Ellevest Inc
TEAM icon

Ellevest Inc’s Atlassian TEAM Stock Holding History

Ellevest Inc’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
Q3 		$225K Buy
+1,257
New +$181K 0.03% 409
2025
Q2 		– Sell
-943
Closed -$200K – 435
2025
Q1 		$200K Buy
+943
New +$249K 0.01% 376
2023
Q2 		– Sell
-1,024
Closed -$175K – 1480
2023
Q1 		$175K Buy
1,024
+112
+12% +$17.9K 0.01% 338
2022
Q4 		$117K Sell
912
-856
-48% -$136K 0.01% 405
2022
Q3 		$372K Buy
1,768
+505
+40% +$118K 0.04% 138
2022
Q2 		$237K Buy
1,263
+234
+23% +$50K 0.02% 249
2022
Q1 		$302K Buy
1,029
+238
+30% +$71.1K 0.03% 238
2021
Q4 		$302K Sell
791
-132
-14% -$53K 0.03% 213
2021
Q3 		$361K Buy
923
+866
+1,519% +$289K 0.04% 153
2021
Q2 		$15K Buy
57
+36
+171% +$8.43K ﹤0.01% 697
2021
Q1 		$4K Sell
21
-6
-22% -$1.4K ﹤0.01% 964
2020
Q4 		$6K Sell
27
-6
-18% -$1.27K ﹤0.01% 821
2020
Q3 		$6K Buy
33
+12
+57% +$2.14K ﹤0.01% 745
2020
Q2 		$4K Hold
21
– – ﹤0.01% 794
2020
Q1 		$3K Buy
+21
New +$2.94K ﹤0.01% 725

Other funds holding TEAM

WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Ellevest Inc's TEAM Position: Q3 2026 in Review

Ellevest Inc opened a new position in Atlassian (TEAM) in Q3 2026: 1,257 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #409 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in TEAM as recently as Q1 2025.

Ellevest Inc first reported a position in TEAM in Q1 2020 and has held it in 15 quarters since. The position peaked at $372K in Q3 2022. 509 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Ellevest Inc held 1,257 shares of Atlassian worth $225K as of Q3 2026.
  • Atlassian was a new Ellevest Inc position in Q3 2026.
  • Atlassian made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #409 holding.
  • Ellevest Inc first reported a position in Atlassian in Q1 2020 and has held it in 15 quarters since.
  • Ellevest Inc's Atlassian position peaked at $372K in Q3 2022.
  • 509 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.