Emergence GP Partners, LLC
Emergence GP Partners, LLC reported 4 US-listed holdings worth $112.3 million in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Veeva Systems Inc. (79.0%), ServiceTitan, Inc. (7.3%) and Doximity, Inc. (7.2%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -23.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Veeva Systems Inc. VEEV | 500.0K | $88.7 million | 79.04% | no change |
| ServiceTitan, Inc. TTAN | 116.5K | $8.2 million | 7.34% | no change |
| Doximity, Inc. DOCS | 387.5K | $8.0 million | 7.16% | no change |
| Blend Labs Inc. BLND | 4.2M | $7.3 million | 6.46% | no change |