Plancorp LLC’s Atlassian TEAM Stock Holding History

Plancorp LLC’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 Q3	–	Sell	-2,122	Closed	-$431K	–	400
2025 Q2	$431K	Buy	+2,122	New	+$442K	0.01%	247

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Plancorp LLC's TEAM Position: Q3 2025 in Review

Plancorp LLC sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 2,122 shares — an estimated $431K sold.

Plancorp LLC first reported a position in TEAM in Q2 2025 and held it in 1 quarter. The position peaked at $431K in Q2 2025. 760 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

Plancorp LLC reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
Plancorp LLC sold 2,122 Atlassian shares in Q3 2025, an estimated $431K.
Plancorp LLC first reported a position in Atlassian in Q2 2025 and held it in 1 quarter.
Plancorp LLC's Atlassian position peaked at $431K in Q2 2025.
760 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Plancorp LLC's 13F filing for Q3 2025, filed 15 Oct 2025.