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Dakota Wealth Management’s Atlassian TEAM Stock Holding History

Dakota Wealth Management’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
2025
Q3 		– Sell
-1,736
Closed -$353K – 777
2025
Q2 		$353K Sell
1,736
-38
-2% -$7.91K 0.01% 580
2025
Q1 		$376K Sell
1,774
-431
-20% -$114K 0.01% 571
2024
Q4 		$537K Sell
2,205
-58
-3% -$13.3K 0.01% 495
2024
Q3 		$359K Sell
2,263
-4,671
-67% -$768K 0.01% 559
2024
Q2 		$1.23M Sell
6,934
-163
-2% -$29.1K 0.03% 332
2024
Q1 		$1.38M Buy
7,097
+930
+15% +$203K 0.03% 311
2023
Q4 		$1.47M Sell
6,167
-22
-0.4% -$4.32K 0.06% 255
2023
Q3 		$1.25M Sell
6,189
-193
-3% -$36.6K 0.06% 258
2023
Q2 		$1.07M Sell
6,382
-99
-2% -$15.9K 0.05% 250
2023
Q1 		$1.11M Buy
6,481
+331
+5% +$52.8K 0.07% 216
2022
Q4 		$791K Sell
6,150
-100
-2% -$15.9K 0.06% 258
2022
Q3 		$1.32M Buy
6,250
+3,403
+120% +$795K 0.11% 189
2022
Q2 		$534K Buy
+2,847
New +$608K 0.05% 271

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Dakota Wealth Management's TEAM Position: Q3 2025 in Review

Dakota Wealth Management sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 1,736 shares — an estimated $353K sold.

Dakota Wealth Management first reported a position in TEAM in Q2 2022 and held it in 13 quarters. The position peaked at $1.47M in Q4 2023. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • Dakota Wealth Management reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 1,736 Atlassian shares in Q3 2025, an estimated $353K.
  • Dakota Wealth Management first reported a position in Atlassian in Q2 2022 and held it in 13 quarters.
  • Dakota Wealth Management's Atlassian position peaked at $1.47M in Q4 2023.
  • 761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.