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Lead Edge Capital Management, LLC Top Holdings and 13F Report (2024)

About Lead Edge Capital Management, LLC

Investment Activity

  • Lead Edge Capital Management, LLC has $345.39 million in total holdings as of September 30, 2024.
  • Lead Edge Capital Management, LLC owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 17.58% of the portfolio was purchased this quarter.
  • About 17.19% of the portfolio was sold this quarter.
  • This quarter, Lead Edge Capital Management, LLC has purchased 10 new stocks and bought additional shares in 3 stocks.
  • Lead Edge Capital Management, LLC sold shares of 1 stock and completely divested from 2 stocks this quarter.

Largest Holdings

Yext
$88,521,180
Toast
$70,743,859
Appian
$49,335,202
NCR ATLEOS CORPORATION
$34,234,887
Instructure
$23,176,120

Largest New Holdings this Quarter

nCino
$21,070,530 Holding
REMITLY GLOBAL INC
$14,301,859 Holding

Largest Purchases this Quarter

nCino
667,000 shares (about $21.07M)
REMITLY GLOBAL INC
1,068,100 shares (about $14.30M)
Appian
288,100 shares (about $9.84M)
Yext
1,317,797 shares (about $9.12M)
Enfusion
674,416 shares (about $6.40M)

Largest Sales this Quarter

Instructure
1,257,406 shares (about $29.61M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLead Edge Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Yext, Inc. stock logo
YEXT
Yext
$88,521,180$9,119,155 11.5%12,792,07825.6%Business Services
Toast, Inc. stock logo
TOST
Toast
$70,743,8590.0%2,498,90020.5%Computer and Technology
Appian Co. stock logo
APPN
Appian
$49,335,202$9,835,734 24.9%1,445,08514.3%Computer and Technology
NCR ATLEOS CORPORATION
$34,234,8870.0%1,199,9619.9%COM SHS
Instructure Holdings, Inc. stock logo
INST
Instructure
$23,176,120$29,611,911 -56.1%984,1246.7%Business Services
Enfusion, Inc. stock logo
ENFN
Enfusion
$22,870,587$6,400,208 38.9%2,409,9676.6%Computer and Technology
nCino, Inc. stock logo
NCNO
nCino
$21,070,530$21,070,530 New Holding667,0006.1%Computer and Technology
StoneCo Ltd. stock logo
STNE
StoneCo
$20,790,3630.0%1,846,3916.0%Computer and Technology
REMITLY GLOBAL INC
$14,301,859$14,301,859 New Holding1,068,1004.1%COM
LIFE360 INC
$347,6180.0%8,8340.1%COM
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$0$24,787,244 -100.0%00.0%Computer and Technology
Eventbrite, Inc. stock logo
EB
Eventbrite
$0$4,962,355 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data