Lead Edge Capital Management, LLC
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$407.9M
Holdings
12
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WDAY
Workday Inc
Held since at least Q1 2024
19.6%
02
$RELY
Remitly Global Inc
Q3 2025: Increased +19.3% (2.21M → 2.63M shares)
14.5%
03
$APPN
Appian Corp
Q3 2025: Increased +11.5% (1.62M → 1.81M shares)
11.3%
04
$MDB
MongoDB Inc
Q3 2025: Sold 16.2% (224.9k → 188.5k shares)
10.2%
05
$VEEV
Veeva Sys Inc
Held since at least Q1 2024
9.2%
06
$TOST
Toast Inc
Q2 2025: Exited (was 1.04M shares)
8.5%
07
$APPF
Appfolio Inc
Held since at least Q1 2024
8.1%
08
$YEXT
Yext Inc
Q4 2024: New position (12.79M shares)
7.4%
09
$NCNO
Ncino Inc
Q1 2025: Increased +92.9% (831.7k → 1.60M shares)
6.2%
10
$PCOR
Procore Technologies Inc
Held since at least Q1 2024
4.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:04 UTC.