2026 Q1 Portfolio Activity
In 2026 Q1, Lead Edge Capital Management, LLC maintained a portfolio of 14 distinct positions. The most significant new addition was Workday Inc, now representing 19.61% of the total fund value. They heavily accumulated shares in Appian Corp, increasing the position by 18.5%. The fund also reduced its exposure to YEXT INC by 38.7%.
Position History
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Total Positions
14
Quarter
2026 Q1
Top Holding
WDAY (19.6%)
Top 10 Concentration
99.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
Lead Edge Capital Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
WDAY
Workday Inc
|
Technology | 19.61% | — |
#1
Prev: #—
|
9.5 | 615,670 | — |
NEW
|
615,670 | $79,987,846 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RELY
Remitly Global ...
|
Technology | 14.49% | 14.37% |
#2
1
Prev: #3
|
6.0 | -288,458 | -7.1% |
P
S
|
3,771,955 | $59,106,535 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APPN
Appian Corp
|
Technology | 11.26% | 14.61% |
#3
1
Prev: #2
|
7.0 | 296,845 | 18.5% |
P
S
|
1,905,634 | $45,944,836 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDB
MongoDB Inc
|
Technology | 10.23% | 13.78% |
#4
Prev: #4
|
7.0 | 42,370 | 33.1% |
P
S
|
170,425 | $41,714,927 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEEV
Veeva Sys Inc
|
Healthcare | 9.23% | — |
#5
Prev: #—
|
7.7 | 214,409 | — |
NEW
|
214,409 | $37,663,085 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TOST
Toast Inc
|
Technology | 8.49% | — |
#6
Prev: #—
|
6.9 | 1,306,362 | — |
NEW
|
1,306,362 | $34,631,657 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APPF
Appfolio Inc
|
Technology | 8.14% | — |
#7
Prev: #—
|
6.8 | 210,260 | — |
NEW
|
210,260 | $33,183,233 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
YEXT
Yext Inc
|
Technology | 7.38% | 26.44% |
#8
7
Prev: #1
|
3.0 | -4,948,782 | -38.7% |
P
S
|
7,843,296 | $30,118,257 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NCNO
Ncino Inc
|
Technology | 6.20% | 11.10% |
#9
3
Prev: #6
|
3.5 | no change | no change |
P
S
|
1,687,480 | $25,278,450 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PCOR
Procore Technol...
|
Technology | 4.33% | — |
#10
Prev: #—
|
5.2 | 309,573 | — |
NEW
|
309,573 | $17,645,661 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
Equipmentshare ...
|
|
Unknown | 0.55% | — |
#11
Prev: #—
|
3.7 | 110,000 | — |
NEW
|
110,000 | $2,240,700 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
LIF
Life360 Inc
|
Technology | 0.09% | 0.15% |
#12
4
Prev: #8
|
1.0 | no change | no change |
P
S
|
8,834 | $360,604 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NATL
NCR ATLEOS CORP...
|
Technology | 0.00% | 7.51% |
Sold All 😨
(Was: #7) |
0.0 | -768,415 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CWAN
CLEARWATER ANAL...
|
Technology | 0.00% | 12.04% |
Sold All 😨
(Was: #5) |
0.0 | -1,946,446 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-14 of 14 holdings