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13F holdings · Q2 2026

Emergence GP Partners

San Francisco, CA · files as Emergence GP Partners, LLC
Holdings as of Jun 30, 2026Filed Aug 7, 2026Next filing due Nov 16, 2026CIK 1589115

Emergence GP Partners reported 4 stocks worth $112M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VEEV (79.0%), TTAN (7.3%) and DOCS (7.2%).

Reported value$112M+0.7% vs last quarter
Stocks held40 new · 0 sold out
Top 5 weight100.0%very concentrated
Turnover0%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VEEV
Veeva Sys Inc Class Class A
$88.7M79.0%500KNo change8 of 8
2
TTAN
Servicetitan Inc
$8.2M7.3%117KNo change7 of 8
3
DOCS
Doximity Inc
$8M7.2%388KNo change8 of 8
4
BLND
Blend Labs Inc
$7.3M6.5%4.2MNo change8 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$260MQ3 '24
$271MQ4 '24
$164MQ1 '25
$194MQ2 '25
$205MQ3 '25
$154MQ4 '25
$111MQ1 '26
$112MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 7, 202613F-HRQ2 2026SEC filing ↗

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Emergence GP Partners 13F FAQ

What does Emergence GP Partners own?

Emergence GP Partners reported 4 stocks worth $112M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VEEV (79.0%), TTAN (7.3%) and DOCS (7.2%). The table above lists every position in the filing (the top 10 without an account).

What did Emergence GP Partners buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 0 added to, 0 trimmed and 0 sold out.

When will Emergence GP Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Emergence GP Partners's portfolio worth?

The Q2 2026 filing reports $112M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.