Rothwell Investment Advisors, LLC’s Atlassian TEAM Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio TEAM Stock Details TEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.7K	Buy	+188	New	+$27.1K	0.02%	506

Other funds holding TEAM

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TEAM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Atlassian (TEAM) in Q3 2026: 188 shares worth $33.7K. The stake represents 0.02% of the portfolio and ranks #506 among its holdings.

509 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

Rothwell Investment Advisors, LLC held 188 shares of Atlassian worth $33.7K as of Q3 2026.
Atlassian was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Atlassian made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #506 holding.
509 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.