Atlassian (TEAM)


Market Price (8/23/2026): $171.3 | Market Cap: $43.3 BilSector: Information Technology | Industry: Application Software

Atlassian (TEAM)


Market Price (8/23/2026): $171.3
Market Cap: $43.3 Bil
Sector: Information Technology
Industry: Application Software

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 20%

Stock buyback support
Stock Buyback 3Y Total is 3.0 Bil

Megatrend and thematic drivers
Megatrends include Cloud Computing, Automation & Robotics, and Artificial Intelligence. Themes include Software as a Service (SaaS), Show more.

Weak multi-year price returns
2Y Excs Rtn is -27%, 3Y Excs Rtn is -82%

Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 608x

Stock price has recently run up significantly
6M Rtn6 month market price return is 126%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 24%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 130%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.5%

Key risks
TEAM key risks include [1] intense competition from major enterprise software players targeting its core markets and [2] specific cloud service reliability failures, Show more.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 20%
1 Stock buyback support
Stock Buyback 3Y Total is 3.0 Bil
2 Megatrend and thematic drivers
Megatrends include Cloud Computing, Automation & Robotics, and Artificial Intelligence. Themes include Software as a Service (SaaS), Show more.
3 Weak multi-year price returns
2Y Excs Rtn is -27%, 3Y Excs Rtn is -82%
4 Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 608x
5 Stock price has recently run up significantly
6M Rtn6 month market price return is 126%
6 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 24%
7 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 130%
8 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.5%
9 Key risks
TEAM key risks include [1] intense competition from major enterprise software players targeting its core markets and [2] specific cloud service reliability failures, Show more.

TEAM in ETFs

Weight = TEAM's share of each fund

VTI0.02%
ITOT0.04%
IWB0.04%
VUG0.07%
VO0.16%
IGV0.86%
IWP0.76%
COWZ0.59%
+15 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/19/2026

Atlassian (TEAM) stock has gained about 150% since 4/30/2026 because of the following key factors:

1. Strong financial performance in both fiscal Q3 2026 and fiscal Q4 2026 exceeded analyst expectations.

Atlassian reported robust fiscal Q3 2026 results on April 30, 2026, with adjusted earnings per share (EPS) of $1.75 against an estimated $1.34, and revenue of $1.79 billion, surpassing the $1.69 billion estimate. Total revenue grew 32% year-over-year. This strong momentum continued into fiscal Q4 2026 (ended June 30, 2026), with reported EPS of $1.87 on August 6, 2026, significantly beating the consensus estimate of $1.50, and revenue reaching $1.77 billion, exceeding expectations of $1.66 billion. The company also achieved GAAP profitability with a 12% operating margin in fiscal Q4 2026. These consistent earnings beats demonstrated solid execution and financial health.

2. Accelerated cloud revenue growth and substantial increase in Remaining Performance Obligations (RPO) indicated strong future demand.

Cloud revenue growth accelerated to 31% year-over-year in fiscal Q4 2026. Furthermore, the company's Remaining Performance Obligations (RPO), a key indicator of future revenue, surged by 44% year-over-year to $4.8 billion in fiscal Q4 2026, providing significant forward revenue visibility and reflecting increased customer commitment to Atlassian's cloud platform.

Show more
Updated on 8/19/2026

Atlassian (TEAM) stock has gained about 150% since 4/30/2026 because of the following key factors:

1. Strong financial performance in both fiscal Q3 2026 and fiscal Q4 2026 exceeded analyst expectations.

Atlassian reported robust fiscal Q3 2026 results on April 30, 2026, with adjusted earnings per share (EPS) of $1.75 against an estimated $1.34, and revenue of $1.79 billion, surpassing the $1.69 billion estimate. Total revenue grew 32% year-over-year. This strong momentum continued into fiscal Q4 2026 (ended June 30, 2026), with reported EPS of $1.87 on August 6, 2026, significantly beating the consensus estimate of $1.50, and revenue reaching $1.77 billion, exceeding expectations of $1.66 billion. The company also achieved GAAP profitability with a 12% operating margin in fiscal Q4 2026. These consistent earnings beats demonstrated solid execution and financial health.

2. Accelerated cloud revenue growth and substantial increase in Remaining Performance Obligations (RPO) indicated strong future demand.

Cloud revenue growth accelerated to 31% year-over-year in fiscal Q4 2026. Furthermore, the company's Remaining Performance Obligations (RPO), a key indicator of future revenue, surged by 44% year-over-year to $4.8 billion in fiscal Q4 2026, providing significant forward revenue visibility and reflecting increased customer commitment to Atlassian's cloud platform.

3. Strategic advancements and positive market reception for Atlassian’s AI-powered platform and product innovations.

Atlassian aggressively rolled out new AI-driven features and emphasized its AI strategy, which was well-received by the market. In May 2026, the company introduced its AI-powered "Product Collection" designed to enhance decision-making. This was followed by the announcement of a "System for AI-native Software Development in Jira" in July 2026. In August 2026, the Jira Summer Release brought 15 new AI-native capabilities, including new Delivery Agents for automated coordination and AI-powered Jira space creation through Rovo, directly addressing market concerns about AI disruption and reinforcing the value of its "Teamwork Graph" as a competitive moat.

4. Heightened analyst confidence and a significant personal investment by the CEO.

Following the strong fiscal Q4 2026 results, numerous analysts upgraded their ratings and raised price targets for Atlassian's stock, with some increasing targets by over 50% (e.g., Citi to $170 from $110, Barclays to $172 from $112). Analyst consensus shifted to a "Moderate Buy" rating, with an average price target of $176.27. Further bolstering investor confidence, CEO Mike Cannon-Brookes announced a personal plan to purchase up to $250 million in Atlassian shares, signaling strong conviction in the company's future prospects.

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Stock Movement Drivers

Fundamental Drivers

The 150.5% change in TEAM stock from 4/30/2026 to 8/22/2026 was primarily driven by a 110.4% change in the company's P/S Multiple.
(LTM values as of)43020268222026Change
Stock Price ($)68.59171.81150.5%
Change Contribution By: 
Total Revenues ($ Mil)5,7606,57214.1%
P/S Multiple3.16.6110.4%
Shares Outstanding (Mil)2642534.3%
Cumulative Contribution150.5%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 8/22/2026
ReturnCorrelation
TEAM150.5% 
Market (SPY)6.5%6.7%
Sector (XLK)14.9%-1.2%

Fundamental Drivers

The 45.4% change in TEAM stock from 1/31/2026 to 8/22/2026 was primarily driven by a 20.4% change in the company's Total Revenues ($ Mil).
(LTM values as of)13120268222026Change
Stock Price ($)118.18171.8145.4%
Change Contribution By: 
Total Revenues ($ Mil)5,4606,57220.4%
P/S Multiple5.76.616.1%
Shares Outstanding (Mil)2632534.0%
Cumulative Contribution45.4%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 8/22/2026
ReturnCorrelation
TEAM45.4% 
Market (SPY)11.0%8.7%
Sector (XLK)27.6%5.0%

Fundamental Drivers

The -10.4% change in TEAM stock from 7/31/2025 to 8/22/2026 was primarily driven by a -34.9% change in the company's P/S Multiple.
(LTM values as of)73120258222026Change
Stock Price ($)191.78171.81-10.4%
Change Contribution By: 
Total Revenues ($ Mil)4,9636,57232.4%
P/S Multiple10.26.6-34.9%
Shares Outstanding (Mil)2632533.9%
Cumulative Contribution-10.4%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 8/22/2026
ReturnCorrelation
TEAM-10.4% 
Market (SPY)22.2%13.2%
Sector (XLK)40.1%9.5%

Fundamental Drivers

The -5.6% change in TEAM stock from 7/31/2023 to 8/22/2026 was primarily driven by a -52.5% change in the company's P/S Multiple.
(LTM values as of)73120238222026Change
Stock Price ($)181.94171.81-5.6%
Change Contribution By: 
Total Revenues ($ Mil)3,3556,57295.9%
P/S Multiple13.96.6-52.5%
Shares Outstanding (Mil)2572531.6%
Cumulative Contribution-5.6%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2023 to 8/22/2026
ReturnCorrelation
TEAM-5.6% 
Market (SPY)73.2%32.9%
Sector (XLK)109.4%28.9%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
TEAM Return63%-66%85%2%-33%8%-25%
Peers Return44%-49%63%17%-20%-11%0%
S&P 500 Return27%-19%24%23%16%12%103%

Monthly Win Rates [3]
TEAM Win Rate67%25%67%33%33%50% 
Peers Win Rate57%27%57%62%38%42% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
TEAM Max Drawdown-25%-69%-31%-47%-55%-65% 
Peers Max Drawdown-27%-56%-27%-32%-39%-45% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: NOW, MSFT, ASAN, GTLB, CRM.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/21/2026 (YTD)

How Low Can It Go

EventTEAMS&P 500
2024 Yen Carry Trade Unwind
  % Loss-21.2%-7.8%
  % Gain to Breakeven27.0%8.5%
  Time to Breakeven63 days18 days
2023 SVB Regional Banking Crisis
  % Loss-25.9%-6.7%
  % Gain to Breakeven35.0%7.1%
  Time to Breakeven23 days31 days
2020 COVID-19 Crash
  % Loss-20.7%-33.7%
  % Gain to Breakeven26.1%50.9%
  Time to Breakeven32 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-27.8%-19.2%
  % Gain to Breakeven38.4%23.8%
  Time to Breakeven76 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-19.8%-3.7%
  % Gain to Breakeven24.7%3.9%
  Time to Breakeven61 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-35.5%-12.2%
  % Gain to Breakeven55.0%13.9%
  Time to Breakeven163 days62 days

Compare to NOW, MSFT, ASAN, GTLB, CRM

In The Past

Atlassian's stock fell -21.2% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 27.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventTEAMS&P 500
2024 Yen Carry Trade Unwind
  % Loss-21.2%-7.8%
  % Gain to Breakeven27.0%8.5%
  Time to Breakeven63 days18 days
2023 SVB Regional Banking Crisis
  % Loss-25.9%-6.7%
  % Gain to Breakeven35.0%7.1%
  Time to Breakeven23 days31 days
2020 COVID-19 Crash
  % Loss-20.7%-33.7%
  % Gain to Breakeven26.1%50.9%
  Time to Breakeven32 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-27.8%-19.2%
  % Gain to Breakeven38.4%23.8%
  Time to Breakeven76 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-35.5%-12.2%
  % Gain to Breakeven55.0%13.9%
  Time to Breakeven163 days62 days
2014-2016 Oil Price Collapse
  % Loss-35.5%-6.8%
  % Gain to Breakeven55.0%7.3%
  Time to Breakeven163 days15 days

Compare to NOW, MSFT, ASAN, GTLB, CRM

In The Past

Atlassian's stock fell -21.2% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 27.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Atlassian (TEAM)

Atlassian Corporation Plc is a global software company specializing in designing, developing, licensing, and maintaining a comprehensive suite of products. The company's primary focus is on enhancing team collaboration, workflow management, and software development processes. Atlassian's mission is to empower teams worldwide to effectively plan, track, collaborate on, and manage their work and projects, facilitating improved productivity and communication across various organizational functions.

The company offers a robust portfolio of widely used software tools. Prominent products include Jira, a versatile workflow management system for tracking tasks and projects across teams; Jira Service Management, a dedicated service desk solution for IT, HR, and legal departments; and Trello, a visual collaboration product designed for organizing tasks and managing projects. For content creation and shared workspaces, Atlassian provides Confluence. Additionally, it supports software development with Bitbucket for code sharing and management, Opsgenie for centralized incident management and alerting, and Statuspage for transparent incident communication.

Atlassian's extensive product line serves a broad and diverse customer base globally. Its solutions are adopted by a wide range of teams within organizations, including software development, IT operations, HR, legal, and general project management teams. By providing tools that cater to agile planning, project oversight, and seamless communication, Atlassian enables organizations of all sizes—from small teams to large enterprises—to streamline their operations and foster more efficient, collaborative work environments.

AI Analysis | Feedback

The Microsoft 365 for teams focused on project management, collaboration, and software development.

Imagine GitHub for software developers, but expanded to include powerful project management and team collaboration tools for everyone.

The Salesforce for internal team operations, project management, and software development.

AI Analysis | Feedback

  • JIRA: A workflow management system enabling teams to plan, track, collaborate, and manage work and projects.
  • Jira Service Management: A service desk product for creating and managing service experiences for various service team providers, including IT, legal, and HR teams.
  • Jira Align: An enterprise agile planning tool designed for large-scale agile transformations.
  • Opsgenie: An incident management tool that centralizes alerts and notifies the right people at the right time.
  • Statuspage: A platform used for incident communication, keeping stakeholders informed during service disruptions.
  • Confluence: A remote-friendly team workspace for building, organizing, and collaborating on content virtually.
  • Trello: A collaboration product that helps teams manage projects, organize tasks, and build team spirit.
  • Bitbucket: A code sharing and management platform primarily used by development teams.

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  • Amazon.com, Inc. (AMZN)
  • Alphabet Inc. (GOOGL)

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Mike Cannon-Brookes, CEO & Co-Founder

Mike Cannon-Brookes co-founded Atlassian with Scott Farquhar in 2002, funding the company with credit cards shortly after graduating from university. The company was bootstrapped, relying on organic growth and reinvestment of profits rather than initial venture capital investment. He is also involved in several other business ventures, including a significant investment in the Sun Cable project, which aims to build a solar and battery farm, and holds a minority stake in the NBA's Utah Jazz. Cannon-Brookes serves as an adjunct professor at the University of New South Wales' School of Computer Science and Engineering and is the chairman of Blackbird Ventures, a venture capital firm. He also formed a climate fund called Boundless Earth in 2022. He was recognized as the Australian IT Professional of the Year in 2004 and, alongside Scott Farquhar, as the Australian Entrepreneur of the Year in 2006.

Joe Binz, Chief Financial Officer

Joe Binz joined Atlassian as Chief Financial Officer in September 2022, overseeing the company's Accounting, Finance, Internal Audit, Investor Relations, Tax, and Treasury teams. He brings over 25 years of finance leadership and experience in the technology industry. Prior to joining Atlassian, Binz was Microsoft's Corporate Vice President, Finance, where he was responsible for financial planning and analysis, investor relations, acquisition integration, and procurement functions. His career also includes significant roles at Intel Corporation and KPMG Peat Marwick.

Brian Duffy, Chief Revenue Officer

Brian Duffy will join Atlassian as Chief Revenue Officer, effective January 1, 2025. He has over 20 years of experience in the technology industry. Previously, Duffy spent 18 years at SAP, where his most recent role was President of Cloud. In this role, he launched, built, and scaled the strategic initiative 'RISE with SAP,' transforming it into a multi-billion dollar business within two years by helping customers transition to the cloud. Following his time at SAP, Brian served as CEO of SoftwareOne, where he positioned the company for its next phase of growth. He has extensive international experience from living and working in the United States, Europe, China, and Japan.

Rajeev Rajan, Chief Technology Officer

Rajeev Rajan joined Atlassian as Chief Technology Officer in May 2022. He is responsible for Atlassian Engineering, IT, Security and Trust, and the Engineering Operations teams, focusing on the company's cloud transformation, Developer Platform, and Product lines. Rajan's background includes senior roles at Facebook and Microsoft. He holds advanced degrees in Computer Science.

Anu Bharadwaj, President

Anu Bharadwaj is the President at Atlassian, responsible for overseeing the company's strategic initiatives and ensuring operational excellence. Her key skills encompass product management, strategic planning, and leadership, which contribute to Atlassian's growth and innovation. Bharadwaj has a rich background that includes roles such as Chief Operating Officer and VP of Product at Atlassian, and has held various leadership positions at Microsoft and other tech companies.

AI Analysis | Feedback

Atlassian (TEAM) faces several key risks to its business operations and market position. The most significant risk stems from **intense competition** within the enterprise software market. Atlassian operates in a fiercely competitive landscape, facing formidable rivals such as Microsoft (with Azure DevOps, GitHub, Teams, and SharePoint), GitLab Inc., ServiceNow, and Salesforce (Slack). Microsoft is particularly highlighted as a major competitive threat, leveraging its broad ecosystem and vertical integration to offer comprehensive solutions that can challenge Atlassian's market share in areas like agile project management and DevOps tooling. Competitors like GitLab also offer integrated, end-to-end DevOps platforms, presenting a "toolchain tax" argument against Atlassian's suite model. Another critical risk is **cybersecurity threats and vulnerabilities** affecting its products. Atlassian's core offerings, including Jira, Confluence, and Bitbucket, have been subject to critical security flaws and active exploitation. These vulnerabilities, some with high severity scores, include remote code execution (RCE), privilege escalation, and information disclosure issues. Such exploits can lead to unauthorized access, data breaches, system compromise, and a loss of customer trust. The increasing reliance on cloud applications also introduces risks related to authorization and access-control issues within its cloud services. Finally, the **challenges associated with cloud migration and the discontinuation of server products** represent a key risk. Atlassian has been actively phasing out support for its server products, compelling its large customer base to migrate to either its cloud offerings or Data Center platform. This transition poses an ongoing challenge, as Atlassian must ensure its legacy customers migrate without significant attrition. Delaying this migration can expose customers to increased vulnerabilities due to a lack of security updates and support for unsupported server products. Furthermore, Atlassian is heavily investing in its cloud platform, making new, critical features and advanced tools, including AI and automation capabilities, exclusive to the cloud, which could disadvantage customers remaining on older platforms.

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The emergence of "Work OS" platforms such as Notion, ClickUp, and Monday.com, which offer highly flexible, all-in-one workspaces capable of consolidating functions traditionally spread across multiple Atlassian products like Confluence (for content and wikis), Trello (for task management), and even some project tracking aspects of Jira for non-technical teams. These platforms often provide a more unified user experience, extensive customization, and increasingly sophisticated AI capabilities, directly challenging Atlassian's strategy of providing distinct, albeit integrated, tools.

The rise of fully integrated DevOps platforms like GitLab, which consolidate the entire software development lifecycle—including source code management (competing with Bitbucket), CI/CD (competing with Bamboo), issue tracking (competing with Jira), and other developer services—into a single application. This unified approach provides a compelling alternative for development teams seeking to simplify and streamline their toolchains, potentially displacing Atlassian's suite of specialized developer tools.

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Atlassian (symbol: TEAM) operates within significant addressable markets across its core product offerings. The company estimates its total serviceable addressable market (SAM) to be approximately $67 billion globally, with an anticipated growth rate of 13% annually. This overall market is projected to reach $176 billion by 2025, growing at 11% annually, encompassing software development, service management, and work management categories worldwide. Here's a breakdown of the addressable markets for Atlassian's main products and services: * Jira (Workflow Management, Project Management, Software Development, Enterprise Agile Planning): * The serviceable addressable market for software development is estimated at $17 billion globally, with a 9% annual growth rate. * The global Enterprise Agile Planning (EAP) market was valued at USD 1.58 billion in 2025 and is expected to grow to USD 4.69 billion by 2033. Another estimate projects the global EAP market to be approximately USD 3 billion in 2026, reaching USD 21.34 billion by 2035. * Jira Service Management (IT Service Management - ITSM): * The serviceable addressable market for service management is estimated at $15 billion globally, growing at 13% annually. Atlassian also identifies an additional $9 billion opportunity by expanding its use cases beyond traditional IT teams to areas like HR, legal, and marketing. * The global IT Service Management (ITSM) market was estimated at USD 13.4567 billion in 2024 and is projected to reach USD 29.927 billion by 2030. Other reports indicate the global ITSM market size at USD 13.49 billion in 2024, predicted to grow to approximately USD 51.93 billion by 2034. North America held the largest share of this market, accounting for over 40% in 2024. * Opsgenie and Statuspage (Incident Management and Communication): * These products fall under the broader Incident Management Software market. The global incident management software market was valued at USD 2.5 billion in 2024 and is projected to reach USD 5.93 billion by 2032. Another source estimates the global market at USD 7.215 billion in 2024, growing to USD 15.57883 billion by 2032. * The global Cyber Incident Management Software market was valued at US$ 36.9 billion in 2025 and is expected to reach US$ 131.6 billion by 2032. North America accounts for approximately 40% of the global incident management software market. * Confluence and Trello (Team Collaboration, Work Management, Knowledge Management): * Atlassian's serviceable addressable market for work management is estimated at US$35 billion globally. * The global Team Collaboration Software market was valued at USD 21.5 billion in 2025 and is expected to reach USD 55.0 billion by 2034. Other estimates place the global market at USD 36.1142 billion in 2024, projected to reach USD 57.4038 billion by 2030. North America held the largest share of the team collaboration software market, accounting for over 37% in 2024. * Confluence has a market share of 1.88% in Knowledge Management and 2.01% in productivity software globally. * Bitbucket (Code Sharing and Management, Version Control Systems): * The global Version Control Systems (VCS) market was valued at USD 1.24 billion in 2025 and is projected to grow to USD 5.89 billion by 2034. Other reports estimate the global VCS market at USD 1.03 billion in 2024, reaching USD 2.66 billion by 2030. North America dominates the VCS market, holding over 35% in 2025. * Bitbucket holds approximately 11% of the global market share for hosting services for source code and development projects. It also has an estimated market share of 18.53% in Continuous Integration and Delivery globally.

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Atlassian (TEAM) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:

  1. Cloud Migration: A significant driver of revenue growth is the ongoing migration of customers from Atlassian's legacy Data Center products to its cloud solutions. This transition has led to raised cloud revenue guidance and continues to show robust momentum. Management has noted strong migration performance and outperformance in cloud revenue, indicating continued customer adoption of cloud solutions.
  2. Enterprise Customer Expansion: Atlassian is experiencing strong execution from its enterprise sales and partner teams, resulting in a record number of deals exceeding $1 million in annual contract value. The company is focused on increasing its strategic value within existing enterprise accounts and expanding its large customer base, which now exceeds 300,000 customers.
  3. Artificial Intelligence (AI) Integration and Offerings: Heavy investment in AI and its integration across Atlassian's platform are identified as significant tailwinds for the company. Atlassian has seen rapid adoption of its AI capabilities, with millions of monthly active users, and is delivering new AI-driven innovations like "Rovo" and "Agents in Jira."
  4. Product-led Growth and Platform Expansion: Atlassian's core strategy of product-led growth and expanding its platform ecosystem, including new product launches and continued development of existing products (Jira, Confluence, Trello, Bitbucket), will contribute to revenue growth. The recently introduced "Teamwork collection" has shown strong momentum and is exceeding expectations.
  5. International Expansion: The company's international revenue streams, particularly from the EMEA and Asia Pacific regions, are expected to continue growing. These markets contribute a substantial portion to Atlassian's total revenue, with analysts projecting further increases in these segments.

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1. Share Repurchases

  • In October 2025, Atlassian authorized a new share buyback program of up to $2.5 billion, which is set to follow a previous $1.5 billion initiative launched in September 2024.
  • The company repurchased $779.439 million in shares in 2025, $395.256 million in 2024, and $150.006 million in 2023.

2. Share Issuance

  • Atlassian's shares outstanding have shown slight annual increases, reaching 0.262 billion in 2025 (a 1.02% increase from 2024), 0.259 billion in 2024 (a 1.1% increase from 2023), and 0.256 billion in 2023 (a 1.18% increase from 2022).
  • Share-based compensation amounted to $1.9 billion in fiscal year 2025.

4. Outbound Investments

  • Atlassian completed the acquisition of DX, an engineering intelligence company, in November 2025 for approximately $1 billion in cash and restricted stock to enhance its AI investments and developer experience insights.
  • In December 2025, Atlassian acquired Secoda, a provider of an AI platform for data and analytics solutions.
  • The company also acquired The Browser Company for $610 million in October 2025.

5. Capital Expenditures

  • Capital expenditures for the trailing twelve months leading up to February 2026 were reported as "negligible" at $52.7 million.
  • The primary focus of investments, which includes capital expenditures, has been on enhancing AI capabilities, enterprise sales, cloud platform infrastructure, and overall enterprise-grade capabilities for its System of Work.
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Better Bets vs. Atlassian (TEAM)

Peer Outperformance in Application Software

TEAM has trailed 57% of its 122 Application Software peers over 5Y. Among the peers that beat it are FROG, APPF and YOU. Application Software ranks 11th of 12 industries in Information Technology by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Application Software constituents that TEAM has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
70%
of 152 industry peers · 0.6% return
3Y
50%
of 140 industry peers · -10.4% return
5Y
43%
of 122 industry peers · -51.3% return
Application Software peers with revenue growth within 4pp of TEAM's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
Ticker Name Rev Growth 3Y Avg P/E 1Y3Y5Y 5Y Gap
TEAM Atlassian 23.0% -807.0x 0.6%-10.4%-51.3%
FROG JFrog 24.3% -254.6x 95.9%239.1%146.6% +198pp
APPF AppFolio 25.3% 50.4x -18.5%21.3%78.0% +129pp
YOU Clear Secure 24.0% 29.5x 21.1%117.6%1.8% +53pp
DT Dynatrace 19.6% 95.2x -0.2%5.7%-23.7% +28pp
PCOR Procore Technologies 19.8% -247.2x -6.4%-0.5%-27.3% +24pp
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Information Technology sector, ranked by 5Y. Application Software is TEAM's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Electronic Manufacturing Services 9 56.5%200.4%341.0% FLEX 746% · TTMI 687% · JBL 432%
Semiconductor Materials & Equipment 27 137.0%74.6%125.0% AEHR 1645% · AXTI 677% · KLAC 488%
Technology Distributors 9 21.8%61.4%77.5% CLMB 340% · AVT 153% · SNX 113%
Electronic Components 26 54.5%61.3%57.7% CLS 3221% · BELFA 1309% · LPTH 617%
Communications Equipment 35 29.8%82.4%42.0% AAOI 1755% · LITE 905% · ANET 715%
Semiconductors 54 31.6%30.5%31.0% POET 1926% · MU 1282% · NVDA 881%
Technology Hardware, Storage & Peripherals 22 31.2%76.3%22.5% STX 976% · SMCI 936% · WDC 891%
Internet Services & Infrastructure 6 13.9%38.3%15.1% DOCN 109% · GDDY 36% · VRSN 34%
Electronic Equipment & Instruments 27 -7.9%17.2%-3.6% PI 215% · SOTK 138% · NSSC 125%
IT Consulting & Other Services 28 -25.2%-7.3%-18.3% CHRN 627400% · APLD 1844% · TSSI 695%
Application Software ← 123 -19.6%-10.4%-42.5% VIDA 394900% · INLX 5338% · PLTR 625%
Systems Software 69 -7.8%14.7%-51.2% QNC 845% · PANW 476% · PAYS 446%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Latest Trefis Analyses

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

TEAMNOWMSFTASANGTLBCRMMedian
NameAtlassianServiceN.MicrosoftAsana GitLab Salesfor. 
Mkt Price171.81128.48483.249.5841.67209.17150.14
Mkt Cap43.40.13,588.52.37.1181.625.3
Rev LTM6,57214,732331,8398091,00542,82910,652
Op Inc LTM101,680155,237-169-529,366845
FCF LTM1,3194,57166,98710726314,6612,945
FCF 3Y Avg1,3833,80970,8903311512,8812,596
CFO LTM1,3535,308182,93512427615,2213,331
CFO 3Y Avg1,4214,628145,8824712113,5113,024

Growth & Margins

TEAMNOWMSFTASANGTLBCRMMedian
NameAtlassianServiceN.MicrosoftAsana GitLab Salesfor. 
Rev Chg LTM26.0%22.2%17.8%9.5%24.9%11.0%20.0%
Rev Chg 3Y Avg23.0%22.5%16.1%11.8%29.5%10.0%19.3%
Rev Chg Q27.6%24.0%17.7%9.5%23.1%13.3%20.4%
QoQ Delta Rev Chg LTM6.2%5.5%4.3%2.3%5.2%3.1%4.7%
Op Inc Chg LTM107.9%4.9%20.8%31.0%58.3%18.2%25.9%
Op Inc Chg 3Y Avg54.2%55.3%20.6%23.0%36.7%53.7%45.2%
Op Mgn LTM0.2%11.4%46.8%-20.9%-5.1%21.9%5.8%
Op Mgn 3Y Avg-1.7%11.8%45.7%-31.4%-16.6%20.3%5.1%
QoQ Delta Op Mgn LTM3.9%-2.0%-0.0%4.1%2.2%0.4%1.3%
CFO/Rev LTM20.6%36.0%55.1%15.3%27.4%35.5%31.5%
CFO/Rev 3Y Avg27.3%38.0%50.6%5.9%13.8%34.5%30.9%
FCF/Rev LTM20.1%31.0%20.2%13.3%26.2%34.2%23.2%
FCF/Rev 3Y Avg26.6%31.1%25.3%4.0%13.1%32.9%25.9%

Valuation

TEAMNOWMSFTASANGTLBCRMMedian
NameAtlassianServiceN.MicrosoftAsana GitLab Salesfor. 
Mkt Cap43.40.13,588.52.37.1181.625.3
P/S6.60.010.82.87.04.25.4
P/Op Inc4,195.00.123.1-13.5-137.219.49.7
P/EBIT607.50.121.2-14.7-137.218.29.1
P/E-807.00.126.8-14.0-282.722.6-6.9
P/CFO32.10.019.618.425.711.919.0
Total Yield-0.1%1,260.3%4.5%-7.2%-0.4%5.3%2.2%
Dividend Yield0.0%0.0%0.7%0.0%0.0%0.9%0.0%
FCF Yield 3Y Avg4.1%2,084.2%2.2%2.1%2.0%6.7%3.2%
D/E0.063.80.00.10.00.20.1
Net D/E-0.028.6-0.0-0.1-0.20.2-0.0

Returns

TEAMNOWMSFTASANGTLBCRMMedian
NameAtlassianServiceN.MicrosoftAsana GitLab Salesfor. 
1M Rtn114.4%39.7%26.9%45.8%37.9%33.3%38.8%
3M Rtn101.1%25.8%15.7%44.7%55.9%16.5%35.3%
6M Rtn126.1%23.2%22.1%32.0%57.9%13.5%27.6%
12M Rtn0.6%-27.6%-3.9%-33.8%-7.8%-15.0%-11.4%
3Y Rtn-10.4%13.1%51.2%-56.8%-10.2%1.7%-4.2%
1M Excs Rtn110.8%36.2%23.3%42.2%34.3%29.7%35.2%
3M Excs Rtn106.0%25.8%12.5%47.6%59.6%15.9%36.7%
6M Excs Rtn115.1%12.1%11.1%20.9%46.8%2.5%16.5%
12M Excs Rtn-16.8%-47.8%-23.5%-50.0%-24.6%-34.4%-29.5%
3Y Excs Rtn-82.4%-57.3%-19.9%-126.7%-82.5%-71.4%-76.9%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment5,2154,3593,5352,803 
Maintenance    523
Other    242
Subscription    1,324
Total5,2154,3593,5352,8032,089


Price Behavior

Price Behavior
Market Price$171.81 
Market Cap ($ Bil)44.8 
First Trading Date12/10/2015 
Distance from 52W High-5.8% 
   50 Days200 Days
DMA Price$106.44$108.21
DMA Trenddownup
Distance from DMA61.4%58.8%
 3M1YR
Volatility104.0%77.3%
Downside Capture7.44116.11
Upside Capture332.3892.55
Correlation (SPY)14.7%12.5%
TEAM Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta-1.180.11-0.120.260.601.26
Up Beta-6.98-1.54-3.39-0.91-0.201.12
Down Beta-0.140.800.880.600.461.63
Up Capture223%10%132%24%30%78%
Bmk +ve Days11223567138427
Stock +ve Days15213156114366
Down Capture-209%51%-59%81%128%107%
Bmk -ve Days11212859114326
Stock -ve Days7223270138386

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TEAM
TEAM3.2%77.1%0.34-
Sector ETF (XLK)41.9%26.0%1.318.9%
Equity (SPY)21.1%12.9%1.2212.4%
Gold (GLD)37.5%28.8%1.10-3.5%
Commodities (DBC)43.2%20.2%1.66-10.0%
Real Estate (VNQ)12.9%13.8%0.641.9%
Bitcoin (BTCUSD)-31.6%44.1%-0.739.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TEAM
TEAM-13.4%63.2%0.03-
Sector ETF (XLK)19.7%25.9%0.6844.2%
Equity (SPY)12.9%17.2%0.5745.8%
Gold (GLD)20.6%18.6%0.901.8%
Commodities (DBC)10.4%19.6%0.414.0%
Real Estate (VNQ)2.3%18.9%0.0233.2%
Bitcoin (BTCUSD)10.4%52.8%0.3824.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TEAM
TEAM18.6%53.5%0.53-
Sector ETF (XLK)24.1%24.9%0.8845.3%
Equity (SPY)15.2%17.9%0.7241.6%
Gold (GLD)12.7%16.2%0.643.4%
Commodities (DBC)8.0%18.0%0.366.1%
Real Estate (VNQ)5.0%20.7%0.2026.6%
Bitcoin (BTCUSD)63.1%66.1%1.0315.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date7312026
Short Interest: Shares Quantity15.8 Mil
Short Interest: % Change Since 7152026-10.6%
Average Daily Volume3.9 Mil
Days-to-Cover Short Interest4.0 days
Basic Shares Quantity252.8 Mil
Short % of Basic Shares6.2%

Earnings Returns History

Updated 8/17/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/6/202635.3%50.7% 
4/30/202629.6%34.7%69.0%
2/5/2026-3.7%-12.1%-16.6%
10/30/20255.4%-2.8%-4.2%
8/7/2025-1.7%-3.9%1.0%
5/1/2025-9.0%-9.1%-10.2%
1/30/202514.9%19.5%2.7%
10/31/202419.0%24.1%41.0%
...
SUMMARY STATS   
# Positive657
# Negative10118
Median Positive18.1%24.1%20.5%
Median Negative-9.3%-9.1%-12.6%
Max Positive35.3%50.7%69.0%
Max Negative-29.0%-19.9%-23.3%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/6/202635.3%50.7% 
4/30/202629.6%34.7%69.0%
2/5/2026-3.7%-12.1%-16.6%
10/30/20255.4%-2.8%-4.2%
8/7/2025-1.7%-3.9%1.0%
5/1/2025-9.0%-9.1%-10.2%
1/30/202514.9%19.5%2.7%
10/31/202419.0%24.1%41.0%
8/1/2024-17.1%-19.9%-4.4%
4/25/2024-9.6%-7.5%-14.9%
2/1/2024-14.7%-16.7%-18.6%
11/2/2023-2.5%-5.8%7.2%
8/3/202317.2%16.4%20.5%
5/4/2023-9.5%-9.6%22.1%
2/2/2023-7.2%-6.2%-3.4%
11/3/2022-29.0%-19.1%-23.3%
SUMMARY STATS   
# Positive657
# Negative10118
Median Positive18.1%24.1%20.5%
Median Negative-9.3%-9.1%-12.6%
Max Positive35.3%50.7%69.0%
Max Negative-29.0%-19.9%-23.3%

SEC Filings

Expand for More
Report DateFiling DateFiling
06/30/202608/14/202610-K
03/31/202605/01/202610-Q
12/31/202502/06/202610-Q
09/30/202510/31/202510-Q
06/30/202508/15/202510-K
03/31/202505/02/202510-Q
12/31/202401/31/202510-Q
09/30/202411/01/202410-Q
06/30/202408/16/202410-K
03/31/202404/26/202410-Q
12/31/202302/02/202410-Q
09/30/202311/03/202310-Q
06/30/202308/18/202310-K
03/31/202305/05/202310-Q
12/31/202202/03/202310-Q
09/30/202211/04/202210-Q
Collapse to Preview
Report DateFiling DateFiling
06/30/202608/14/202610-K
03/31/202605/01/202610-Q
12/31/202502/06/202610-Q
09/30/202510/31/202510-Q
06/30/202508/15/202510-K
03/31/202505/02/202510-Q
12/31/202401/31/202510-Q
09/30/202411/01/202410-Q
06/30/202408/16/202410-K
03/31/202404/26/202410-Q
12/31/202302/02/202410-Q
09/30/202311/03/202310-Q
06/30/202308/18/202310-K
03/31/202305/05/202310-Q
12/31/202202/03/202310-Q
09/30/202211/04/202210-Q
06/30/202208/19/202220-F
03/31/202204/29/20226-K
12/31/202101/28/20226-K
09/30/202110/29/20216-K
06/30/202108/13/202120-F
03/31/202104/30/20216-K
12/31/202001/29/20216-K
09/30/202011/03/20206-K
06/30/202008/14/202020-F
03/31/202005/01/20206-K
12/31/201901/28/20206-K
09/30/201910/25/20196-K

Recent Forward Guidance

Updated 8/7/2026

Latest: Q4 2026 Earnings Reported 8/6/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2027 Revenue1.71 Bil1.71 Bil1.72 Bil3.2% Higher NewGuidance: 1.66 Bil for Q4 2026
Q1 2027 Cloud Revenue Growth 28.5%  3.0%Higher NewGuidance: 25.5% for Q4 2026
Q1 2027 Data Center Revenue Growth -4.0%  -12.5%Lower NewGuidance: 8.5% for Q4 2026
Q1 2027 Marketplace and other revenue growth 12.5%  6.0%Higher NewGuidance: 6.5% for Q4 2026
Q1 2027 Gross margin (GAAP) 85.0%  -0.5%Lower NewGuidance: 85.5% for Q4 2026
Q1 2027 Gross margin (non-GAAP) 87.0%  -1.0%Lower NewGuidance: 88.0% for Q4 2026
Q1 2027 Operating margin (GAAP) 6.5%  2.0%Higher NewGuidance: 4.5% for Q4 2026
Q1 2027 Operating margin (non-GAAP) 28.5%  -2.0%Lower NewGuidance: 30.5% for Q4 2026
2027 Subscription ARR growth 18.0%    
2027 Total revenue growth 13.0%  -11.0%Lower NewGuidance: 24.0% for 2026
2027 Cloud revenue growth 25.5%  -1.0%Lower NewGuidance: 26.5% for 2026
2027 Data Center revenue growth -17.0%  -38.5%Lower NewGuidance: 21.5% for 2026
2027 Marketplace and other revenue growth 12.0%  5.5%Higher NewGuidance: 6.5% for 2026
2027 Gross margin (GAAP) 84.5%  0.0%Same NewGuidance: 84.5% for 2026
2027 Gross margin (non-GAAP) 86.5%  -1.5%Lower NewGuidance: 88.0% for 2026
2027 Operating margin (GAAP) 4.5%  6.5%Higher NewGuidance: -2.0% for 2026
2027 Operating margin (non-GAAP) 25.0%  -4.0%Lower NewGuidance: 29.0% for 2026

Prior: Q3 2026 Earnings Reported 4/30/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2026 Total Revenue1.65 Bil1.66 Bil1.66 Bil-2.1% LoweredGuidance: 1.69 Bil for Q3 2026
Q4 2026 Cloud Revenue Growth 25.5%  2.5%RaisedGuidance: 23.0% for Q3 2026
Q4 2026 Data Center Revenue Growth 8.5%  -25.0%LoweredGuidance: 33.5% for Q3 2026
Q4 2026 Marketplace and Other Revenue Growth 6.5%  1.5%RaisedGuidance: 5.0% for Q3 2026
Q4 2026 Gross Margin (GAAP) 85.5%  0.0%AffirmedGuidance: 85.5% for Q3 2026
Q4 2026 Gross Margin (Non-GAAP) 88.0%  0.0%AffirmedGuidance: 88.0% for Q3 2026
Q4 2026 Operating Margin (GAAP) 4.5%  4.5%RaisedGuidance: 0.0% for Q3 2026
Q4 2026 Operating Margin (Non-GAAP) 30.5%  3.0%RaisedGuidance: 27.5% for Q3 2026
2026 Total Revenue Growth 24.0%  2.0%RaisedGuidance: 22.0% for 2026
2026 Cloud Revenue Growth 26.5%  2.2%RaisedGuidance: 24.3% for 2026
2026 Data Center Revenue Growth 21.5%  1.5%RaisedGuidance: 20.0% for 2026
2026 Marketplace and Other Revenue Growth 6.5%  0.5%RaisedGuidance: 6.0% for 2026
2026 Gross Margin (GAAP) 84.5%  0.5%RaisedGuidance: 84.0% for 2026
2026 Gross Margin (Non-GAAP) 88.0%  1.0%RaisedGuidance: 87.0% for 2026
2026 Operating Margin (GAAP) -2.0%  1.0%RaisedGuidance: -3.0% for 2026
2026 Operating Margin (Non-GAAP) 29.0%  3.5%RaisedGuidance: 25.5% for 2026

Q2 2026 Earnings Reported 2/5/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q3 2026 Revenue1.69 Bil1.69 Bil1.70 Bil   
Q3 2026 Cloud Revenue Growth 23.0%    
Q3 2026 Data Center Revenue Growth 33.5%    
Q3 2026 Marketplace and other revenue growth 5.0%    
Q3 2026 Gross Margin (GAAP) 85.5%    
Q3 2026 Gross Margin (Non-GAAP) 88.0%    
Q3 2026 Operating Margin (GAAP) 0.0%    
Q3 2026 Operating Margin (Non-GAAP) 27.5%    
2026 Revenue Growth 22.0%  1.2%RaisedGuidance: 20.8% for 2026
2026 Cloud Revenue Growth 24.3%  1.8%RaisedGuidance: 22.5% for 2026
2026 Data Center Revenue Growth 20.0%  0.0%AffirmedGuidance: 20.0% for 2026
2026 Marketplace and other revenue growth 6.0%  1.0%RaisedGuidance: 5.0% for 2026
2026 Gross Margin (GAAP) 84.0%    
2026 Gross Margin (Non-GAAP) 87.0%    
2026 Operating Margin (GAAP) -3.0%    
2026 Operating Margin (Non-GAAP) 25.5%    

Q1 2026 Earnings Reported 10/30/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q2 2026 Total Revenue1.53 Bil1.54 Bil1.54 Bil   
Q2 2026 Cloud Revenue Growth 22.5%  0AffirmedGuidance: 22.5% for Q1 2026
Q2 2026 Data Center Revenue Growth 17.0%  9.0%Higher NewGuidance: 8.0% for Q1 2026
Q2 2026 Marketplace and other revenue growth 2.0%  -9.5%Lower NewGuidance: 11.5% for Q1 2026
2026 Total Revenue Growth 20.8%  2.8%RaisedGuidance: 18.0% for 2026
2026 Cloud Revenue Growth 22.5%  1.5%RaisedGuidance: 21.0% for 2026
2026 Data Center Revenue Growth 20.0%  7.5%RaisedGuidance: 12.5% for 2026
2026 Marketplace and other revenue growth 5.0%  -5.0%LoweredGuidance: 10.0% for 2026

Insider Activity

Updated 8/20/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Chuong, JamesChief Financial OfficerDirectSell8202026172.459,0541,561,37748,151,607Form
2Duffy, BrianChief Revenue OfficerDirectSell8202026172.451,851319,20437,632,408Form
3Liu, GeneChief Accounting OfficerDirectSell8202026175.001,125196,8759,941,225Form
4Duffy, BrianChief Revenue OfficerDirectSell8172026163.007,6171,241,55235,871,524Form
5Liu, GeneChief Accounting OfficerDirectSell8172026163.00815132,8459,442,891Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Chuong, JamesChief Financial OfficerDirectSell8202026172.459,0541,561,37748,151,607Form
2Duffy, BrianChief Revenue OfficerDirectSell8202026172.451,851319,20437,632,408Form
3Liu, GeneChief Accounting OfficerDirectSell8202026175.001,125196,8759,941,225Form
4Duffy, BrianChief Revenue OfficerDirectSell8172026163.007,6171,241,55235,871,524Form
5Liu, GeneChief Accounting OfficerDirectSell8172026163.00815132,8459,442,891Form
6Liu, GeneChief Accounting OfficerDirectSell8172026165.00737121,6059,693,255Form
7Duffy, BrianChief Revenue OfficerDirectSell612202689.713,000269,13020,426,160Form
8Duffy, BrianChief Revenue OfficerDirectSell612202688.791,432127,14720,483,054Form
9Duffy, BrianChief Revenue OfficerDirectSell612202692.791,813168,22821,538,693Form
10Duffy, BrianChief Revenue OfficerDirectSell609202695.351,454138,63922,305,798Form
11Duffy, BrianChief Revenue OfficerDirectSell609202698.031,451142,24223,075,282Form
12Chuong, JamesChief Financial OfficerDirectSell521202687.758,838775,51325,295,168Form
13Duffy, BrianChief Revenue OfficerDirectSell520202687.751,986174,26320,781,827Form
14Liu, GeneChief Accounting OfficerDirectSell520202687.71675,8775,217,531Form
15Duffy, BrianChief Revenue OfficerDirectSell515202680.827,017567,10819,301,793Form
16Liu, GeneChief Accounting OfficerDirectSell515202680.8280364,8994,812,932Form
17Duffy, BrianChief Revenue OfficerDirectSell220202681.351,22299,41010,114,451Form
18Liu, GeneChief Accounting OfficerDirectSell220202681.36665,3704,910,218Form
19Rajan, Rajeev BashyamChief Technology OfficerDirectSell220202681.353,072249,90717,320,707Form
20Binz, Joseph LeoChief Financial OfficerDirectSell220202681.351,653134,47116,972,681Form
21Liu, GeneChief Accounting OfficerDirectSell218202681.8090874,2744,942,315Form
22Duffy, BrianChief Revenue OfficerDirectSell218202681.8098280,32910,270,473Form
23Rajan, Rajeev BashyamChief Technology OfficerDirectSell218202681.804,009327,93617,667,803Form
24Binz, Joseph LeoChief Financial OfficerDirectSell218202681.802,949241,22917,201,962Form
25Farquhar, ScottSee FootnoteSell206202694.817,665726,71626,161,764Form
26Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell206202694.817,665726,71626,161,764Form
27Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell2062026102.287,665783,97029,006,905Form
28Farquhar, ScottSee FootnoteSell2062026102.287,665783,97129,006,933Form
29Farquhar, ScottSee FootnoteSell2042026104.047,665797,46231,101,010Form
30Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell2042026104.047,665797,45931,100,918Form
31Farquhar, ScottSee FootnoteSell2022026119.157,665913,31237,445,795Form
32Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell2022026119.157,665913,31137,445,766Form
33Farquhar, ScottSee FootnoteSell1302026118.977,665911,89538,299,601Form
34Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1302026118.977,665911,89538,299,578Form
35Farquhar, ScottSee FootnoteSell1282026133.307,6651,021,72744,955,977Form
36Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1282026133.307,6651,021,72644,955,933Form
37Farquhar, ScottSee FootnoteSell1262026130.857,6651,002,96246,136,262Form
38Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1262026130.857,6651,002,96146,136,224Form
39Farquhar, ScottSee FootnoteSell1232026126.117,665966,64145,432,132Form
40Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1232026126.117,665966,64045,432,103Form
41Farquhar, ScottSee FootnoteSell1212026118.197,665905,91644,389,865Form
42Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1212026118.197,665905,91644,389,865Form
43Farquhar, ScottSee FootnoteSell1162026120.827,665926,05746,302,828Form
44Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1162026120.827,665926,05546,302,736Form
45Farquhar, ScottSee FootnoteSell1162026130.817,6651,002,65351,135,312Form
46Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1162026130.817,6651,002,65251,135,229Form
47Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1132026147.157,6651,127,89360,906,231Form
48Farquhar, ScottSee FootnoteSell1132026147.157,6651,127,89560,906,355Form
49Farquhar, ScottSee FootnoteSell1122026145.917,6651,118,42761,513,499Form
50Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1122026145.917,6651,118,42761,513,491Form
51Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1072026158.627,6651,215,81870,517,444Form
52Farquhar, ScottSee FootnoteSell1072026158.627,6651,215,81870,517,469Form
53Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1062026154.207,6651,181,96969,736,152Form
54Farquhar, ScottSee FootnoteSell1062026154.207,6651,181,97069,736,237Form
55Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell1052026156.157,6651,196,85971,811,555Form
56Farquhar, ScottSee FootnoteSell1052026156.157,6651,196,86071,811,618Form
57Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12312025162.687,665  Form
58Farquhar, ScottSee FootnoteSell12312025162.687,665  Form
59Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12312025163.507,6651,253,2641,253,264Form
60Farquhar, ScottSee FootnoteSell12312025163.507,6651,253,2651,253,265Form
61Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12302025163.667,6651,254,4402,508,880Form
62Farquhar, ScottSee FootnoteSell12302025163.667,6651,254,4412,508,882Form
63Farquhar, ScottSee FootnoteSell12292025162.537,6651,245,8213,737,462Form
64Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12292025162.537,6651,245,8203,737,460Form
65Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12292025161.037,6651,234,3274,937,309Form
66Farquhar, ScottSee FootnoteSell12292025161.037,6651,234,3284,937,312Form
67Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12232025161.307,6651,236,3466,181,729Form
68Farquhar, ScottSee FootnoteSell12232025161.307,6651,236,3476,181,734Form
69Farquhar, ScottSee FootnoteSell12232025164.117,6651,257,9147,547,484Form
70Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12232025164.117,6651,257,9137,547,477Form
71Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12232025162.407,6651,244,8028,713,612Form
72Farquhar, ScottSee FootnoteSell12232025162.407,6651,244,8048,713,628Form
73Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12192025164.817,6651,263,29010,106,320Form
74Farquhar, ScottSee FootnoteSell12192025164.817,6651,263,29010,106,321Form
75Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12182025163.167,6651,250,63111,255,681Form
76Farquhar, ScottSee FootnoteSell12182025163.167,6651,250,63411,255,702Form
77Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12172025160.427,6651,229,60012,295,997Form
78Farquhar, ScottSee FootnoteSell12172025160.427,6651,229,60212,296,023Form
79Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12162025158.927,6651,218,09213,399,014Form
80Farquhar, ScottSee FootnoteSell12162025158.927,6651,218,09313,399,028Form
81Brown, Shona LSee FootnoteSell12152025163.0052886,0645,950,804Form
82Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12152025162.117,6651,242,61014,911,314Form
83Farquhar, ScottSee FootnoteSell12152025162.117,6651,242,61014,911,315Form
84Farquhar, ScottSee FootnoteSell12122025163.077,6651,249,93916,249,202Form
85Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12122025163.077,6651,249,93816,249,197Form
86Farquhar, ScottSee FootnoteSell12112025161.797,6651,240,12517,361,752Form
87Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12112025161.797,6651,240,12317,361,726Form
88Farquhar, ScottSee FootnoteSell12102025161.137,6651,235,05518,525,820Form
89Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12102025161.137,6651,235,05318,525,798Form
90Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12092025160.707,6651,231,76519,708,236Form
91Farquhar, ScottSee FootnoteSell12092025160.707,6651,231,76519,708,247Form
92Farquhar, ScottSee FootnoteSell12082025160.487,6651,230,09120,911,540Form
93Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12082025160.487,6651,230,09020,911,536Form
94Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12052025155.707,6651,193,45221,482,133Form
95Farquhar, ScottSee FootnoteSell12052025155.707,6651,193,45321,482,150Form
96Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12042025155.087,6651,188,65822,584,507Form
97Farquhar, ScottSee FootnoteSell12042025155.087,6651,188,65922,584,514Form
98Farquhar, ScottSee FootnoteSell12032025154.547,6651,184,53023,690,597Form
99Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12032025154.547,6651,184,52923,690,573Form
100Belsky, ScottSee FootnoteBuy12022025148.031,672247,506913,197Form
101Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12022025152.047,6651,165,39924,473,373Form
102Farquhar, ScottSee FootnoteSell12022025152.047,6651,165,39924,473,382Form
103Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell12012025150.127,6651,150,69825,315,354Form
104Farquhar, ScottSee FootnoteSell12012025150.127,6651,150,70025,315,397Form
105Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11262025148.297,6651,136,61126,142,048Form
106Farquhar, ScottSee FootnoteSell11262025148.297,6651,136,61126,142,062Form
107Farquhar, ScottSee FootnoteSell11262025149.207,6651,143,61327,446,721Form
108Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11262025149.207,6651,143,61227,446,689Form
109Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11252025146.627,6651,123,83628,095,889Form
110Farquhar, ScottSee FootnoteSell11252025146.627,6651,123,83628,095,889Form
111Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11242025144.027,6651,103,92928,702,166Form
112Farquhar, ScottSee FootnoteSell11242025144.027,6651,103,93228,702,221Form
113Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11212025145.537,6651,115,45230,117,210Form
114Farquhar, ScottSee FootnoteSell11212025145.537,6651,115,45330,117,228Form
115Liu, GeneChief Accounting OfficerDirectSell11202025147.449213,5658,562,027Form
116Rajan, Rajeev BashyamChief Technology OfficerDirectSell11202025147.463,017444,89632,441,403Form
117Binz, Joseph LeoChief Financial OfficerDirectSell11202025147.461,710252,16131,445,106Form
118Duffy, BrianChief Revenue OfficerDirectSell11202025147.461,940286,07918,659,399Form
119Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11202025147.637,6651,131,56931,683,921Form
120Farquhar, ScottSee FootnoteSell11202025147.637,6651,131,57031,683,952Form
121Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11192025147.667,6651,131,84132,823,400Form
122Farquhar, ScottSee FootnoteSell11192025147.667,6651,131,84332,823,457Form
123Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11182025147.417,6651,129,89233,896,771Form
124Farquhar, ScottSee FootnoteSell11182025147.417,6651,129,89333,896,793Form
125Binz, Joseph LeoChief Financial OfficerDirectSell11172025152.464,531690,77832,770,551Form
126Bharadwaj, AnuttharaPresidentDirectSell11172025152.469,8471,501,23536,908,406Form
127Rajan, Rajeev BashyamChief Technology OfficerDirectSell11172025152.465,652861,68133,999,809Form
128Liu, GeneChief Accounting OfficerDirectSell11172025152.451,044159,1618,867,124Form
129Duffy, BrianChief Revenue OfficerDirectSell11172025152.461,468223,80619,586,965Form
130Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11172025152.517,6651,168,97836,238,323Form
131Farquhar, ScottSee FootnoteSell11172025152.517,6651,168,98036,238,384Form
132Farquhar, ScottSee FootnoteSell11142025153.777,6651,178,67937,717,714Form
133Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11142025153.777,6651,178,67737,717,651Form
134Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11132025154.977,6651,187,85239,199,103Form
135Farquhar, ScottSee FootnoteSell11132025154.977,6651,187,85339,199,148Form
136Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11122025160.307,6651,228,73141,776,852Form
137Farquhar, ScottSee FootnoteSell11122025160.307,6651,228,73641,777,020Form
138Farquhar, ScottSee FootnoteSell11102025158.007,6651,211,06442,387,242Form
139Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11102025158.007,6651,211,06242,387,175Form
140Farquhar, ScottSee FootnoteSell11102025155.587,6651,192,50142,930,036Form
141Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11102025155.587,6651,192,50042,929,986Form
142Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11072025155.887,6651,194,83144,208,748Form
143Farquhar, ScottSee FootnoteSell11072025155.887,6651,194,83344,208,822Form
144Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11062025162.667,6651,246,79147,378,072Form
145Farquhar, ScottSee FootnoteSell11062025162.667,6651,246,79347,378,152Form
146Farquhar, ScottSee FootnoteSell11052025165.247,6651,266,59949,397,364Form
147Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11052025165.247,6651,266,59149,397,068Form
148Belsky, ScottSee FootnoteBuy11042025169.991,476250,905764,445Form
149Farquhar, ScottSee FootnoteSell11042025172.797,6651,324,39752,975,891Form
150Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11042025172.787,6651,324,39252,975,667Form
151Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell11032025167.617,6651,284,76152,675,220Form
152Farquhar, ScottSee FootnoteSell11032025167.617,6651,284,76352,675,282Form
153Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10312025161.757,6651,239,81352,072,163Form
154Farquhar, ScottSee FootnoteSell10312025161.757,6651,239,81552,072,245Form
155Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10302025160.407,6651,229,50352,868,630Form
156Farquhar, ScottSee FootnoteSell10302025160.417,6651,229,50452,868,693Form
157Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10302025163.677,6651,254,50955,198,397Form
158Farquhar, ScottSee FootnoteSell10302025163.677,6651,254,51055,198,434Form
159Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10282025165.037,6651,264,96356,923,330Form
160Farquhar, ScottSee FootnoteSell10282025165.037,6651,264,96456,923,362Form
161Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10272025164.507,6651,260,91758,002,169Form
162Farquhar, ScottSee FootnoteSell10272025164.507,6651,260,91858,002,242Form
163Farquhar, ScottSee FootnoteSell10242025164.817,6651,263,23559,372,049Form
164Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10242025164.817,6651,263,23459,372,013Form
165Farquhar, ScottSee FootnoteSell10232025169.167,6651,296,64462,238,918Form
166Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10232025169.167,6651,296,64462,238,889Form
167Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10222025165.767,6651,270,56462,257,650Form
168Farquhar, ScottSee FootnoteSell10222025165.767,6651,270,56462,257,650Form
169Farquhar, ScottSee FootnoteSell10202025157.287,6651,205,58060,279,010Form
170Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10202025157.287,6651,205,57960,278,937Form
171Farquhar, ScottSee FootnoteSell10202025151.217,6651,159,00959,109,467Form
172Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10202025151.217,6651,159,00859,109,420Form
173Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10172025151.357,6651,160,11960,326,182Form
174Farquhar, ScottSee FootnoteSell10172025151.357,6651,160,12060,326,221Form
175Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10162025151.837,6651,163,77261,679,922Form
176Farquhar, ScottSee FootnoteSell10162025151.837,6651,163,77561,680,094Form
177Farquhar, ScottSee FootnoteSell10152025153.607,6651,177,32363,575,462Form
178Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10152025153.607,6651,177,32263,575,387Form
179Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10142025147.817,6651,132,96862,313,228Form
180Farquhar, ScottSee FootnoteSell10142025147.817,6651,132,96962,313,288Form
181Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10102025145.857,6651,117,94962,605,121Form
182Farquhar, ScottSee FootnoteSell10102025145.857,6651,117,94962,605,131Form
183Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10102025148.547,6651,138,58164,899,121Form
184Farquhar, ScottSee FootnoteSell10102025148.547,6651,138,58164,899,129Form
185Farquhar, ScottSee FootnoteSell10092025150.937,6651,156,86167,097,944Form
186Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10092025150.937,6651,156,86167,097,936Form
187Farquhar, ScottSee FootnoteSell10082025148.037,6651,134,64066,943,769Form
188Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10082025148.037,6651,134,64066,943,752Form
189Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10072025150.757,6651,155,51769,330,999Form
190Farquhar, ScottSee FootnoteSell10072025150.757,6651,155,51769,331,021Form
191Farquhar, ScottSee FootnoteSell10062025150.867,6651,156,32470,535,772Form
192Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10062025150.867,6651,156,32370,535,705Form
193Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10032025150.617,6651,154,40871,573,281Form
194Farquhar, ScottSee FootnoteSell10032025150.617,6651,154,40871,573,327Form
195Belsky, ScottSee FootnoteBuy10022025153.101,566239,752462,510Form
196Farquhar, ScottSee FootnoteSell10022025152.507,6651,168,92173,642,001Form
197Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell10022025152.507,6651,168,92073,641,953Form
198Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9302025159.617,665  Form
199Farquhar, ScottSee FootnoteSell9302025159.617,665  Form
200Farquhar, ScottSee FootnoteSell9302025166.367,6651,275,1591,275,159Form
201Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9302025166.367,6651,275,1571,275,157Form
202Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9292025165.267,6651,266,6972,533,395Form
203Farquhar, ScottSee FootnoteSell9292025165.267,6651,266,6992,533,398Form
204Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9262025162.587,6651,246,1693,738,507Form
205Farquhar, ScottSee FootnoteSell9262025162.587,6651,246,1703,738,509Form
206Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9252025165.097,6651,265,4095,061,634Form
207Farquhar, ScottSee FootnoteSell9252025165.097,6651,265,4105,061,639Form
208Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9242025166.317,6651,274,7846,373,920Form
209Farquhar, ScottSee FootnoteSell9242025166.317,6651,274,7856,373,923Form
210Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9232025170.207,6651,304,6027,827,612Form
211Farquhar, ScottSee FootnoteSell9232025170.207,6651,304,6047,827,626Form
212Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9222025169.327,6651,297,8369,084,852Form
213Farquhar, ScottSee FootnoteSell9222025169.327,6651,297,8369,084,855Form
214Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9192025170.097,6651,303,72410,429,791Form
215Farquhar, ScottSee FootnoteSell9192025170.097,6651,303,72510,429,796Form
216Farquhar, ScottSee FootnoteSell9182025173.567,6651,330,36111,973,251Form
217Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9182025173.567,6651,330,36111,973,249Form
218Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9172025173.537,6651,330,07413,300,745Form
219Farquhar, ScottSee FootnoteSell9172025173.537,6651,330,07513,300,752Form
220Farquhar, Scott See FootnoteSell9162025174.587,6651,338,13814,719,519Form
221Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9162025174.587,6651,338,13714,719,508Form
222Farquhar, Scott See FootnoteSell9162025175.177,6651,342,68016,112,164Form
223Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9162025175.177,6651,342,67916,112,143Form
224Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9122025177.337,6651,359,21117,669,744Form
225Farquhar, ScottSee FootnoteSell9122025177.337,6651,359,21217,669,756Form
226Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9112025175.767,6651,347,21118,860,957Form
227Farquhar, ScottSee FootnoteSell9112025175.767,6651,347,21218,860,973Form
228Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9102025180.517,6651,383,63320,754,491Form
229Farquhar, ScottSee FootnoteSell9102025180.517,6651,383,63520,754,530Form
230Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9092025171.597,6651,315,26321,044,202Form
231Farquhar, ScottSee FootnoteSell9092025171.597,6651,315,26421,044,222Form
232Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9082025171.907,6651,317,64822,400,012Form
233Farquhar, ScottSee FootnoteSell9082025171.907,6651,317,64822,400,023Form
234Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9052025167.677,6651,285,19523,133,505Form
235Farquhar, ScottSee FootnoteSell9052025167.677,6651,285,19623,133,526Form
236Farquhar, ScottSee FootnoteSell9042025171.147,6651,311,81024,924,388Form
237Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9042025171.147,6651,311,80924,924,375Form
238Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell9032025172.877,6651,325,05726,501,137Form
239Farquhar, ScottSee FootnoteSell9032025172.877,6651,325,05826,501,152Form
240Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8292025177.837,6651,363,03428,623,716Form
241Farquhar, ScottSee FootnoteSell8292025177.837,6651,363,03528,623,729Form
242Belsky, ScottSee FootnoteBuy8292025173.001,455251,715251,715Form
243Farquhar, ScottSee FootnoteSell8292025176.137,6651,350,04629,701,007Form
244Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8292025176.137,6651,350,04529,700,992Form
245Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8282025171.137,6651,311,71830,169,514Form
246Farquhar, ScottSee FootnoteSell8282025171.137,6651,311,71830,169,523Form
247Farquhar, ScottSee FootnoteSell8272025165.417,6651,267,85030,428,402Form
248Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8272025165.417,6651,267,84930,428,379Form
249Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8262025169.407,6651,298,42632,460,659Form
250Farquhar, ScottSee FootnoteSell8262025169.407,6651,298,42732,460,678Form
251Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8252025169.737,6651,300,94733,824,629Form
252Farquhar, ScottSee FootnoteSell8252025169.737,6651,300,94833,824,639Form
253Farquhar, ScottSee FootnoteSell8222025164.307,6651,259,37734,003,187Form
254Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8222025164.307,6651,259,37734,003,183Form
255Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8212025166.307,6651,274,67535,690,896Form
256Farquhar, ScottSee FootnoteSell8212025166.307,6651,274,67635,690,934Form
257Rajan, Rajeev BashyamChief Technology OfficerDirectSell8202025166.633,026504,21423,473,124Form
258Binz, Joseph LeoChief Financial OfficerDirectSell8202025166.631,715285,76626,331,483Form
259Duffy, BrianChief Revenue OfficerDirectSell8202025166.631,945324,09011,899,697Form
260Bharadwaj, AnuttharaPresidentDirectSell8202025166.631,682280,26930,179,623Form
261Liu, GeneChief Accounting OfficerDirectSell8202025166.6216827,9938,402,270Form
262Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8202025166.887,6651,279,11637,094,366Form
263Farquhar, ScottSee FootnoteSell8202025166.887,6651,279,11637,094,370Form
264Farquhar, ScottSee FootnoteSell8192025168.417,6651,290,89438,726,813Form
265Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8192025168.417,6651,290,89338,726,789Form
266Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8182025167.037,6651,280,29339,689,069Form
267Farquhar, ScottSee FootnoteSell8182025167.037,6651,280,29339,689,088Form
268Rajan, Rajeev BashyamChief Technology OfficerDirectSell8152025163.433,517574,76923,516,656Form
269Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8152025163.267,6651,251,41940,045,395Form
270Farquhar, ScottSee FootnoteSell8152025163.267,6651,251,41940,045,404Form
271Bharadwaj, AnuttharaPresidentDirectSell8152025163.437,7281,262,95329,874,364Form
272Liu, GeneChief Accounting OfficerDirectSell8152025163.43765125,0218,268,562Form
273Binz, Joseph LeoChief Financial OfficerDirectSell8152025163.433,048498,12026,105,693Form
274Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8142025161.807,6651,240,22540,927,439Form
275Farquhar, ScottSee FootnoteSell8142025161.807,6651,240,22640,927,451Form
276Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8132025160.117,6651,227,27441,727,321Form
277Farquhar, ScottSee FootnoteSell8132025160.117,6651,227,27541,727,362Form
278Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8122025163.517,6651,253,26743,864,362Form
279Farquhar, ScottSee FootnoteSell8122025163.517,6651,253,26843,864,384Form
280Farquhar, ScottSee FootnoteSell8112025171.037,6651,310,90947,192,727Form
281Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8112025171.027,6651,310,90447,192,555Form
282Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8082025175.147,6651,342,41049,669,177Form
283Farquhar, ScottSee FootnoteSell8082025175.147,6651,342,41449,669,312Form
284Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8072025185.817,6651,424,22554,120,551Form
285Farquhar, ScottSee FootnoteSell8072025185.817,6651,424,22654,120,586Form
286Farquhar, ScottSee FootnoteSell8062025185.077,6651,418,56355,323,962Form
287Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8062025185.077,6651,418,56355,323,947Form
288Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8052025185.437,6651,421,32456,852,979Form
289Farquhar, ScottSee FootnoteSell8052025185.437,6651,421,32556,853,000Form
290Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8042025184.437,6651,413,65057,959,635Form
291Farquhar, ScottSee FootnoteSell8042025184.437,6651,413,65057,959,667Form
292Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell8012025194.207,6651,488,56362,519,658Form
293Farquhar, ScottSee FootnoteSell8012025194.207,6651,488,56562,519,749Form
294Cannon-Brookes, MichaelCEO, Co-FounderSee FootnoteSell7312025197.887,6651,516,78865,221,880Form
295Farquhar, ScottSee FootnoteSell7312025197.887,6651,516,78965,221,907Form

Investor Activity (13F)

Updated Aug 23, 2026
13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Voyager Global Management LP$262.8 Mil8.9%8ADD +185.2%13F
Capco Asset Management, LLC$11.9 Mil3.2%27ADD +215.4%13F
Optimus Prime Fund Management Co., Ltd.$25.8 Mil2.5%27ADD +371.9%13F
Loews Corp$50.5 Mil0.4%25ADD +640.0%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Loews Corp$50.5 Mil0.4%25ADD +640.0%13F
Optimus Prime Fund Management Co., Ltd.$25.8 Mil2.5%27ADD +371.9%13F
Capco Asset Management, LLC$11.9 Mil3.2%27ADD +215.4%13F
Voyager Global Management LP$262.8 Mil8.9%8ADD +185.2%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Atreides Management, LP$64.6 Mil1.4%49Exited13F
Anomaly Capital Management, LP$22.6 Mil0.8%32Exited13F
Glynn Capital Management LLC$10.8 Mil3.7%37Exited13F
Benchstone Capital Management LP$10.7 Mil1.2%43Exited13F
Light Street Capital Management, LLC$10.3 Mil1.6%24Exited13F
Tensor Edge Capital, LLC$5.0 Mil1.9%13Exited13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Voyager Global Management LP$262.8 Mil8.9%8ADD +185.2%13F
Loews Corp$50.5 Mil0.4%25ADD +640.0%13F
Optimus Prime Fund Management Co., Ltd.$25.8 Mil2.5%27ADD +371.9%13F
Capco Asset Management, LLC$11.9 Mil3.2%27ADD +215.4%13F
Core Cache Last Updated: 8/22/2026