AssetMark Inc
TEAM icon

AssetMark Inc’s Atlassian TEAM Stock Holding History

AssetMark Inc’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 		$519K Buy
2,896
+5
+0.2% +$721 ﹤0.01% 1243
2026
Q2 		$225K Buy
2,891
+781
+37% +$63.9K ﹤0.01% 1406
2026
Q1 		$144K Buy
2,110
+1,713
+431% +$169K ﹤0.01% 1424
2025
Q4 		$64.4K Sell
397
-36
-8% -$5.65K ﹤0.01% 1630
2025
Q3 		$69.2K Sell
433
-51
-11% -$9.23K ﹤0.01% 1527
2025
Q2 		$98.3K Buy
484
+301
+164% +$62.7K ﹤0.01% 1370
2025
Q1 		$38.8K Buy
183
+8
+5% +$2.11K ﹤0.01% 1511
2024
Q4 		$42.6K Buy
175
+41
+31% +$9.39K ﹤0.01% 1463
2024
Q3 		$21.3K Sell
134
-10,381
-99% -$1.71M ﹤0.01% 1482
2024
Q2 		$1.86M Buy
10,515
+1,827
+21% +$326K 0.01% 635
2024
Q1 		$1.7M Sell
8,688
-821
-9% -$179K 0.01% 615
2023
Q4 		$2.26M Buy
9,509
+1,534
+19% +$301K 0.01% 512
2023
Q3 		$1.61M Buy
7,975
+1,507
+23% +$286K 0.01% 545
2023
Q2 		$1.09M Buy
6,468
+1,197
+23% +$192K ﹤0.01% 596
2023
Q1 		$902K Sell
5,271
-985
-16% -$157K ﹤0.01% 619
2022
Q4 		$805K Buy
6,256
+130
+2% +$20.7K ﹤0.01% 623
2022
Q3 		$1.29M Buy
6,126
+492
+9% +$115K 0.01% 459
2022
Q2 		$1.06M Buy
5,634
+1,102
+24% +$235K ﹤0.01% 481
2022
Q1 		$1.33M Buy
4,532
+2,077
+85% +$620K 0.01% 416
2021
Q4 		$936K Buy
2,455
+2,159
+729% +$868K ﹤0.01% 418
2021
Q3 		$116K Buy
296
+213
+257% +$71.1K ﹤0.01% 631
2021
Q2 		$21K Hold
83
– – ﹤0.01% 897
2021
Q1 		$17K Buy
83
+58
+232% +$13.5K ﹤0.01% 884
2020
Q4 		$6K Buy
+25
New +$5.28K ﹤0.01% 1009

Other funds holding TEAM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's TEAM Position: Q3 2026 in Review

AssetMark Inc increased its Atlassian (TEAM) stake by 0.17% in Q3 2026, buying an estimated $721 and bringing the position to 2,896 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

AssetMark Inc first reported a position in TEAM in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.26M in Q4 2023. 389 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • AssetMark Inc held 2,896 shares of Atlassian worth $519K as of Q3 2026.
  • AssetMark Inc bought 5 Atlassian shares in Q3 2026, an estimated $721.
  • Atlassian made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1243 holding.
  • AssetMark Inc first reported a position in Atlassian in Q4 2020 and has held it in 24 quarters since.
  • AssetMark Inc's Atlassian position peaked at $2.26M in Q4 2023.
  • 389 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.