Position in TEAM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$228,702
-$75,351 QoQ
Shares Held
2,940
-34.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#488
of 692 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TEAM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bison Wealth, LLC holds $3,087,608 across 7 Software - Application names. TEAM ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,345 | $973,062 | |
| 2 | SNOW |
Snowflake Inc.
|
2,445 | $622,252 | |
| 3 | PAYX |
Paychex Inc
|
5,456 | $536,488 | |
| 4 | CRM |
Salesforce, Inc.
|
1,689 | $264,598 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,521 | $250,284 | |
| 6 | TEAM |
Atlassian Corp
This page
|
2,940 | $228,702 | |
| 7 | UBER |
Uber Technologies, Inc
|
2,941 | $212,222 |
All Filings in TEAM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,702 | 2,940 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $304,053 | 4,455 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $225,975 | 1,415 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||