Creative Planning’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.4M | Buy |
211,310
+126,614
| +149% | +$10.4M | 0.01% | 590 |
|
|
2026
Q1 | $5.78M | Buy |
84,696
+5,674
| +7% | +$559K | ﹤0.01% | 1082 |
|
|
2025
Q4 | $12.8M | Buy |
79,022
+58,495
| +285% | +$9.18M | 0.01% | 525 |
|
|
2025
Q3 | $3.28M | Sell |
20,527
-22,875
| -53% | -$4.14M | ﹤0.01% | 1149 |
|
|
2025
Q2 | $8.81M | Buy |
43,402
+29,783
| +219% | +$6.2M | 0.01% | 547 |
|
|
2025
Q1 | $2.89M | Buy |
13,619
+2,632
| +24% | +$694K | ﹤0.01% | 950 |
|
|
2024
Q4 | $2.67M | Buy |
10,987
+3,040
| +38% | +$696K | ﹤0.01% | 961 |
|
|
2024
Q3 | $1.26M | Buy |
7,947
+1,941
| +32% | +$319K | ﹤0.01% | 1343 |
|
|
2024
Q2 | $1.06M | Sell |
6,006
-53
| -0.9% | -$9.47K | ﹤0.01% | 1361 |
|
|
2024
Q1 | $1.18M | Buy |
6,059
+356
| +6% | +$77.6K | ﹤0.01% | 1227 |
|
|
2023
Q4 | $1.36M | Buy |
5,703
+533
| +10% | +$105K | ﹤0.01% | 1088 |
|
|
2023
Q3 | $1.04M | Buy |
5,170
+566
| +12% | +$107K | ﹤0.01% | 1141 |
|
|
2023
Q2 | $773K | Sell |
4,604
-1,400
| -23% | -$224K | ﹤0.01% | 1269 |
|
|
2023
Q1 | $1.03M | Buy |
6,004
+1,597
| +36% | +$255K | ﹤0.01% | 1065 |
|
|
2022
Q4 | $567K | Buy |
4,407
+1,485
| +51% | +$236K | ﹤0.01% | 1361 |
|
|
2022
Q3 | $615K | Sell |
2,922
-1,122
| -28% | -$262K | ﹤0.01% | 1200 |
|
|
2022
Q2 | $758K | Sell |
4,044
-107
| -3% | -$22.8K | ﹤0.01% | 1090 |
|
|
2022
Q1 | $1.22M | Buy |
4,151
+731
| +21% | +$218K | ﹤0.01% | 899 |
|
|
2021
Q4 | $1.3M | Buy |
3,420
+74
| +2% | +$29.7K | ﹤0.01% | 838 |
|
|
2021
Q3 | $1.31M | Sell |
3,346
-710
| -18% | -$237K | ﹤0.01% | 829 |
|
|
2021
Q2 | $1.04M | Sell |
4,056
-410
| -9% | -$96K | ﹤0.01% | 916 |
|
|
2021
Q1 | $941K | Sell |
4,466
-1,098
| -20% | -$255K | ﹤0.01% | 1060 |
|
|
2020
Q4 | $1.3M | Buy |
5,564
+307
| +6% | +$64.9K | ﹤0.01% | 834 |
|
|
2020
Q3 | $956K | Buy |
5,257
+189
| +4% | +$33.7K | ﹤0.01% | 823 |
|
|
2020
Q2 | $914K | Buy |
5,068
+473
| +10% | +$78.6K | ﹤0.01% | 773 |
|
|
2020
Q1 | $631K | Sell |
4,595
-947
| -17% | -$132K | ﹤0.01% | 835 |
|
|
2019
Q4 | $667K | Buy |
5,542
+2,418
| +77% | +$294K | ﹤0.01% | 969 |
|
|
2019
Q3 | $392K | Buy |
3,124
+285
| +10% | +$38.8K | ﹤0.01% | 1210 |
|
|
2019
Q2 | $371K | Buy |
+2,839
| New | +$342K | ﹤0.01% | 1236 |
|
|
2019
Q1 | – | Sell |
-2,580
| Closed | -$230K | – | 2085 |
|
|
2018
Q4 | $230K | Buy |
2,580
+11
| +0.4% | +$871 | ﹤0.01% | 1396 |
|
|
2018
Q3 | $247K | Buy |
+2,569
| New | +$203K | ﹤0.01% | 1538 |
|
|
2017
Q3 | – | Sell |
-790
| Closed | -$28K | – | 3527 |
|
|
2017
Q2 | $28K | Buy |
790
+207
| +36% | +$7.15K | ﹤0.01% | 2941 |
|
|
2017
Q1 | $17K | Buy |
583
+100
| +21% | +$2.82K | ﹤0.01% | 3235 |
|
|
2016
Q4 | $12K | Buy |
483
+53
| +12% | +$1.43K | ﹤0.01% | 3436 |
|
|
2016
Q3 | $13K | Buy |
430
+80
| +23% | +$2.34K | ﹤0.01% | 3343 |
|
|
2016
Q2 | $9K | Hold |
350
| – | – | ﹤0.01% | 3329 |
|
|
2016
Q1 | $9K | Buy |
350
+250
| +250% | +$5.85K | ﹤0.01% | 3299 |
|
|
2015
Q4 | $3K | Buy |
+100
| New | +$2.85K | ﹤0.01% | 3932 |
|
Other funds holding TEAM
Creative Planning's TEAM Position: Q2 2026 in Review
Creative Planning increased its Atlassian (TEAM) stake by 149% in Q2 2026, buying an estimated $10.4M and bringing the position to 211,310 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #590.
Creative Planning first reported a position in TEAM in Q4 2015 and has held it in 38 quarters since. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.
- Creative Planning held 211,310 shares of Atlassian worth $16.4M as of Q2 2026.
- Creative Planning bought 126,614 Atlassian shares in Q2 2026, an estimated $10.4M.
- Atlassian made up 0.01% of Creative Planning's portfolio in Q2 2026, its #590 holding.
- Creative Planning first reported a position in Atlassian in Q4 2015 and has held it in 38 quarters since.
- 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.