Lead Edge Capital Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$378.5B
Holdings
8
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | YEXTYEXT INC | 12,792,078 | $109.0B | 28.80% | |
| 2 | MDBMONGODB INC | 188,524 | $58.5B | 15.46% | |
| 3 | APPNAPPIAN CORP | 1,811,151 | $55.4B | 14.63% | |
| 4 | NCNONCINO INC | 1,604,129 | $43.5B | 11.49% | |
| 5 | RELYREMITLY GLOBAL INC | 2,634,993 | $43.0B | 11.35% | |
| 6 | CWANCLEARWATER ANALYTICS HLDGS I | 1,946,446 | $35.1B | 9.27% | |
| 7 | NATLNCR ATLEOS CORPORATION | 843,362 | $33.2B | 8.76% | |
| 8 | LIFLIFE360 INC | 8,834 | $939.1M | 0.25% |