Emergence GP Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Emergence GP Partners, LLC reported 4 stock positions worth $204.5 million. Its top holding was Veeva Systems Class A (VEEV) at 72.8% of the portfolio, followed by Doximity Class A (DOCS, 13.9%) and Blend Labs Class A (BLND, 7.6%). Compared with Q2 2025, it added to 1. The biggest buy was Servicetitan Class A (TTAN, shares −0%).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001589115
Portfolio Value
$204.5M (Q3 2025)
SEC Filing
0001193125-25-276348 ↗ filed Nov 12, 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 Q1 2025 Q2 2025: $194.3M Q2 2025 Q3 2025: $204.5M $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 · $204.5M
VEEV Veeva Systems Inc. Class A 72.82% 500,000 $149.0M No change
DOCS Doximity Inc. Class A 13.86% 387,500 $28.3M No change
BLND Blend Labs Inc. Class A 7.57% 4,244,379 $15.5M No change
TTAN Servicetitan Inc. Class A 5.74% 116,500 $11.7M Add +0.0%

Portfolio Sells Q2 2025 → Q3 2025
None this quarter.

Portfolio Buys Q2 2025 → Q3 2025
TTAN Servicetitan Inc. Class A Add +0.0% 5.74% −0.68

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