SGI
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Summit Global Investments’s Atlassian TEAM Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-2,722
Closed -$662K – 575
2024
Q4 		$662K Sell
2,722
-2,393
-47% -$548K 0.04% 297
2024
Q3 		$812K Sell
5,115
-5,512
-52% -$907K 0.05% 270
2024
Q2 		$1.88M Buy
10,627
+4,788
+82% +$856K 0.13% 135
2024
Q1 		$1.14M Buy
5,839
+4,754
+438% +$1.04M 0.08% 184
2023
Q4 		$258K Buy
+1,085
New +$213K 0.02% 455

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Summit Global Investments's TEAM Position: Q1 2025 in Review

Summit Global Investments sold out of Atlassian (TEAM) in Q1 2025, closing a stake of 2,722 shares — an estimated $662K sold.

Summit Global Investments first reported a position in TEAM in Q4 2023 and held it in 5 quarters. The position peaked at $1.88M in Q2 2024. 860 funds tracked by Wall St. Rank hold TEAM as of Q1 2025.

  • Summit Global Investments reported no remaining Atlassian position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 2,722 Atlassian shares in Q1 2025, an estimated $662K.
  • Summit Global Investments first reported a position in Atlassian in Q4 2023 and held it in 5 quarters.
  • Summit Global Investments's Atlassian position peaked at $1.88M in Q2 2024.
  • 860 funds tracked by Wall St. Rank held Atlassian as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.