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Summit Trail Advisors’s Atlassian TEAM Stock Holding History

Summit Trail 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 		$2.45M Buy
31,481
+2,855
+10% +$233K 0.03% 474
2026
Q1 		$1.95M Buy
28,626
+19,999
+232% +$1.97M 0.03% 542
2025
Q4 		$1.4M Buy
8,627
+981
+13% +$154K 0.02% 631
2025
Q3 		$1.22M Buy
7,646
+6,527
+583% +$1.18M 0.02% 718
2025
Q2 		$227K Buy
+1,119
New +$233K ﹤0.01% 1022
2023
Q1 		– Sell
-2,517
Closed -$324K – 437
2022
Q4 		$324K Buy
2,517
+21
+0.8% +$3.34K 0.01% 263
2022
Q3 		$526K Sell
2,496
-80
-3% -$18.7K 0.03% 171
2022
Q2 		$483K Buy
2,576
+207
+9% +$44.2K 0.03% 193
2022
Q1 		$696K Buy
2,369
+77
+3% +$23K 0.06% 132
2021
Q4 		$874K Buy
2,292
+89
+4% +$35.8K 0.06% 136
2021
Q3 		$862K Buy
2,203
+33
+2% +$11K 0.06% 124
2021
Q2 		$557K Buy
2,170
+5
+0.2% +$1.17K 0.05% 134
2021
Q1 		$456K Hold
2,165
– – 0.05% 127
2020
Q4 		$506K Sell
2,165
-319
-13% -$67.4K 0.06% 111
2020
Q3 		$479K Buy
2,484
+114
+5% +$20.3K 0.09% 107
2020
Q2 		$427K Buy
+2,370
New +$394K 0.08% 101

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

Summit Trail Advisors's TEAM Position: Q2 2026 in Review

Summit Trail Advisors increased its Atlassian (TEAM) stake by 10% in Q2 2026, buying an estimated $233K and bringing the position to 31,481 shares worth $2.45M. The position accounts for 0.03% of the portfolio, ranked #474.

Summit Trail Advisors first reported a position in TEAM in Q2 2020 and has held it in 16 quarters since. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Summit Trail Advisors held 31,481 shares of Atlassian worth $2.45M as of Q2 2026.
  • Summit Trail Advisors bought 2,855 Atlassian shares in Q2 2026, an estimated $233K.
  • Atlassian made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #474 holding.
  • Summit Trail Advisors first reported a position in Atlassian in Q2 2020 and has held it in 16 quarters since.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.