SFA
TEAM icon

Sequoia Financial Advisors’s Atlassian TEAM Stock Holding History

Sequoia Financial Advisors’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 		$1.05M Buy
13,532
+5,162
+62% +$422K 0.01% 921
2026
Q1 		$571K Buy
8,370
+1,733
+26% +$171K ﹤0.01% 1194
2025
Q4 		$1.08M Buy
6,637
+3,742
+129% +$587K 0.01% 852
2025
Q3 		$462K Buy
2,895
+41
+1% +$7.42K ﹤0.01% 1181
2025
Q2 		$580K Buy
2,854
+245
+9% +$51K ﹤0.01% 928
2025
Q1 		$554K Buy
2,609
+510
+24% +$135K ﹤0.01% 818
2024
Q4 		$511K Buy
2,099
+174
+9% +$39.8K ﹤0.01% 795
2024
Q3 		$306K Buy
1,925
+520
+37% +$85.5K ﹤0.01% 960
2024
Q2 		$249K Sell
1,405
-135
-9% -$24.1K ﹤0.01% 974
2024
Q1 		$300K Buy
1,540
+176
+13% +$38.4K ﹤0.01% 860
2023
Q4 		$324K Buy
1,364
+155
+13% +$30.4K ﹤0.01% 895
2023
Q3 		$244K Buy
+1,209
New +$230K ﹤0.01% 777
2023
Q2 		– Sell
-1,214
Closed -$208K – 999
2023
Q1 		$208K Buy
+1,214
New +$194K ﹤0.01% 754

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sequoia Financial Advisors's TEAM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Atlassian (TEAM) stake by 62% in Q2 2026, buying an estimated $422K and bringing the position to 13,532 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #921.

Sequoia Financial Advisors first reported a position in TEAM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2025. 695 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Sequoia Financial Advisors held 13,532 shares of Atlassian worth $1.05M as of Q2 2026.
  • Sequoia Financial Advisors bought 5,162 Atlassian shares in Q2 2026, an estimated $422K.
  • Atlassian made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #921 holding.
  • Sequoia Financial Advisors first reported a position in Atlassian in Q1 2023 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's Atlassian position peaked at $1.08M in Q4 2025.
  • 695 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.