Guggenheim Capital’s Atlassian TEAM Stock Holding History

Guggenheim Capital’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 Q1	$13.1M	Buy	192,553 +71,750	+59%	+$7.07M	0.1%	215
2025 Q4	$19.6M	Buy	120,803 +48,678	+67%	+$7.64M	0.14%	134
2025 Q3	$11.5M	Buy	72,125 +47,161	+189%	+$8.53M	0.08%	244
2025 Q2	$5.07M	Sell	24,964 -12,836	-34%	-$2.67M	0.04%	415
2025 Q1	$8.02M	Sell	37,800 -5,761	-13%	-$1.52M	0.07%	296
2024 Q4	$10.6M	Buy	43,561 +1,125	+3%	+$258K	0.09%	232
2024 Q3	$6.74M	Sell	42,436 -8,032	-16%	-$1.32M	0.05%	433
2024 Q2	$8.93M	Sell	50,468 -1,218	-2%	-$218K	0.06%	331
2024 Q1	$10.1M	Sell	51,686 -360	-0.7%	-$78.5K	0.07%	317
2023 Q4	$12.4M	Buy	52,046 +5,868	+13%	+$1.15M	0.09%	235
2023 Q3	$9.31M	Buy	46,178 +5,837	+14%	+$1.11M	0.08%	298
2023 Q2	$6.77M	Buy	40,341 +2,902	+8%	+$465K	0.05%	426
2023 Q1	$6.41M	Sell	37,439 -11,923	-24%	-$1.9M	0.05%	434
2022 Q4	$6.35M	Sell	49,362 -17,934	-27%	-$2.85M	0.06%	428
2022 Q3	$14.2M	Sell	67,296 -15,754	-19%	-$3.68M	0.13%	182
2022 Q2	$15.6M	Buy	83,050 +432	+0.5%	+$92.2K	0.12%	195
2022 Q1	$24.3M	Sell	82,618 -10,327	-11%	-$3.08M	0.15%	152
2021 Q4	$35.4M	Buy	92,945 +2,889	+3%	+$1.16M	0.18%	108
2021 Q3	$35.2M	Buy	90,056 +2,929	+3%	+$978K	0.21%	82
2021 Q2	$22.4M	Buy	87,127 +8,695	+11%	+$2.04M	0.13%	161
2021 Q1	$16.5M	Buy	78,432 +12,074	+18%	+$2.81M	0.11%	213
2020 Q4	$15.5M	Buy	66,358 +50,988	+332%	+$10.8M	0.1%	200
2020 Q3	$2.79M	Buy	15,370 +12,900	+522%	+$2.3M	0.02%	749
2020 Q2	$445K	Sell	2,470 -291	-11%	-$48.3K	﹤0.01%	1478
2020 Q1	$379K	Sell	2,761 -1,605	-37%	-$224K	﹤0.01%	1463
2019 Q4	$525K	Sell	4,366 -2,990	-41%	-$364K	﹤0.01%	1573
2019 Q3	$923K	Sell	7,356 -6	-0.1%	-$817	0.01%	1364
2019 Q2	$963K	Sell	7,362 -6,170	-46%	-$743K	0.01%	1373
2019 Q1	$1.52M	Sell	13,532 -519	-4%	-$53K	0.01%	1196
2018 Q4	$1.25M	Sell	14,051 -4,325	-24%	-$343K	0.01%	1276
2018 Q3	$1.77M	Sell	18,376 -5,429	-23%	-$430K	0.01%	1309
2018 Q2	$1.49M	Buy	23,805 +14,314	+151%	+$880K	0.01%	1421
2018 Q1	$512K	Buy	9,491 +694	+8%	+$37.8K	﹤0.01%	2372
2017 Q4	$400K	Buy	8,797 +2,348	+36%	+$109K	﹤0.01%	2420
2017 Q3	$227K	Buy	+6,449	New	+$229K	﹤0.01%	2598
2017 Q2	–	Sell	-11,719	Closed	-$351K	–	2868
2017 Q1	$351K	Buy	+11,719	New	+$331K	﹤0.01%	2509

Other funds holding TEAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Guggenheim Capital's TEAM Position: Q1 2026 in Review

Guggenheim Capital increased its Atlassian (TEAM) stake by 59% in Q1 2026, buying an estimated $7.07M and bringing the position to 192,553 shares worth $13.1M. The position accounts for 0.1% of the portfolio, ranked #215.

Guggenheim Capital first reported a position in TEAM in Q1 2017 and has held it in 36 quarters since. The position peaked at $35.4M in Q4 2021. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

Guggenheim Capital held 192,553 shares of Atlassian worth $13.1M as of Q1 2026.
Guggenheim Capital bought 71,750 Atlassian shares in Q1 2026, an estimated $7.07M.
Atlassian made up 0.1% of Guggenheim Capital's portfolio in Q1 2026, its #215 holding.
Guggenheim Capital first reported a position in Atlassian in Q1 2017 and has held it in 36 quarters since.
Guggenheim Capital's Atlassian position peaked at $35.4M in Q4 2021.
650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.