39 is the total number of securities Lead Edge Capital Management, LLC has owned. The longest Lead Edge Capital Management, LLC has owned a single stock is 9 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Instructure Holdings Inc. | 9 | 9 | 6.60% | 14.97% | 22.49% | Q3 2021 | Q3 2023 | 9 | |
| BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 3.12% | 29.79% | 68.29% | Q4 2018 | Q4 2021 | 8 |
| STNE | STONECO LTD | 8 | 8 | 7.56% | 10.64% | 14.18% | Q4 2021 | Q3 2023 | 8 |
| NCR | NCR CORP NEW | 8 | 8 | 8.31% | 9.41% | 10.74% | Q4 2021 | Q3 2023 | 8 |
| YEXT | YEXT INC | 7 | 7 | 10.52% | 24.27% | 39.92% | Q1 2022 | Q3 2023 | 7 |
| ESTC | ELASTIC NV | 6 | 6 | 1.62% | 14.24% | 23.35% | Q1 2022 | Q2 2023 | 6 |
| WEAVE COMMUNICATIONS INC | 6 | 6 | 1.77% | 4.73% | 7.94% | Q4 2021 | Q1 2023 | 6 | |
| TLND | TALEND S A | 5 | 5 | 4.18% | 29.65% | 51.47% | Q4 2019 | Q4 2020 | 5 |
| BIRD GLOBAL INC | 5 | 5 | 0.04% | 0.16% | 0.45% | Q1 2022 | Q1 2023 | 5 | |
| TOAST INC | 4 | 4 | 27.86% | 50.76% | 77.60% | Q3 2021 | Q2 2022 | 4 | |
| DBX | DROPBOX INC | 4 | 4 | 9.98% | 37.33% | 57.94% | Q3 2020 | Q2 2021 | 4 |
| INST | INSTRUCTURE INC | 4 | 4 | 25.53% | 35.83% | 51.46% | Q4 2018 | Q3 2019 | 4 |
| UBER | UBER TECHNOLOGIES INC | 4 | 4 | 0.16% | 34.68% | 72.04% | Q4 2019 | Q3 2020 | 4 |
| EVBG | EVERBRIDGE INC | 3 | 1 | 3.08% | 7.84% | 11.99% | Q1 2022 | Q3 2023 | 4 |
| GWRE | GUIDEWIRE SOFTWARE INC | 4 | 4 | 4.98% | 5.84% | 6.80% | Q4 2022 | Q3 2023 | 4 |
| BIGC | BIGCOMMERCE HLDGS INC | 4 | 4 | 3.36% | 4.56% | 5.93% | Q4 2022 | Q3 2023 | 4 |
| SPY | SPDR S&P 500 ETF TR | 4 | 4 | 0.51% | 1.79% | 4.04% | Q4 2019 | Q3 2020 | 4 |
| FIGS | FIGS INC | 2 | 2 | 11.64% | 36.88% | 62.12% | Q2 2021 | Q3 2021 | 2 |
| SAIL | SAILPOINT TECHNLGIES H... | 2 | 2 | 18.89% | 25.51% | 32.13% | Q2 2020 | Q3 2020 | 2 |
| CBLK | CARBON BLACK INC | 1 | 1 | 43.17% | 43.17% | 43.17% | Q2 2019 | Q2 2019 | 1 |
| ASAN | ASANA INC | 1 | 1 | 41.88% | 41.88% | 41.88% | Q3 2020 | Q3 2020 | 1 |
| ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 37.31% | 37.31% | 37.31% | Q4 2019 | Q4 2019 | 1 |
| BMBL | BUMBLE INC | 1 | 1 | 34.40% | 34.40% | 34.40% | Q1 2021 | Q1 2021 | 1 |
| EVENTBRITE INC | 1 | 1 | 11.10% | 11.10% | 11.10% | Q3 2023 | Q3 2023 | 1 | |
| EB | EVENTBRITE INC | 1 | 1 | 9.21% | 9.21% | 9.21% | Q2 2023 | Q2 2023 | 1 |
| SMAR | SMARTSHEET INC | 1 | 1 | 3.63% | 3.63% | 3.63% | Q3 2023 | Q3 2023 | 1 |
| TENB | TENABLE HLDGS INC | 1 | 1 | 3.34% | 3.34% | 3.34% | Q1 2020 | Q1 2020 | 1 |
| BSY | BENTLEY SYS INC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q3 2020 | Q3 2020 | 1 |
| VRM | VROOM INC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2020 | Q2 2020 | 1 |
| TME | TENCENT MUSIC ENTMT GROUP | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2019 | Q4 2019 | 1 |
| FROG | JFROG LTD | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2020 | Q3 2020 | 1 |
| REMITLY GLOBAL INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2021 | Q3 2021 | 1 | |
| SUMO | SUMO LOGIC INC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2020 | Q3 2020 | 1 |
| DCT | DUCK CREEK TECHNOLOGIE... | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2020 | Q3 2020 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2020 | Q3 2020 | 1 |
| CVENT HOLDING CORP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2021 | Q4 2021 | 1 | |
| FORGEROCK INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 | |
| FRESHWORKS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 | |
| BIRD GLOBAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 | |
Download | |||||||||
The securities at the top of the list , including Instructure Holdings Inc., ALIBABA GROUP HLDG LTD, and STONECO LTD, are the highest-conviction holdings of Lead Edge Capital Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Lead Edge Capital Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Lead Edge Capital Management, LLC owns currently or has owned in the past.