Perigon Wealth Management’s Atlassian TEAM Stock Holding History

Perigon Wealth Management’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 Q3	$1.12M	Sell	6,263 -231	-4%	-$33.3K	0.02%	565
2026 Q2	$505K	Sell	6,494 -261	-4%	-$21.3K	0.01%	895
2026 Q1	$461K	Sell	6,755 -5,640	-46%	-$556K	0.01%	838
2025 Q4	$2.01M	Buy	12,395 +3,292	+36%	+$517K	0.04%	372
2025 Q3	$1.45M	Buy	9,103 +1,036	+13%	+$187K	0.03%	418
2025 Q2	$1.64M	Sell	8,067 -109	-1%	-$22.7K	0.04%	375
2025 Q1	$1.74M	Buy	8,176 +4,387	+116%	+$1.16M	0.04%	335
2024 Q4	$963K	Buy	3,789 +83	+2%	+$19K	0.02%	455
2024 Q3	$589K	Buy	+3,706	New	+$610K	0.02%	568
2024 Q1	–	Sell	-901	Closed	-$214K	–	891
2023 Q4	$214K	Buy	+901	New	+$177K	0.01%	768
2022 Q1	–	Sell	-541	Closed	-$206K	–	647
2021 Q4	$206K	Buy	+541	New	+$217K	0.01%	556
2021 Q1	–	Sell	-373	Closed	-$87K	–	974
2020 Q4	$87K	Buy	+373	New	+$78.8K	0.01%	576

Other funds holding TEAM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Perigon Wealth Management's TEAM Position: Q3 2026 in Review

Perigon Wealth Management reduced its Atlassian (TEAM) stake by 3.6% in Q3 2026, selling an estimated $33.3K and leaving 6,263 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #565.

Perigon Wealth Management first reported a position in TEAM in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.01M in Q4 2025. 183 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

Perigon Wealth Management held 6,263 shares of Atlassian worth $1.12M as of Q3 2026.
Perigon Wealth Management sold 231 Atlassian shares in Q3 2026, an estimated $33.3K.
Atlassian made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #565 holding.
Perigon Wealth Management first reported a position in Atlassian in Q4 2020 and has held it in 12 quarters since.
Perigon Wealth Management's Atlassian position peaked at $2.01M in Q4 2025.
183 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.