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 · quarter ended 2026-03-31 · 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; NULL values are excluded, never zero-filled
$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
193
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

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
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$788M11,544,115+342,957ADD
2BAILLIE GIFFORD & CO$680M9,963,439+1,531,637ADD
3VANGUARD PORTFOLIO MANAGEMENT LLC$675M9,894,363—NO PRIOR
4DnB Asset Management AS$551M8,077,726+4,087,510ADD
5VANGUARD CAPITAL MANAGEMENT LLC$519M7,603,722—NO PRIOR
6Pictet Asset Management Holding SA$343M5,031,413+1,080,561ADD
7TWO SIGMA INVESTMENTS, LP$317M4,647,650+3,733,168ADD
8MORGAN STANLEY$289M4,233,422−588,585TRIM
9AQR CAPITAL MANAGEMENT LLC$283M4,150,031−3,599,663TRIM
10STATE STREET CORP$278M4,076,306+81,206ADD
11Voyager Global Management LP$263M3,850,000+2,500,000ADD
12UBS Group AG$194M2,845,312+2,025,530ADD
13Carmignac Gestion$178M2,603,770+1,397,402ADD
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$162M2,368,639−342,814TRIM
15FMR LLC$161M2,361,467+417,282ADD
16FIRST TRUST ADVISORS LP$160M2,349,842+766,922ADD
17Amundi$146M2,143,038−13,942TRIM
18D. E. Shaw & Co., Inc.$86.9M1,273,530+12,118ADD
19NORTHERN TRUST CORP$83.7M1,225,716+19,886ADD
20Nuveen, LLC$79.8M1,169,362−990,609TRIM
21Man Group plc$77.8M1,139,984+734,864ADD
22Invesco Ltd.$76.5M1,120,559−61,398TRIM
23Legal & General Group Plc$75.4M1,104,197−29,136TRIM
24VANGUARD FIDUCIARY TRUST CO$73.4M1,075,807—NO PRIOR
25VOLORIDGE INVESTMENT MANAGEMENT, LLC$71.2M1,042,685+1,042,685NEW
26JANE STREET GROUP, LLC$66.8M978,171+931,495ADD
27JACOBS LEVY EQUITY MANAGEMENT, INC$66.6M975,524+286,282ADD
28FEDERATED HERMES, INC.$64.5M944,711+920,783ADD
29MILLENNIUM MANAGEMENT LLC$63.5M930,887−170,515TRIM
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC$57.9M848,721+59,907ADD
31Capital International Investors$55.4M811,090−1,135,276TRIM
32NORDEA INVESTMENT MANAGEMENT AB$55.0M817,831−28,652TRIM
33DEUTSCHE BANK AG\$51.4M752,649−501,004TRIM
34LOEWS CORP$50.5M740,000+640,000ADD
35ROYAL BANK OF CANADA$46.3M678,357−364,672TRIM
36Ensign Peak Advisors, Inc$45.6M667,517−789,796TRIM
37ONTARIO TEACHERS PENSION PLAN BOARD$43.9M643,100−74,172TRIM
38Alyeska Investment Group, L.P.$37.4M548,332+377,586ADD
39SOROS FUND MANAGEMENT LLC$36.5M535,515+248,749ADD
40Connor, Clark & Lunn Investment Management Ltd.$34.3M502,779+385,935ADD
41RENAISSANCE TECHNOLOGIES LLC$33.8M495,224−421,151TRIM
42Swiss National Bank$33.7M493,267+37,500ADD
43CITIGROUP INC$31.9M467,810+209,829ADD
44Qube Research & Technologies Ltd$29.9M438,509−260,842TRIM
45SUSQUEHANNA INTERNATIONAL GROUP, LLP$28.9M423,416+278,310ADD
46IEQ CAPITAL, LLC$28.5M418,116−175,023TRIM
47BANK OF AMERICA CORP /DE/$28.0M410,345−475,956TRIM
48CANADA PENSION PLAN INVESTMENT BOARD$28.0M410,076−160,753TRIM
49Optimus Prime Fund Management Co., Ltd.$25.8M377,500+297,500ADD
50NZS Capital, LLC$25.0M366,298+82,695ADD
51OSSIAM$24.6M360,017+156,819ADD
52GC Wealth Management RIA, LLC$22.8M333,712−13,755TRIM
53Skandinaviska Enskilda Banken AB (publ)$21.0M307,518−45,262TRIM
54Aquatic Capital Management LLC$20.7M303,455+278,027ADD
55Assenagon Asset Management S.A.$20.6M302,327−580,552TRIM
56National Pension Service$20.0M292,681+292,681NEW
57ODDO BHF ASSET MANAGEMENT SAS$19.8M289,808+182,973ADD
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.8M289,737−5,670TRIM
59Danica Pension, Livsforsikringsaktieselskab$19.4M284,655−428,402TRIM
60Quantinno Capital Management LP$19.3M283,427+256,374ADD
61VANGUARD ASSET MANAGEMENT, Ltd$19.0M278,842—NO PRIOR
62Capital World Investors$18.8M275,573+275,573NEW
63Y-Intercept (Hong Kong) Ltd$16.5M242,318+196,086ADD
64Allspring Global Investments Holdings, LLC$15.4M221,370+85,769ADD
65Fisher Funds Management LTD$15.2M222,613−111,398TRIM
66Freestone Grove Partners LP$15.0M219,679+219,679NEW
67ProShare Advisors LLC$14.7M215,290−45,840TRIM
68WELLS FARGO & COMPANY/MN$14.2M208,198+14,966ADD
69TD ASSET MANAGEMENT INC$14.1M206,838+17,996ADD
70BALYASNY ASSET MANAGEMENT L.P.$14.1M206,770−202,888TRIM
71Hudson Bay Capital Management LP$14.1M206,0000NO CHANGE
72ADAGE CAPITAL PARTNERS GP, L.L.C.$13.7M200,000−50,000TRIM
73PFA Pension, Forsikringsaktieselskab$13.4M196,342+196,342NEW
74Gotham Asset Management, LLC$13.3M195,339+98,310ADD
75GUGGENHEIM CAPITAL LLC$13.1M192,553+71,750ADD
76Squarepoint Ops LLC$12.9M189,6460NO CHANGE
77Mitsubishi UFJ Asset Management Co., Ltd.$12.9M188,524+10,401ADD
78Ardmore Road Asset Management LP$12.6M183,900−82,201TRIM
79Zurcher Kantonalbank (Zurich Cantonalbank)$12.4M182,141+182,141NEW
80NATIXIS$12.4M181,640−73,541TRIM
81Grafton Street Partners Management Company, LLC$11.9M174,483+31,465ADD
82Capco Asset Management, LLC$11.9M173,871+118,752ADD
83HSBC HOLDINGS PLC$11.9M173,242−101,980TRIM
84USS Investment Management Ltd$11.6M170,281+138,695ADD
85DIMENSIONAL FUND ADVISORS LP$11.6M169,526−39,720TRIM
86Rafferty Asset Management, LLC$10.9M159,131+77,624ADD
87Vinva Investment Management Ltd$10.6M158,621−6,576TRIM
88WELLINGTON MANAGEMENT GROUP LLP$10.4M152,935−53,976TRIM
89ALLIANCEBERNSTEIN L.P.$10.4M64,235−104,153TRIM
90OP Asset Management Ltd$10.2M149,935—NO PRIOR
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.1M147,7590NO CHANGE
92AVIVA PLC$9.7M142,783+3,895ADD
93Universal- Beteiligungs- und Servicegesellschaft mbH$9.5M137,532+19,986ADD
94BROWN CAPITAL MANAGEMENT LLC$8.9M130,838+54,823ADD
95Trexquant Investment LP$8.8M128,703+128,703NEW
96Aberdeen Group plc$8.3M121,862+4,087ADD
97Korea Investment CORP$8.3M121,458+36,400ADD
98BNP Paribas Asset Management Holding S.A.$7.9M116,261+93,356ADD
99Cerity Partners LLC$7.8M114,435−115,542TRIM
100FRANKLIN RESOURCES INC$7.8M113,746+29,121ADD
1011832 Asset Management L.P.$7.7M112,752+27,901ADD
102Mariner, LLC$7.5M109,282−60,512TRIM
103STATE OF WISCONSIN INVESTMENT BOARD$7.3M106,303+19,914ADD
104CATALYST PRIVATE WEALTH, LLC$7.2M106,180−133,841TRIM
105ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.2M105,563−950,870TRIM
106CWM, LLC$6.7M98,230−85,796TRIM
107HARBER ASSET MANAGEMENT LLC$6.7M98,029+41,937ADD
108BANK OF NOVA SCOTIA$6.7M97,648−228,829TRIM
109ROYAL LONDON ASSET MANAGEMENT LTD$6.6M96,846+16,196ADD
110Vanguard Global Advisers, LLC$6.6M96,737—NO PRIOR
111MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.6M96,033−23,874TRIM
112MONIMUS CAPITAL MANAGEMENT, LP$6.5M94,831+94,831NEW
113ING GROEP NV$6.4M94,018+39,136ADD
114ENVESTNET ASSET MANAGEMENT INC$6.3M93,023−25,276TRIM
115XTX Topco Ltd$6.3M92,429+66,507ADD
116SEI INVESTMENTS CO$6.1M89,740+20,907ADD
117DANSKE BANK A/S$6.1M89,428−76,346TRIM
118NEOS Investment Management LLC$5.9M86,400+14,706ADD
119Creative Planning$5.8M84,696+5,674ADD
120Alphadyne Asset Management LP$5.8M84,336+84,336NEW
121Vanguard Investments Australia, Ltd.$5.7M83,542—NO PRIOR
122Curi Capital, LLC$5.6M82,568+43,163ADD
123NATIONAL BANK OF CANADA /FI/$5.6M82,525−2,101TRIM
124KLP KAPITALFORVALTNING AS$5.5M81,2000NO CHANGE
125Illinois Municipal Retirement Fund$5.5M80,103+4,831ADD
126EFG International AG$5.3M78,021+40,340ADD
127Mitsubishi UFJ Trust & Banking Corp$5.3M77,232−1,314TRIM
128APG Asset Management N.V.$5.0M84,400−11,563TRIM
129Asset Management One Co., Ltd.$5.0M73,231−367TRIM
130FORA Capital, LLC$4.8M71,046+71,046NEW
131FIRST FINANCIAL BANKSHARES INC$4.8M70,975+70,975NEW
132OBERNDORF WILLIAM E$4.8M70,6450NO CHANGE
133AMERICAN CENTURY COMPANIES INC$4.6M67,892+15,621ADD
134BW Gestao de Investimentos Ltda.$4.6M67,442+67,442NEW
135RAYMOND JAMES FINANCIAL INC$4.5M66,512−1,316TRIM
136Tejara Capital Ltd$4.5M66,500+66,500NEW
137Headlands Technologies LLC$4.5M66,290+60,585ADD
138VOYA INVESTMENT MANAGEMENT LLC$4.5M65,236+46,386ADD
139BANK OF MONTREAL /CAN/$4.4M64,958+15,947ADD
140SEB Asset Management AB$4.4M64,553—NO PRIOR
141Schonfeld Strategic Advisors LLC$4.3M63,611+63,611NEW
142Federation des caisses Desjardins du Quebec$4.3M63,028+26,932ADD
143Mirae Asset Global Investments Co., Ltd.$4.3M62,441−6,606TRIM
144FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.2M62,000+25,400ADD
145DEEPWATER ASSET MANAGEMENT, LLC$4.2M61,676−29,486TRIM
146NOMURA ASSET MANAGEMENT CO LTD$4.2M60,988−6,136TRIM
147SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4.2M60,813+12,315ADD
148Robeco Institutional Asset Management B.V.$4.1M59,825−365TRIM
149LAZARD ASSET MANAGEMENT LLC$4.1M59,666−79,820TRIM
150Weiss Asset Management LP$4.0M59,290+59,290NEW
151Tredje AP-fonden$4.0M59,057+59,057NEW
152WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M64,797−45,853TRIM
153State of New Jersey Common Pension Fund D$3.9M56,8880NO CHANGE
154Engineers Gate Manager LP$3.9M56,419+42,891ADD
155Lansforsakringar Fondforvaltning AB (publ)$3.8M55,819−663TRIM
156Candriam S.C.A.$3.8M55,699+3,212ADD
157CIBC Bancorp USA Inc.$3.5M51,641—NO PRIOR
158MACKENZIE FINANCIAL CORP$3.5M51,190−52,372TRIM
159NOMURA HOLDINGS INC$3.5M50,591+14,034ADD
160Eurizon Capital SGR S.p.A.$3.3M48,950−11,966TRIM
161IMC-Chicago, LLC$3.3M48,914+20,252ADD
162MERCER GLOBAL ADVISORS INC /ADV$3.3M48,802−36,667TRIM
163OCCUDO QUANTITATIVE STRATEGIES LP$3.3M48,332+41,484ADD
164Resona Asset Management Co.,Ltd.$3.3M48,422−1,293TRIM
165NISSAY ASSET MANAGEMENT CORP /JAPAN$3.2M47,218+1,884ADD
166CREDIT AGRICOLE S A$3.2M46,911+20,327ADD
167Saber Capital Managment, LLC$3.1M45,825+45,825NEW
168Arizona State Retirement System$3.1M45,660+47ADD
169HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M44,482−6,979TRIM
170Daiwa Securities Group Inc.$3.0M44,233+297ADD
171Atom Investors LP$3.0M43,346+43,346NEW
172Quadrature Capital Ltd$2.9M41,846−32,712TRIM
173Elo Mutual Pension Insurance Co$2.8M40,712+18,915ADD
174Aware Super Pty Ltd as trustee of Aware Super$2.8M40,686—NO PRIOR
175Rubicon Global Capital Ltd$2.7M40,0000NO CHANGE
176LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.7M39,137+35,776ADD
177XPONANCE LLC$2.6M38,464+3,355ADD
178Oak Thistle LLC$2.6M37,627+37,627NEW
179CIBC Asset Management Inc$2.6M37,622−294TRIM
180Cetera Investment Advisers$2.4M35,599+6,670ADD
181Biondo Investment Advisors, LLC$2.4M35,571+1,595ADD
182Andra AP-fonden$2.4M35,166−52,195TRIM
183Parallax Volatility Advisers, L.P.$2.3M33,405+33,405NEW
184Focus Partners Wealth$2.2M32,937−8,082TRIM
185Swiss Life Asset Management Ltd$2.2M31,959+3,673ADD
186STIFEL FINANCIAL CORP$2.2M31,780−4,513TRIM
187Capital International Sarl$2.1M31,484+439ADD
188Twin Tree Management, LP$2.1M31,211+16,205ADD
189IFM Investors Pty Ltd$2.1M31,044−825TRIM
190Heron Bay Capital Management$2.1M30,551+30,551NEW
191Linden Thomas Advisory Services, LLC$2.1M30,313+19,775ADD
192Summit Trail Advisors, LLC$2.0M28,626+19,999ADD
193CITADEL ADVISORS LLC$1.9M28,280−1,354,983TRIM
194Lane Generational LLC$1.8M26,907+26,907NEW
195Utah Retirement Systems$1.8M26,8780NO CHANGE
196TORONTO DOMINION BANK$1.8M26,583−3,220TRIM
197SANDERS MORRIS HARRIS LLC$1.8M25,900+25,900NEW
198Vanguard Personalized Indexing Management, LLC$1.7M25,598+10,417ADD
199Magnetar Financial LLC$1.7M25,230+25,230NEW
200SHELTON CAPITAL MANAGEMENT$1.7M24,859−3,589TRIM
201OMERS ADMINISTRATION Corp$1.6M24,119+4,997ADD
202Leonteq Securities AG$1.6M23,438+23,126ADD
203PICTON MAHONEY ASSET MANAGEMENT$1.6M23,360−52,989TRIM
204BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.6M23,157−6,331TRIM
205LPL Financial LLC$1.6M22,909−5,964TRIM
206Chicago Partners Investment Group LLC$1.6M21,023+12,647ADD
207HighTower Advisors, LLC$1.5M22,213+9,235ADD
208Blueshift Asset Management, LLC$1.5M22,004+22,004NEW
209CEERA INVESTMENTS, LLC$1.5M21,853−5,034TRIM
210Voleon Capital Management LP$1.5M21,730−10,846TRIM
211Pathstone Holdings, LLC$1.4M21,236+2,505ADD
212BLAIR WILLIAM & CO/IL$1.4M20,730−18,077TRIM
213LECAP ASSET MANAGEMENT LTD$1.4M20,303+15,696ADD
214MATAURO, LLC$1.4M20,263+20,263NEW
215Generali Investments Towarzystwo Funduszy Inwestycyjnych$1.4M20,000+20,000NEW
216STOREBRAND ASSET MANAGEMENT AS$1.3M19,706—NO PRIOR
217OPPENHEIMER & CO INC$1.3M19,371+19,371NEW
218Baker Avenue Asset Management, LP$1.3M19,217+17,719ADD
219Merit Financial Group, LLC$1.3M18,834−12,731TRIM
220Carnegie Investment Counsel$1.3M18,820+18,820NEW
221INCEPTIONR LLC$1.3M18,494+18,494NEW
222ALPS ADVISORS INC$1.3M18,368+6,919ADD
223ASR Vermogensbeheer N.V.$1.2M18,159+321ADD
224GROUP ONE TRADING LLC$1.2M18,107+17,170ADD
225Diversified Trust Co$1.2M18,042−6,464TRIM
226FORMULA GROWTH LTD$1.2M18,000−13,000TRIM
227Caitong International Asset Management Co., Ltd$1.2M17,831+17,831NEW
228CAPITAL INTERNATIONAL LTD /CA/$1.2M17,770−227TRIM
229Fideuram Asset Management (Ireland) dac$1.2M9,286+9,284ADD
230MACQUARIE GROUP LTD$1.2M17,606−11,584TRIM
231CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.2M17,529−26,931TRIM
232Janus Henderson Group Ltd.$1.2M17,351−1,702,916TRIM
233CastleKnight Management LP$1.1M16,500+16,500NEW
234PROFUND ADVISORS LLC$1.1M16,331−3,021TRIM
235Corient Private Wealth LLC$1.1M16,430−774TRIM
236MGO ONE SEVEN LLC$1.1M16,164+6,281ADD
237Bridgefront Capital, LLC$1.1M15,699+10,040ADD
238CAPSTONE INVESTMENT ADVISORS, LLC$1.1M15,669+12,133ADD
239Bridgewater Associates, LP$1.1M15,623−369,593TRIM
240Sivia Capital Partners, LLC$1.0M15,110−490TRIM
241Krilogy Financial LLC$1.0M15,004−2,871TRIM
242Vontobel Holding Ltd.$1.0M15,070+7,920ADD
243Sumitomo Mitsui DS Asset Management Company, Ltd$1.0M15,0430NO CHANGE
244M&G Plc$1.0M14,986+14,986NEW
245TWINBEECH CAPITAL LP$1.0M14,708+14,708NEW
246LEVEL FOUR ADVISORY SERVICES, LLC$977K14,321+11,319ADD
247SANDS CAPITAL MANAGEMENT, LLC$975K14,281−122,253TRIM
248Arohi Asset Management PTE Ltd.$968K14,182−98,319TRIM
249Walleye Trading LLC$966K14,147−39,781TRIM
250FIFTH THIRD BANCORP$964K14,120+13,940ADD
251Advocacy Wealth Management, LLC$954K13,978+9,063ADD
252Krane Funds Advisors LLC$938K13,771+7,180ADD
253Jefferies Financial Group Inc.$908K13,307+13,307NEW
254Capital International, Inc./CA/$896K13,126−57,009TRIM
255Focus Partners Advisor Solutions, LLC$885K12,973−17,068TRIM
256PRELUDE CAPITAL MANAGEMENT, LLC$870K12,744+12,744NEW
257US BANCORP \DE\$862K12,628+568ADD
258Rockefeller Capital Management L.P.$859K12,583+4,527ADD
259Tower Research Capital LLC (TRC)$837K12,271+3,395ADD
260Investment Management Corp of Ontario$822K12,041−7,834TRIM
261Avanza Fonder AB$787K11,5370NO CHANGE
262AZZAD ASSET MANAGEMENT INC /ADV$766K11,229−77TRIM
263CHIRON CAPITAL MANAGEMENT, LLC$758K11,101—NO PRIOR
264FOX RUN MANAGEMENT, L.L.C.$750K11,221+11,221NEW
265Prospera Financial Services Inc$741K10,854+10,854NEW
266Swedbank AB$726K10,641−1,262,335TRIM
267Advisors Asset Management, Inc.$698K10,224+3,810ADD
268Polymer Capital Management (US) LLC$694K10,166+3,770ADD
269OSAIC HOLDINGS, INC.$687K10,064+3,381ADD
270Palogic Value Management, L.P.$683K10,000+10,000NEW
271QUATTRO FINANCIAL ADVISORS LLC$683K10,000+10,000NEW
272SAXON INTERESTS, INC.$674K9,873+9,873NEW
273QRG CAPITAL MANAGEMENT, INC.$671K9,838+256ADD
274Allianz Asset Management GmbH$647K9,475−2,654TRIM
275Wealthfront Advisers LLC$645K9,454+746ADD
276WASHINGTON CAPITAL MANAGEMENT, INC$634K9,290+5,590ADD
277PKO Investment Management Joint-Stock Co$614K9,000−8,000TRIM
278Bull Harbor Capital LLC$614K8,997—NO PRIOR
279Walleye Capital LLC$598K8,758−135,631TRIM
280BOOTHBAY FUND MANAGEMENT, LLC$597K8,752+8,752NEW
281Odyssean, LLC$596K8,736+4,077ADD
282Tidal Investments LLC$588K8,612−1,081TRIM
283Leelyn Smith, LLC$585K8,566+1,004ADD
284TOKIO MARINE ASSET MANAGEMENT CO LTD$583K8,548+2,529ADD
285COMMONWEALTH EQUITY SERVICES, LLC$583K8,537+62ADD
286Sequoia Financial Advisors, LLC$571K8,370+1,733ADD
287Maryland State Retirement & Pension System$557K8,1660NO CHANGE
288Banque Cantonale Vaudoise$555K8,143−972TRIM
289M&T BANK CORP$547K8,013+2,894ADD
290AustralianSuper Pty Ltd$537K7,861−73,123TRIM
291Pallas Capital Advisors LLC$525K7,694−28,157TRIM
292NIA IMPACT ADVISORS, LLC$520K7,621−11,588TRIM
293PRINCIPAL FINANCIAL GROUP INC$510K7,473+4,044ADD
294B. Metzler seel. Sohn & Co. AG$509K7,455−1,474TRIM
295MML INVESTORS SERVICES, LLC$504K7,378−9,656TRIM
296WESTPAC BANKING CORP$501K7,342+6,482ADD
297Kestra Advisory Services, LLC$497K7,277−2,708TRIM
298NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$467K6,837+1,148ADD
299Perigon Wealth Management, LLC$461K6,755−5,640TRIM
300Centiva Capital, LP$459K6,724+6,724NEW
301Torrey Growth & Income Advisors$449K6,562−399TRIM
302Perpetual Ltd$442K6,482−11,071TRIM
303ABN AMRO INVESTMENT SOLUTIONS$436K6,382−3,820TRIM
304Norinchukin Bank, The$430K6,300+595ADD
305Saudi Central Bank$423K6,203+6,203NEW
306MCF Advisors LLC$418K6,126—NO PRIOR
307HB Wealth Management, LLC$414K6,061+558ADD
308KCM INVESTMENT ADVISORS LLC$411K6,0220NO CHANGE
309WADDELL & ASSOCIATES, LLC$408K5,982−2,145TRIM
310NorthCrest Asset Manangement, LLC$408K5,970−10,200TRIM
311VestGen Advisors, LLC$396K4,653+4,653NEW
312Kintegral Advisory, LLC$388K5,691−252TRIM
313Generali Asset Management SPA SGR$384K5,629+132ADD
314Caerus Investment Advisors, LLC$373K5,465−5,158TRIM
315Vident Advisory, LLC$367K5,379−1,345TRIM
316E Fund Management Co., Ltd.$367K5,378—NO PRIOR
317BROWN ADVISORY INC$364K5,327−26,243TRIM
318Bison Wealth, LLC$359K4,455+4,455NEW
319MIZUHO MARKETS AMERICAS LLC$351K5,144+5,144NEW
320Alesco Advisors, LLC, An ESL Co$348K5,094+5,094NEW
321Rothschild Wealth LLC$347K5,085+581ADD
322Kazazian Asset Management, LLC$341K5,000+5,000NEW
323ClearAlpha Technologies LP$341K4,996+4,996NEW
324AFT, FORSYTH & COMPANY, INC.$339K4,965−200TRIM
325Annis Gardner Whiting Capital Advisors, LLC$339K4,960+3,430ADD
326BANQUE PICTET & CIE SA$337K4,932+3,010ADD
327Beacon Pointe Advisors, LLC$334K4,893+801ADD
328EVERGREEN CAPITAL MANAGEMENT LLC$333K4,878+4,878NEW
329BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$328K4,814−35,998TRIM
330North Dakota State Investment Board$327K4,793−916TRIM
331E. Ohman J:or Asset Management AB$318K4,659−1,700TRIM
332COMMERCE BANK$316K4,636+10ADD
333NewEdge Advisors, LLC$306K4,487+4,487NEW
334PRUDENTIAL PLC$296K4,3360NO CHANGE
335Allworth Financial LP$294K4,307−1,036TRIM
336MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$292K4,283−3,479TRIM
337MAI Capital Management$292K4,276+3,904ADD
338Marex Group Ltd$288K4,217+2,172ADD
339Counterpoint Mutual Funds LLC$286K4,196+2,415ADD
340Vise Technologies, Inc.$285K1,7570NO CHANGE
341EVOLVE PRIVATE WEALTH, LLC$284K4,156−11,085TRIM
342Integrated Quantitative Investments LLC$277K4,058+4,058NEW
343TRUIST FINANCIAL CORP$275K4,028−9,988TRIM
344JACKSON THORNTON WEALTH MANAGEMENT, LLC$273K4,770−3,001TRIM
345waypoint wealth counsel$272K3,988−2,642TRIM
346Kera Capital Partners, Inc.$268K3,925−599TRIM
347Capital Group Investment Management Pte. Ltd.$263K3,8600NO CHANGE
348Verdence Capital Advisors LLC$263K3,847+768ADD
349Concurrent Investment Advisors, LLC$261K3,830−9,798TRIM
350KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$259K3,802—NO PRIOR
351PRUDENTIAL FINANCIAL INC$258K3,785−83,592TRIM
352CITIZENS FINANCIAL GROUP INC/RI$257K3,768+2,288ADD
353Empowered Funds, LLC$253K3,707+3,707NEW
354Arax Advisory Partners$250K3,663+1,969ADD
355NEW YORK LIFE INVESTMENT MANAGEMENT LLC$247K3,618+1,419ADD
356KESTRA PRIVATE WEALTH SERVICES, LLC$246K3,601−366TRIM
357Forefront Wealth Partners, LLC$244K3,579+3,579NEW
358One Wealth Advisors, LLC$241K3,536−300TRIM
359Frec Markets, Inc.$240K3,523+3,523NEW
360Woodline Partners LP$237K3,470−221,144TRIM
361Optas, LLC$236K3,456+3,456NEW
362QUADRANT CAPITAL GROUP LLC$236K3,452+885ADD
363INDEPENDENT FINANCIAL GROUP, LLC$234K3,425—NO PRIOR
364Larry Mathis Financial Planning, LLC$233K3,413+1,169ADD
365UniSuper Management Pty Ltd$225K3,3000NO CHANGE
366Verition Fund Management LLC$225K3,298−50,697TRIM
367Osmosis Investment Management UK Ltd$222K3,259+3,259NEW
368Meiji Yasuda Life Insurance Co$220K3,2190NO CHANGE
369Rare Wolf Capital LLC$217K3,181+3,181NEW
370Howard Capital Management, LLC$217K3,173−2,910TRIM
371Aptus Capital Advisors, LLC$216K3,171−1,339TRIM
372U.S. Capital Wealth Advisors, LLC$212K3,108+3,108NEW
373Savant Capital, LLC$212K3,100−15TRIM
374Malaga Cove Capital, LLC$211K3,092+19ADD
375DARA CAPITAL US, INC.$210K3,075+122ADD
376OXFORD ASSET MANAGEMENT LLP$205K3,010+3,010NEW
377GenTrust, LLC$205K3,003−588TRIM
378Ariadne Wealth Management, LP$202K2,962+2,962NEW
379MANUFACTURERS LIFE INSURANCE COMPANY, THE$202K2,954−4,504TRIM
380Green Alpha Advisors, LLC$201K2,950−69TRIM
381SIGNATUREFD, LLC$199K2,911+679ADD
382ICICI Prudential Asset Management Co Ltd$192K2,810+114ADD
383Siemens Fonds Invest GmbH$159K2,3300NO CHANGE
384ASSETMARK, INC$144K2,110+1,713ADD
385BAMCO INC /NY/$126K1,845−217,438TRIM
386OFI INVEST ASSET MANAGEMENT$110K1,853−252,698TRIM
387Wilmington Savings Fund Society, FSB$98.8K1,447−1,100TRIM
388KBC Group NV$98.3K1,440,019+1,359,624ADD
389ACADIAN ASSET MANAGEMENT LLC$91.7K1,343,673+440,734ADD
390Quarry LP$91.6K1,342+1,314ADD
391Larson Financial Group LLC$89.1K1,305+1,060ADD
392FIL Ltd$85.4K1,251+292ADD
393Smartleaf Asset Management LLC$62.5K934+148ADD
394True Wealth Design, LLC$61.4K899−796TRIM
395Steward Partners Investment Advisory, LLC$57.7K846−141TRIM
396Financial Perspectives, Inc$49.0K7180NO CHANGE
397Blue Trust, Inc.$47.7K700+309ADD
398NFSG Corp$40.5K594+279ADD
399E Fund Management (Hong Kong) Co., Ltd.$37.8K5540NO CHANGE
400Aster Capital Management (DIFC) Ltd$37.1K175−415TRIM
401State of Wyoming$30.6K449+178ADD
402TOTH FINANCIAL ADVISORY CORP$28.0K410+10ADD
403Activest Wealth Management$27.1K397−19TRIM
404SJS Investment Consulting Inc.$25.3K370−139TRIM
405Grove Bank & Trust$23.3K341−15TRIM
406TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$23.2K3400NO CHANGE
407First Pacific Financial$22.7K332+4ADD
408Abound Wealth Management$20.8K305−1TRIM
409CVA Family Office, LLC$14.7K216+101ADD
410Private Wealth Management Group, LLC$13.7K200+111ADD
411Cassaday & Co Wealth Management LLC$12.8K187+187NEW
412UMB Bank, n.a.$10.7K157−144TRIM
413Owl Creek Wealth Partners LLC$10.6K155—NO PRIOR
414VEGA INVESTMENT SOLUTIONS$10.4K1530NO CHANGE
415Atlantic Union Bankshares Corp$10.0K147−11TRIM
416Bank of Jackson Hole Trust$9.7K142+128ADD
417Manchester Capital Management LLC$9.4K137+92ADD
418Parkside Financial Bank & Trust$8.3K121+13ADD
419CENTRAL TRUST Co$8.1K118−81TRIM
420Vanguard National Trust Co$7.9K116—NO PRIOR
421Marquette Asset Management, LLC$7.4K108+49ADD
422SouthState Bank Corp$7.2K105+17ADD
423Ilmarinen Mutual Pension Insurance Co$7.2K104,824+12,324ADD
424MONTAG A & ASSOCIATES INC$6.8K1000NO CHANGE
425Triumph Capital Management$6.8K100−2TRIM
426PETERSON WEALTH MANAGEMENT$6.8K100+100NEW
427CDKV HOLDINGS LLC$6.8K1000NO CHANGE
428MATHER GROUP, LLC.$6.2K91+91NEW
429Y.D. More Investments Ltd$6.1K900NO CHANGE
430Wall Street Financial Group, Inc.$5.9K86+86NEW
431Crewe Advisors LLC$5.6K82+9ADD
432Rakuten Securities, Inc.$5.3K78−610TRIM
433Treasurer of the State of North Carolina$4.8K71,001+1,511ADD
434Penserra Capital Management LLC$4.6K67,757+31,821ADD
435Bell Investment Advisors, Inc$4.3K63+18ADD
436HM PAYSON & CO$4.2K61+1ADD
437ALGERT GLOBAL LLC$4.0K59,170+59,170NEW
438Legacy Wealth Managment, LLC/ID$4.0K590NO CHANGE
439BARRETT & COMPANY, INC.$3.4K500NO CHANGE
440Physician Wealth Advisors, Inc.$3.3K49−107TRIM
441GHP Investment Advisors, Inc.$3.1K45−5TRIM
442JPL Wealth Management, LLC$3.1K45+45NEW
443Clearstead Trust, LLC$2.9K42+3ADD
444Hamrick Investment Counsel, llc$2.9K42—NO PRIOR
445TD Waterhouse Canada Inc.$2.8K40+32ADD
446Pinnacle Wealth Planning Services, Inc.$2.6K38−370TRIM
447Vestcor Inc$2.6K37,414+31,358ADD
448WealthCollab, LLC$2.0K29−8TRIM
449DekaBank Deutsche Girozentrale$1.9K27,0830NO CHANGE
450Maxi Investments CY Ltd$1.7K24,800−80,200TRIM
451MV CAPITAL MANAGEMENT, INC.$1.6K23−131TRIM
452Kingdom Financial Group LLC.$1.5K220NO CHANGE
453Signature Resources Capital Management, LLC$1.4K21+16ADD
454iA Global Asset Management Inc.$1.4K20,348−3,335TRIM
455Investors Portfolio Services LLC$1.3K16+16NEW
456GILPIN WEALTH MANAGEMENT, LLC$1.2K18+18NEW
457Altshuler Shaham Ltd$1.1K160NO CHANGE
458Tripletail Wealth Management, LLC$1.0K150NO CHANGE
459BROWN, LISLE/CUMMINGS, INC.$95614+14NEW
460Rialto Wealth Management, LLC$95614+11ADD
461PayPay Securities Corp$89313+6ADD
462Pacific Center for Financial Services$888130NO CHANGE
463Harvest Fund Management Co., Ltd$85512,528−340TRIM
464Quaker Wealth Management, LLC$81912+8ADD
465Geneos Wealth Management Inc.$683100NO CHANGE
466FINANCIAL CONSULATE, INC$5468+8NEW
467CNB Bank$5468−16TRIM
468SHP Wealth Management$5468+7ADD
469TFC Financial Management, Inc.$4787+4ADD
470RD Finance Ltd$4256,2300NO CHANGE
471Key FInancial Inc$41060NO CHANGE
472Signature Equity Partners, LLC$4106+6NEW
473JFS WEALTH ADVISORS, LLC$3425−12TRIM
474American Capital Advisory, LLC$3425−2TRIM
475Harel Insurance Investments & Financial Services Ltd.$2734,000−1,900TRIM
476Johnson Financial Group, Inc.$27340NO CHANGE
477Stone House Investment Management, LLC$2734−22TRIM
478Cambridge Investment Research Advisors, Inc.$2153,151+563ADD
479Retirement Wealth Solutions LLC$2053+1ADD
480WPG Advisers, LLC$2053−9TRIM
481Clearstead Advisors, LLC$1372−6,587TRIM
482Measured Wealth Private Client Group, LLC$13720NO CHANGE
483DecisionPoint Financial, LLC$13720NO CHANGE
484Caitlin John, LLC$13720NO CHANGE
485Vermillion Wealth Management, Inc.$681+1NEW
486Portus Wealth Advisors, LLC$681+1NEW
487Godfrey Financial Associates, Inc.$6810NO CHANGE
488Beaird Harris Wealth Management, LLC$4110NO CHANGE
489Capital Advisors, Ltd. LLC$577+54ADD
490Smithfield Trust Co$3600NO CHANGE
491Avion Wealth$348+22ADD
492VANGUARD GROUP INC——−18,541,267EXIT
493&PARTNERS——−2,669EXIT
494Laird Norton Wetherby Trust Company, LLC——−1,902EXIT
495PINNACLE ASSOCIATES LTD——−3,890EXIT
496BAILARD, INC.——−2,580EXIT
497STEPHENS INC /AR/——−1,318EXIT
498SYM FINANCIAL Corp——−4,840EXIT
499VALLEY NATIONAL ADVISERS INC——−7EXIT
500TEACHER RETIREMENT SYSTEM OF TEXAS——−5,492EXIT
Newest 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 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

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
DateWhoChangeSize
2026-05-15Soros Fund Management 13FADD+248,749 sh
2026-05-15Gotham Asset Management 13FADD+98,310 sh
2026-05-15Bridgewater Associates 13FTRIM−369,593 sh
2026-05-15Moore Capital Management 13FEXIT−3,697 sh
2026-05-14Caxton Associates 13FEXIT−15,625 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

5 members of Congress disclosed TEAM — the congressional view ↗

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 been changed or closed before you ever see it, and is older still by however long ago that 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 with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), 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 (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).