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Root Financial Partners’s Atlassian TEAM Stock Holding History

Root Financial Partners’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 		$4.16K Buy
61
+24
+65% +$2.37K ﹤0.01% 2015
2025
Q4 		$6K Sell
37
-6
-14% -$942 ﹤0.01% 1706
2025
Q3 		$6.87K Buy
+43
New +$7.78K ﹤0.01% 1597

Other funds holding TEAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
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
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Root Financial Partners's TEAM Position: Q1 2026 in Review

Root Financial Partners increased its Atlassian (TEAM) stake by 65% in Q1 2026, buying an estimated $2.37K and bringing the position to 61 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Root Financial Partners first reported a position in TEAM in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.87K in Q3 2025. 652 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Root Financial Partners held 61 shares of Atlassian worth $4.16K as of Q1 2026.
  • Root Financial Partners bought 24 Atlassian shares in Q1 2026, an estimated $2.37K.
  • Atlassian made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2015 holding.
  • Root Financial Partners first reported a position in Atlassian in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Atlassian position peaked at $6.87K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.