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Caerus Investment Advisors’s Atlassian TEAM Stock Holding History

Caerus Investment Advisors’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
Q2 		$496K Buy
6,379
+914
+17% +$74.7K 0.17% 118
2026
Q1 		$373K Sell
5,465
-5,158
-49% -$508K 0.16% 133
2025
Q4 		$1.72M Buy
10,623
+7,791
+275% +$1.22M 0.56% 28
2025
Q3 		$452K Buy
+2,832
New +$512K 0.19% 130

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caerus Investment Advisors's TEAM Position: Q2 2026 in Review

Caerus Investment Advisors increased its Atlassian (TEAM) stake by 17% in Q2 2026, buying an estimated $74.7K and bringing the position to 6,379 shares worth $496K. The position accounts for 0.17% of the portfolio, ranked #118.

Caerus Investment Advisors first reported a position in TEAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q4 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Caerus Investment Advisors held 6,379 shares of Atlassian worth $496K as of Q2 2026.
  • Caerus Investment Advisors bought 914 Atlassian shares in Q2 2026, an estimated $74.7K.
  • Atlassian made up 0.17% of Caerus Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Caerus Investment Advisors first reported a position in Atlassian in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Atlassian position peaked at $1.72M in Q4 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.