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Richardson Financial Services’s Atlassian TEAM Stock Holding History

Richardson 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
2025
Q3 		– Sell
-2
Closed -$406 – 583
2025
Q2 		$406 Hold
2
– – ﹤0.01% 595
2025
Q1 		$424 Hold
2
– – ﹤0.01% 584
2024
Q4 		$487 Buy
+2
New +$458 ﹤0.01% 578

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Richardson Financial Services's TEAM Position: Q3 2025 in Review

Richardson Financial Services sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 2 shares — an estimated $406 sold.

Richardson Financial Services first reported a position in TEAM in Q4 2024 and held it in 3 quarters. The position peaked at $487 in Q4 2024. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • Richardson Financial Services reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 2 Atlassian shares in Q3 2025, an estimated $406.
  • Richardson Financial Services first reported a position in Atlassian in Q4 2024 and held it in 3 quarters.
  • Richardson Financial Services's Atlassian position peaked at $487 in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.