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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
2020
Q3 		– Sell
-100
Closed -$18K – 2102
2020
Q2 		$18K Sell
100
-100
-50% -$16.6K ﹤0.01% 1104
2020
Q1 		$28K Buy
+200
New +$28K ﹤0.01% 789

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.