Sigma Planning Corp
TEAM icon

Sigma Planning Corp’s Atlassian TEAM Stock Holding History

Sigma Planning Corp’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 		$225K Sell
1,257
-5,939
-83% -$856K 0.01% 1193
2026
Q2 		$560K Buy
+7,196
New +$588K 0.01% 860
2024
Q3 		– Sell
-1,152
Closed -$204K – 1275
2024
Q2 		$204K Sell
1,152
-291
-20% -$52K 0.01% 1083
2024
Q1 		$282K Buy
+1,443
New +$315K 0.01% 989
2023
Q4 		– Sell
-1,161
Closed -$234K – 1146
2023
Q3 		$234K Buy
+1,161
New +$220K 0.01% 1027
2022
Q3 		– Sell
-1,793
Closed -$336K – 1342
2022
Q2 		$336K Sell
1,793
-268
-13% -$57.2K 0.01% 938
2022
Q1 		$606K Sell
2,061
-870
-30% -$260K 0.02% 765
2021
Q4 		$1.12M Buy
2,931
+309
+12% +$124K 0.03% 511
2021
Q3 		$1.03M Buy
2,622
+361
+16% +$121K 0.03% 534
2021
Q2 		$581K Buy
+2,261
New +$529K 0.02% 767
2021
Q1 		– Sell
-1,254
Closed -$293K – 1405
2020
Q4 		$293K Sell
1,254
-89
-7% -$18.8K 0.01% 910
2020
Q3 		$244K Sell
1,343
-156
-10% -$27.8K 0.01% 877
2020
Q2 		$270K Buy
+1,499
New +$249K 0.01% 817
2019
Q4 		– Sell
-4,961
Closed -$622K – 1103
2019
Q3 		$622K Buy
4,961
+3,143
+173% +$428K 0.03% 504
2019
Q2 		$238K Sell
1,818
-6,829
-79% -$823K 0.01% 833
2019
Q1 		$972K Sell
8,647
-1,701
-16% -$174K 0.06% 323
2018
Q4 		$921K Sell
10,348
-1,033
-9% -$81.8K 0.07% 278
2018
Q3 		$1.09M Buy
11,381
+33
+0.3% +$2.61K 0.06% 283
2018
Q2 		$709K Sell
11,348
-215
-2% -$13.2K 0.05% 363
2018
Q1 		$623K Buy
+11,563
New +$629K 0.05% 380

Other funds holding TEAM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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

Sigma Planning Corp's TEAM Position: Q3 2026 in Review

Sigma Planning Corp reduced its Atlassian (TEAM) stake by 83% in Q3 2026, selling an estimated $856K and leaving 1,257 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #1193.

Sigma Planning Corp first reported a position in TEAM in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.12M in Q4 2021. 432 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Sigma Planning Corp held 1,257 shares of Atlassian worth $225K as of Q3 2026.
  • Sigma Planning Corp sold 5,939 Atlassian shares in Q3 2026, an estimated $856K.
  • Atlassian made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1193 holding.
  • Sigma Planning Corp first reported a position in Atlassian in Q1 2018 and has held it in 20 quarters since.
  • Sigma Planning Corp's Atlassian position peaked at $1.12M in Q4 2021.
  • 432 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.