Essential Planning’s Atlassian TEAM Stock Holding History

Essential 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
2025 Q1	–	Sell	-29,250	Closed	-$6.67M	–	271
2024 Q4	$6.67M	Buy	+29,250	New	+$6.7M	0.04%	101

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Essential Planning's TEAM Position: Q1 2025 in Review

Essential Planning sold out of Atlassian (TEAM) in Q1 2025, closing a stake of 29,250 shares — an estimated $6.67M sold.

Essential Planning first reported a position in TEAM in Q4 2024 and held it in 1 quarter. The position peaked at $6.67M in Q4 2024. 860 funds tracked by Wall St. Rank hold TEAM as of Q1 2025.

Essential Planning reported no remaining Atlassian position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 29,250 Atlassian shares in Q1 2025, an estimated $6.67M.
Essential Planning first reported a position in Atlassian in Q4 2024 and held it in 1 quarter.
Essential Planning's Atlassian position peaked at $6.67M in Q4 2024.
860 funds tracked by Wall St. Rank held Atlassian as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.