Segment Wealth Management’s Atlassian TEAM Stock Holding History

Segment Wealth Management’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	-1,285	Closed	-$261K	–	296
2025 Q2	$261K	Sell	1,285 -65	-5%	-$13.5K	0.02%	258
2025 Q1	$286K	Hold	1,350	–	–	0.02%	243
2024 Q4	$329K	Sell	1,350 -1,020	-43%	-$234K	0.02%	215
2024 Q3	$376K	Sell	2,370 -1,615	-41%	-$266K	0.03%	206
2024 Q2	$705K	Sell	3,985 -4,030	-50%	-$720K	0.05%	165
2024 Q1	$1.56M	Hold	8,015	–	–	0.12%	113
2023 Q4	$1.91M	Buy	8,015 +75	+0.9%	+$14.7K	0.17%	91
2023 Q3	$1.6M	Buy	+7,940	New	+$1.51M	0.16%	95
2022 Q2	–	Sell	-4,333	Closed	-$1.27M	–	259
2022 Q1	$1.27M	Buy	4,333 +178	+4%	+$53.2K	0.13%	104
2021 Q4	$1.58M	Buy	4,155 +90	+2%	+$36.2K	0.17%	99
2021 Q3	$1.59M	Hold	4,065	–	–	0.19%	95
2021 Q2	$1.04M	Hold	4,065	–	–	0.12%	111
2021 Q1	$857K	Buy	4,065 +361	+10%	+$84K	0.11%	117
2020 Q4	$866K	Buy	3,704 +50	+1%	+$10.6K	0.13%	114
2020 Q3	$664K	Buy	3,654 +2,170	+146%	+$387K	0.11%	116
2020 Q2	$268K	Buy	+1,484	New	+$246K	0.05%	173

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Segment Wealth Management's TEAM Position: Q3 2025 in Review

Segment Wealth Management sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 1,285 shares — an estimated $261K sold.

Segment Wealth Management first reported a position in TEAM in Q2 2020 and held it in 16 quarters. The position peaked at $1.91M in Q4 2023. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

Segment Wealth Management reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
Segment Wealth Management sold 1,285 Atlassian shares in Q3 2025, an estimated $261K.
Segment Wealth Management first reported a position in Atlassian in Q2 2020 and held it in 16 quarters.
Segment Wealth Management's Atlassian position peaked at $1.91M in Q4 2023.
761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Segment Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.