Elisa LeNoir

Lead Edge Capital Management, Llc

Assets Managed

$407.876M

Holdings

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

4.61%(2Q avg: 3.82%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lead Edge Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of Lead Edge Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 407.876M in assets, with a quarterly growth rate of 4.61% and a 2-quarter average growth rate of 3.82%. The portfolio is managed by Elisa LeNoir, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
WDAY Workday Inc-class A Recent Activity New Position	19.62%	$79.988M 615,670 shares@ $129.92 avg price	New Position
RELY Remitly Global Inc Recent Activity Decreased -7.1%	14.5%	$59.107M 3.772M shares@ $15.68 avg price	Decreased -7.1%
APPN Appian Corp-a Recent Activity Increased 18.46%	11.27%	$45.945M 1.906M shares@ $24.12 avg price	Increased 18.46%
MDB Mongodb Inc Recent Activity Increased 33.09%	10.23%	$41.715M 170,425 shares@ $244.77 avg price	Increased 33.09%
VEEV Veeva Systems Inc-class A Recent Activity New Position	9.24%	$37.663M 214,409 shares@ $175.67 avg price	New Position
TOST Toast Inc-class A Recent Activity New Position	8.5%	$34.632M 1.306M shares@ $26.52 avg price	New Position
APPF Appfolio Inc - A Recent Activity New Position	8.14%	$33.183M 210,260 shares@ $157.82 avg price	New Position
YEXT Yext Inc Recent Activity Decreased -38.68%	7.39%	$30.118M 7.843M shares@ $3.85 avg price	Decreased -38.68%
NCNO Ncino Inc Recent Activity	6.2%	$25.278M 1.687M shares@ $14.98 avg price
PCOR Procore Technologies Inc Recent Activity New Position	4.33%	$17.646M 309,573 shares@ $57.0 avg price	New Position

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