Form 13-F position report

GITLAB INC COM

Reported by STADIUM CAPITAL MANAGEMENT LLC

Company profile Manager portfolio Source filing
GTLB CUSIP 37637K108 Manager CIK 0001105087
Latest reported change

Reported 92,383 shares, unchanged from the prior quarter.

Reported value -11.5%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 3.46% This manager · Q3 2023
Shares 92,383 Quarter-end amount reported
Reported value $4,177,559 Fair value at quarter end
Consecutive quarters held 6 Through Q3 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 0 -44,683 (-100.0%) 0 $0 2026-08-14
Q1 2026 Reduced 44,683 -40,000 (-47.2%) 2.38% $966,940 2026-05-15
Q4 2025 Unchanged 84,683 0 (0.0%) 3.68% $3,178,153 2026-02-17
Q3 2025 Reduced 84,683 -61,700 (-42.1%) 4.08% $3,817,510 2025-11-14
Q2 2025 Added 146,383 +99,000 (208.9%) 6.08% $6,603,337 2025-08-14
Q1 2025 Unchanged 47,383 0 (0.0%) 2.04% $2,227,001 2025-05-15
Q4 2024 Unchanged 47,383 0 (0.0%) 2.26% $2,670,032 2025-02-14
Q3 2024 Unchanged 47,383 0 (0.0%) 1.84% $2,442,120 2024-11-14
Q2 2024 Unchanged 47,383 0 (0.0%) 2.59% $2,355,883 2024-08-14
Q1 2024 Reduced 47,383 -45,000 (-48.7%) 2.19% $2,763,377 2024-05-15
Q4 2023 Unchanged 92,383 0 (0.0%) 4.88% $5,816,434 2024-02-14
Q3 2023 Unchanged 92,383 0 (0.0%) 3.46% $4,177,559 2023-11-14
Q2 2023 Unchanged 92,383 0 (0.0%) 3.99% $4,722,000 2023-08-14
Q1 2023 Reduced 92,383 -91,726 (-49.8%) 2.15% $3,167,813 2023-05-15
Q4 2022 Unchanged 184,109 0 (0.0%) 5.68% $8,365,913 2023-02-14
Q3 2022 Reduced 184,109 -54,650 (-22.9%) 5.6% $9,430,000 2022-11-14
Q2 2022 New 238,759 +238,759 (0.0%) 6.9% $12,688,000 2022-08-15
Institutional context

Who else reported the position

338 managers reported GITLAB INC COM for Q3 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 8,317,446 +530,702 < 0.01% $376,114,908 8 qtrs
HMI Capital Management L P Reduced 7,264,113 -142,040 12.62% $328,483,190 7 qtrs
MORGAN STANLEY Reduced 7,142,407 -2,462,157 0.03% $322,979,718 8 qtrs
ICONIQ Capital LLC Reduced 6,102,402 -1,671,053 5.43% $275,950,619 8 qtrs
Capital Research Global Investors Reduced 4,444,002 -334,361 0.06% $200,957,770 8 qtrs
Invesco Ltd Added 4,236,833 +1,762,944 0.05% $191,589,589 8 qtrs
BlackRock Inc Added 4,154,988 +1,281,476 < 0.01% $187,888,558 8 qtrs
NORGES BANK Added 3,346,118 +764,838 0.03% $151,311,456 8 qtrs
Alphabet Inc Unchanged 2,647,312 0 7.69% $119,711,448 6 qtrs
FRANKLIN RESOURCES INC Reduced 2,352,830 -240,374 0.05% $106,394,977 8 qtrs
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Filing details and methodology As reported
Report period
September 30, 2023
Filed
November 14, 2023
Filing type
13F-HR
Position type
CLASS A COM

Voting authority reported

Sole
92,383
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.