13F Insight
DOSSIER · 13F-HR · Q1 2026

EMERGENCE GP PARTNERS, LLC

$111M in tracked AUM across 4 positions as of Q1 2026.

EG
CIK 0001589115 · last filed Mar 31, 2026
Total AUM
$111M
as of Q1 2026
Holdings
4
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Portfolio Overview

EMERGENCE GP PARTNERS, LLC has reported a drastic transformation in its 13F filing for the period ending September 30, 2025. The total portfolio value contracted by 71.4%, plummeting from $194.25 million in the previous quarter to $55.58 million. This reduction is not attributable to broad market depreciation but rather to a strategic liquidation of a major position. The fund currently holds a highly concentrated portfolio consisting of only three securities, indicating a ...

Key Holdings

The portfolio is dominated by three core positions, all of which represent significant ownership stakes relative to the fund's size.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEEV
VEEVA SYS INC
$88M500K78.8%02
DOCS
DOXIMITY INC
$9M388K8.1%03
TTAN
SERVICETITAN INC
$7M117K6.6%04
BLND
BLEND LABS INC
$7M4.2M6.5%

Filing history

2026Q1Mar 31
$111M▼ 27.7%
4 positionsView →2025Q4Dec 31
$154M▲ 177.2%
4 positionsView →2025Q3Sep 30
$56M▼ 71.4%
3 positionsView →2025Q2Jun 30
$194M▲ 306.5%
4 positionsLocked2025Q1Mar 31
$48M▼ 82.4%
3 positionsLocked2024Q4Dec 31
$271M▲ 4.5%
4 positionsLocked2024Q3Sep 30
$260M▲ 20.9%
3 positionsLocked2024Q2Jun 30
$215M▼ 19.4%
3 positionsLocked2024Q1Mar 31
$266M▲ 18.3%
3 positionsLocked2023Q4Dec 31
$225M▲ 586.2%
3 positionsLocked2022Q3Sep 30
$33M▼ 11.4%
2 positionsLocked2022Q2Jun 30
$37M▼ 42.7%
2 positionsLocked
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