EMERGENCE GP PARTNERS, LLC — Q3 2025 13F-HR

← EMERGENCE GP PARTNERS, LLC

Q3 2025 · 13F-HR

EMERGENCE GP PARTNERS, LLCholdings as filed

Filed 2025-11-12 · accession 0001193125-25-276348

$204.5M

Reported value

Positions

2025-09-30

Period end

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The Brief · EMERGENCE GP PARTNERS, LLC · Q3 2025

AI · grounded in 13F

EMERGENCE GP PARTNERS, LLC established a new position in VEEV valued at $148.96M. The fund also initiated new stakes in DOCS for $28.35M and BLND for $15.49M. A final new position was opened in TTAN totaling $11.75M. These four holdings bring the fund's total assets under management to $204.54M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
922475108	VEEV	VEEVA SYS INC	$149.0M	72.8%	500,000	Common	SOLE
26622P107	DOCS	DOXIMITY INC	$28.3M	13.9%	387,500	Common	SOLE
09352U108	BLND	BLEND LABS INC	$15.5M	7.57%	4,244,379	Common	SOLE
81764X103	TTAN	SERVICETITAN INC	$11.7M	5.74%	116,500	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.