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What smart money is saying about GitLabUnited States flag

GTLB · Technology · Software - Application · Market cap $7.20B

3 funds in our archive have pitched GitLab — most recently RGA Investment Advisor Investment Portfolio in June 2026.

Company profile

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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3
Reported positions
1
Bought
0
Sold
4
Letters

Position history

Between Q4 2024 and Q2 2026, 3 fund letters reported a position in GitLab1 opened or added to the position.

Fund letters reporting a position in GitLab, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263102
Q4 20240001

Fund activity · 3 positions · 1 move

Fund coverage · 3 theses

  • RGA Investment Advisor Investment Portfolio
    June 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
  • Gitlab benefits from AI-driven code growth, rising usage, and a potentially strategic position as a monetization or acquisition target.

    Read the full thesis
  • 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.

    Read the full thesis

Read every full thesis on GitLab

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