13F Portfolios

Impactive Capital LP: GITLAB INC (GTLB): Quarterly 13F Position History

As of Q2 2026, Impactive Capital LP reported 4,157,224 shares of GITLAB INC (GTLB), worth $126.9M and representing 9.1% of its 13F equity book. Quarter-over-quarter share count change: + 242,228 (+6.2%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.

Recent initiation: Impactive Capital LP first reported GTLB on the Q1 2026 filing, so fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 4,157,224 +242,228 +6.2% $126.9M 9.1% $30.5
Q1 2026 3,914,996 $84.7M 6.1% $21.6

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Impactive Capital LP first disclose a GTLB position in 13F-HR filings?

Impactive Capital LP first reported GITLAB INC (GTLB) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.

What was Impactive Capital LP's most recent quarter-over-quarter share-count change in GTLB?

Between Q1 2026 and Q2 2026, Impactive Capital LP added 242,228 shares of GTLB (+6.2%), bringing the total reported position to 4,157,224 shares at a market value of $126.9M.

Does the implied price-per-share represent Impactive Capital LP's cost basis in GTLB?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.