Caerus Investment Advisors’s Atlassian TEAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Caerus Investment Advisors's TEAM Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Atlassian (TEAM) stake by 49% in Q1 2026, selling an estimated $508K and leaving 5,465 shares worth $373K. The position accounts for 0.16% of the portfolio, ranked #133.

Caerus Investment Advisors first reported a position in TEAM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q4 2025. 652 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Caerus Investment Advisors held 5,465 shares of Atlassian worth $373K as of Q1 2026.
  • Caerus Investment Advisors sold 5,158 Atlassian shares in Q1 2026, an estimated $508K.
  • Atlassian made up 0.16% of Caerus Investment Advisors's portfolio in Q1 2026, its #133 holding.
  • Caerus Investment Advisors first reported a position in Atlassian in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Atlassian position peaked at $1.72M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.