Managers / Q1 2026
Lead Edge Capital Management, LLC
CIK 0001802797 · 96 SPRING STREET, FLOORS 5 & 6, NEW YORK, NY, 10012 · 212-984-2421
Summary
Lead Edge Capital Management, LLC reported $408M in U.S.-listed holdings across 12 positions for Q1 2026.
Its largest position, WDAY, represents 19.6% of the portfolio.
Compared with Q4 2025, the fund opened 6 new positions and exited 2.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 100.0% · $408M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| WDAYWorkday Inc | NEW | +615.7K | 615.7K | +$80M | $80M |
| VEEVVeeva Sys Inc | NEW | +214.4K | 214.4K | +$38M | $38M |
| TOSTToast Inc | NEW | +1.31M | 1.31M | +$35M | $35M |
| APPFAppfolio Inc | NEW | +210.3K | 210.3K | +$33M | $33M |
| PCORProcore Technologies Inc | NEW | +309.6K | 309.6K | +$18M | $18M |
| EQPTEquipmentshare Com Inc | NEW | +110.0K | 110.0K | +$2M | $2M |
| CLEARWATER ANALYTICS HLDGS I | SOLD OUT | −1.95M | 0 | −$47M | $0 |
| NATLNCR ATLEOS CORPORATION | SOLD OUT | −768.4K | 0 | −$29M | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | WDAYWorkday Inchistory → | CL A | 19.61% | $80M | 615.7K |
| 2 | RELYRemitly Global Inchistory → | COM | 14.49% | $59M | 3.77M |
| 3 | APPNAppian Corphistory → | CL A | 11.26% | $46M | 1.91M |
| 4 | MDBMongoDB Inchistory → | CL A | 10.23% | $42M | 170.4K |
| 5 | VEEVVeeva Sys Inchistory → | CL A COM | 9.23% | $38M | 214.4K |
| 6 | TOSTToast Inchistory → | CL A | 8.49% | $35M | 1.31M |
| 7 | APPFAppfolio Inchistory → | COM CL A | 8.14% | $33M | 210.3K |
| 8 | YEXTYext Inchistory → | COM | 7.38% | $30M | 7.84M |
| 9 | NCNONcino Inchistory → | COM | 6.20% | $25M | 1.69M |
| 10 | PCORProcore Technologies Inchistory → | COM | 4.33% | $18M | 309.6K |
| 11 | EQPTEquipmentshare Com Inc | COM CL A | 0.55% | $2M | 110.0K |
| 12 | LIFLife360 Inc | COM | 0.09% | $360,604 | 8.8K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $408M | 12 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $390M | 8 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $378M | 8 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $361M | 9 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $329M | 10 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $296M | 9 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $345M | 10 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $313M | 10 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $325M | 10 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $374M | 9 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $282M | 9 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $325M | 9 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $318M | 9 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $289M | 9 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $240M | 8 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $360M | 9 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $457M | 9 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $840M | 7 | Feb 25, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2021 | $93M | 6 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $80M | 2 | Aug 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $90M | 3 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $81M | 2 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $167M | 11 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $66M | 5 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $89M | 4 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $149M | 5 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.