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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

TEAM holding history

Atlassian Corp in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TEAM overviewAll 13F holders of TEAMFull Q2 2026 holdings

Shares (Q2 2026)
53,839
Value
$4.19M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TEAM by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,839$4.19M<0.1%+33,741+167.9%AddedHolders
Q1 202620,098$1.37M<0.1%−23,546−54.0%ReducedHolders
Q4 202543,644$7.08M<0.1%+30,598+234.5%AddedHolders
Q3 202513,046$2.08M<0.1%−956−6.8%ReducedHolders
Q2 202514,002$2.84M<0.1%+156+1.1%AddedHolders
Q1 202513,846$2.94M<0.1%+859+6.6%AddedHolders
Q4 202412,987$3.16M<0.1%−86−0.7%ReducedHolders
Q3 202413,073$2.08M<0.1%−7,693−37.0%ReducedHolders
Q2 202420,766$3.67M<0.1%−1,559−7.0%ReducedHolders
Q1 202422,325$4.36M<0.1%+3,381+17.8%AddedHolders
Q4 202318,944$4.51M<0.1%+3,065+19.3%AddedHolders
Q3 202315,879$3.20M<0.1%+6,322+66.2%AddedHolders
Q2 20239,557$1.60M<0.1%+406+4.4%AddedHolders
Q1 20239,151$1.57M<0.1%−767−7.7%ReducedHolders
Q4 20229,918$1.28M<0.1%+1,064+12.0%AddedHolders
Q3 20228,854$1.86M<0.1%+2,145+32.0%AddedHolders
Q2 20226,709$1.26M<0.1%+588+9.6%AddedHolders
Q1 20226,121$1.80M<0.1%+1,423+30.3%AddedHolders
Q4 20214,698$1.79M<0.1%−331−6.6%ReducedHolders
Q3 20215,029$1.97M<0.1%+2,769+122.5%AddedHolders
Q2 20212,260$581.0K<0.1%+465+25.9%AddedHolders
Q1 20211,795$378.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.