Crossover · Crossover · New York, NY
Lead Edge Capital Management
Q1 2026 · compared with Q4 2025
Filed as Lead Edge Capital Management, LLC
Growth software investor with a public book.
- Software
- $406M
- Weight of 13F
- 99.5%
- Names
- 11
- Net bought
- +$253M
12 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
- WorkdayWDAY615,670 shares · 19.7% of their software · price −$52.2M$80.0MNew · +$132M
- Remitly Global, Inc.RELY3,771,955 shares · 14.6% of their software · price +$7.1M$59.1M−$4.0M
- AppianAPPN1,905,634 shares · 11.3% of their software · price −$21.6M$45.9M+$10.5M
- MongoDBMDB170,425 shares · 10.3% of their software · price −$29.8M$41.7M+$17.8M
- VeevaVEEV214,409 shares · 9.3% of their software · price −$10.2M$37.7MNew · +$47.9M
- ToastTOST1,306,362 shares · 8.5% of their software · price −$11.8M$34.6MNew · +$46.4M
- AppFolioAPPF210,260 shares · 8.2% of their software · price −$15.7M$33.2MNew · +$48.9M
- YextYEXT7,843,296 shares · 7.4% of their software · price −$33.1M$30.1M−$39.9M
- nCinoNCNO1,687,480 shares · 6.2% of their software · price −$18.0M$25.3MFlat
- ProcorePCOR309,573 shares · 4.4% of their software · price −$4.9M$17.6MNew · +$22.5M
- Life360, Inc.LIF8,834 shares · 0.1% of their software$361KFlat