TEAM β€” ATLASSIAN CORP PLC

Ownership history in NewEdge Wealth, LLC  Β·  18 quarters on record

This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in ATLASSIAN CORP PLC (TEAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.07% (2021 Q3)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2021 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
18

Position Intelligence

NewEdge Wealth, LLC Γ— TEAM AI Analytics

πŸ“‰ NewEdge Wealth, LLC underperformed the S&P 500 by –10.6% annually on this TEAM position. Timing score: 47% (8/17 decisions correct). Average cost basis: $239.79. Maximum drawdown during holding period: –67.1%.

πŸ“ˆ Position Alpha vs SPY
-10.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 10.6% ann.
17 quarters analyzed

⏱️ Timing Score
47%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
8 of 17 add/trim decisions correct

πŸ’° Entry Quality
$239.79
-33.4% vs current ($159.70)

Best entry: $159.70 (2025 Q3)  Β·  Worst: $391.42 (2021 Q3)

πŸ›‘οΈ Drawdown Resilience
–67.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

10 adds Β· 8 trims. Bought during 6 of 11 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TEAM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,838 +33 +1.8% 0.00% $297K $159.70
2025 Q2 REDUCED 1,805 -828 -31.4% 0.00% $309K $203.09
2025 Q1 REDUCED 2,633 -235 -8.2% 0.01% $559K $212.21
2024 Q4 ADDED 2,868 +776 +37.1% 0.01% $698K $243.38
2024 Q3 REDUCED 2,092 -1,922 -47.9% 0.01% $332K $158.81
2024 Q2 REDUCED 4,014 -141 -3.4% 0.02% $710K $176.88
2024 Q1 ADDED 4,155 +36 +0.9% 0.02% $763K $195.11
2023 Q4 REDUCED 4,119 -347 -7.8% 0.03% $980K $237.86
2023 Q3 REDUCED 4,466 -413 -8.5% 0.03% $900K $201.51
2023 Q2 ADDED 4,879 +100 +2.1% 0.03% $819K $167.81
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TEAM

As of 2025 Q4 β€” sorted by position size

CATALYST PRIVATE WEALTH, LLC 3Y 17.0% OBERNDORF WILLIAM E 3Y 7Y 14.5% Voyager Global Management LP 3Y 6.4% Arohi Asset Management PTE Ltd. 5.47% DEEPWATER ASSET MANAGEMENT, LLC 3Y 4.31% HARBER ASSET MANAGEMENT LLC 3Y 7Y 3.81% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 3.72% Evolutionary Tree Capital Management, LLC 3Y 3.43% Ardmore Road Asset Management LP 3Y 3.27% Maxi Investments CY Ltd 3Y 3.1%
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