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 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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Perigon Wealth Management's TEAM Position: Q1 2026 in Review

Perigon Wealth Management reduced its Atlassian (TEAM) stake by 46% in Q1 2026, selling an estimated $556K and leaving 6,755 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #838.

Perigon Wealth Management first reported a position in TEAM in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.01M in Q4 2025. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

Perigon Wealth Management held 6,755 shares of Atlassian worth $461K as of Q1 2026.
Perigon Wealth Management sold 5,640 Atlassian shares in Q1 2026, an estimated $556K.
Atlassian made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #838 holding.
Perigon Wealth Management first reported a position in Atlassian in Q4 2020 and has held it in 10 quarters since.
Perigon Wealth Management's Atlassian position peaked at $2.01M in Q4 2025.
650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.