Who holds TEAMticker 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 · quarter ended 2026-03-31 · 5 members disclosed TEAM ↗

491

holders13F filers reporting this class for the quarter ended 2026-03-31

$8.9B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

259

addsholders whose share count rose or who opened the position (new + add), by shares

193

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of TEAM ranked by reported value
#	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
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	—	—	−18,541,267	exit
493	&PARTNERS	—	—	−2,669	exit
494	Laird Norton Wetherby Trust Company, LLC	—	—	−1,902	exit
495	PINNACLE ASSOCIATES LTD	—	—	−3,890	exit
496	BAILARD, INC.	—	—	−2,580	exit
497	STEPHENS INC /AR/	—	—	−1,318	exit
498	SYM FINANCIAL Corp	—	—	−4,840	exit
499	VALLEY NATIONAL ADVISERS INC	—	—	−7	exit
500	TEACHER RETIREMENT SYSTEM OF TEXAS	—	—	−5,492	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · TEAM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

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

new + add vs trim + exit, by shares · $ = 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 rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

5 members of Congress disclosed TEAM — the congressional view ↗