Bailard’s Atlassian TEAM Stock Holding History

Bailard’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	$2.91M	Buy	16,241 +13,083	+414%	+$1.89M	0.06%	203
2026 Q2	$246K	Buy	+3,158	New	+$258K	0.01%	696
2026 Q1	–	Sell	-2,580	Closed	-$418K	–	825
2025 Q4	$418K	Sell	2,580 -4	-0.2%	-$628	0.01%	506
2025 Q3	$413K	Sell	2,584 -14,234	-85%	-$2.58M	0.01%	538
2025 Q2	$3.42M	Sell	16,818 -4,048	-19%	-$843K	0.08%	180
2025 Q1	$4.43M	Buy	20,866 +4,597	+28%	+$1.21M	0.11%	143
2024 Q4	$3.96M	Buy	16,269 +12,631	+347%	+$2.89M	0.1%	156
2024 Q3	$578K	Buy	+3,638	New	+$598K	0.02%	441
2024 Q2	–	Sell	-11,504	Closed	-$2.24M	–	814
2024 Q1	$2.24M	Buy	+11,504	New	+$2.51M	0.06%	214

Other funds holding TEAM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CPW

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Bailard's TEAM Position: Q3 2026 in Review

Bailard increased its Atlassian (TEAM) stake by 414% in Q3 2026, buying an estimated $1.89M and bringing the position to 16,241 shares worth $2.91M. The position accounts for 0.06% of the portfolio, ranked #203.

Bailard first reported a position in TEAM in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.43M in Q1 2025. 120 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

Bailard held 16,241 shares of Atlassian worth $2.91M as of Q3 2026.
Bailard bought 13,083 Atlassian shares in Q3 2026, an estimated $1.89M.
Atlassian made up 0.06% of Bailard's portfolio in Q3 2026, its #203 holding.
Bailard first reported a position in Atlassian in Q1 2024 and has held it in 9 quarters since.
Bailard's Atlassian position peaked at $4.43M in Q1 2025.
120 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.