Lead Edge Capital Management, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
12
Total value ($000)
$407,876
Net value change ($000)
+17,945 (4.6%)
New positions
6
Sold out positions
2
Turnover %
69.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
WDAY 79,988 NEW
VEEV 37,663 NEW
TOST 34,632 NEW
APPF 33,183 NEW
PCOR 17,646 NEW
RELY 3,073 5.5%
EQPT 2,241 NEW
Top Reduces (Value $000, Stocks/ETFs)
YEXT -72,986 -70.8%
CWAN -46,948 -100.0%
NATL -29,284 -100.0%
NCNO -17,989 -41.6%
MDB -12,028 -22.4%
APPN -11,038 -19.4%
LIF -206 -36.3%
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