LEAD EDGE CAPITAL MANAGEMENT LLC
Q1 2023 Form 13-F
NEW YORK, NEW YORK
CIK 0001802797
· CRD 241795
· SEC-registered investment adviser
$318.4M Reported Value Total
LEAD EDGE CAPITAL MANAGEMENT, LLC reports 8 total accounts under management (AUM). There are 8 discretionary accounts valued at $4,945,816,448, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
44 funds
· $7.4B gross asset value
Private Equity Fund: $7.1B · Hedge Fund: $280.5M · Venture Capital Fund: $60.9M
Source: Form ADV filed 2026-04-09
Reported value
$318.4M
Quarter over quarter
+19.3%
Holdings
9
Top-10 concentration
100.0%
Key People
Form ADV owners & control persons
Mitchell Howard Green
LIMITED PARTNER
Susan Joy Bihler
CHIEF OPERATING OFFICER
Elisa Ellen Lenoir
CHIEF COMPLIANCE OFFICER
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | May 15, 2023 |
| Form | 13F-HR |
| Reported value | $318.4M |
| Positions | 9 |
| Change in reported value | +10.1% |
| New positions | 0 |
| Exited positions | 0 |
| Position turnover | 0.0% |
| Top-10 concentration | 100.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
12 | $550.4M |
|
Q1 2026 13F
Filed May 15, 2026
|
12 | $407.9M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
8 | $389.9M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
8 | $378.5M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
9 | $361.2M |
|
Q1 2025 13F
Filed May 15, 2025
|
10 | $329.3M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
9 | $295.6M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
10 | $345.4M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
10 | $313.3M |
|
Q1 2024 13F
Filed May 15, 2024
|
10 | $325.3M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
9 | $374.1M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
9 | $281.6M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
9 | $325.1M |
|
Q1 2023 13F
Filed May 15, 2023
|
9 | $318.4M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
9 | $289.2M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
8 | $240.4M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
9 | $360.4M |
|
Q1 2022 13F
Filed May 16, 2022
|
9 | $456.8M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
7 | $669.4M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
7 | $840.3M |
11 earlier quarters on file — choose one from the quarter menu above.
Top 9 holdings · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | YEXT Yext Inc. | $110.3M | 34.64% |
| 2 | INST Instructure Holdings Inc. | $53.7M | 16.88% |
| 3 | ESTC Elastic NV | $53.1M | 16.69% |
| 4 | STNE StoneCo Ltd. | $34.1M | 10.72% |
| 5 | VYX NCR Corp New | $26.5M | 8.31% |
| 6 | GWRE Guidewire Software Inc. | $17.5M | 5.48% |
| 7 | BIGC Bigcommerce Hldgs Inc. | $17.3M | 5.44% |
| 8 | WEAV Weave Communications Inc. | $5.6M | 1.77% |
| 9 | BRDS Bird Global Inc. | $233.4K | 0.07% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.