Emergence GP Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Emergence GP Partners, LLC reported 4 stock positions worth $163.6 million. Its top holding was Veeva Systems Class A (VEEV) at 70.8% of the portfolio, followed by Doximity Class A (DOCS, 13.7%) and Blend Labs Class A (BLND, 8.7%). Compared with Q4 2024, it reduced 2. The biggest sale was Veeva Systems Class A (VEEV, shares −50%).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001589115
Portfolio Value
$163.6M (Q1 2025)
SEC Filing
0000950123-25-004031 ↗ filed May 5, 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 Q4 2024 Q1 2025: $163.6M $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 · $163.6M
VEEV Veeva Systems Inc. Class A 70.79% 500,000 $115.8M Reduce -50.0%
DOCS Doximity Inc. Class A 13.74% 387,500 $22.5M Reduce -33.3%
BLND Blend Labs Inc. Class A 8.69% 4,244,379 $14.2M No change
TTAN Servicetitan Inc. Class A 6.77% 116,499 $11.1M No change

Portfolio Sells Q4 2024 → Q1 2025
VEEV Veeva Systems Inc. Class A Reduce -50.0% 70.79% −6.75
DOCS Doximity Inc. Class A Reduce -33.3% 13.74% +2.30

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

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