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Essential Partners’s Atlassian TEAM Stock Holding History

Essential Partners’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 		$943K Sell
5,257
-1,728
-25% -$249K 0.43% 36
2026
Q2 		$543K Buy
6,985
+4,380
+168% +$358K 0.25% 68
2026
Q1 		$178K Sell
2,605
-13,919
-84% -$1.37M 0.06% 308
2025
Q4 		$2.68M Buy
16,524
+14,784
+850% +$2.32M 0.83% 17
2025
Q3 		$278K Sell
1,740
-3,651
-68% -$661K 0.09% 262
2025
Q2 		$1.09M Buy
+5,391
New +$1.12M 0.44% 53

Other funds holding TEAM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Essential Partners's TEAM Position: Q3 2026 in Review

Essential Partners reduced its Atlassian (TEAM) stake by 25% in Q3 2026, selling an estimated $249K and leaving 5,257 shares worth $943K. The position accounts for 0.43% of the portfolio, ranked #36.

Essential Partners first reported a position in TEAM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.68M in Q4 2025. 100 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Essential Partners held 5,257 shares of Atlassian worth $943K as of Q3 2026.
  • Essential Partners sold 1,728 Atlassian shares in Q3 2026, an estimated $249K.
  • Atlassian made up 0.43% of Essential Partners's portfolio in Q3 2026, its #36 holding.
  • Essential Partners first reported a position in Atlassian in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Atlassian position peaked at $2.68M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.