What smart money is saying about Atlassian
3 funds in our archive have pitched Atlassian, most recently Nightview Capital NITE ETF in June 2026.
Atlassian Corporation, operating globally via its subsidiaries, specializes in creating, distributing, and supporting a diverse range of software solutions. Its extensive product suite features Jira Software and Jira Work Management, comprehensive project management platforms enabling technical and business teams to efficiently plan, organize, monitor, and execute tasks. Confluence serves as a collaborative workspace, centralizing knowledge to advance team efforts, while Trello provides a flexible tool for teams to structure and manage dynamic, rapidly evolving projects. Additionally, Atlassian provides Jira Service Management, an adaptable service desk solution empowering IT, legal, HR, and other service teams to deliver and oversee exceptional service experiences. Another key offering is Jira Align, an enterprise agility platform crafted to assist businesses in navigating dynamic market conditions by prioritizing value generation. Furthermore, its offerings include Bitbucket, an enterprise-grade Git repository management system facilitating professional development teams in collaborating on, managing, and deploying high-quality code. Atlassian Access provides robust, enterprise-wide security and centralized administration, enhancing data governance across its entire suite of cloud products. The portfolio also contains Jira Product, a dedicated tool for prioritizing and mapping out product roadmaps. The company's diverse portfolio extends to Atlas, a teamwork directory; Bamboo, a continuous delivery pipeline; Crowd for single sign-on capabilities; Crucible for collaborative code reviews; Fisheye, a tool to search, track, and visualize code changes; and Compass, a developer experience platform. Other notable products encompass Opsgenie, for on-call and alert management; Sourcetree, a free Git client for Windows and Mac; Statuspage, for real-time status communication to users; and Beacon, an intelligent threat detection system. Established in 2002, Atlassian Corporation maintains its headquarters in Sydney, Australia.
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Fund signal · last 12 months
8 lettersFunds are split between buying and selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 10 fund letters reported a position in Atlassian, with 4 buys (opened or added) and 6 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 0 |
| Q2 2026 | 3 | 2 | 1 | 1 |
| Q1 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 2 | 0 | 2 | 0 |
| Q3 2025 | 2 | 0 | 2 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 10 moves
- New positionJAG Capital Management Large Cap Growth StrategySeptember 2026
“Company Sector Palantir Information Technology Visa Financials Atlassian Information Technology Palantir (PLTR) is a leading data analytics and enterprise software company. We are re-establishing the position as US commercial revenue growth continues to accelerate as enterprises adopt the company’s industry-leading AI solutions. Additionally, the stock should benefit from improving sentiment surrounding Software as peak AI disruption fears fade. Visa (V) is the world’s leading payment processing network. We believe the stock is well positioned to outperform tied to healthy consumer demand and undemanding valuations. Atlassian (TEAM) is a leading provider of work collaboration software. Recent earnings showed growth acceleration across key metrics as Atlassian’s AI offerings are gaining traction.”
Atlassian - AddedWCM Global Growth LimitedSeptember 2026
“Enterprise software companies Atlassian and Palantir Technologies were also added, along with Korea’s Samsung Electronics, as part of a deliberate shift towards a more balanced mix of AI exposures.”
Atlassian - New positionNightview Capital NITE ETFJune 2026
“Atlassian is a new position this quarter.”
Atlassian - AddedMeditation CapitalJune 2026
“In addition to Braze and Monday which we already owned (Monday we have since reduced due to opportunity cost as all software fell), we progressively added Workiva, Atlassian, Dynatrace, and Klaviyo.”
Atlassian - June 2026
“Given correlations in the equity markets of late, we’ve been closely monitoring the shape and metabolism of the LTGG portfolio. Our situational awareness is aided by a more advanced suite of analytics tools than we had at our disposal a few years ago. We have decided to sell Atlassian from the portfolio following a decade-long tenure.”
Atlassian - March 2026
“During the quarter, we exited our positions in Atlassian Corp, Bank of America Corp, HDFC Bank Limited, ICICI Bank Limited, and Prosus N.V. We exited Atlassian despite resilient fundamentals because AI-driven uncertainty continues to overwhelm the stock’s valuation support.”
Atlassian - ExitedParnassus Mid Cap FundDecember 2025
“We exited Atlassian due to AI-related uncertainty, as its predominantly seat-based pricing model and focus on developers leave it exposed to potential disruption from "vibe-coding" start-ups.”
Atlassian - December 2025
“We funded our purchase of AppLovin by selling Atlassian.”
Atlassian - September 2025
“we sold 7 positions to zero in Q3: o six in technology: Tyler Technologies, CyberArk Software, Salesforce, Atlassian, ARM Holdings, Toast”
Atlassian - September 2025
“our evolving perspective on SaaS fundamentals over the past six months, combined with the belief that meaningful upside is unlikely until its AI investments begin delivering substantial revenue, ultimately led us to fully exit the position.”
Atlassian
Also mentioned · 2
These funds discuss Atlassian as a competitor, benchmark or comparable, without disclosing a position in it.
- September 2026
“The largest detractors from relative returns were Vertiv and AppLovin, as well as not owning Marathon Petroleum, Atlassian and Everpure.”
Atlassian - May 2026
“We guessed that executive option plans (buy backs) would take precedence over headcount and thus we expected lay-offs - tick:- see Meta, Atlassian, Oracle, Amazon amongst others.”
Atlassian
Fund coverage · 3 theses
- Nightview Capital NITE ETFJune 2026
Atlassian provides software planning and delivery tools positioned to benefit as more software is built with AI.
Read the full thesis Atlassian is a leading provider of customizable team-collaboration software tools, facing short-term challenges but maintaining long-term growth potential with enhanced leadership in sales and marketing.
Read the full thesis- Parnassus Growth Equity FundDecember 2024
Atlassian is well-positioned to thrive from an AI product cycle, leveraging its widely recognized software suite to enhance collaboration in organizational software development.
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