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CBIZ Investment Advisory Services’s Atlassian TEAM Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q4 		– Sell
-32
Closed -$5.11K – 793
2025
Q3 		$5.11K Buy
32
+7
+28% +$1.27K ﹤0.01% 437
2025
Q2 		$5.08K Buy
25
+12
+92% +$2.5K ﹤0.01% 428
2025
Q1 		$2.76K Buy
+13
New +$3.43K ﹤0.01% 444
2020
Q1 		– Hold
0
– – – 201

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CBIZ Investment Advisory Services's TEAM Position: Q4 2025 in Review

CBIZ Investment Advisory Services sold out of Atlassian (TEAM) in Q4 2025, closing a stake of 32 shares — an estimated $5.11K sold.

CBIZ Investment Advisory Services first reported a position in TEAM in Q1 2025 and held it in 3 quarters. The position peaked at $5.11K in Q3 2025. 805 funds tracked by Wall St. Rank hold TEAM as of Q4 2025.

  • CBIZ Investment Advisory Services reported no remaining Atlassian position as of Q4 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 32 Atlassian shares in Q4 2025, an estimated $5.11K.
  • CBIZ Investment Advisory Services first reported a position in Atlassian in Q1 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Atlassian position peaked at $5.11K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Atlassian as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.