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Livermore
Livermore
ZHEN

Lead Edge Capital Management, LLC

SEC CIK
0001802797
Latest filing
Aug 14, 2026

The latest 13F from Lead Edge Capital Management, LLC covers Q2 2026 (filed Aug 14, 2026): 12 long positions worth $550.4M. The top 10 holdings make up 99.5% of the portfolio, and the largest is Toast, Inc. (TOST) at 15.3%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
7
Est. +$161.9M
Reduced
2
Est. −$59.8M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. TOSTToast, Inc.
    15.3%$84.1MHistory
  2. WDAYWorkday, Inc.
    13.9%$76.4MHistory
  3. APPNAppian Corp
    12.0%$65.9MHistory
  4. APPFAppfolio Inc
    11.6%$64.1MHistory
  5. RELYRemitly Global, Inc.
    10.9%$60.2MHistory

Share of portfolio

Top 5 holdings and the other 7 positions, by share of portfolio value

  1. TOST15.3%
  2. WDAY13.9%
  3. APPN12.0%
  4. APPF11.6%
  5. RELY10.9%
  6. Other 7 positions36.3%

Biggest buys

New and added positions, by estimated amount bought

  1. TOSTToast, Inc.
    +$47.7MAddedHistory
  2. NCNOnCino, Inc.
    +$32.3MAddedHistory
  3. APPFAppfolio Inc
    +$30.4MAddedHistory
  4. APPNAppian Corp
    +$22.3MAddedHistory
  5. VEEVVeeva Systems Inc
    +$19.9MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. TOSTToast, Inc.
    +6.78 pp8.5% → 15.3%History
  2. NCNOnCino, Inc.
    +4.68 pp6.2% → 10.9%History
  3. APPFAppfolio Inc
    +3.51 pp8.1% → 11.6%History
  4. VEEVVeeva Systems Inc
    +1.29 pp9.2% → 10.5%History
  5. APPNAppian Corp
    +0.71 pp11.3% → 12.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MDBMongoDB, Inc.
    −$35.5MReducedHistory
  2. RELYRemitly Global, Inc.
    −$24.3MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MDBMongoDB, Inc.
    −6.28 pp10.2% → 3.9%History
  2. RELYRemitly Global, Inc.
    −3.55 pp14.5% → 10.9%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$550.4M
+$142.5M (+34.9%) vs. prior quarter
Positions
12
0 vs. prior quarter
Top 10 concentration
99.5%
Top 10 as share of value
Turnover
12.5%
Q2 2026, one quarter
Average holding period
5.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $840.3M (Q3 2021)

Q1 2021: $89.6MQ2 2021: $212.3MQ3 2021: $840.3MQ4 2021: $669.4MQ1 2022: $456.8MQ2 2022: $360.4MQ3 2022: $240.4MQ4 2022: $289.2MQ1 2023: $318.4MQ2 2023: $325.1MQ3 2023: $281.6MQ4 2023: $374.1MQ1 2024: $325.3MQ2 2024: $313.3MQ3 2024: $345.4MQ4 2024: $295.6MQ1 2025: $329.3MQ2 2025: $361.2MQ3 2025: $378.5MQ4 2025: $389.9MQ1 2026: $407.9MQ2 2026: $550.4M
Q1 2021Q2 2026
13F filings of Lead Edge Capital Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202612$550.4MTOSTWDAYAPPNvs. Q1 2026SEC
Q1 2026May 15, 202612$407.9MWDAYRELYAPPNvs. Q4 2025SEC
Q4 2025Feb 17, 20268$389.9MYEXTAPPNRELYvs. Q3 2025SEC
Q3 2025Nov 14, 20258$378.5MYEXTMDBAPPNvs. Q2 2025SEC
Q2 2025Aug 14, 20259$361.2MYEXTAPPNMDBvs. Q1 2025SEC
Q1 2025May 15, 202510$329.3MYEXTRELYNCNOvs. Q4 2024SEC
Q4 2024Feb 14, 20259$295.6MYEXTAPPNRELYvs. Q3 2024SEC
Q3 2024Nov 14, 202410$345.4MYEXTTOSTAPPNvs. Q2 2024SEC
Q2 2024Aug 14, 202410$313.3MTOSTYEXTINSTvs. Q1 2024SEC
Q1 2024May 15, 202410$325.3MYEXTTOSTINSTvs. Q4 2023SEC
Q4 2023Feb 14, 20249$374.1MYEXTINSTSTNEvs. Q3 2023SEC
Q3 2023Nov 14, 20239$281.6MYEXTINSTSTNEvs. Q2 2023SEC
Q2 2023Aug 14, 20239$325.1MYEXTINSTSTNEvs. Q1 2023SEC
Q1 2023May 15, 20239$318.4MYEXTINSTESTCvs. Q4 2022SEC
Q4 2022Feb 14, 20239$289.2MYEXTESTCINSTvs. Q3 2022SEC
Q3 2022Nov 14, 20228$240.4MESTCINSTYEXTvs. Q2 2022SEC
Q2 2022Aug 15, 20229$360.4MTOSTINSTESTCvs. Q1 2022SEC
Q1 2022May 16, 20229$456.8MTOSTEVBGYEXTvs. Q4 2021SEC
Q4 2021Feb 14, 20227$669.4MTOSTVYXINSTvs. Q3 2021SEC
Q3 2021Feb 25, 2022Amended7$840.3MTOSTFIGSINSTvs. Q2 2021SEC
Q2 2021Feb 25, 2022Amended3$212.3MFIGSDBXBABAvs. Q1 2021SECSEC
Q1 2021May 17, 20213$89.6MDBXBMBLBABA–SEC

13D and 13G filings

Companies where Lead Edge Capital Management, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Lead Edge Capital Management, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
APPNAppian Corp13G6.80%2.88M sharesNewJun 30, 20261 filingJun 30, 2026SEC

Latest filings

6 filings on file made by Lead Edge Capital Management, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Lead Edge Capital Management, LLC
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
APPNAppian CorpJun 30, 20266:10 PM ETLead Edge Capital Management, LLCand 3 others13G6.80%2.88M sharesNewJun 30, 2026SEC
YEXTYext, Inc.Mar 25, 20266:37 PM ETLead Edge Public Fund, LPand 9 others13D/A7.90%7.84M shares–Mar 23, 2026SEC
WEAVWeave Communications, Inc.Aug 16, 2023Lead Edge Capital Management, LLC13G/AOld format–––SEC
YEXTYext, Inc.Oct 4, 2022Lead Edge Capital Management, LLC13DOld format–New–SEC
WEAVWeave Communications, Inc.Aug 4, 2022Lead Edge Capital Management, LLC13G/AOld format–––SEC
WEAVWeave Communications, Inc.Feb 14, 2022Lead Edge Capital Management, LLC13GOld format–New–SEC