Lead Edge Capital Management, LLC holds a concentrated book of 12 stocks worth $407.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Workday Inc-Class A and trimmed Remitly Global Inc. Their largest long position is Workday Inc-Class A at 20% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802797/holdings"
Use Arkolith to show Lead Edge Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Workday Inc CL A | $80.0M | 615.7K | 19.6% | ▲New New position | |
| 2 | Remitly Global Inc COM | $59.1M | 3.77M | 14.5% | ▼−7.1% Reduced · −288K sh | |
| 3 | Appian Corp CL A | $45.9M | 1.91M | 11.3% | ▲+18% Added · +297K sh | |
| 4 | MongoDB Inc CL A | $41.7M | 170.4K | 10.2% | ▲+33% Added · +42K sh | |
| 5 | Veeva Sys Inc CL A COM | $37.7M | 214.4K | 9.2% | ▲New New position | |
| 6 | Toast Inc CL A | $34.6M | 1.31M | 8.5% | ▲New New position | |
| 7 | Appfolio Inc COM CL A | $33.2M | 210.3K | 8.1% | ▲New New position | |
| 8 | Yext Inc COM | $30.1M | 7.84M | 7.4% | ▼−39% Reduced · −4.9M sh | |
| 9 | Ncino Inc COM | $25.3M | 1.69M | 6.2% | —Held | |
| 10 | Procore Technologies Inc COM | $17.6M | 309.6K | 4.3% | ▲New New position | |
| 11 | Equipmentshare Com Inc COM CL A | $2.2M | 110.0K | 0.5% | ▲New New position | |
| 12 | Life360 Inc COM | $361K | 8.8K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.