NIA Impact Advisors’s Atlassian TEAM Stock Holding History

NIA Impact Advisors’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	$520K	Sell	7,621 -11,588	-60%	-$1.14M	0.23%	68
2025 Q4	$3.11M	Buy	19,209 +4,004	+26%	+$628K	1.05%	42
2025 Q3	$2.43M	Sell	15,205 -104	-0.7%	-$18.8K	0.79%	51
2025 Q2	$3.11M	Sell	15,309 -191	-1%	-$39.8K	1.07%	38
2025 Q1	$3.29M	Buy	15,500 +1,190	+8%	+$314K	1.22%	30
2024 Q4	$3.48M	Buy	+14,310	New	+$3.28M	1.13%	28
2022 Q4	–	Sell	-8,533	Closed	-$1.8M	–	63
2022 Q3	$1.8M	Buy	8,533 +1,934	+29%	+$452K	1.11%	37
2022 Q2	$1.24M	Buy	6,599 +577	+10%	+$123K	0.74%	46
2022 Q1	$1.77M	Sell	6,022 -1,427	-19%	-$426K	0.86%	43
2021 Q4	$2.58M	Sell	7,449 -914	-11%	-$367K	1.37%	27
2021 Q3	$3.27M	Sell	8,363 -793	-9%	-$265K	1.4%	30
2021 Q2	$2.35M	Buy	9,156 +289	+3%	+$67.7K	1.15%	38
2021 Q1	$1.87M	Buy	8,867 +1,319	+17%	+$307K	1.01%	39
2020 Q4	$1.76M	Buy	+7,548	New	+$1.6M	0.92%	41

Other funds holding TEAM

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DnB Asset Management

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

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return