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Legacy Capital Group California’s Atlassian TEAM Stock Holding History

Legacy Capital Group California’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
-2,581
Closed -$418K – 357
2025
Q4 		$418K Buy
2,581
+205
+9% +$32.2K 0.1% 239
2025
Q3 		$379K Buy
+2,376
New +$430K 0.1% 251
2024
Q1 		– Sell
-950
Closed -$226K – 322
2023
Q4 		$226K Buy
+950
New +$187K 0.09% 258

Other funds holding TEAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
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
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

Legacy Capital Group California's TEAM Position: Q1 2026 in Review

Legacy Capital Group California sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 2,581 shares — an estimated $418K sold.

Legacy Capital Group California first reported a position in TEAM in Q4 2023 and held it in 3 quarters. The position peaked at $418K in Q4 2025. 651 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Legacy Capital Group California reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 2,581 Atlassian shares in Q1 2026, an estimated $418K.
  • Legacy Capital Group California first reported a position in Atlassian in Q4 2023 and held it in 3 quarters.
  • Legacy Capital Group California's Atlassian position peaked at $418K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.