Emergence GP Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Emergence GP Partners, LLC reported 4 stock positions worth $271.1 million. Its top holding was Veeva Systems Class A (VEEV) at 77.5% of the portfolio, followed by Doximity Class A (DOCS, 11.4%) and Blend Labs Class A (BLND, 6.6%). Compared with Q3 2024, it opened 1 new position and reduced 1. The biggest buy was a new position in Servicetitan Class A (TTAN) and the biggest sale Doximity Class A (DOCS, shares −25%).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001589115
Portfolio Value
$271.1M (Q4 2024)
SEC Filing
0000950123-25-002057 ↗ filed Feb 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $266.3M Q1 2024 Q2 2024: $214.7M Q2 2024 Q3 2024: $259.6M Q3 2024 Q4 2024: $271.1M $271.1M Q4 2024 Q1 2025: $163.6M Q1 2025 Q2 2025: $194.3M Q2 2025 Q3 2025: $204.5M Q3 2025 Q4 2025: $154.1M Q4 2025 Q1 2026: $111.5M Q1 2026 Q2 2026: $112.3M Q2 2026

Holdings 4 stocks · $271.1M

VEEV Veeva Systems Inc. Class A 77.54% 1,000,000 $210.3M No change
DOCS Doximity Inc. Class A 11.45% 581,250 $31.0M Reduce -25.0%
BLND Blend Labs Inc. Class A 6.59% 4,244,379 $17.9M No change
TTAN Servicetitan Inc. Class A 4.42% 116,499 $12.0M New

Portfolio Sells Q3 2024 → Q4 2024

DOCS Doximity Inc. Class A Reduce -25.0% 11.45% −1.56

Portfolio Buys Q3 2024 → Q4 2024

TTAN Servicetitan Inc. Class A New 4.42% +4.42

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$112.3MVEEV, TTAN, DOCS, BLND
Q1 2026 4$111.5MVEEV, DOCS, TTAN, BLND
Q4 2025 4$154.1MVEEV, DOCS, BLND, TTAN
Q3 2025 4$204.5MVEEV, DOCS, BLND, TTAN
Q2 2025 4$194.3MVEEV, DOCS, BLND, TTAN
Q1 2025 4$163.6MVEEV, DOCS, BLND, TTAN
Q4 2024 4$271.1MVEEV, DOCS, BLND, TTAN
Q3 2024 3$259.6MVEEV, DOCS, BLND
Q2 2024 3$214.7MVEEV, DOCS, BLND
Q1 2024 3$266.3MVEEV, DOCS, BLND