$289 Million is the total value of Lead Edge Capital Management, LLC's 9 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YEXT | YEXT INC | $74,927,055 | +46.4% | 11,474,281 | 0.0% | 25.91% | +21.7% | |
| ESTC | Buy | ELASTIC N V | $60,536,499 | +7.8% | 1,175,466 | +50.2% | 20.93% | -10.4% |
| Sell | INSTRUCTURE HLDGS INC | $51,261,147 | -5.2% | 2,186,909 | -9.9% | 17.73% | -21.2% | |
| STNE | STONECO LTD | $33,783,438 | -0.9% | 3,578,754 | 0.0% | 11.68% | -17.6% | |
| NCR | NCR Corp New | $26,250,148 | +23.1% | 1,121,322 | 0.0% | 9.08% | +2.4% | |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $17,689,528 | – | 282,761 | +100.0% | 6.12% | – |
| WEAVE COMMUNICATIONS INC | $14,429,613 | -9.3% | 3,500,634 | 0.0% | 4.99% | -24.6% | ||
| BIGC | New | BIGCOMMERCE HLDGS INC | $10,182,100 | – | 1,165,000 | +100.0% | 3.52% | – |
| BIRD GLOBAL INC | $120,024 | -59.2% | 833,500 | 0.0% | 0.04% | -65.6% | ||
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -240,083 | -100.0% | -3.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Instructure Holdings Inc. | 9 | Q3 2023 | 22.5% |
| ALIBABA GROUP HLDG LTD | 8 | Q4 2021 | 68.3% |
| STONECO LTD | 8 | Q3 2023 | 14.2% |
| NCR CORP NEW | 8 | Q3 2023 | 10.7% |
| YEXT INC | 7 | Q3 2023 | 39.9% |
| ELASTIC NV | 6 | Q2 2023 | 23.4% |
| WEAVE COMMUNICATIONS INC | 6 | Q1 2023 | 7.9% |
| TALEND S A | 5 | Q4 2020 | 51.5% |
| BIRD GLOBAL INC | 5 | Q1 2023 | 0.4% |
| TOAST INC | 4 | Q2 2022 | 77.6% |
View Lead Edge Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| SC 13G/A | 2023-08-16 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| SC 13D | 2022-10-04 |
| 13F-HR | 2022-08-15 |
| SC 13G/A | 2022-08-04 |
View Lead Edge Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.