Q2 2026 13F · SEC CIK 1802797
Lead Edge Capital Management, LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $550.4M
- Reported positions
- 12
- Top holdings a year, 3 yrs
- +13.5%
- Assets under management
- $6.8B
Lead Edge Capital Management, LLC is a hedge fund that reported 12 positions worth $550.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Toast Inc (TOST, 15.3%), Workday Inc Cl A (WDAY, 13.9%), Appian Corp (APPN, 12.0%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 20.4% for the S&P 500.
Lead Edge Capital Management, LLC holdings all 12 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| TOSTToast Inc | 15.3% | +131.3% | $84.1M |
| WDAYWorkday Inc Cl A | 13.9% | +1.3% | $76.4M |
| APPNAppian Corp | 12.0% | +51.1% | $65.9M |
| APPFAppfolio Inc | 11.6% | +90.1% | $64.1M |
| RELYRemitly Global Inc Com | 10.9% | -28.7% | $60.2M |
| NCNONcino Inc | 10.9% | +117.0% | $59.9M |
| VEEVVeeva Sys Inc | 10.5% | +52.2% | $57.9M |
| YEXTYext Inc | 6.7% | +0.0% | $36.6M |
| MDBMongodb Inc | 3.9% | -62.0% | $21.7M |
| PCORProcore Technologies Inc | 3.8% | +66.4% | $20.9M |
| EQPTEquipmentshare Com Inc | 0.4% | +0.0% | $2.2M |
| LIFLife360 Inc | 0.1% | +0.0% | $489K |
What Lead Edge Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- TOST Toast Inc+131.3% shares
- NCNO Ncino Inc+117.0% shares
- APPF Appfolio Inc+90.1% shares
- PCOR Procore Technologies Inc+66.4% shares
- VEEV Veeva Sys Inc+52.2% shares
- APPN Appian Corp+51.1% shares
Reduced
- MDB Mongodb Inc-62.0% shares
- RELY Remitly Global Inc Com-28.7% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +22.4% /yr
- S&P 500 +20.1%
- 3 years
- +13.5% /yr
- S&P 500 +20.4%
- 5 years
- +6.1% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $550.4M | 12 |
| Q1 2026 | $407.9M | 12 |
| Q4 2025 | $389.9M | 8 |
| Q3 2025 | $378.5M | 8 |
| Q2 2025 | $361.2M | 9 |
| Q1 2025 | $329.3M | 10 |
| Q4 2024 | $295.6M | 9 |
| Q3 2024 | $345.4M | 10 |
| Q2 2024 | $313.3M | 10 |
| Q1 2024 | $325.3M | 10 |
| Q4 2023 | $374.1M | 9 |
| Q3 2023 | $281.6M | 9 |
Questions about Lead Edge Capital Management, LLC's portfolio
What stocks does Lead Edge Capital Management, LLC own?
Lead Edge Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 12 positions worth $550.4M. The largest are Toast Inc (TOST) at 15.3%, Workday Inc Cl A (WDAY) at 13.9%, Appian Corp (APPN) at 12.0%, Appfolio Inc (APPF) at 11.6% and Remitly Global Inc Com (RELY) at 10.9%.
What did Lead Edge Capital Management, LLC buy last quarter?
In Q2 2026, Lead Edge Capital Management, LLC added Toast Inc (TOST) (+131.3% shares), Ncino Inc (NCNO) (+117.0% shares) and Appfolio Inc (APPF) (+90.1% shares), compared with its Q1 2026 filing.
What did Lead Edge Capital Management, LLC sell last quarter?
In Q2 2026, Lead Edge Capital Management, LLC Mongodb Inc (MDB) (-62.0% shares) and Remitly Global Inc Com (RELY) (-28.7% shares), compared with its Q1 2026 filing.
How has Lead Edge Capital Management, LLC's portfolio performed?
A portfolio copying Lead Edge Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.4% against +20.1%. Over 5 years: +6.1% a year against +13.0%.
When is Lead Edge Capital Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Lead Edge Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Lead Edge Capital Management, LLC manage?
Lead Edge Capital Management, LLC reported $6.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $550.4M.