DOSSIER · 13F-HR · Q2 2026

EMERGENCE GP PARTNERS, LLC

$112M in tracked AUM across 4 positions as of Q2 2026.

EG
CIK 0001589115 · last filed Jun 30, 2026
Total AUM
$112M
as of Q2 2026
Holdings
4
positions
Whale Score
74
74
strong
Activity
no data
changes this Q
AI Analysis · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEEV
VEEVA SYS INC
$89M500K79.0%
02
TTAN
SERVICETITAN INC
$8M117K7.3%
03
DOCS
DOXIMITY INC
$8M388K7.2%
04
BLND
BLEND LABS INC
$7M4.2M6.5%

Filing history

2026Q2Jun 30
$112M 0.7%
4 positionsView →
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 positionsLocked
2025Q1Mar 31
$48M 82.4%
3 positionsLocked
2024Q4Dec 31
$271M 4.5%
4 positionsLocked
2024Q3Sep 30
$260M 20.9%
3 positionsLocked
2024Q2Jun 30
$215M 19.4%
3 positionsLocked
2024Q1Mar 31
$266M 18.3%
3 positionsLocked
2023Q4Dec 31
$225M 586.2%
3 positionsLocked
2022Q3Sep 30
$33M 11.4%
2 positionsLocked
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