IFG
TEAM icon

Independent Financial Group’s Atlassian TEAM Stock Holding History

Independent Financial Group’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
Q2 		$237K Sell
3,043
-382
-11% -$31.2K ﹤0.01% 1383
2026
Q1 		$234K Buy
3,425
+1,691
+98% +$167K 0.01% 1298
2025
Q4 		$281K Sell
1,734
-244
-12% -$38.3K 0.01% 1182
2025
Q3 		$316K Buy
1,978
+870
+79% +$157K 0.01% 1069
2025
Q2 		$225K Buy
1,108
+34
+3% +$7.08K 0.01% 1171
2025
Q1 		$228K Buy
+1,074
New +$283K 0.01% 1055
2024
Q3 		– Sell
-2,715
Closed -$480K – 1193
2024
Q2 		$480K Sell
2,715
-926
-25% -$165K 0.02% 620
2024
Q1 		$710K Sell
3,641
-286
-7% -$62.4K 0.03% 476
2023
Q4 		$934K Sell
3,927
-107
-3% -$21K 0.05% 376
2023
Q3 		$813K Buy
4,034
+104
+3% +$19.7K 0.05% 367
2023
Q2 		$659K Sell
3,930
-257
-6% -$41.2K 0.05% 408
2023
Q1 		$717K Buy
4,187
+230
+6% +$36.7K 0.06% 367
2022
Q4 		$509K Buy
3,957
+388
+11% +$61.8K 0.04% 419
2022
Q3 		$752K Buy
3,569
+327
+10% +$76.4K 0.07% 294
2022
Q2 		$608K Buy
3,242
+2,406
+288% +$514K 0.06% 324
2022
Q1 		$246K Buy
836
+97
+13% +$29K 0.02% 677
2021
Q4 		$282K Buy
739
+132
+22% +$53K 0.02% 621
2021
Q3 		$238K Buy
+607
New +$203K 0.02% 615
2020
Q4 		– Sell
-1,190
Closed -$216K – 603
2020
Q3 		$216K Buy
+1,190
New +$212K 0.04% 437

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's TEAM Position: Q2 2026 in Review

Independent Financial Group reduced its Atlassian (TEAM) stake by 11% in Q2 2026, selling an estimated $31.2K and leaving 3,043 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Independent Financial Group first reported a position in TEAM in Q3 2020 and has held it in 19 quarters since. The position peaked at $934K in Q4 2023. 695 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Independent Financial Group held 3,043 shares of Atlassian worth $237K as of Q2 2026.
  • Independent Financial Group sold 382 Atlassian shares in Q2 2026, an estimated $31.2K.
  • Atlassian made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1383 holding.
  • Independent Financial Group first reported a position in Atlassian in Q3 2020 and has held it in 19 quarters since.
  • Independent Financial Group's Atlassian position peaked at $934K in Q4 2023.
  • 695 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.