2026 Q2 Portfolio Activity
In 2026 Q2, EMERGENCE GP PARTNERS, LLC maintained a portfolio of 4 distinct positions.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
VEEV (79.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
EMERGENCE GP PARTNERS, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEEV
VEEVA SYS INC
|
Healthcare | 79.04% | 78.79% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
500,000 | $88,735,000 |
$192.52
+25.4%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
TTAN
SERVICETITAN IN...
|
Technology | 7.34% | 6.63% |
#2
1
Prev: #3
|
5.4 |
—
|
no change | no change |
P
S
|
116,500 | $8,237,715 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
DOCS
DOXIMITY INC
|
Healthcare | 7.16% | 8.10% |
#3
1
Prev: #2
|
4.9 |
—
|
no change | no change |
P
S
|
387,500 | $8,036,750 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BLND
BLEND LABS INC
|
Technology | 6.46% | 6.47% |
#4
Prev: #4
|
4.1 |
—
|
no change | no change |
P
S
|
4,244,379 | $7,257,888 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-4 of 4 holdings