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Cape Investment Advisory’s Atlassian TEAM Stock Holding History

Cape Investment Advisory’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 		$5.76K Buy
+74
New +$6.05K ﹤0.01% 995
2025
Q3 		– Sell
-4
Closed -$812 – 1164
2025
Q2 		$812 Hold
4
– – ﹤0.01% 1052
2025
Q1 		$849 Hold
4
– – ﹤0.01% 993
2024
Q4 		$974 Buy
+4
New +$916 ﹤0.01% 962

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's TEAM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Atlassian (TEAM) in Q2 2026: 74 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TEAM as recently as Q2 2025.

Cape Investment Advisory first reported a position in TEAM in Q4 2024 and has held it in 4 quarters since. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Cape Investment Advisory held 74 shares of Atlassian worth $5.76K as of Q2 2026.
  • Atlassian was a new Cape Investment Advisory position in Q2 2026.
  • Atlassian made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #995 holding.
  • Cape Investment Advisory first reported a position in Atlassian in Q4 2024 and has held it in 4 quarters since.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.