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Concurrent Investment Advisors’s Atlassian TEAM Stock Holding History

Concurrent 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 		$388K Buy
4,987
+1,157
+30% +$94.6K ﹤0.01% 1545
2026
Q1 		$261K Sell
3,830
-9,798
-72% -$966K ﹤0.01% 1586
2025
Q4 		$2.21M Buy
+13,628
New +$2.14M 0.03% 537
2025
Q2 		– Sell
-3,127
Closed -$664K – 1470
2025
Q1 		$664K Buy
+3,127
New +$825K 0.02% 658
2024
Q2 		– Sell
-1,106
Closed -$216K – 1076
2024
Q1 		$216K Buy
+1,106
New +$241K 0.01% 781

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

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

Concurrent Investment Advisors increased its Atlassian (TEAM) stake by 30% in Q2 2026, buying an estimated $94.6K and bringing the position to 4,987 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Concurrent Investment Advisors first reported a position in TEAM in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.21M in Q4 2025. 697 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Concurrent Investment Advisors held 4,987 shares of Atlassian worth $388K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,157 Atlassian shares in Q2 2026, an estimated $94.6K.
  • Atlassian made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1545 holding.
  • Concurrent Investment Advisors first reported a position in Atlassian in Q1 2024 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Atlassian position peaked at $2.21M in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.