Lead Edge Capital Management, LLC — 13F holdings

Lead Edge Capital Management, LLC reported 12 holdings worth $550M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TOST TOAST INC — $84.1M (15.3%)
2. WDAY WORKDAY INC — $76.4M (13.9%)
3. APPN Appian Corp — $65.9M (12.0%)
4. APPF APPFOLIO INC — $64.1M (11.6%)
5. RELY REMITLY GLOBAL INC — $60.2M (10.9%)
6. NCNO NCINO INC — $59.9M (10.9%)
7. VEEV VEEVA SYS INC — $57.9M (10.5%)
8. YEXT YEXT INC — $36.6M (6.7%)
9. MDB MONGODB INC — $21.7M (3.9%)
10. PCOR PROCORE TECHNOLOGIES INC — $20.9M (3.8%)