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Lead Edge Capital Management, LLC
Lead Edge Capital Management, LLC is a growth equity investment firm headquartered in New York, NY, United States. Founded in 2013, the firm manages approximately $6.3 billion in assets and employs around 68 professionals. Lead Edge specializes in investing in software, internet, and technology-enabled businesses, leveraging a global network of 700+ individual strategic investors. The firm serves fast-growing technology and tech-enabled companies, providing flexible equity and leveraging the operational expertise of its investor network.
Investment Strategy
Lead Edge Capital employs a growth equity investment approach, focusing on high-impact technology and tech-enabled businesses within the software and internet sectors. The firm invests flexible capital, partnering closely with management teams to drive growth through access to a network of over 700 strategic investors, including experienced executives and sector experts. The strategy leverages collaboration, operational support, industry connections, and tailored value creation initiatives to help portfolio companies scale, connect with potential customers, attract talent, and navigate critical business milestones.
Latest 13F Filing Activity
Lead Edge Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 9 equity positions with a total 13F market value of $361M. The fund increased holdings in Mongodb Inc., Yext Inc., Clearwater Analytics HLDGS I among other positions. Lead Edge Capital Management, LLC reduced exposure to Toast Inc., Enfusion Inc., Remitly Global Inc. among others.
Top Holdings
Equity Positions (9)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Y YEXT | YEXT INC | 30.10% | $108.7M | 12,792,078 | $6.09 | $8.50 | +$29.9M |
A APPN | APPIAN CORP | 13.43% | $48.5M | 1,624,797 | $31.42 | $29.86 | +$4.5M |
M MDB | MONGODB INC | 13.07% | $47.2M | 224,859 | $196.07 | $209.99 | +$31.4M |
N NCNO | NCINO INC | 12.42% | $44.9M | 1,604,129 | $29.81 | $27.97 | +$802.1K |
R RELY | REMITLY GLOBAL INC | 11.48% | $41.5M | 2,208,833 | $17.80 | $18.77 | -$4.5M |
Industry Allocation
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