Quantbot Technologies LP Has $12.63 Million Stake in Atlassian Corporation PLC $TEAM

Quantbot Technologies LP lowered its position in Atlassian Corporation PLC (NASDAQ:TEAM) by 17.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 79,107 shares of the technology company’s stock after selling 16,285 shares during the period. Quantbot Technologies LP’s holdings in Atlassian were worth $12,633,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in shares of Atlassian by 6.0% in the 3rd quarter. Vanguard Group Inc. now owns 18,479,561 shares of the technology company’s stock valued at $2,951,186,000 after purchasing an additional 1,049,483 shares during the last quarter. Artisan Partners Limited Partnership boosted its holdings in shares of Atlassian by 66.3% during the 2nd quarter. Artisan Partners Limited Partnership now owns 3,878,133 shares of the technology company’s stock worth $787,610,000 after buying an additional 1,545,546 shares during the period. DNB Asset Management AS grew its stake in Atlassian by 266.6% in the 3rd quarter. DNB Asset Management AS now owns 2,806,888 shares of the technology company’s stock valued at $448,260,000 after buying an additional 2,041,210 shares during the last quarter. Geode Capital Management LLC raised its holdings in Atlassian by 1.9% in the 2nd quarter. Geode Capital Management LLC now owns 2,356,798 shares of the technology company’s stock worth $476,800,000 after acquiring an additional 43,899 shares during the period. Finally, AQR Capital Management LLC lifted its position in Atlassian by 12.7% during the 2nd quarter. AQR Capital Management LLC now owns 1,933,851 shares of the technology company’s stock worth $392,282,000 after acquiring an additional 218,564 shares during the last quarter. 94.45% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

TEAM has been the topic of a number of recent analyst reports. Piper Sandler reiterated an “overweight” rating and issued a $200.00 price objective (down from $280.00) on shares of Atlassian in a research note on Friday, February 6th. Jefferies Financial Group set a $150.00 price target on Atlassian in a research report on Friday, February 6th. Mizuho cut their price target on Atlassian from $225.00 to $205.00 and set an “outperform” rating for the company in a report on Friday, February 6th. UBS Group restated a “neutral” rating and issued a $105.00 price objective on shares of Atlassian in a research note on Friday, February 6th. Finally, Canaccord Genuity Group set a $185.00 target price on shares of Atlassian in a research note on Friday, February 6th. Twenty equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $189.32.

Insider Buying and Selling

In other news, CFO Joseph Leo Binz sold 1,653 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $81.35, for a total value of $134,471.55. Following the completion of the transaction, the chief financial officer owned 208,639 shares of the company’s stock, valued at $16,972,782.65. The trade was a 0.79% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CTO Rajeev Bashyam Rajan sold 3,072 shares of Atlassian stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $81.35, for a total value of $249,907.20. Following the transaction, the chief technology officer owned 212,916 shares in the company, valued at approximately $17,320,716.60. This represents a 1.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 420,451 shares of company stock valued at $60,453,896. 36.66% of the stock is owned by company insiders.

Key Headlines Impacting Atlassian

Here are the key news stories impacting Atlassian this week:

• Positive Sentiment: Atlassian launched an open beta for AI agents embedded in Jira, enabling both Atlassian and third‑party agent integrations that tie into broader protocols (Model Context Protocol). This extends agentic AI deeper into core products and could increase product stickiness and long‑term revenue growth. Atlassian AI Agents In Jira Test Investor Hopes For Workflow Adoption
• Positive Sentiment: Market reaction: earlier reports noted a sharp intraday jump after the agents announcement, showing investors are rewarding visible AI product progress. That rally indicates strong investor appetite for AI-driven workflow enhancements. Why Is Atlassian (TEAM) Stock Soaring Today
• Positive Sentiment: Analyst sentiment remains largely bullish — coverage highlights resilient fundamentals and an analyst consensus target materially above current levels, supporting upside expectations if execution on AI and product monetization continues. Atlassian (TEAM)’s Strong Fundamentals Retains Analyst Confidence
• Neutral Sentiment: Brand and marketing activity — Atlassian’s continued visibility through sponsorships and partnerships (Williams F1 fan zone, M&S travel kit partner) supports brand reach but has limited near‑term revenue impact. Atlassian Williams F1 Team Fan Zone presented by Kraken kicks off the season in Melbourne
• Neutral Sentiment: Published short‑interest figures in the feed appear to show zero shares and no short‑interest ratio — this looks like erroneous or incomplete data and shouldn’t be treated as a meaningful signal without confirmation from official exchanges. (No linked source — flagged in feeds.)
• Negative Sentiment: Pomerantz announced an investor investigation into Atlassian, which introduces legal overhang and potential headline risk; such probes can pressure sentiment until resolved. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf Of Investors of Atlassian Corporation – TEAM

Atlassian Stock Down 5.4%

TEAM opened at $75.13 on Friday. The company has a market capitalization of $19.81 billion, a P/E ratio of -104.35, a P/E/G ratio of 66.30 and a beta of 0.88. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.89 and a quick ratio of 0.89. The firm’s fifty day moving average price is $120.94 and its two-hundred day moving average price is $147.23. Atlassian Corporation PLC has a fifty-two week low of $67.85 and a fifty-two week high of $287.26.

Atlassian (NASDAQ:TEAM) last announced its earnings results on Thursday, February 5th. The technology company reported $1.22 EPS for the quarter, topping the consensus estimate of $1.12 by $0.10. Atlassian had a negative return on equity of 6.33% and a negative net margin of 3.29%.The business had revenue of $1.59 billion for the quarter, compared to the consensus estimate of $1.54 billion. During the same period in the previous year, the business earned $0.96 EPS. Atlassian’s revenue was up 23.3% compared to the same quarter last year. On average, analysts anticipate that Atlassian Corporation PLC will post -0.34 EPS for the current year.

Atlassian Profile

Atlassian Corporation Plc is a software company headquartered in Sydney, Australia, best known for developing collaboration, project management and software development tools. Founded in 2002 by Mike Cannon-Brookes and Scott Farquhar, Atlassian grew from a small engineering-focused team into a publicly traded company after its initial public offering in 2015. The company serves a global customer base that spans small teams to large enterprises across technology, financial services, government and other sectors.

Atlassian’s product portfolio centers on tools designed to help teams plan, build and support software and business processes.