Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ATLASSIAN CORPORATION · CL A · Q1 2026 · 5 members disclosed TEAM ↗

13F filers reporting this class for the quarter ended 2026-03-31: 491
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $8.9B
holders whose share count rose or who opened the position (new + add), by shares: 259
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 179

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of TEAM ranked by reported value, 1–25 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$788M	11,544,115	+342,957	ADD
2	BAILLIE GIFFORD & CO	$680M	9,963,439	+1,531,637	ADD
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$675M	9,894,363	—	NO PRIOR
4	DnB Asset Management AS	$551M	8,077,726	+4,087,510	ADD
5	VANGUARD CAPITAL MANAGEMENT LLC	$519M	7,603,722	—	NO PRIOR
6	Pictet Asset Management Holding SA	$343M	5,031,413	+1,080,561	ADD
7	TWO SIGMA INVESTMENTS, LP	$317M	4,647,650	+3,733,168	ADD
8	MORGAN STANLEY	$289M	4,233,422	−588,585	TRIM
9	AQR CAPITAL MANAGEMENT LLC	$283M	4,150,031	−3,599,663	TRIM
10	STATE STREET CORP	$278M	4,076,306	+81,206	ADD
11	Voyager Global Management LP	$263M	3,850,000	+2,500,000	ADD
12	UBS Group AG	$194M	2,845,312	+2,025,530	ADD
13	Carmignac Gestion	$178M	2,603,770	+1,397,402	ADD
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$162M	2,368,639	−342,814	TRIM
15	FMR LLC	$161M	2,361,467	+417,282	ADD
16	FIRST TRUST ADVISORS LP	$160M	2,349,842	+766,922	ADD
17	Amundi	$146M	2,143,038	−13,942	TRIM
18	D. E. Shaw & Co., Inc.	$86.9M	1,273,530	+12,118	ADD
19	NORTHERN TRUST CORP	$83.7M	1,225,716	+19,886	ADD
20	Nuveen, LLC	$79.8M	1,169,362	−990,609	TRIM
21	Man Group plc	$77.8M	1,139,984	+734,864	ADD
22	Invesco Ltd.	$76.5M	1,120,559	−61,398	TRIM
23	Legal & General Group Plc	$75.4M	1,104,197	−29,136	TRIM
24	VANGUARD FIDUCIARY TRUST CO	$73.4M	1,075,807	—	NO PRIOR
25	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$71.2M	1,042,685	+1,042,685	NEW

Show all 500 holders

13F holders of TEAM ranked by reported value, 26–500 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	JANE STREET GROUP, LLC	$66.8M	978,171	+931,495	ADD
27	JACOBS LEVY EQUITY MANAGEMENT, INC	$66.6M	975,524	+286,282	ADD
28	FEDERATED HERMES, INC.	$64.5M	944,711	+920,783	ADD
29	MILLENNIUM MANAGEMENT LLC	$63.5M	930,887	−170,515	TRIM
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$57.9M	848,721	+59,907	ADD
31	Capital International Investors	$55.4M	811,090	−1,135,276	TRIM
32	NORDEA INVESTMENT MANAGEMENT AB	$55.0M	817,831	−28,652	TRIM
33	DEUTSCHE BANK AG\	$51.4M	752,649	−501,004	TRIM
34	LOEWS CORP	$50.5M	740,000	+640,000	ADD
35	ROYAL BANK OF CANADA	$46.3M	678,357	−364,672	TRIM
36	Ensign Peak Advisors, Inc	$45.6M	667,517	−789,796	TRIM
37	ONTARIO TEACHERS PENSION PLAN BOARD	$43.9M	643,100	−74,172	TRIM
38	Alyeska Investment Group, L.P.	$37.4M	548,332	+377,586	ADD
39	SOROS FUND MANAGEMENT LLC	$36.5M	535,515	+248,749	ADD
40	Connor, Clark & Lunn Investment Management Ltd.	$34.3M	502,779	+385,935	ADD
41	RENAISSANCE TECHNOLOGIES LLC	$33.8M	495,224	−421,151	TRIM
42	Swiss National Bank	$33.7M	493,267	+37,500	ADD
43	CITIGROUP INC	$31.9M	467,810	+209,829	ADD
44	Qube Research & Technologies Ltd	$29.9M	438,509	−260,842	TRIM
45	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$28.9M	423,416	+278,310	ADD
46	IEQ CAPITAL, LLC	$28.5M	418,116	−175,023	TRIM
47	BANK OF AMERICA CORP /DE/	$28.0M	410,345	−475,956	TRIM
48	CANADA PENSION PLAN INVESTMENT BOARD	$28.0M	410,076	−160,753	TRIM
49	Optimus Prime Fund Management Co., Ltd.	$25.8M	377,500	+297,500	ADD
50	NZS Capital, LLC	$25.0M	366,298	+82,695	ADD
51	OSSIAM	$24.6M	360,017	+156,819	ADD
52	GC Wealth Management RIA, LLC	$22.8M	333,712	−13,755	TRIM
53	Skandinaviska Enskilda Banken AB (publ)	$21.0M	307,518	−45,262	TRIM
54	Aquatic Capital Management LLC	$20.7M	303,455	+278,027	ADD
55	Assenagon Asset Management S.A.	$20.6M	302,327	−580,552	TRIM
56	National Pension Service	$20.0M	292,681	+292,681	NEW
57	ODDO BHF ASSET MANAGEMENT SAS	$19.8M	289,808	+182,973	ADD
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$19.8M	289,737	−5,670	TRIM
59	Danica Pension, Livsforsikringsaktieselskab	$19.4M	284,655	−428,402	TRIM
60	Quantinno Capital Management LP	$19.3M	283,427	+256,374	ADD
61	VANGUARD ASSET MANAGEMENT, Ltd	$19.0M	278,842	—	NO PRIOR
62	Capital World Investors	$18.8M	275,573	+275,573	NEW
63	Y-Intercept (Hong Kong) Ltd	$16.5M	242,318	+196,086	ADD
64	Allspring Global Investments Holdings, LLC	$15.4M	221,370	+85,769	ADD
65	Fisher Funds Management LTD	$15.2M	222,613	−111,398	TRIM
66	Freestone Grove Partners LP	$15.0M	219,679	+219,679	NEW
67	ProShare Advisors LLC	$14.7M	215,290	−45,840	TRIM
68	WELLS FARGO & COMPANY/MN	$14.2M	208,198	+14,966	ADD
69	TD ASSET MANAGEMENT INC	$14.1M	206,838	+17,996	ADD
70	BALYASNY ASSET MANAGEMENT L.P.	$14.1M	206,770	−202,888	TRIM
71	Hudson Bay Capital Management LP	$14.1M	206,000	0	NO CHANGE
72	ADAGE CAPITAL PARTNERS GP, L.L.C.	$13.7M	200,000	−50,000	TRIM
73	PFA Pension, Forsikringsaktieselskab	$13.4M	196,342	+196,342	NEW
74	Gotham Asset Management, LLC	$13.3M	195,339	+98,310	ADD
75	GUGGENHEIM CAPITAL LLC	$13.1M	192,553	+71,750	ADD
76	Squarepoint Ops LLC	$12.9M	189,646	0	NO CHANGE
77	Mitsubishi UFJ Asset Management Co., Ltd.	$12.9M	188,524	+10,401	ADD
78	Ardmore Road Asset Management LP	$12.6M	183,900	−82,201	TRIM
79	Zurcher Kantonalbank (Zurich Cantonalbank)	$12.4M	182,141	+182,141	NEW
80	NATIXIS	$12.4M	181,640	−73,541	TRIM
81	Grafton Street Partners Management Company, LLC	$11.9M	174,483	+31,465	ADD
82	Capco Asset Management, LLC	$11.9M	173,871	+118,752	ADD
83	HSBC HOLDINGS PLC	$11.9M	173,242	−101,980	TRIM
84	USS Investment Management Ltd	$11.6M	170,281	+138,695	ADD
85	DIMENSIONAL FUND ADVISORS LP	$11.6M	169,526	−39,720	TRIM
86	Rafferty Asset Management, LLC	$10.9M	159,131	+77,624	ADD
87	Vinva Investment Management Ltd	$10.6M	158,621	−6,576	TRIM
88	WELLINGTON MANAGEMENT GROUP LLP	$10.4M	152,935	−53,976	TRIM
89	ALLIANCEBERNSTEIN L.P.	$10.4M	64,235	−104,153	TRIM
90	OP Asset Management Ltd	$10.2M	149,935	—	NO PRIOR
91	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.1M	147,759	0	NO CHANGE
92	AVIVA PLC	$9.7M	142,783	+3,895	ADD
93	Universal- Beteiligungs- und Servicegesellschaft mbH	$9.5M	137,532	+19,986	ADD
94	BROWN CAPITAL MANAGEMENT LLC	$8.9M	130,838	+54,823	ADD
95	Trexquant Investment LP	$8.8M	128,703	+128,703	NEW
96	Aberdeen Group plc	$8.3M	121,862	+4,087	ADD
97	Korea Investment CORP	$8.3M	121,458	+36,400	ADD
98	BNP Paribas Asset Management Holding S.A.	$7.9M	116,261	+93,356	ADD
99	Cerity Partners LLC	$7.8M	114,435	−115,542	TRIM
100	FRANKLIN RESOURCES INC	$7.8M	113,746	+29,121	ADD
101	1832 Asset Management L.P.	$7.7M	112,752	+27,901	ADD
102	Mariner, LLC	$7.5M	109,282	−60,512	TRIM
103	STATE OF WISCONSIN INVESTMENT BOARD	$7.3M	106,303	+19,914	ADD
104	CATALYST PRIVATE WEALTH, LLC	$7.2M	106,180	−133,841	TRIM
105	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$7.2M	105,563	−950,870	TRIM
106	CWM, LLC	$6.7M	98,230	−85,796	TRIM
107	HARBER ASSET MANAGEMENT LLC	$6.7M	98,029	+41,937	ADD
108	BANK OF NOVA SCOTIA	$6.7M	97,648	−228,829	TRIM
109	ROYAL LONDON ASSET MANAGEMENT LTD	$6.6M	96,846	+16,196	ADD
110	Vanguard Global Advisers, LLC	$6.6M	96,737	—	NO PRIOR
111	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.6M	96,033	−23,874	TRIM
112	MONIMUS CAPITAL MANAGEMENT, LP	$6.5M	94,831	+94,831	NEW
113	ING GROEP NV	$6.4M	94,018	+39,136	ADD
114	ENVESTNET ASSET MANAGEMENT INC	$6.3M	93,023	−25,276	TRIM
115	XTX Topco Ltd	$6.3M	92,429	+66,507	ADD
116	SEI INVESTMENTS CO	$6.1M	89,740	+20,907	ADD
117	DANSKE BANK A/S	$6.1M	89,428	−76,346	TRIM
118	NEOS Investment Management LLC	$5.9M	86,400	+14,706	ADD
119	Creative Planning	$5.8M	84,696	+5,674	ADD
120	Alphadyne Asset Management LP	$5.8M	84,336	+84,336	NEW
121	Vanguard Investments Australia, Ltd.	$5.7M	83,542	—	NO PRIOR
122	Curi Capital, LLC	$5.6M	82,568	+43,163	ADD
123	NATIONAL BANK OF CANADA /FI/	$5.6M	82,525	−2,101	TRIM
124	KLP KAPITALFORVALTNING AS	$5.5M	81,200	0	NO CHANGE
125	Illinois Municipal Retirement Fund	$5.5M	80,103	+4,831	ADD
126	EFG International AG	$5.3M	78,021	+40,340	ADD
127	Mitsubishi UFJ Trust & Banking Corp	$5.3M	77,232	−1,314	TRIM
128	APG Asset Management N.V.	$5.0M	84,400	−11,563	TRIM
129	Asset Management One Co., Ltd.	$5.0M	73,231	−367	TRIM
130	FORA Capital, LLC	$4.8M	71,046	+71,046	NEW
131	FIRST FINANCIAL BANKSHARES INC	$4.8M	70,975	+70,975	NEW
132	OBERNDORF WILLIAM E	$4.8M	70,645	0	NO CHANGE
133	AMERICAN CENTURY COMPANIES INC	$4.6M	67,892	+15,621	ADD
134	BW Gestao de Investimentos Ltda.	$4.6M	67,442	+67,442	NEW
135	RAYMOND JAMES FINANCIAL INC	$4.5M	66,512	−1,316	TRIM
136	Tejara Capital Ltd	$4.5M	66,500	+66,500	NEW
137	Headlands Technologies LLC	$4.5M	66,290	+60,585	ADD
138	VOYA INVESTMENT MANAGEMENT LLC	$4.5M	65,236	+46,386	ADD
139	BANK OF MONTREAL /CAN/	$4.4M	64,958	+15,947	ADD
140	SEB Asset Management AB	$4.4M	64,553	—	NO PRIOR
141	Schonfeld Strategic Advisors LLC	$4.3M	63,611	+63,611	NEW
142	Federation des caisses Desjardins du Quebec	$4.3M	63,028	+26,932	ADD
143	Mirae Asset Global Investments Co., Ltd.	$4.3M	62,441	−6,606	TRIM
144	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$4.2M	62,000	+25,400	ADD
145	DEEPWATER ASSET MANAGEMENT, LLC	$4.2M	61,676	−29,486	TRIM
146	NOMURA ASSET MANAGEMENT CO LTD	$4.2M	60,988	−6,136	TRIM
147	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$4.2M	60,813	+12,315	ADD
148	Robeco Institutional Asset Management B.V.	$4.1M	59,825	−365	TRIM
149	LAZARD ASSET MANAGEMENT LLC	$4.1M	59,666	−79,820	TRIM
150	Weiss Asset Management LP	$4.0M	59,290	+59,290	NEW
151	Tredje AP-fonden	$4.0M	59,057	+59,057	NEW
152	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.0M	64,797	−45,853	TRIM
153	State of New Jersey Common Pension Fund D	$3.9M	56,888	0	NO CHANGE
154	Engineers Gate Manager LP	$3.9M	56,419	+42,891	ADD
155	Lansforsakringar Fondforvaltning AB (publ)	$3.8M	55,819	−663	TRIM
156	Candriam S.C.A.	$3.8M	55,699	+3,212	ADD
157	CIBC Bancorp USA Inc.	$3.5M	51,641	—	NO PRIOR
158	MACKENZIE FINANCIAL CORP	$3.5M	51,190	−52,372	TRIM
159	NOMURA HOLDINGS INC	$3.5M	50,591	+14,034	ADD
160	Eurizon Capital SGR S.p.A.	$3.3M	48,950	−11,966	TRIM
161	IMC-Chicago, LLC	$3.3M	48,914	+20,252	ADD
162	MERCER GLOBAL ADVISORS INC /ADV	$3.3M	48,802	−36,667	TRIM
163	OCCUDO QUANTITATIVE STRATEGIES LP	$3.3M	48,332	+41,484	ADD
164	Resona Asset Management Co.,Ltd.	$3.3M	48,422	−1,293	TRIM
165	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.2M	47,218	+1,884	ADD
166	CREDIT AGRICOLE S A	$3.2M	46,911	+20,327	ADD
167	Saber Capital Managment, LLC	$3.1M	45,825	+45,825	NEW
168	Arizona State Retirement System	$3.1M	45,660	+47	ADD
169	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.0M	44,482	−6,979	TRIM
170	Daiwa Securities Group Inc.	$3.0M	44,233	+297	ADD
171	Atom Investors LP	$3.0M	43,346	+43,346	NEW
172	Quadrature Capital Ltd	$2.9M	41,846	−32,712	TRIM
173	Elo Mutual Pension Insurance Co	$2.8M	40,712	+18,915	ADD
174	Aware Super Pty Ltd as trustee of Aware Super	$2.8M	40,686	—	NO PRIOR
175	Rubicon Global Capital Ltd	$2.7M	40,000	0	NO CHANGE
176	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.7M	39,137	+35,776	ADD
177	XPONANCE LLC	$2.6M	38,464	+3,355	ADD
178	Oak Thistle LLC	$2.6M	37,627	+37,627	NEW
179	CIBC Asset Management Inc	$2.6M	37,622	−294	TRIM
180	Cetera Investment Advisers	$2.4M	35,599	+6,670	ADD
181	Biondo Investment Advisors, LLC	$2.4M	35,571	+1,595	ADD
182	Andra AP-fonden	$2.4M	35,166	−52,195	TRIM
183	Parallax Volatility Advisers, L.P.	$2.3M	33,405	+33,405	NEW
184	Focus Partners Wealth	$2.2M	32,937	−8,082	TRIM
185	Swiss Life Asset Management Ltd	$2.2M	31,959	+3,673	ADD
186	STIFEL FINANCIAL CORP	$2.2M	31,780	−4,513	TRIM
187	Capital International Sarl	$2.1M	31,484	+439	ADD
188	Twin Tree Management, LP	$2.1M	31,211	+16,205	ADD
189	IFM Investors Pty Ltd	$2.1M	31,044	−825	TRIM
190	Heron Bay Capital Management	$2.1M	30,551	+30,551	NEW
191	Linden Thomas Advisory Services, LLC	$2.1M	30,313	+19,775	ADD
192	Summit Trail Advisors, LLC	$2.0M	28,626	+19,999	ADD
193	CITADEL ADVISORS LLC	$1.9M	28,280	−1,354,983	TRIM
194	Lane Generational LLC	$1.8M	26,907	+26,907	NEW
195	Utah Retirement Systems	$1.8M	26,878	0	NO CHANGE
196	TORONTO DOMINION BANK	$1.8M	26,583	−3,220	TRIM
197	SANDERS MORRIS HARRIS LLC	$1.8M	25,900	+25,900	NEW
198	Vanguard Personalized Indexing Management, LLC	$1.7M	25,598	+10,417	ADD
199	Magnetar Financial LLC	$1.7M	25,230	+25,230	NEW
200	SHELTON CAPITAL MANAGEMENT	$1.7M	24,859	−3,589	TRIM
201	OMERS ADMINISTRATION Corp	$1.6M	24,119	+4,997	ADD
202	Leonteq Securities AG	$1.6M	23,438	+23,126	ADD
203	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	23,360	−52,989	TRIM
204	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$1.6M	23,157	−6,331	TRIM
205	LPL Financial LLC	$1.6M	22,909	−5,964	TRIM
206	Chicago Partners Investment Group LLC	$1.6M	21,023	+12,647	ADD
207	HighTower Advisors, LLC	$1.5M	22,213	+9,235	ADD
208	Blueshift Asset Management, LLC	$1.5M	22,004	+22,004	NEW
209	CEERA INVESTMENTS, LLC	$1.5M	21,853	−5,034	TRIM
210	Voleon Capital Management LP	$1.5M	21,730	−10,846	TRIM
211	Pathstone Holdings, LLC	$1.4M	21,236	+2,505	ADD
212	BLAIR WILLIAM & CO/IL	$1.4M	20,730	−18,077	TRIM
213	LECAP ASSET MANAGEMENT LTD	$1.4M	20,303	+15,696	ADD
214	MATAURO, LLC	$1.4M	20,263	+20,263	NEW
215	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$1.4M	20,000	+20,000	NEW
216	STOREBRAND ASSET MANAGEMENT AS	$1.3M	19,706	—	NO PRIOR
217	OPPENHEIMER & CO INC	$1.3M	19,371	+19,371	NEW
218	Baker Avenue Asset Management, LP	$1.3M	19,217	+17,719	ADD
219	Merit Financial Group, LLC	$1.3M	18,834	−12,731	TRIM
220	Carnegie Investment Counsel	$1.3M	18,820	+18,820	NEW
221	INCEPTIONR LLC	$1.3M	18,494	+18,494	NEW
222	ALPS ADVISORS INC	$1.3M	18,368	+6,919	ADD
223	ASR Vermogensbeheer N.V.	$1.2M	18,159	+321	ADD
224	GROUP ONE TRADING LLC	$1.2M	18,107	+17,170	ADD
225	Diversified Trust Co	$1.2M	18,042	−6,464	TRIM
226	FORMULA GROWTH LTD	$1.2M	18,000	−13,000	TRIM
227	Caitong International Asset Management Co., Ltd	$1.2M	17,831	+17,831	NEW
228	CAPITAL INTERNATIONAL LTD /CA/	$1.2M	17,770	−227	TRIM
229	Fideuram Asset Management (Ireland) dac	$1.2M	9,286	+9,284	ADD
230	MACQUARIE GROUP LTD	$1.2M	17,606	−11,584	TRIM
231	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$1.2M	17,529	−26,931	TRIM
232	Janus Henderson Group Ltd.	$1.2M	17,351	−1,702,916	TRIM
233	CastleKnight Management LP	$1.1M	16,500	+16,500	NEW
234	PROFUND ADVISORS LLC	$1.1M	16,331	−3,021	TRIM
235	Corient Private Wealth LLC	$1.1M	16,430	−774	TRIM
236	MGO ONE SEVEN LLC	$1.1M	16,164	+6,281	ADD
237	Bridgefront Capital, LLC	$1.1M	15,699	+10,040	ADD
238	CAPSTONE INVESTMENT ADVISORS, LLC	$1.1M	15,669	+12,133	ADD
239	Bridgewater Associates, LP	$1.1M	15,623	−369,593	TRIM
240	Sivia Capital Partners, LLC	$1.0M	15,110	−490	TRIM
241	Krilogy Financial LLC	$1.0M	15,004	−2,871	TRIM
242	Vontobel Holding Ltd.	$1.0M	15,070	+7,920	ADD
243	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.0M	15,043	0	NO CHANGE
244	M&G Plc	$1.0M	14,986	+14,986	NEW
245	TWINBEECH CAPITAL LP	$1.0M	14,708	+14,708	NEW
246	LEVEL FOUR ADVISORY SERVICES, LLC	$977K	14,321	+11,319	ADD
247	SANDS CAPITAL MANAGEMENT, LLC	$975K	14,281	−122,253	TRIM
248	Arohi Asset Management PTE Ltd.	$968K	14,182	−98,319	TRIM
249	Walleye Trading LLC	$966K	14,147	−39,781	TRIM
250	FIFTH THIRD BANCORP	$964K	14,120	+13,940	ADD
251	Advocacy Wealth Management, LLC	$954K	13,978	+9,063	ADD
252	Krane Funds Advisors LLC	$938K	13,771	+7,180	ADD
253	Jefferies Financial Group Inc.	$908K	13,307	+13,307	NEW
254	Capital International, Inc./CA/	$896K	13,126	−57,009	TRIM
255	Focus Partners Advisor Solutions, LLC	$885K	12,973	−17,068	TRIM
256	PRELUDE CAPITAL MANAGEMENT, LLC	$870K	12,744	+12,744	NEW
257	US BANCORP \DE\	$862K	12,628	+568	ADD
258	Rockefeller Capital Management L.P.	$859K	12,583	+4,527	ADD
259	Tower Research Capital LLC (TRC)	$837K	12,271	+3,395	ADD
260	Investment Management Corp of Ontario	$822K	12,041	−7,834	TRIM
261	Avanza Fonder AB	$787K	11,537	0	NO CHANGE
262	AZZAD ASSET MANAGEMENT INC /ADV	$766K	11,229	−77	TRIM
263	CHIRON CAPITAL MANAGEMENT, LLC	$758K	11,101	—	NO PRIOR
264	FOX RUN MANAGEMENT, L.L.C.	$750K	11,221	+11,221	NEW
265	Prospera Financial Services Inc	$741K	10,854	+10,854	NEW
266	Swedbank AB	$726K	10,641	−1,262,335	TRIM
267	Advisors Asset Management, Inc.	$698K	10,224	+3,810	ADD
268	Polymer Capital Management (US) LLC	$694K	10,166	+3,770	ADD
269	OSAIC HOLDINGS, INC.	$687K	10,064	+3,381	ADD
270	Palogic Value Management, L.P.	$683K	10,000	+10,000	NEW
271	QUATTRO FINANCIAL ADVISORS LLC	$683K	10,000	+10,000	NEW
272	SAXON INTERESTS, INC.	$674K	9,873	+9,873	NEW
273	QRG CAPITAL MANAGEMENT, INC.	$671K	9,838	+256	ADD
274	Allianz Asset Management GmbH	$647K	9,475	−2,654	TRIM
275	Wealthfront Advisers LLC	$645K	9,454	+746	ADD
276	WASHINGTON CAPITAL MANAGEMENT, INC	$634K	9,290	+5,590	ADD
277	PKO Investment Management Joint-Stock Co	$614K	9,000	−8,000	TRIM
278	Bull Harbor Capital LLC	$614K	8,997	—	NO PRIOR
279	Walleye Capital LLC	$598K	8,758	−135,631	TRIM
280	BOOTHBAY FUND MANAGEMENT, LLC	$597K	8,752	+8,752	NEW
281	Odyssean, LLC	$596K	8,736	+4,077	ADD
282	Tidal Investments LLC	$588K	8,612	−1,081	TRIM
283	Leelyn Smith, LLC	$585K	8,566	+1,004	ADD
284	TOKIO MARINE ASSET MANAGEMENT CO LTD	$583K	8,548	+2,529	ADD
285	COMMONWEALTH EQUITY SERVICES, LLC	$583K	8,537	+62	ADD
286	Sequoia Financial Advisors, LLC	$571K	8,370	+1,733	ADD
287	Maryland State Retirement & Pension System	$557K	8,166	0	NO CHANGE
288	Banque Cantonale Vaudoise	$555K	8,143	−972	TRIM
289	M&T BANK CORP	$547K	8,013	+2,894	ADD
290	AustralianSuper Pty Ltd	$537K	7,861	−73,123	TRIM
291	Pallas Capital Advisors LLC	$525K	7,694	−28,157	TRIM
292	NIA IMPACT ADVISORS, LLC	$520K	7,621	−11,588	TRIM
293	PRINCIPAL FINANCIAL GROUP INC	$510K	7,473	+4,044	ADD
294	B. Metzler seel. Sohn & Co. AG	$509K	7,455	−1,474	TRIM
295	MML INVESTORS SERVICES, LLC	$504K	7,378	−9,656	TRIM
296	WESTPAC BANKING CORP	$501K	7,342	+6,482	ADD
297	Kestra Advisory Services, LLC	$497K	7,277	−2,708	TRIM
298	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$467K	6,837	+1,148	ADD
299	Perigon Wealth Management, LLC	$461K	6,755	−5,640	TRIM
300	Centiva Capital, LP	$459K	6,724	+6,724	NEW
301	Torrey Growth & Income Advisors	$449K	6,562	−399	TRIM
302	Perpetual Ltd	$442K	6,482	−11,071	TRIM
303	ABN AMRO INVESTMENT SOLUTIONS	$436K	6,382	−3,820	TRIM
304	Norinchukin Bank, The	$430K	6,300	+595	ADD
305	Saudi Central Bank	$423K	6,203	+6,203	NEW
306	MCF Advisors LLC	$418K	6,126	—	NO PRIOR
307	HB Wealth Management, LLC	$414K	6,061	+558	ADD
308	KCM INVESTMENT ADVISORS LLC	$411K	6,022	0	NO CHANGE
309	WADDELL & ASSOCIATES, LLC	$408K	5,982	−2,145	TRIM
310	NorthCrest Asset Manangement, LLC	$408K	5,970	−10,200	TRIM
311	VestGen Advisors, LLC	$396K	4,653	+4,653	NEW
312	Kintegral Advisory, LLC	$388K	5,691	−252	TRIM
313	Generali Asset Management SPA SGR	$384K	5,629	+132	ADD
314	Caerus Investment Advisors, LLC	$373K	5,465	−5,158	TRIM
315	Vident Advisory, LLC	$367K	5,379	−1,345	TRIM
316	E Fund Management Co., Ltd.	$367K	5,378	—	NO PRIOR
317	BROWN ADVISORY INC	$364K	5,327	−26,243	TRIM
318	Bison Wealth, LLC	$359K	4,455	+4,455	NEW
319	MIZUHO MARKETS AMERICAS LLC	$351K	5,144	+5,144	NEW
320	Alesco Advisors, LLC, An ESL Co	$348K	5,094	+5,094	NEW
321	Rothschild Wealth LLC	$347K	5,085	+581	ADD
322	Kazazian Asset Management, LLC	$341K	5,000	+5,000	NEW
323	ClearAlpha Technologies LP	$341K	4,996	+4,996	NEW
324	AFT, FORSYTH & COMPANY, INC.	$339K	4,965	−200	TRIM
325	Annis Gardner Whiting Capital Advisors, LLC	$339K	4,960	+3,430	ADD
326	BANQUE PICTET & CIE SA	$337K	4,932	+3,010	ADD
327	Beacon Pointe Advisors, LLC	$334K	4,893	+801	ADD
328	EVERGREEN CAPITAL MANAGEMENT LLC	$333K	4,878	+4,878	NEW
329	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$328K	4,814	−35,998	TRIM
330	North Dakota State Investment Board	$327K	4,793	−916	TRIM
331	E. Ohman J:or Asset Management AB	$318K	4,659	−1,700	TRIM
332	COMMERCE BANK	$316K	4,636	+10	ADD
333	NewEdge Advisors, LLC	$306K	4,487	+4,487	NEW
334	PRUDENTIAL PLC	$296K	4,336	0	NO CHANGE
335	Allworth Financial LP	$294K	4,307	−1,036	TRIM
336	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$292K	4,283	−3,479	TRIM
337	MAI Capital Management	$292K	4,276	+3,904	ADD
338	Marex Group Ltd	$288K	4,217	+2,172	ADD
339	Counterpoint Mutual Funds LLC	$286K	4,196	+2,415	ADD
340	Vise Technologies, Inc.	$285K	1,757	0	NO CHANGE
341	EVOLVE PRIVATE WEALTH, LLC	$284K	4,156	−11,085	TRIM
342	Integrated Quantitative Investments LLC	$277K	4,058	+4,058	NEW
343	TRUIST FINANCIAL CORP	$275K	4,028	−9,988	TRIM
344	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$273K	4,770	−3,001	TRIM
345	waypoint wealth counsel	$272K	3,988	−2,642	TRIM
346	Kera Capital Partners, Inc.	$268K	3,925	−599	TRIM
347	Capital Group Investment Management Pte. Ltd.	$263K	3,860	0	NO CHANGE
348	Verdence Capital Advisors LLC	$263K	3,847	+768	ADD
349	Concurrent Investment Advisors, LLC	$261K	3,830	−9,798	TRIM
350	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$259K	3,802	—	NO PRIOR
351	PRUDENTIAL FINANCIAL INC	$258K	3,785	−83,592	TRIM
352	CITIZENS FINANCIAL GROUP INC/RI	$257K	3,768	+2,288	ADD
353	Empowered Funds, LLC	$253K	3,707	+3,707	NEW
354	Arax Advisory Partners	$250K	3,663	+1,969	ADD
355	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$247K	3,618	+1,419	ADD
356	KESTRA PRIVATE WEALTH SERVICES, LLC	$246K	3,601	−366	TRIM
357	Forefront Wealth Partners, LLC	$244K	3,579	+3,579	NEW
358	One Wealth Advisors, LLC	$241K	3,536	−300	TRIM
359	Frec Markets, Inc.	$240K	3,523	+3,523	NEW
360	Woodline Partners LP	$237K	3,470	−221,144	TRIM
361	Optas, LLC	$236K	3,456	+3,456	NEW
362	QUADRANT CAPITAL GROUP LLC	$236K	3,452	+885	ADD
363	INDEPENDENT FINANCIAL GROUP, LLC	$234K	3,425	—	NO PRIOR
364	Larry Mathis Financial Planning, LLC	$233K	3,413	+1,169	ADD
365	UniSuper Management Pty Ltd	$225K	3,300	0	NO CHANGE
366	Verition Fund Management LLC	$225K	3,298	−50,697	TRIM
367	Osmosis Investment Management UK Ltd	$222K	3,259	+3,259	NEW
368	Meiji Yasuda Life Insurance Co	$220K	3,219	0	NO CHANGE
369	Rare Wolf Capital LLC	$217K	3,181	+3,181	NEW
370	Howard Capital Management, LLC	$217K	3,173	−2,910	TRIM
371	Aptus Capital Advisors, LLC	$216K	3,171	−1,339	TRIM
372	U.S. Capital Wealth Advisors, LLC	$212K	3,108	+3,108	NEW
373	Savant Capital, LLC	$212K	3,100	−15	TRIM
374	Malaga Cove Capital, LLC	$211K	3,092	+19	ADD
375	DARA CAPITAL US, INC.	$210K	3,075	+122	ADD
376	OXFORD ASSET MANAGEMENT LLP	$205K	3,010	+3,010	NEW
377	GenTrust, LLC	$205K	3,003	−588	TRIM
378	Ariadne Wealth Management, LP	$202K	2,962	+2,962	NEW
379	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$202K	2,954	−4,504	TRIM
380	Green Alpha Advisors, LLC	$201K	2,950	−69	TRIM
381	SIGNATUREFD, LLC	$199K	2,911	+679	ADD
382	ICICI Prudential Asset Management Co Ltd	$192K	2,810	+114	ADD
383	Siemens Fonds Invest GmbH	$159K	2,330	0	NO CHANGE
384	ASSETMARK, INC	$144K	2,110	+1,713	ADD
385	BAMCO INC /NY/	$126K	1,845	−217,438	TRIM
386	OFI INVEST ASSET MANAGEMENT	$110K	1,853	−252,698	TRIM
387	Wilmington Savings Fund Society, FSB	$98.8K	1,447	−1,100	TRIM
388	KBC Group NV	$98.3K	1,440,019	+1,359,624	ADD
389	ACADIAN ASSET MANAGEMENT LLC	$91.7K	1,343,673	+440,734	ADD
390	Quarry LP	$91.6K	1,342	+1,314	ADD
391	Larson Financial Group LLC	$89.1K	1,305	+1,060	ADD
392	FIL Ltd	$85.4K	1,251	+292	ADD
393	Smartleaf Asset Management LLC	$62.5K	934	+148	ADD
394	True Wealth Design, LLC	$61.4K	899	−796	TRIM
395	Steward Partners Investment Advisory, LLC	$57.7K	846	−141	TRIM
396	Financial Perspectives, Inc	$49.0K	718	0	NO CHANGE
397	Blue Trust, Inc.	$47.7K	700	+309	ADD
398	NFSG Corp	$40.5K	594	+279	ADD
399	E Fund Management (Hong Kong) Co., Ltd.	$37.8K	554	0	NO CHANGE
400	Aster Capital Management (DIFC) Ltd	$37.1K	175	−415	TRIM
401	State of Wyoming	$30.6K	449	+178	ADD
402	TOTH FINANCIAL ADVISORY CORP	$28.0K	410	+10	ADD
403	Activest Wealth Management	$27.1K	397	−19	TRIM
404	SJS Investment Consulting Inc.	$25.3K	370	−139	TRIM
405	Grove Bank & Trust	$23.3K	341	−15	TRIM
406	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$23.2K	340	0	NO CHANGE
407	First Pacific Financial	$22.7K	332	+4	ADD
408	Abound Wealth Management	$20.8K	305	−1	TRIM
409	CVA Family Office, LLC	$14.7K	216	+101	ADD
410	Private Wealth Management Group, LLC	$13.7K	200	+111	ADD
411	Cassaday & Co Wealth Management LLC	$12.8K	187	+187	NEW
412	UMB Bank, n.a.	$10.7K	157	−144	TRIM
413	Owl Creek Wealth Partners LLC	$10.6K	155	—	NO PRIOR
414	VEGA INVESTMENT SOLUTIONS	$10.4K	153	0	NO CHANGE
415	Atlantic Union Bankshares Corp	$10.0K	147	−11	TRIM
416	Bank of Jackson Hole Trust	$9.7K	142	+128	ADD
417	Manchester Capital Management LLC	$9.4K	137	+92	ADD
418	Parkside Financial Bank & Trust	$8.3K	121	+13	ADD
419	CENTRAL TRUST Co	$8.1K	118	−81	TRIM
420	Vanguard National Trust Co	$7.9K	116	—	NO PRIOR
421	Marquette Asset Management, LLC	$7.4K	108	+49	ADD
422	SouthState Bank Corp	$7.2K	105	+17	ADD
423	Ilmarinen Mutual Pension Insurance Co	$7.2K	104,824	+12,324	ADD
424	MONTAG A & ASSOCIATES INC	$6.8K	100	0	NO CHANGE
425	Triumph Capital Management	$6.8K	100	−2	TRIM
426	PETERSON WEALTH MANAGEMENT	$6.8K	100	+100	NEW
427	CDKV HOLDINGS LLC	$6.8K	100	0	NO CHANGE
428	MATHER GROUP, LLC.	$6.2K	91	+91	NEW
429	Y.D. More Investments Ltd	$6.1K	90	0	NO CHANGE
430	Wall Street Financial Group, Inc.	$5.9K	86	+86	NEW
431	Crewe Advisors LLC	$5.6K	82	+9	ADD
432	Rakuten Securities, Inc.	$5.3K	78	−610	TRIM
433	Treasurer of the State of North Carolina	$4.8K	71,001	+1,511	ADD
434	Penserra Capital Management LLC	$4.6K	67,757	+31,821	ADD
435	Bell Investment Advisors, Inc	$4.3K	63	+18	ADD
436	HM PAYSON & CO	$4.2K	61	+1	ADD
437	ALGERT GLOBAL LLC	$4.0K	59,170	+59,170	NEW
438	Legacy Wealth Managment, LLC/ID	$4.0K	59	0	NO CHANGE
439	BARRETT & COMPANY, INC.	$3.4K	50	0	NO CHANGE
440	Physician Wealth Advisors, Inc.	$3.3K	49	−107	TRIM
441	GHP Investment Advisors, Inc.	$3.1K	45	−5	TRIM
442	JPL Wealth Management, LLC	$3.1K	45	+45	NEW
443	Clearstead Trust, LLC	$2.9K	42	+3	ADD
444	Hamrick Investment Counsel, llc	$2.9K	42	—	NO PRIOR
445	TD Waterhouse Canada Inc.	$2.8K	40	+32	ADD
446	Pinnacle Wealth Planning Services, Inc.	$2.6K	38	−370	TRIM
447	Vestcor Inc	$2.6K	37,414	+31,358	ADD
448	WealthCollab, LLC	$2.0K	29	−8	TRIM
449	DekaBank Deutsche Girozentrale	$1.9K	27,083	0	NO CHANGE
450	Maxi Investments CY Ltd	$1.7K	24,800	−80,200	TRIM
451	MV CAPITAL MANAGEMENT, INC.	$1.6K	23	−131	TRIM
452	Kingdom Financial Group LLC.	$1.5K	22	0	NO CHANGE
453	Signature Resources Capital Management, LLC	$1.4K	21	+16	ADD
454	iA Global Asset Management Inc.	$1.4K	20,348	−3,335	TRIM
455	Investors Portfolio Services LLC	$1.3K	16	+16	NEW
456	GILPIN WEALTH MANAGEMENT, LLC	$1.2K	18	+18	NEW
457	Altshuler Shaham Ltd	$1.1K	16	0	NO CHANGE
458	Tripletail Wealth Management, LLC	$1.0K	15	0	NO CHANGE
459	BROWN, LISLE/CUMMINGS, INC.	$956	14	+14	NEW
460	Rialto Wealth Management, LLC	$956	14	+11	ADD
461	PayPay Securities Corp	$893	13	+6	ADD
462	Pacific Center for Financial Services	$888	13	0	NO CHANGE
463	Harvest Fund Management Co., Ltd	$855	12,528	−340	TRIM
464	Quaker Wealth Management, LLC	$819	12	+8	ADD
465	Geneos Wealth Management Inc.	$683	10	0	NO CHANGE
466	FINANCIAL CONSULATE, INC	$546	8	+8	NEW
467	CNB Bank	$546	8	−16	TRIM
468	SHP Wealth Management	$546	8	+7	ADD
469	TFC Financial Management, Inc.	$478	7	+4	ADD
470	RD Finance Ltd	$425	6,230	0	NO CHANGE
471	Key FInancial Inc	$410	6	0	NO CHANGE
472	Signature Equity Partners, LLC	$410	6	+6	NEW
473	JFS WEALTH ADVISORS, LLC	$342	5	−12	TRIM
474	American Capital Advisory, LLC	$342	5	−2	TRIM
475	Harel Insurance Investments & Financial Services Ltd.	$273	4,000	−1,900	TRIM
476	Johnson Financial Group, Inc.	$273	4	0	NO CHANGE
477	Stone House Investment Management, LLC	$273	4	−22	TRIM
478	Cambridge Investment Research Advisors, Inc.	$215	3,151	+563	ADD
479	Retirement Wealth Solutions LLC	$205	3	+1	ADD
480	WPG Advisers, LLC	$205	3	−9	TRIM
481	Clearstead Advisors, LLC	$137	2	−6,587	TRIM
482	Measured Wealth Private Client Group, LLC	$137	2	0	NO CHANGE
483	DecisionPoint Financial, LLC	$137	2	0	NO CHANGE
484	Caitlin John, LLC	$137	2	0	NO CHANGE
485	Vermillion Wealth Management, Inc.	$68	1	+1	NEW
486	Portus Wealth Advisors, LLC	$68	1	+1	NEW
487	Godfrey Financial Associates, Inc.	$68	1	0	NO CHANGE
488	Beaird Harris Wealth Management, LLC	$41	1	0	NO CHANGE
489	Capital Advisors, Ltd. LLC	$5	77	+54	ADD
490	Smithfield Trust Co	$3	60	0	NO CHANGE
491	Avion Wealth	$3	48	+22	ADD
492	VANGUARD GROUP INC	—	—	—	n/c
493	COMERICA BANK	—	—	—	n/c
494	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
495	CIBC WORLD MARKETS CORP	—	—	—	n/c
496	CIBC Private Wealth Group LLC	—	—	—	n/c
497	Litman Gregory Wealth Management LLC	—	—	—	n/c
498	Clarius Group, LLC	—	—	—	n/c
499	Global Retirement Partners, LLC	—	—	—	n/c
500	Lloyd Advisory Services, LLC.	—	—	—	n/c

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · TEAM

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 2 Soros Fund Management, Gotham Asset Management $49.9M held
Trimming: 3 Bridgewater Associates, Moore Capital Management, Caxton Associates $1.1M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · ATLASSIAN CORPORATION

Merged timeline of congressional filings and notable-manager moves on TEAM
Date	Who	Change	Size
2026-05-15	Soros Fund Management 13F	ADD	+248,749 sh
2026-05-15	Gotham Asset Management 13F	ADD	+98,310 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−369,593 sh
2026-05-15	Moore Capital Management 13F	EXIT	−3,697 sh
2026-05-14	Caxton Associates 13F	EXIT	−15,625 sh

5 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.