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Capital Performance Advisors’s Atlassian TEAM Stock Holding History

Capital Performance 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
Q1 		– Sell
-5,368
Closed -$870K – 509
2025
Q4 		$870K Buy
+5,368
New +$842K 0.06% 132
2025
Q3 		– Sell
-1,115
Closed -$226K – 362
2025
Q2 		$226K Sell
1,115
-252
-18% -$52.5K 0.04% 221
2025
Q1 		$290K Buy
1,367
+497
+57% +$131K 0.06% 162
2024
Q4 		$212K Buy
870
+219
+34% +$50.1K 0.07% 143
2024
Q3 		$103K Buy
+651
New +$107K 0.03% 187

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital Performance Advisors's TEAM Position: Q1 2026 in Review

Capital Performance Advisors sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 5,368 shares — an estimated $870K sold.

Capital Performance Advisors first reported a position in TEAM in Q3 2024 and held it in 5 quarters. The position peaked at $870K in Q4 2025. 654 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Capital Performance Advisors reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 5,368 Atlassian shares in Q1 2026, an estimated $870K.
  • Capital Performance Advisors first reported a position in Atlassian in Q3 2024 and held it in 5 quarters.
  • Capital Performance Advisors's Atlassian position peaked at $870K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.