Lead Edge Capital Management

Lead Edge Capital Management as of Sept. 30, 2022

Portfolio Holdings for Lead Edge Capital Management

Lead Edge Capital Management holds 8 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Elastic Nv Ord Shs (ESTC) 23.4 $56M 783k 71.74
Instructure Hldgs (INST) 22.5 $54M 2.4M 22.28
Yext (YEXT) 21.3 $51M 12M 4.46
Stoneco Com Cl A (STNE) 14.2 $34M 3.6M 9.53
NCR Corporation (VYX) 8.9 $21M 1.1M 19.01
Weave Communications (WEAV) 6.6 $16M 3.5M 4.54
Everbridge, Inc. Cmn (EVBG) 3.1 $7.4M 240k 30.88
Bird Global Com Cl A 0.1 $294k 834k 0.35