ATLASSIAN CORPORATION TEAM
CL A · Common Stock · CUSIP 049468101 · ISIN US0494681010
Australian enterprise software company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersSan Francisco, CA
- Founded2002
- Websiteatlassian.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($77.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $237.98. Options: 33 managers hold calls ($705.8m notional), 33 hold puts ($725.7m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 73 |
| Q4 2022 | 544 |
| Q1 2023 | 618 |
| Q2 2023 | 630 |
| Q3 2023 | 652 |
| Q4 2023 | 725 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 475 | 41 |
| Q1 2023 | 379 | 216 |
| Q2 2023 | 319 | 277 |
| Q3 2023 | 326 | 303 |
| Q4 2023 | 357 | 297 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $2.3bn | $696.4m | 0.30 |
| Q2 2023 | $2.1bn | $629.6m | 0.30 |
| Q3 2023 | $516.8m | $588.2m | 1.14 |
| Q4 2023 | $705.8m | $725.7m | 1.03 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +3.3m |
| BAILLIE GIFFORD & CO | Added | +1.5m |
| Nuveen Asset Management, LLC | Added | +764.4k |
| Amundi | Added | +741.9k |
| MORGAN STANLEY | Added | +712.0k |
| BlackRock Inc. | Added | +693.3k |
| Durable Capital Partners LP | Added | +524.1k |
| VANGUARD GROUP INC | Added | +504.2k |
| VIKING GLOBAL INVESTORS LP | New | +435.9k |
| MARSHALL WACE, LLP | Added | +388.2k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -1.5m |
| CITADEL ADVISORS LLC | Reduced | -724.9k |
| Holocene Advisors, LP | Sold out | -681.3k |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -542.7k |
| Winslow Capital Management, LLC | Reduced | -367.6k |
| Balyasny Asset Management L.P. | Reduced | -354.7k |
| Hardman Johnston Global Advisors LLC | Reduced | -243.7k |
| Sustainable Growth Advisers, LP | Reduced | -238.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -228.2k |
| LORD, ABBETT & CO. LLC | Sold out | -210.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $156.9m659.5k shares |
| CITADEL ADVISORS LLC | Added | $115.6m486.0k shares |
| Twin Tree Management, LP | Added | $82.3m345.9k shares |
| IMC-Chicago, LLC | Added | $53.2m223.8k shares |
| SIMPLEX TRADING, LLC | Added | $48.4m203.6k shares |
| BANK OF AMERICA CORP /DE/ | New | $38.4m161.5k shares |
| JANE STREET GROUP, LLC | Reduced | $37.0m155.7k shares |
| Walleye Trading LLC | Added | $31.9m134.3k shares |
| GTS SECURITIES LLC | Added | $27.0m113.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $17.7m74.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $174.0m731.4k shares |
| CITADEL ADVISORS LLC | Reduced | $63.9m268.8k shares |
| Twin Tree Management, LP | Reduced | $59.6m250.7k shares |
| IMC-Chicago, LLC | Added | $57.8m242.9k shares |
| D. E. Shaw & Co., Inc. | Added | $56.6m238.0k shares |
| JANE STREET GROUP, LLC | Reduced | $45.7m192.1k shares |
| SIMPLEX TRADING, LLC | Added | $43.6m183.3k shares |
| Walleye Trading LLC | Added | $41.7m175.4k shares |
| GTS SECURITIES LLC | Added | $26.8m112.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $22.6m95.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Farquhar Scott 13G · exempt (held before listing) +0.9 pts · filed 2026-05-15 | 22.7% |
| Cannon-Brookes Michael 13G · exempt (held before listing) +0.9 pts · filed 2026-05-15 | 22.7% |
| BlackRock, Inc. 13G · institution filed 2026-07-27 | 7.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.9% |
| DnB Asset Management AS 13G · institution new · filed 2026-05-14 | 5.6% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-12 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.3% |
Fell to 5% or below in the last year: GQG Partners LLC (4.8%, 2026-08-12), BAILLIE GIFFORD & CO (2.3%, 2026-07-24), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 6 | $128.4m | — |
| Q1 2023 | 0 | — | 7 | $121.4m | $21.9m |
| Q2 2023 | 0 | — | 8 | $122.7m | $120.5m |
| Q3 2023 | 0 | — | 9 | $145.0m | $84.5m |
| Q4 2023 | 0 | — | 8 | $154.1m | $4.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-29 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-29 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-28 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-28 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-27 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-27 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-26 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-26 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-22 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-22 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-21 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-21 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-20 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-20 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $2.0m8.2k shares |
| 2023-12-20 | LIU GENE Principal Accounting Officer | Sold | $343.0k1.4k shares |
| 2023-12-19 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $1.9m8.2k shares |
| 2023-12-19 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $1.9m8.2k shares |
| 2023-12-18 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $1.9m8.2k shares |
| 2023-12-18 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $1.9m8.2k shares |
| 2023-12-15 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $1.9m8.2k shares |
| 2023-12-15 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $1.9m8.2k shares |
| 2023-12-15 | BHARADWAJ ANUTTHARA President | Sold | $554.9k2.5k shares |
| 2023-12-14 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $1.8m8.2k shares |
| 2023-12-14 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $1.8m8.2k shares |
| 2023-12-14 | FERNANDEZ HEATHER MIRJAHANGIR Director | Sold plan | $675.0k3.0k shares |
| 2023-12-14 | LIU GENE Principal Accounting Officer | Sold | $662.8k3.0k shares |
| 2023-12-13 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $1.7m8.2k shares |
| 2023-12-13 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $1.7m8.2k shares |
| 2023-12-12 | Cannon-Brookes Michael Co-CEO, Co-Founder, director · By Trust | Sold | $1.6m8.2k shares |
| 2023-12-12 | Farquhar Scott Co-CEO, Co-Founder, director · By Trust | Sold | $1.6m8.2k shares |
The latest 30 of 152 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 15.4m $3.7bn | Added +504.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.33% of their portfolio | 10.2m $2.4bn | Added +326.7k |
| WCM INVESTMENT MANAGEMENT, LLC 6.43% of their portfolio | 9.6m $2.3bn | Added +249.0k |
| BlackRock Inc. 0.05% of their portfolio | 9.0m $2.1bn | Added +693.3k |
| BAILLIE GIFFORD & CO 1.66% of their portfolio | 8.8m $2.1bn | Added +1.5m |
| Artisan Partners Limited Partnership 2.23% of their portfolio | 6.0m $1.4bn | Reduced -75.2k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 4.5m $1.1bn | Added +3.3m |
| SANDS CAPITAL MANAGEMENT, LLC 3.21% of their portfolio | 4.4m $1.1bn | Reduced -542.7k |
| BROWN ADVISORY INC 1.16% of their portfolio | 3.5m $826.1m | Added +255.7k |
| STATE STREET CORP 0.04% of their portfolio | 3.5m $824.2m | Added +323.9k |
| MORGAN STANLEY 0.03% of their portfolio | 2.5m $596.0m | Added +712.0k |
| Capital International Investors 0.12% of their portfolio | 2.3m $545.5m | Added +105.9k |
| Nuveen Asset Management, LLC 0.17% of their portfolio | 2.3m $540.4m | Added +764.4k |
| Durable Capital Partners LP 4.20% of their portfolio | 2.2m $532.7m | Added +524.1k |
| FRANKLIN RESOURCES INC 0.22% of their portfolio | 2.0m $476.5m | Reduced -172.1k |
| JANUS HENDERSON GROUP PLC 0.28% of their portfolio | 2.0m $471.3m | Reduced -1.5m |
| Clearbridge Investments, LLC 0.40% of their portfolio | 1.9m $461.6m | Reduced -55.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 1.9m $451.2m | Added +123.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 1.8m $428.7m | Reduced -43.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.60% of their portfolio | 1.6m $386.7m | Reduced -228.2k |
| FMR LLC 0.03% of their portfolio | 1.6m $379.6m | Reduced -42.4k |
| FIRST TRUST ADVISORS LP 0.41% of their portfolio | 1.6m $374.9m | Added +32.2k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 1.4m $337.3m | Added +15.2k |
| Amundi 0.15% of their portfolio | 1.4m $331.3m | Added +741.9k |
| T. Rowe Price Investment Management, Inc. 0.20% of their portfolio | 1.3m $314.6m | Added +10.5k |
| SEI INVESTMENTS CO 0.50% of their portfolio | 1.3m $312.3m | Reduced -71.4k |
| Winslow Capital Management, LLC 1.16% of their portfolio | 1.2m $280.5m | Reduced -367.6k |
| SRS Investment Management, LLC 3.10% of their portfolio | 1.1m $256.3m | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 1.28% of their portfolio | 1.1m $253.5m | Added +64.5k |
| NORGES BANK 0.04% of their portfolio | 1.0m $247.7m | Reduced -30.3k |
| Legal & General Group Plc 0.08% of their portfolio | 1.0m $247.0m | Added +50.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.92% of their portfolio | 996.4k $237.0m | Added +127.8k |
| Sustainable Growth Advisers, LP 1.00% of their portfolio | 925.4k $220.1m | Reduced -238.5k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 802.3k $190.8m | Added +27.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio | 765.3k $182.0m | Added +3.9k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 748.7k $178.1m | Reduced -189.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 742.2k $176.5m | Added +26.9k |
| Foxhaven Asset Management, LP 4.66% of their portfolio | 682.8k $162.4m | Reduced -18.3k |
| AMERICAN CENTURY COMPANIES INC 0.11% of their portfolio | 644.4k $153.3m | Added +214.3k |
| Hardman Johnston Global Advisors LLC 4.77% of their portfolio | 624.5k $148.5m | Reduced -243.7k |
| MARSHALL WACE, LLP 0.28% of their portfolio | 610.6k $145.2m | Added +388.2k |
| NEUBERGER BERMAN GROUP LLC 0.12% of their portfolio | 592.8k $141.0m | Added +366.9k |
| Invesco Ltd. 0.03% of their portfolio | 544.0k $129.4m | Added +67.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 533.7k $126.9m | Reduced -91.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 518.7k $123.4m | Added +25.4k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 513.9k $122.2m | Reduced -100.3k |
| Ashe Capital Management, LP 10.36% of their portfolio | 501.0k $119.2m | Reduced -66.2k |
| Arohi Asset Management PTE Ltd. 56.85% of their portfolio | 497.2k $118.3m | First filing |
| Swiss National Bank 0.08% of their portfolio | 485.2k $115.4m | Reduced -3.4k |
| VIKING GLOBAL INVESTORS LP 0.38% of their portfolio | 435.9k $103.7m | New |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 429.3k $102.1m | Added +47.8k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 421.0k $100.1m | Added +113.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.14% of their portfolio | 418.4k $99.5m | Added +609 |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 415.1k $98.7m | Reduced -68.1k |
| Fisher Asset Management, LLC 0.05% of their portfolio | 414.1k $98.5m | Reduced -1.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 405.1k $96.4m | Added +6.1k |
| BBJS FINANCIAL ADVISORS, LLC 33.25% of their portfolio | 402.4k $95.7m | Reduced -13.1k |
| TIGER GLOBAL MANAGEMENT LLC 0.68% of their portfolio | 400.5k $95.3m | Unchanged |
| BESSEMER GROUP INC 0.16% of their portfolio | 347.1k $82.6m | Added +4.8k |
| TD Asset Management Inc 0.08% of their portfolio | 332.8k $79.2m | Reduced -168.4k |
| SOMA EQUITY PARTNERS LP 4.49% of their portfolio | 322.8k $76.8m | Reduced -27.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.18% of their portfolio | 321.5k $76.5m | Added +4.4k |
| Strategy Capital LLC 7.69% of their portfolio | 297.4k $70.7m | Reduced -19.8k |
| BARCLAYS PLC 0.04% of their portfolio | 295.9k $70.4m | Added +75.0k |
| California Public Employees Retirement System 0.05% of their portfolio | 273.6k $65.1m | Added +9.8k |
| DF DENT & CO INC 0.83% of their portfolio | 262.1k $62.4m | Reduced -54.7k |
| Swedbank AB 0.10% of their portfolio | 261.0k $62.1m | Reduced -20.8k |
| Candlestick Capital Management LP 1.93% of their portfolio | 251.4k $59.8m | Reduced -146.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 247.1k $58.8m | Added +11.0k |
| CATALYST PRIVATE WEALTH, LLC 26.82% of their portfolio | 240.0k $57.1m | Reduced -27 |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 233.4k $55.5m | Added +165.1k |
| Qube Research & Technologies Ltd 0.13% of their portfolio | 232.7k $55.4m | Added +225.1k |
| National Pension Service 0.08% of their portfolio | 230.3k $54.8m | Unchanged |
| Carmignac Gestion 0.90% of their portfolio | 226.1k $53.8m | Added +7.3k |
| NICHOLAS COMPANY, INC. 0.95% of their portfolio | 225.8k $53.7m | Unchanged |
| Baird Financial Group, Inc. 0.12% of their portfolio | 224.6k $53.4m | Added +26.5k |
| CITIGROUP INC 0.07% of their portfolio | 219.7k $52.3m | Reduced -43.4k |
| Woodline Partners LP 0.57% of their portfolio | 218.6k $52.0m | New |
| CREDIT SUISSE AG/ 0.05% of their portfolio | 197.0k $46.9m | Added +17.7k |
| Russell Investments Group, Ltd. 0.08% of their portfolio | 195.6k $46.7m | Added +12.1k |
| Korea Investment CORP 0.12% of their portfolio | 191.3k $45.5m | Added +125.1k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 187.9k $44.7m | Added +10.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.56% of their portfolio | 184.6k $43.9m | Added +2.0k |
| UBS Group AG 0.02% of their portfolio | 182.6k $43.4m | Added +119.1k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 175.4k $41.7m | Reduced -49.8k |
| GLYNN CAPITAL MANAGEMENT LLC 7.79% of their portfolio | 175.2k $41.7m | Reduced -3.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.09% of their portfolio | 171.7k $40.8m | Reduced -4.7k |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 170.1k $40.5m | Reduced -19.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 169.1k $40.2m | Reduced -29.7k |
| NATIXIS ADVISORS, LLC 0.10% of their portfolio | 160.7k $38.2m | Added +11.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.53% of their portfolio | 158.3k $37.7m | Added +28.6k |
| TWO SIGMA ADVISERS, LP 0.09% of their portfolio | 157.9k $37.6m | Added +20.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.17% of their portfolio | 152.7k $36.3m | Reduced -140.2k |
| Trivest Advisors Ltd 1.65% of their portfolio | 152.2k $36.2m | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 151.0k $35.9m | Added +25.7k |
| PEREGRINE CAPITAL MANAGEMENT LLC 1.03% of their portfolio | 143.7k $34.2m | Reduced -5.8k |
| Erste Asset Management GmbH 0.50% of their portfolio | 143.4k $34.1m | Added +39.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 142.5k $33.9m | Added +2.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.13% of their portfolio | 138.0k $32.8m | Added +5.5k |
| APG Asset Management N.V. 0.06% of their portfolio | 135.0k $29.1m | Reduced -2.2k |