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Prospera Financial Services’s Atlassian TEAM Stock Holding History

Prospera Financial Services’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
Q2 		$1.35M Buy
17,376
+6,522
+60% +$533K 0.02% 649
2026
Q1 		$741K Buy
+10,854
New +$1.07M 0.01% 842
2025
Q2 		– Sell
-27,337
Closed -$5.8M – 1349
2025
Q1 		$5.8M Buy
+27,337
New +$7.21M 0.13% 174
2024
Q1 		– Sell
-13,144
Closed -$3.13M – 1140
2023
Q4 		$3.13M Buy
+13,144
New +$2.58M 0.1% 227
2023
Q2 		– Sell
-6,774
Closed -$1.16M – 1072
2023
Q1 		$1.16M Buy
+6,774
New +$1.08M 0.05% 382
2022
Q4 		– Sell
-6,193
Closed -$1.3M – 953
2022
Q3 		$1.3M Buy
6,193
+5,387
+668% +$1.26M 0.07% 309
2022
Q2 		$151K Sell
806
-612
-43% -$131K 0.01% 799
2022
Q1 		$417K Sell
1,418
-4,629
-77% -$1.38M 0.02% 646
2021
Q4 		$2.31M Sell
6,047
-436
-7% -$175K 0.1% 241
2021
Q3 		$2.54M Buy
6,483
+5,474
+543% +$1.83M 0.13% 199
2021
Q2 		$259K Sell
1,009
-205
-17% -$48K 0.01% 699
2021
Q1 		$255K Sell
1,214
-361
-23% -$84K 0.02% 664
2020
Q4 		$367K Buy
1,575
+633
+67% +$134K 0.03% 487
2020
Q3 		$171K Sell
942
-5,186
-85% -$925K 0.07% 273
2020
Q2 		$1.1M Buy
6,128
+111
+2% +$18.4K 0.1% 225
2020
Q1 		$826K Buy
+6,017
New +$841K 0.09% 219

Other funds holding TEAM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services's TEAM Position: Q2 2026 in Review

Prospera Financial Services increased its Atlassian (TEAM) stake by 60% in Q2 2026, buying an estimated $533K and bringing the position to 17,376 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #649.

Prospera Financial Services first reported a position in TEAM in Q1 2020 and has held it in 16 quarters since. The position peaked at $5.8M in Q1 2025. 96 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Prospera Financial Services held 17,376 shares of Atlassian worth $1.35M as of Q2 2026.
  • Prospera Financial Services bought 6,522 Atlassian shares in Q2 2026, an estimated $533K.
  • Atlassian made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #649 holding.
  • Prospera Financial Services first reported a position in Atlassian in Q1 2020 and has held it in 16 quarters since.
  • Prospera Financial Services's Atlassian position peaked at $5.8M in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.