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Orion Portfolio Solutions’s Atlassian TEAM Stock Holding History

Orion Portfolio Solutions’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
Q1 		$744K Buy
3,507
+982
+39% +$259K 0.01% 1221
2024
Q4 		$615K Buy
+2,525
New +$578K 0.01% 1272
2024
Q2 		– Sell
-1,054
Closed -$206K – 1799
2024
Q1 		$206K Buy
+1,054
New +$230K ﹤0.01% 1613
2020
Q3 		– Sell
-71
Closed -$13K – 1871
2020
Q2 		$13K Sell
71
-15
-17% -$2.49K ﹤0.01% 1111
2020
Q1 		$12K Buy
86
+28
+48% +$3.92K ﹤0.01% 1010
2019
Q4 		$7K Buy
+58
New +$7.06K ﹤0.01% 1153

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Orion Portfolio Solutions's TEAM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Atlassian (TEAM) stake by 39% in Q1 2025, buying an estimated $259K and bringing the position to 3,507 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #1221.

Orion Portfolio Solutions first reported a position in TEAM in Q4 2019 and has held it in 6 quarters since. 859 funds tracked by Wall St. Rank hold TEAM as of Q1 2025.

  • Orion Portfolio Solutions held 3,507 shares of Atlassian worth $744K as of Q1 2025.
  • Orion Portfolio Solutions bought 982 Atlassian shares in Q1 2025, an estimated $259K.
  • Atlassian made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1221 holding.
  • Orion Portfolio Solutions first reported a position in Atlassian in Q4 2019 and has held it in 6 quarters since.
  • 859 funds tracked by Wall St. Rank held Atlassian as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.