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Valeo Financial Advisors’s Atlassian TEAM Stock Holding History

Valeo 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
Q3 		$279K Buy
+1,558
New +$225K 0.01% 657
2022
Q1 		– Sell
-570
Closed -$217K – 685
2021
Q4 		$217K Buy
+570
New +$229K 0.01% 500
2021
Q2 		– Sell
-314
Closed -$66K – 1685
2021
Q1 		$66K Sell
314
-62
-16% -$14.4K ﹤0.01% 758
2020
Q4 		$88K Hold
376
– – ﹤0.01% 610
2020
Q3 		$68K Sell
376
-107
-22% -$19.1K 0.01% 570
2020
Q2 		$87K Buy
483
+49
+11% +$8.14K 0.01% 547
2020
Q1 		$60K Buy
434
+344
+382% +$48.1K 0.01% 545
2019
Q4 		$11K Sell
90
-30
-25% -$3.65K ﹤0.01% 1094
2019
Q3 		$15K Hold
120
– – ﹤0.01% 927
2019
Q2 		$16K Buy
+120
New +$14.5K ﹤0.01% 912
2018
Q4 		– Sell
-65
Closed -$5K – 1712
2018
Q3 		$5K Hold
65
– – ﹤0.01% 1228
2018
Q2 		$5K Buy
+65
New +$4K ﹤0.01% 1157

Other funds holding TEAM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Valeo Financial Advisors's TEAM Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Atlassian (TEAM) in Q3 2026: 1,558 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in TEAM as recently as Q4 2021.

Valeo Financial Advisors first reported a position in TEAM in Q2 2018 and has held it in 12 quarters since. 21 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Valeo Financial Advisors held 1,558 shares of Atlassian worth $279K as of Q3 2026.
  • Atlassian was a new Valeo Financial Advisors position in Q3 2026.
  • Atlassian made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #657 holding.
  • Valeo Financial Advisors first reported a position in Atlassian in Q2 2018 and has held it in 12 quarters since.
  • 21 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.