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Asset Manager ← All Institutions

Lead Edge Capital Management, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$378M
+4.8%
Holdings
9
-2
New Purchases
0
Added To
3
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
11.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CWAN 9.27% 6.84% +2.43% $35M
MDB 15.46% 13.07% +2.39% $59M
NATL 8.76% 7.24% +1.52% $33M
APPN 14.63% 13.43% +1.20% $55M
LIF 0.25% 0.16% +0.09% $939K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
STNE 0.00% 5.25% -5.25% $0
YEXT 28.80% 30.10% -1.30% $109M
NCNO 11.49% 12.42% -0.93% $43M
RELY 11.35% 11.48% -0.13% $43M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $59M 15.5%
Mid Cap 5 $112M 29.6%
Small Cap 3 $208M 54.9%

Portfolio Analytics

Avg Market Cap
$5.7B
Median Market Cap
$3.3B
Avg P/E
75.2
Median P/E
19.7
Avg Dividend Yield
0.03%
Avg Beta
0.95
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 YEXT 28.80% 12,792,078 $109M $8.52 $256K
2 MDB 15.46% 188,524 $59M $310.38 $11M -36,335 -16.2%
3 APPN 14.63% 1,811,151 $55M $30.57 $7M +186,354 +11.5%
4 NCNO 11.49% 1,604,129 $43M $27.11 -$1M
5 RELY 11.35% 2,634,993 $43M $16.30 $1M +426,160 +19.3%
6 CWAN 9.27% 1,946,446 $35M $18.02 $10M +819,546 +72.7%
7 NATL 8.76% 843,362 $33M $39.31 $7M -73,666 -8.0%
8 LIF 0.25% 8,834 $939K $106.30 $363K
9 STNE —% -$19M -1,183,391 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
STNE —%
View SEC EDGAR Filings for Lead Edge Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms