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Emergence GP Partners, LLC

SEC CIK
0001589115
Latest filing
Aug 7, 2026

The latest 13F from Emergence GP Partners, LLC covers Q2 2026 (filed Aug 7, 2026): 4 long positions worth $112.3M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Veeva Systems Inc (VEEV) at 79.0%. Livermore has 18 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. VEEVVeeva Systems Inc
    79.0%$88.7MHistory
  2. TTANServiceTitan, Inc.
    7.3%$8.24MHistory
  3. DOCSDoximity, Inc.
    7.2%$8.04MHistory
  4. BLNDBlend Labs, Inc.
    6.5%$7.26MHistory

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$112.3M
+$800.1K (+0.7%) vs. prior quarter
Positions
4
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
10.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

18 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $271.1M (Q4 2024)

Q3 2021: $120.3MQ4 2021: $70.0MQ1 2022: $64.6MQ2 2022: $37.0MQ3 2022: $32.8MQ4 2023: $225.1MQ1 2024: $266.3MQ2 2024: $214.7MQ3 2024: $259.6MQ4 2024: $271.1MQ1 2025: $163.6MQ2 2025: $194.3MQ3 2025: $204.5MQ4 2025: $154.1MQ1 2026: $111.5MQ2 2026: $112.3M
Q1 2021Q2 2026
13F filings of Emergence GP Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 20264$112.3MVEEVTTANDOCSvs. Q1 2026SEC
Q1 2026May 8, 20264$111.5MVEEVDOCSTTANvs. Q4 2025SEC
Q4 2025Feb 6, 20264$154.1MVEEVDOCSBLNDvs. Q3 2025SEC
Q3 2025Nov 12, 20254$204.5MVEEVDOCSBLNDvs. Q2 2025SEC
Q2 2025Aug 13, 20254$194.3MVEEVDOCSBLNDvs. Q1 2025SEC
Q1 2025May 5, 20254$163.6MVEEVDOCSBLNDvs. Q4 2024SEC
Q4 2024Feb 13, 20254$271.1MVEEVDOCSBLNDvs. Q3 2024SEC
Q3 2024Nov 8, 20243$259.6MVEEVDOCSBLNDvs. Q2 2024SEC
Q2 2024Aug 5, 20243$214.7MVEEVDOCSBLNDvs. Q1 2024SEC
Q1 2024Aug 5, 20243$266.3MVEEVDOCSBLNDvs. Q4 2023SEC
Q4 2023Feb 14, 20243$225.1MVEEVDOCSBLND–SEC
Q3 2022Oct 25, 20222$32.8MDOCSBLNDvs. Q2 2022SEC
Q2 2022Aug 3, 20222$37.0MDOCSBLNDvs. Q1 2022SEC
Q1 2022May 13, 20222$64.6MDOCSBLNDvs. Q4 2021SEC
Q4 2021Feb 8, 20222$70.0MDOCSBLNDvs. Q3 2021SEC
Q3 2021Feb 8, 20223$120.3MDOCSBLNDAUGXvs. Q2 2021SEC
Q2 2021Aug 3, 20210$0–vs. Q1 2021SEC
Q1 2021May 6, 20210$0––SEC

13D and 13G filings

Companies where Emergence GP Partners, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Emergence GP Partners, LLC does not currently report owning 5% or more of any company.

Latest filings

1 filing on file made by Emergence GP Partners, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Emergence GP Partners, LLC
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
DOCSDoximity, Inc.Feb 13, 20254:01 PM ETEmergence Capital Partners II LPand 4 others13G/A4.10%5.40M shares–Below 5%Dec 31, 2024SEC