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Waverly Advisors’s Atlassian TEAM Stock Holding History

Waverly 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 		$815K Buy
+10,476
New +$857K ﹤0.01% 964
2026
Q1 		– Sell
-7,136
Closed -$1.16M – 1669
2025
Q4 		$1.16M Buy
7,136
+5,486
+332% +$861K 0.01% 717
2025
Q3 		$264K Buy
+1,650
New +$299K ﹤0.01% 1093

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 $3.38T AUM 44.17% 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

Waverly Advisors's TEAM Position: Q2 2026 in Review

Waverly Advisors opened a new position in Atlassian (TEAM) in Q2 2026: 10,476 shares worth $815K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in TEAM as recently as Q4 2025.

Waverly Advisors first reported a position in TEAM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Waverly Advisors held 10,476 shares of Atlassian worth $815K as of Q2 2026.
  • Atlassian was a new Waverly Advisors position in Q2 2026.
  • Atlassian made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #964 holding.
  • Waverly Advisors first reported a position in Atlassian in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Atlassian position peaked at $1.16M in Q4 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.