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Forum Financial Management’s Atlassian TEAM Stock Holding History

Forum Financial 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
Q4 		– Sell
-1,302
Closed -$208K – 1057
2025
Q3 		$208K Buy
+1,302
New +$236K ﹤0.01% 950
2022
Q2 		– Sell
-797
Closed -$234K – 648
2022
Q1 		$234K Hold
797
– – 0.01% 501
2021
Q4 		$304K Buy
+797
New +$320K 0.02% 417

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Forum Financial Management's TEAM Position: Q4 2025 in Review

Forum Financial Management sold out of Atlassian (TEAM) in Q4 2025, closing a stake of 1,302 shares — an estimated $208K sold.

Forum Financial Management first reported a position in TEAM in Q4 2021 and held it in 3 quarters. The position peaked at $304K in Q4 2021. 805 funds tracked by Wall St. Rank hold TEAM as of Q4 2025.

  • Forum Financial Management reported no remaining Atlassian position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,302 Atlassian shares in Q4 2025, an estimated $208K.
  • Forum Financial Management first reported a position in Atlassian in Q4 2021 and held it in 3 quarters.
  • Forum Financial Management's Atlassian position peaked at $304K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held Atlassian as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.