Crossover · Crossover · New York, NY
Lead Edge Capital Management, LLC
Growth software investor with a public book.
- Software
- $487M
- Weight of 13F
- 89.0%
- Names
- 9
- Vs prior quarter
- +$141M
Filed 14 August 2026.
12 positions in the whole 13F.
Software held
- ToastTOST3,021,216 shares · 17.2% of their software$84.1M+$49.4M
- WorkdayWDAY623,867 shares · 15.7% of their software$76.4M−$3.6M
- AppianAPPN2,878,544 shares · 13.5% of their software$65.9M+$20.0M
- AppFolioAPPF399,656 shares · 13.1% of their software$64.1M+$30.9M
- nCinoNCNO3,662,570 shares · 12.3% of their software$59.9M+$34.6M
- VeevaVEEV326,306 shares · 11.9% of their software$57.9M+$20.2M
- YextYEXT7,843,296 shares · 7.5% of their software$36.6MFlat
- MongoDBMDB64,678 shares · 4.5% of their software$21.7M−$20.0M
- ProcorePCOR515,051 shares · 4.3% of their software$20.9M+$3.3M