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Synergy Financial Group’s Atlassian TEAM Stock Holding History

Synergy Financial Group’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
Q1 		– Sell
-1,317
Closed -$214K – 132
2025
Q4 		$214K Sell
1,317
-427
-24% -$67K 0.15% 108
2025
Q3 		$279K Sell
1,744
-137
-7% -$24.8K 0.19% 94
2025
Q2 		$382K Sell
1,881
-224
-11% -$46.6K 0.28% 66
2025
Q1 		$447K Hold
2,105
– – 0.4% 53
2024
Q4 		$512K Sell
2,105
-286
-12% -$65.5K 0.43% 47
2024
Q3 		$380K Hold
2,391
– – 0.36% 49
2024
Q2 		$423K Sell
2,391
-571
-19% -$102K 0.44% 43
2024
Q1 		$578K Buy
2,962
+140
+5% +$30.5K 0.65% 39
2023
Q4 		$671K Sell
2,822
-649
-19% -$127K 0.82% 28
2023
Q3 		$699K Sell
3,471
-40
-1% -$7.59K 0.98% 26
2023
Q2 		$589K Buy
3,511
+621
+21% +$99.4K 0.79% 33
2023
Q1 		$495K Sell
2,890
-147
-5% -$23.4K 0.8% 33
2022
Q4 		$391K Sell
3,037
-1,221
-29% -$194K 0.77% 34
2022
Q3 		$897K Buy
4,258
+221
+5% +$51.6K 1.34% 21
2022
Q2 		$757K Buy
4,037
+238
+6% +$50.8K 1.19% 27
2022
Q1 		$1.12M Buy
3,799
+949
+33% +$283K 1.17% 23
2021
Q4 		$1.09M Buy
+2,850
New +$1.15M 0.98% 29

Other funds holding TEAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Synergy Financial Group's TEAM Position: Q1 2026 in Review

Synergy Financial Group sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 1,317 shares — an estimated $214K sold.

Synergy Financial Group first reported a position in TEAM in Q4 2021 and held it in 17 quarters. The position peaked at $1.12M in Q1 2022. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Synergy Financial Group reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Synergy Financial Group sold 1,317 Atlassian shares in Q1 2026, an estimated $214K.
  • Synergy Financial Group first reported a position in Atlassian in Q4 2021 and held it in 17 quarters.
  • Synergy Financial Group's Atlassian position peaked at $1.12M in Q1 2022.
  • 650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.