Lead Edge Capital Management, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$389.9M
Holdings
8
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | YEXTYEXT INC | 12,792,078 | $103.1M | 26.44% | |
| 2 | APPNAPPIAN CORP | 1,608,789 | $57.0M | 14.61% | |
| 3 | RELYREMITLY GLOBAL INC | 4,060,413 | $56.0M | 14.37% | |
| 4 | MDBMONGODB INC | 128,055 | $53.7M | 13.78% | |
| 5 | CWANCLEARWATER ANALYTICS HLDGS I | 1,946,446 | $46.9M | 12.04% | |
| 6 | NCNONCINO INC | 1,687,480 | $43.3M | 11.10% | |
| 7 | NATLNCR ATLEOS CORPORATION | 768,415 | $29.3M | 7.51% | |
| 8 | LIFLIFE360 INC | 8,834 | $566K | 0.15% |