$318 Million is the total value of Lead Edge Capital Management, LLC's 9 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YEXT | Yext Inc. | $110,267,840 | +47.2% | 11,474,281 | 0.0% | 34.64% | +33.7% | |
| Sell | Instructure Holdings Inc. | $53,730,871 | +4.8% | 2,074,551 | -5.1% | 16.88% | -4.8% | |
| ESTC | Sell | Elastic NV | $53,121,282 | -12.2% | 971,466 | -17.4% | 16.68% | -20.3% |
| STNE | StoneCo Ltd. | $34,141,313 | +1.1% | 3,578,754 | 0.0% | 10.72% | -8.2% | |
| NCR | NCR Corp New | $26,451,986 | +0.8% | 1,121,322 | 0.0% | 8.31% | -8.5% | |
| GWRE | Sell | Guidewire Software Inc. | $17,457,040 | -1.3% | 212,761 | -24.8% | 5.48% | -10.4% |
| BIGC | Buy | Bigcommerce Hldgs Inc. | $17,328,858 | +70.2% | 1,938,351 | +66.4% | 5.44% | +54.6% |
| Sell | Weave Communications Inc. | $5,638,435 | -60.9% | 1,134,494 | -67.6% | 1.77% | -64.5% | |
| Bird Global Inc. | $233,380 | +94.4% | 833,500 | 0.0% | 0.07% | +73.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.