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Optimist Retirement Group’s Atlassian TEAM Stock Holding History

Optimist Retirement 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
Q1 		– Sell
-1,440
Closed -$233K – 123
2025
Q4 		$233K Sell
1,440
-238
-14% -$37.3K 0.11% 97
2025
Q3 		$268K Buy
1,678
+233
+16% +$42.2K 0.12% 94
2025
Q2 		$293K Buy
1,445
+389
+37% +$81K 0.14% 88
2025
Q1 		$224K Buy
+1,056
New +$279K 0.11% 105

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

Optimist Retirement Group's TEAM Position: Q1 2026 in Review

Optimist Retirement Group sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 1,440 shares — an estimated $233K sold.

Optimist Retirement Group first reported a position in TEAM in Q1 2025 and held it in 4 quarters. The position peaked at $293K in Q2 2025. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Optimist Retirement Group reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Optimist Retirement Group sold 1,440 Atlassian shares in Q1 2026, an estimated $233K.
  • Optimist Retirement Group first reported a position in Atlassian in Q1 2025 and held it in 4 quarters.
  • Optimist Retirement Group's Atlassian position peaked at $293K in Q2 2025.
  • 650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.