Root Financial Partners
TEAM icon

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
Q3 		$247K Buy
+1,380
New +$199K 0.01% 367
2026
Q2 		– Sell
-61
Closed -$4.16K – 2887
2026
Q1 		$4.16K Buy
61
+24
+65% +$2.36K ﹤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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Root Financial Partners's TEAM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Atlassian (TEAM) in Q3 2026: 1,380 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TEAM as recently as Q1 2026.

Root Financial Partners first reported a position in TEAM in Q3 2025 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Root Financial Partners held 1,380 shares of Atlassian worth $247K as of Q3 2026.
  • Atlassian was a new Root Financial Partners position in Q3 2026.
  • Atlassian made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #367 holding.
  • Root Financial Partners first reported a position in Atlassian in Q3 2025 and has held it in 4 quarters since.
  • 281 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.