2026 Q2 Portfolio Activity
In 2026 Q2, Lead Edge Capital Management, LLC maintained a portfolio of 12 distinct positions. They heavily accumulated shares in TOAST INC, increasing the position by 131.3%. The fund also reduced its exposure to MongoDB Inc by 62.0%.
Position History
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Total Positions
12
Quarter
2026 Q2
Top Holding
TOST (15.3%)
Top 10 Concentration
99.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Lead Edge Capital Management, LLC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TOST
TOAST INC
|
Technology | 15.27% | 8.49% |
#1
5
Prev: #6
|
9.0 |
—
|
1,714,854 | 131.3% |
P
S
|
3,021,216 | $84,050,229 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WDAY
WORKDAY INC
|
Technology | 13.88% | 19.61% |
#2
1
Prev: #1
|
6.0 |
—
|
8,197 | 1.3% |
P
S
|
623,867 | $76,373,798 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APPN
APPIAN CORP
|
Technology | 11.98% | 11.26% |
#3
Prev: #3
|
8.0 |
—
|
972,910 | 51.1% |
P
S
|
2,878,544 | $65,918,658 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APPF
APPFOLIO INC
|
Technology | 11.64% | 8.14% |
#4
3
Prev: #7
|
7.5 |
—
|
189,396 | 90.1% |
P
S
|
399,656 | $64,084,840 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RELY
REMITLY GLOBAL ...
|
Technology | 10.94% | 14.49% |
#5
3
Prev: #2
|
4.5 |
—
|
-1,084,183 | -28.7% |
P
S
|
2,687,772 | $60,232,971 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NCNO
NCINO INC
|
Technology | 10.88% | 6.20% |
#6
3
Prev: #9
|
7.0 |
—
|
1,975,090 | 117.0% |
P
S
|
3,662,570 | $59,883,020 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 10.52% | 9.23% |
#7
2
Prev: #5
|
7.0 |
—
|
111,897 | 52.2% |
P
S
|
326,306 | $57,909,526 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
YEXT
YEXT INC
|
Technology | 6.66% | 7.38% |
#8
Prev: #8
|
3.7 |
—
|
no change | no change |
P
S
|
7,843,296 | $36,628,192 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDB
MONGODB INC
|
Technology | 3.95% | 10.23% |
#9
5
Prev: #4
|
1.6 |
—
|
-105,747 | -62.0% |
P
S
|
64,678 | $21,725,340 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 3.80% | 4.33% |
#10
Prev: #10
|
4.5 |
—
|
205,478 | 66.4% |
P
S
|
515,051 | $20,921,372 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
EQUIPMENTSHARE ...
|
|
Unknown | 0.39% | 0.55% |
#11
Prev: #11
|
1.2 |
—
|
no change | no change |
P
S
|
110,000 | $2,162,600 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LIF
LIFE360 INC
|
Technology | 0.09% | 0.09% |
#12
Prev: #12
|
1.0 |
—
|
no change | no change |
P
S
|
8,834 | $489,050 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-12 of 12 holdings