Personal CFO Solutions
TEAM icon

Personal CFO Solutions’s Atlassian TEAM Stock Holding History

Personal CFO 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
2026
Q3 		$525K Buy
+2,927
New +$422K 0.08% 214
2025
Q3 		– Sell
-2,749
Closed -$558K – 523
2025
Q2 		$558K Sell
2,749
-37
-1% -$7.7K 0.1% 197
2025
Q1 		$591K Sell
2,786
-666
-19% -$176K 0.12% 186
2024
Q4 		$840K Sell
3,452
-79
-2% -$18.1K 0.17% 121
2024
Q3 		$561K Sell
3,531
-1,969
-36% -$324K 0.08% 236
2024
Q2 		$973K Sell
5,500
-649
-11% -$116K 0.15% 133
2024
Q1 		$1.2M Buy
6,149
+302
+5% +$65.9K 0.19% 104
2023
Q4 		$1.39M Sell
5,847
-289
-5% -$56.7K 0.24% 80
2023
Q3 		$1.24M Buy
6,136
+59
+1% +$11.2K 0.24% 83
2023
Q2 		$1.02M Buy
6,077
+113
+2% +$18.1K 0.21% 95
2023
Q1 		$1.02M Buy
5,964
+207
+4% +$33K 0.21% 90
2022
Q4 		$741K Buy
+5,757
New +$916K 0.16% 129
2022
Q3 		– Sell
-2,418
Closed -$453K – 463
2022
Q2 		$453K Buy
2,418
+450
+23% +$96.1K 0.11% 172
2022
Q1 		$578K Buy
1,968
+338
+21% +$101K 0.11% 168
2021
Q4 		$622K Sell
1,630
-515
-24% -$207K 0.12% 167
2021
Q3 		$840K Buy
+2,145
New +$716K 0.17% 124

Other funds holding TEAM

WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Personal CFO Solutions's TEAM Position: Q3 2026 in Review

Personal CFO Solutions opened a new position in Atlassian (TEAM) in Q3 2026: 2,927 shares worth $525K. The stake represents 0.08% of the portfolio and ranks #214 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in TEAM as recently as Q2 2025.

Personal CFO Solutions first reported a position in TEAM in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.39M in Q4 2023. 605 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Personal CFO Solutions held 2,927 shares of Atlassian worth $525K as of Q3 2026.
  • Atlassian was a new Personal CFO Solutions position in Q3 2026.
  • Atlassian made up 0.08% of Personal CFO Solutions's portfolio in Q3 2026, its #214 holding.
  • Personal CFO Solutions first reported a position in Atlassian in Q3 2021 and has held it in 16 quarters since.
  • Personal CFO Solutions's Atlassian position peaked at $1.39M in Q4 2023.
  • 605 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.