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	-1,000	Closed	-$1K	–	2265
2020 Q2	$1K	Buy	+1,000	New	+$166K	﹤0.01%	2002

Other funds holding TEAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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.