1y return−7.1%S&P 500 +20.9%
3y return+8.8%S&P 500 +68.5%
5y return−54.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $285 against $299 in the S&P 500.2
Lead Edge Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TOSTToast Inc | $84.1M | 15.3% | +131.3% |
| WDAYWorkday Inc | $76.4M | 13.9% | +1.3% |
| APPNAppian Corp | $65.9M | 12.0% | +51.1% |
| APPFAppfolio Inc | $64.1M | 11.6% | +90.1% |
| RELYRemitly Global Inc | $60.2M | 10.9% | −28.7% |
| NCNONcino Inc | $59.9M | 10.9% | +117.0% |
| VEEVVeeva Sys Inc | $57.9M | 10.5% | +52.2% |
| YEXTYext Inc | $36.6M | 6.7% | |
| MDBMongodb Inc | $21.7M | 3.9% | −62.0% |
| PCORProcore Technologies Inc | $20.9M | 3.8% | +66.4% |
| EQPTEquipmentshare Com Inc | $2.2M | 0.4% | |
| LIFLife360 Inc | $489K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MDBMongodb Inc | March 31, 2025 | +91.5% | $21.7M |
| LIFLife360 Inc | June 30, 2024 | +70.9% | $489K |
| RELYRemitly Global Inc | September 30, 2024 | +67.4% | $60.2M |
| TOSTToast Inc | March 31, 2026 | +4.9% | $84.1M |
| APPFAppfolio Inc | March 31, 2026 | +1.6% | $64.1M |
| VEEVVeeva Sys Inc | March 31, 2026 | +1.0% | $57.9M |
| EQPTEquipmentshare Com Inc | March 31, 2026 | −3.5% | $2.2M |
| WDAYWorkday Inc | March 31, 2026 | −5.8% | $76.4M |
| APPNAppian Corp | June 30, 2024 | −25.8% | $65.9M |
| PCORProcore Technologies Inc | March 31, 2026 | −28.7% | $20.9M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −26.1% | −4.6% |
| December 31, 2025 | +6.6% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +16.5% | +10.5% |
| March 31, 2025 | −6.0% | −4.6% |
| December 31, 2024 | +7.8% | +2.1% |
| September 30, 2024 | +11.7% | +5.4% |
| June 30, 2024 | −1.3% | +4.0% |
| March 31, 2024 | +1.4% | +10.0% |
| December 31, 2023 | +7.4% | +11.2% |
| September 30, 2023 | −17.3% | −3.6% |
| June 30, 2023 | +14.0% | +8.3% |
| March 31, 2023 | +19.3% | +7.0% |
| December 31, 2022 | +5.5% | +7.1% |
| September 30, 2022 | +9.0% | −5.3% |
| June 30, 2022 | −30.3% | −16.5% |
| March 31, 2022 | −32.1% | −4.9% |
| December 31, 2021 | −27.7% | +10.7% |
| September 30, 2021 | −20.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lead Edge Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802797&type=13F-HR&dateb=&owner=include&count=40CIK 1802797
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802797/000180279726000010/Filed August 14, 2026 · accession 0001802797-26-000010