Pathstone Family Office’s Atlassian TEAM Stock Holding History

Pathstone Family Office’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
2023 Q3	$1.99M	Buy	9,862 +3,043	+45%	+$578K	0.02%	475
2023 Q2	$1.15M	Sell	6,819 -182	-3%	-$29.1K	0.02%	438
2023 Q1	$1.2M	Sell	7,001 -7,789	-53%	-$1.24M	0.02%	398
2022 Q4	$1.86M	Buy	14,790 +4,680	+46%	+$745K	0.02%	520
2022 Q3	$2.13M	Buy	10,110 +5,932	+142%	+$1.39M	0.02%	420
2022 Q2	$783K	Buy	4,178 +869	+26%	+$186K	0.02%	410
2022 Q1	$1.15M	Sell	3,309 -514	-13%	-$154K	0.03%	292
2021 Q4	$1.46M	Buy	3,823 +514	+16%	+$207K	0.04%	241
2021 Q3	$1.29M	Buy	3,309 +86	+3%	+$28.7K	0.04%	232
2021 Q2	$827K	Sell	3,223 -36	-1%	-$8.43K	0.02%	323
2021 Q1	$687K	Buy	3,259 +2,832	+663%	+$659K	0.02%	282
2020 Q4	$100K	Buy	+427	New	+$90.3K	﹤0.01%	389
2018 Q2	–	Sell	-16	Closed	-$1K	–	319
2018 Q1	$1K	Buy	+16	New	+$871	﹤0.01%	355

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Pathstone Family Office's TEAM Position: Q3 2023 in Review

Pathstone Family Office increased its Atlassian (TEAM) stake by 45% in Q3 2023, buying an estimated $578K and bringing the position to 9,862 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #475.

Pathstone Family Office first reported a position in TEAM in Q1 2018 and has held it in 13 quarters since. The position peaked at $2.13M in Q3 2022. 658 funds tracked by Wall St. Rank hold TEAM as of Q3 2023.

Pathstone Family Office held 9,862 shares of Atlassian worth $1.99M as of Q3 2023.
Pathstone Family Office bought 3,043 Atlassian shares in Q3 2023, an estimated $578K.
Atlassian made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #475 holding.
Pathstone Family Office first reported a position in Atlassian in Q1 2018 and has held it in 13 quarters since.
Pathstone Family Office's Atlassian position peaked at $2.13M in Q3 2022.
658 funds tracked by Wall St. Rank held Atlassian as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.