Phoenix Financial’s GitLab GTLB Stock Holding History

Phoenix Financial’s Portfolio GTLB Stock Details GTLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16,000	Closed	-$600K	–	510
2025 Q4	$600K	Hold	16,000	–	–	0.01%	279
2025 Q3	$721K	Hold	16,000	–	–	0.01%	256
2025 Q2	$722K	Hold	16,000	–	–	0.01%	258
2025 Q1	$752K	Buy	+16,000	New	+$979K	0.01%	230

Other funds holding GTLB

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Phoenix Financial's GTLB Position: Q1 2026 in Review

Phoenix Financial sold out of GitLab (GTLB) in Q1 2026, closing a stake of 16,000 shares — an estimated $600K sold.

Phoenix Financial first reported a position in GTLB in Q1 2025 and held it in 4 quarters. The position peaked at $752K in Q1 2025. 368 funds tracked by Wall St. Rank hold GTLB as of Q1 2026.

Phoenix Financial reported no remaining GitLab position as of Q1 2026 after selling out during the quarter.
Phoenix Financial sold 16,000 GitLab shares in Q1 2026, an estimated $600K.
Phoenix Financial first reported a position in GitLab in Q1 2025 and held it in 4 quarters.
Phoenix Financial's GitLab position peaked at $752K in Q1 2025.
368 funds tracked by Wall St. Rank held GitLab as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.