Lead Edge Capital Management, LLC
13F filer · CIK 1802797 · New York, NY
Summary
Lead Edge Capital Management, LLC reported $550.38M across 12 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are TOST (15.3%), WDAY (13.9%), APPN (12.0%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 7, trimmed 2 and sold out of 0.
Reported value$550.38M
Positions12
Report period2026 Q2
FiledAug 14, 2026
New positions0
Added7
Trimmed2
Sold out0
Top 12 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.3%Value $84.05MPrice $30.46Shares 3.02M +131.27%Since Jun 30 +9.49%
Weight 13.9%Value $76.37MPrice $189.17Shares 624K +1.33%Since Jun 30 +54.53%
Weight 12.0%Value $65.92MPrice $35.33Shares 2.88M +51.05%Since Jun 30 +54.28%
Weight 11.6%Value $64.08MPrice $195.82Shares 400K +90.08%Since Jun 30 +22.12%
Weight 10.9%Value $60.23MPrice $21.47Shares 2.69M -28.74%Since Jun 30 -4.19%
Weight 10.9%Value $59.88MPrice $17.95Shares 3.66M +117.04%Since Jun 30 +9.79%
Weight 10.5%Value $57.91MPrice $278.57Shares 326K +52.19%Since Jun 30 +56.97%
Weight 6.7%Value $36.63MPrice $6.48Shares 7.84MSince Jun 30 +38.76%
Weight 3.9%Value $21.73MPrice $337.19Shares 65K -62.05%Since Jun 30 +0.38%
Weight 3.8%Value $20.92MPrice $49.54Shares 515K +66.37%Since Jun 30 +21.96%
Weight 0.4%Value $2.16MPrice $18.50Shares 110KSince Jun 30 -5.90%
Weight 0.1%Value $489.1KPrice $40.04Shares 8,834Since Jun 30 -27.67%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 15.3% | $84.05M | +9.49% | +131.27% | Add | |
| 13.9% | $76.37M | +54.53% | +1.33% | Add | |
| 12.0% | $65.92M | +54.28% | +51.05% | Add | |
| 11.6% | $64.08M | +22.12% | +90.08% | Add | |
| 10.9% | $60.23M | -4.19% | -28.74% | Trim | |
| 10.9% | $59.88M | +9.79% | +117.04% | Add | |
| 10.5% | $57.91M | +56.97% | +52.19% | Add | |
| 6.7% | $36.63M | +38.76% | — | Hold | |
| 3.9% | $21.73M | +0.38% | -62.05% | Trim | |
| 3.8% | $20.92M | +21.96% | +66.37% | Add | |
| 0.4% | $2.16M | -5.90% | — | Hold | |
| 0.1% | $489.1K | -27.67% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.