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Montag & Caldwell’s Atlassian TEAM Stock Holding History

Montag & Caldwell’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
Q2 		$775K Buy
+3,815
New +$794K 0.17% 60

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Montag & Caldwell's TEAM Position: Q2 2025 in Review

Montag & Caldwell opened a new position in Atlassian (TEAM) in Q2 2025: 3,815 shares worth $775K. The stake represents 0.17% of the portfolio and ranks #60 among its holdings.

815 funds tracked by Wall St. Rank hold TEAM as of Q2 2025.

  • Montag & Caldwell held 3,815 shares of Atlassian worth $775K as of Q2 2025.
  • Atlassian was a new Montag & Caldwell position in Q2 2025.
  • Atlassian made up 0.17% of Montag & Caldwell's portfolio in Q2 2025, its #60 holding.
  • 815 funds tracked by Wall St. Rank held Atlassian as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.