13.9%, Appian Corp (APPN) at 12.0%, Appfolio Inc (APPF) at 11.6%, Remitly Global, Inc. (RELY) at 10.9% of the reported portfolio.
Lead Edge Capital Management, LLC reported a 13F portfolio worth $550.38M across 12 positions for Q2 2026. That is up 34.9% from the previous quarter.
Its largest purchases by value were Toast, Inc. ($47.71M), nCino, Inc. ($32.29M), Appfolio Inc ($30.37M). It opened 0 new positions.
Its largest sales by value were MongoDB, Inc. ($35.52M), Remitly Global, Inc. ($24.30M). It exited 0 positions entirely.
From the Form 13F-HR reports Lead Edge Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.