
What smart money is saying about GitLab
3 funds in our archive have pitched GitLab — most recently RGA Investment Advisor Investment Portfolio in June 2026.
GitLab Inc., through its various operating entities, specializes in developing software solutions that facilitate the entire software development lifecycle. The company's operations span the United States, Europe, and the Asia Pacific regions. Its primary offering is GitLab, a unified DevOps platform. This single application is engineered to boost development speed, offering extensive visibility and precise command over every phase of the DevOps workflow. The platform's objective is to enable businesses to effectively plan, build, secure, and release software, thereby driving positive business results. Additionally, GitLab Inc. provides a range of associated training and expert consultation services. Founded in 2011, the enterprise was initially known as GitLab B.V. before officially adopting the name GitLab Inc. in July 2015. The firm's main offices are located in San Francisco, California.
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Position history
Between Q4 2024 and Q2 2026, 3 fund letters reported a position in GitLab — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 0 | 2 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- June 2026
“Stocks in our portfolio affected – HNI Corp (HNI) , Booking Holdings (BKNG) , TripAdvisor (TRIP), Lyft (LYFT) , Charles Schwab (SCHW) , Gitlab (GTLB) , S&P Global (SPGI) , Duolingo (DUOL) , CDW, MSFT”
Read the letterGitLab - June 2026
“All that said, Qure is not our biggest position right now, that honor goes to Gitlab, which has done quite well since we bought earlier this year.”
Read the letterGitLab - New positionRGA Investment Advisor Investment PortfolioJune 2026
“GitLab (NASDAQ: GTLB) – the covert AI beneficiary We bought shares in GitLab.”
Read the letterGitLab
Fund coverage · 3 theses
- RGA Investment Advisor Investment PortfolioJune 2026
GitLab provides DevSecOps and git management software, and the fund sees it as an AI beneficiary with compelling valuation and growing importance in enterprise AI workflows.
Read the full thesis - Warden Capital War CapJune 2026
Gitlab benefits from AI-driven code growth, rising usage, and a potentially strategic position as a monetization or acquisition target.
Read the full thesis - Artisan US Small Cap Growth StrategyDecember 2024
Gitlab is a leading platform for software development that empowers developers with essential tools, has a strong user base, and shows promising growth potential in the digital transformation market.
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