All Stocks Held By Lead Edge Capital Management LLC

As of 12/31/2023, we find all stocks held by Lead Edge Capital Management LLC to be as follows, presented in the table below with each row detailing each Lead Edge Capital Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Lead Edge Capital Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Lead Edge Capital Management LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
YEXT INC	11,474,281	UNCH	$67,584
YEXT	11,474,281	UNCH	$67,584
INSTRUCTURE HLDGS INC	2,168,430	UNCH	$58,569
INST	2,168,430	UNCH	$58,569
STONECO LTD	3,092,554	-183,600	$55,759
STNE	3,092,554	-183,600	$55,759
TOAST INC	2,774,100	+2,774,100	$50,655
TOST	2,774,100	+2,774,100	$50,655
EVERBRIDGE INC	1,836,378	+1,008,178	$44,642
EVBG	1,836,378	+1,008,178	$44,642
EVENTBRITE INC	4,130,996	+960,000	$34,535
EB	4,130,996	+4,130,996	$34,535
NCR ATLEOS CORPORATION	1,336,961	+1,336,961	$32,475
NATL	1,336,961	+1,336,961	$32,475
GUIDEWIRE SOFTWARE INC	212,761	UNCH	$23,199
GWRE	212,761	UNCH	$23,199
SMARTSHEET INC	140,500	-112,000	$6,719
SMAR	140,500	-112,000	$6,719
BIGCOMMERCE HLDGS INC			$0 (exited)
BIGC	0	-959,471	$0
NCR CORP NEW	0	-1,121,322	$0 (exited)
NCR	0	-1,121,322	$0

See Summary: Lead Edge Capital Management LLC Top Holdings
See Details: Top 10 Stocks Held By Lead Edge Capital Management LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
TOST	+2,774,100	+$50,655
NATL	+1,336,961	+$32,475

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
NCR	-1,121,322	-$30,242
BIGC	-959,471	-$9,470

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
EVBG	+1,008,178	+$26,074
EB	+960,000	+$3,269
YEXT	UNCH	-$5,048
INST	UNCH	+$3,491
GWRE	UNCH	+$4,051
SMAR	-112,000	-$3,497
STNE	-183,600	+$20,802

Lead Edge Capital Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $374,137
At 09/30/2023: $281,577

Lead Edge Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lead Edge Capital Management LLC 13F filings. Link to 13F filings: SEC filings

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