13F Filings History of Lead Edge Capital Management, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$389,930,731
Signature - Title
Elisa LeNoir - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Lead Edge Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lead Edge Capital Management, LLC reported 8 stock holdings with total value $389,930,731 as of Q4 2025. Top holdings included YEXT, APPN, RELY, MDB, and CWAN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 8 $389,930,731 +$21,807,916 -$35,402,127 -$13,594,211 YEXT, APPN, RELY, MDB, CWAN 13F-HR 17 Feb 2026, 16:04
Q3 2025 8 $378,474,364 +$27,411,469 -$33,155,059 -$5,743,590 YEXT, MDB, APPN, NCNO, RELY 13F-HR 14 Nov 2025, 10:37
Q2 2025 9 $361,228,262 +$60,859,670 -$71,965,965 -$11,106,295 YEXT, APPN, MDB, NCNO, RELY 13F-HR 14 Aug 2025, 11:57
Q1 2025 10 $329,254,181 +$51,484,837 $0 +$51,484,837 YEXT, RELY, NCNO, APPN, TOST 13F-HR 15 May 2025, 14:32
Q4 2024 9 $295,640,542 +$24,652,846 -$99,400,378 -$74,747,532 YEXT, APPN, RELY, TOST, NCNO 13F-HR 14 Feb 2025, 09:48
Q3 2024 10 $345,392,205 +$60,727,486 -$59,361,510 +$1,365,976 YEXT, TOST, APPN, NATL, INST 13F-HR 14 Nov 2024, 12:25
Q2 2024 10 $313,346,633 +$43,527,346 -$52,254,136 -$8,726,790 TOST, YEXT, INST, APPN, NATL 13F-HR 14 Aug 2024, 08:44
Q1 2024 10 $325,271,240 +$14,817,657 -$70,149,187 -$55,331,530 YEXT, TOST, INST, STNE, GWRE 13F-HR 15 May 2024, 09:51
Q4 2023 9 $374,137,051 +$142,173,782 -$79,644,202 +$62,529,580 YEXT, INST, STNE, TOST, EVBG 13F-HR 14 Feb 2024, 12:47
Q3 2023 9 $281,577,822 +$60,050,415 -$44,938,188 +$15,112,227 YEXT, INST, STNE, EVENTBRITE INC, VYX 13F-HR 14 Nov 2023, 14:38
Q2 2023 9 $325,077,423 +$32,378,105 -$66,756,805 -$34,378,700 YEXT, INST, STNE, EB, VYX 13F-HR 14 Aug 2023, 15:49
Q1 2023 9 $318,371,005 +$6,913,758 -$31,568,327 -$24,654,569 YEXT, INST, ESTC, STNE, VYX 13F-HR 15 May 2023, 09:22
Q4 2022 9 $289,059,528 +$48,098,511 -$13,039,600 +$35,058,911 YEXT, ESTC, INST, STNE, VYX 13F-HR 14 Feb 2023, 11:00
Q3 2022 8 $240,439,000 +$11,364,015 -$132,573,737 -$121,209,722 ESTC, INST, YEXT, STNE, VYX 13F-HR 14 Nov 2022, 08:46
Q2 2022 9 $360,358,000 +$41,432,566 $0 +$41,432,566 TOST, INST, ESTC, YEXT, EVBG 13F-HR 15 Aug 2022, 07:57
Q1 2022 9 $456,837,000 +$142,695,931 -$171,760,632 -$29,064,701 TOST, EVBG, YEXT, INST, VYX 13F-HR 16 May 2022, 06:12
Q4 2021 7 $669,389,000 +$183,180,814 -$179,757,912 +$3,422,902 TOST, VYX, INST, WEAV, STNE 13F-HR 14 Feb 2022, 08:41
Q3 2021 7 $840,321,000 +$728,563,932 -$59,000,000 +$669,563,932 TOST, FIGS, INST, BABA, RELY Restatement 25 Feb 2022, 17:15
Q2 2021 1 $0 $0 $0 $0 New Holdings 25 Feb 2022, 17:12
Q2 2021 3 $80,426,000 $0 -$30,811,000 -$30,811,000 DBX, BABA 13F-HR 03 Aug 2021, 09:27
Q1 2021 3 $82,706,000 +$30,811,000 -$37,375,000 -$6,564,000 DBX, BMBL 13F-HR 17 May 2021, 06:27
Q4 2020 2 $80,568,000 +$23,992,018 -$112,194,000 -$88,201,982 DBX, TLND 13F-HR 16 Feb 2021, 08:54
Q3 2020 11 $166,918,000 +$96,218,000 -$11,256,568 +$84,961,432 ASAN, TLND, SAIL, DBX, BSY 13F-HR 16 Nov 2020, 09:00
Q2 2020 5 $65,646,000 +$23,893,406 -$65,555,223 -$41,661,817 TLND, SAIL, UBER, VRM, SPY 13F-HR 14 Aug 2020, 10:37
Q1 2020 4 $88,573,000 +$20,128,219 -$71,558,830 -$51,430,611 UBER, TLND, TENB, SPY 13F-HR 15 May 2020, 11:17
Q4 2019 5 $148,683,000 +$148,683,000 -$41,564,000 +$107,119,000 UBER, ZM, TLND, SPY, TME 13F-HR 14 Feb 2020, 17:05
Q3 2019 2 $41,564,000 +$15,589,576 -$20,700,000 -$5,110,424 INST, BABA 13F-HR 14 Feb 2020, 17:02
Q2 2019 3 $47,954,000 +$20,700,000 -$44,783,692 -$24,083,692 CBLK, BABA, INST 13F-HR 14 Feb 2020, 16:57
Q1 2019 2 $78,280,000 +$3,346,856 -$226,413 +$3,120,443 BABA, INST 13F-HR 14 Feb 2020, 16:53
Q4 2018 2 $57,587,000 $0 $0 $0 BABA, INST 13F-HR 14 Feb 2020, 16:48