Creative Planning’s Atlassian TEAM Stock Holding History

Creative Planning’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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Creative Planning's TEAM Position: Q1 2026 in Review

Creative Planning increased its Atlassian (TEAM) stake by 7.2% in Q1 2026, buying an estimated $559K and bringing the position to 84,696 shares worth $5.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Creative Planning first reported a position in TEAM in Q4 2015 and has held it in 37 quarters since. The position peaked at $12.8M in Q4 2025. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

Creative Planning held 84,696 shares of Atlassian worth $5.78M as of Q1 2026.
Creative Planning bought 5,674 Atlassian shares in Q1 2026, an estimated $559K.
Atlassian made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1082 holding.
Creative Planning first reported a position in Atlassian in Q4 2015 and has held it in 37 quarters since.
Creative Planning's Atlassian position peaked at $12.8M in Q4 2025.
650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.