Creative Planning
TEAM icon

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
2020
Q3 		– Sell
-100
Closed -$6K – 2264
2020
Q2 		$6K Buy
+100
New +$16.6K ﹤0.01% 1904

Other funds holding TEAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
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
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
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.