Lead Edge Capital Management, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
8
Total value ($000)
$378,474
Net value change ($000)
+17,246 (4.8%)
New positions
0
Sold out positions
1
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MDB 11,296 23.9%
CWAN 10,362 41.9%
NATL 6,990 26.7%
APPN 6,851 14.1%
RELY 1,490 3.6%
LIF 363 63.0%
YEXT 256 0.2%
Top Reduces (Value $000, Stocks/ETFs)
STNE -18,982 -100.0%
NCNO -1,379 -3.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type