Crossover · Crossover · New York, NY
Lead Edge Capital Management
Q1 2023 · compared with Q4 2022
Filed as Lead Edge Capital Management, LLC
Growth software investor with a public book.
- Software
- $232M
- Weight of 13F
- 73.0%
- Names
- 5
- Net bought
- −$8.1M
Filed 15 May 2023 · SEC filing.
9 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202611 names$548M+$118M
- Q1 202611 names$406M+$253M
- Q4 20258 names$390M−$2.4M
- Q3 20258 names$378M−$15.1M
- Q2 20259 names$361M−$10.4M
- Q1 20259 names$302M+$63.8M
- Q4 20248 names$271M−$42.9M
- Q3 20248 names$299M+$25.1M
- Q2 20247 names$241M+$17.0M
- Q1 20246 names$236M−$5.9M
- Q4 20235 names$230M+$73.0M
- Q3 20234 names$136M−$15.0M
- Q2 20235 names$212M−$54.4M
- Q1 20235 names$232M−$8.1M
- Q4 20225 names$197M+$62.8M
- Q3 20223 names$141M−$89.0M
- Q2 20224 names$224M+$53.0M
- Q1 20224 names$290M−$60.4M
- Q4 20212 names$457M+$743M
- Q3 20213 names$10.3M−$48.7M
- Q2 20211 name$59.0MFlat
- Q1 20211 name$51.9MFlat
- Q4 20201 name$43.2M−$56.2M
- Q3 20206 names$93.7M+$87.0M
- Q2 20201 name$8.8M−$58.8M
- Q1 20202 names$66.8M−$61.5M
- Q4 20192 names$134M+$141M
- Q3 20190 names$0—
- Q2 20190 names$0—
- Q1 20190 names$0—
- Q4 20180 names$0—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- YextYEXT11,474,281 shares · 47.5% of their software · price +$35.3M$110MFlat
- ElasticESTC971,466 shares · 22.9% of their software · price +$6.2M$53.1M−$10.5M
- StoneCo Ltd.STNE3,578,754 shares · 14.7% of their software$34.1MFlat
- GuidewireGWRE212,761 shares · 7.5% of their software · price +$4.1M$17.5M−$4.4M
- Commerce.com, Inc.CMRC1,938,351 shares · 7.5% of their software$17.3M+$6.8M