Valley National Advisers’s Atlassian TEAM Stock Holding History

Valley National Advisers’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	-7	Closed	-$1K	–	939
2025 Q4	$1K	Sell	7 -12	-63%	-$1.88K	﹤0.01%	893
2025 Q3	$3K	Sell	19 -22	-54%	-$3.98K	﹤0.01%	710
2025 Q2	$8K	Buy	41 +7	+21%	+$1.46K	﹤0.01%	614
2025 Q1	$7K	Buy	+34	New	+$8.97K	﹤0.01%	621
2024 Q3	–	Sell	-20	Closed	-$3K	–	1103
2024 Q2	$3K	Sell	20 -876	-98%	-$157K	﹤0.01%	855
2024 Q1	$174K	Buy	896 +317	+55%	+$69.1K	0.03%	251
2023 Q4	$137K	Buy	579 +135	+30%	+$26.5K	0.02%	271
2023 Q3	$89K	Buy	444 +20	+5%	+$3.8K	0.02%	314
2023 Q2	$72K	Hold	424	–	–	0.01%	342
2023 Q1	$66K	Hold	424	–	–	0.01%	352
2022 Q4	$60K	Hold	424	–	–	0.01%	362
2022 Q3	$85K	Hold	424	–	–	0.02%	312
2022 Q2	$91K	Hold	424	–	–	0.02%	286
2022 Q1	$125K	Hold	424	–	–	0.02%	267
2021 Q4	$162K	Hold	424	–	–	0.03%	240
2021 Q3	$166K	Hold	424	–	–	0.03%	232
2021 Q2	$109K	Hold	424	–	–	0.02%	270
2021 Q1	$89K	Buy	+424	New	+$98.7K	0.02%	286

Other funds holding TEAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Oslo, Norway $28B AUM 26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Valley National Advisers's TEAM Position: Q1 2026 in Review

Valley National Advisers sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 7 shares — an estimated $1K sold.

Valley National Advisers first reported a position in TEAM in Q1 2021 and held it in 18 quarters. The position peaked at $174K in Q1 2024. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

Valley National Advisers reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
Valley National Advisers sold 7 Atlassian shares in Q1 2026, an estimated $1K.
Valley National Advisers first reported a position in Atlassian in Q1 2021 and held it in 18 quarters.
Valley National Advisers's Atlassian position peaked at $174K in Q1 2024.
650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.