Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Atlassian TEAM Stock Holding History

Kovitz Investment Group 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
Q1 		– Sell
-7,300
Closed -$1.18M – 521
2025
Q4 		$1.18M Buy
7,300
+318
+5% +$49.9K 0.03% 295
2025
Q3 		$1.12M Buy
+6,982
New +$1.26M ﹤0.01% 817

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Baillie Gifford & Co
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kovitz Investment Group Partners's TEAM Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 7,300 shares — an estimated $1.18M sold.

Kovitz Investment Group Partners first reported a position in TEAM in Q3 2025 and held it in 2 quarters. The position peaked at $1.18M in Q4 2025. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,300 Atlassian shares in Q1 2026, an estimated $1.18M.
  • Kovitz Investment Group Partners first reported a position in Atlassian in Q3 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Atlassian position peaked at $1.18M in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.