TEAM · Atlassian Corp · Shareholders & Ownership

$220.00 +5.25 (+2.44%)

Russell 1000 member Rebalance outlook locked

Market Cap

$54.36B

253.14M

Volume · Oct 20 2.07M Avg daily vol (3M) 3.95M

Every disclosed holder of TEAM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns TEAM

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	733	159,098,944	62.85%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	4	104,465,275	41.27%	Yes
Remaining	—	10,425,404	-4.12%	Negative
Registered funds (N-PORT, not summed)	417	46,295,195	18.29%	No

Shares outstanding: 253,138,815, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of TEAM

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Michael Cannon-Brookes 13G CIK 1666120 · Unknown · Mar 31, 2026 Rule 13d-1(d), exempt investor	47,342,748	18.70%	-191,625	Mar 31, 2026	Rule 13d-1(d), exempt investor
1.1	Cannon-Brookes Michael Insider CIK 1666120 · Feb 6, 2026 Director, CEO, Co-Founder, 10% Owner, issuer-wide, not summed	275,940	0.11%	-7,665	Feb 6, 2026	Director, CEO, Co-Founder, 10% Owner, issuer-wide, not summed
2	Scott Farquhar 13G CIK 1666121 · Unknown · Mar 31, 2026 Rule 13d-1(d), exempt investor	47,342,748	18.70%	-191,625	Mar 31, 2026	Rule 13d-1(d), exempt investor
2.1	Farquhar Scott Insider CIK 1666121 · Feb 6, 2026 Director, 10% Owner, issuer-wide, not summed	275,940	0.11%	-7,665	Feb 6, 2026	Director, 10% Owner, issuer-wide, not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,747,664	5.04%	+1,203,549	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	11,611,358	4.59%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	997,419	0.39%	—	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	817,404	0.32%	+64,255	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	693,358	0.27%	—	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	644,784	0.25%	-23,941	Jun 30, 2026	iShares Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,968,285	3.94%	+73,922	Jun 30, 2026	carried, not yet filed for the newest quarter
5	DNB Asset Management AS 13F CIK 1456670 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,830,768	3.88%	+1,753,042	Jun 30, 2026	carried, not yet filed for the newest quarter
6	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,822,984	3.49%	+4,672,953	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,822,984	3.49%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	400,006	0.16%	—	Jun 30, 2026	AQR Funds, not summed
6.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	175,119	0.07%	—	Jun 30, 2026	AQR Funds, not summed
6.4	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	126,671	0.05%	—	Jun 30, 2026	AQR Funds, not summed
6.5	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	98,905	0.04%	+29,070	Jun 30, 2026	AQR Funds, not summed
7	GQG Partners LLC 13F CIK 1697233 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,658,413	3.03%	+7,658,413	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,217,901	2.85%	-385,821	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,474,077	2.16%	+442,664	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Capital International Investors 13G CIK 1562230 · Investment adviser · Dec 31, 2024 Rule 13d-1(b), qualified institution	5,313,539	2.10%	-2,883,021	Dec 31, 2024	Rule 13d-1(b), qualified institution
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,068,919	2.00%	-320,838	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,675,073	1.85%	+598,767	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	63,235	0.03%	+47,948	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	59,052	0.02%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.3	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	32,090	0.01%	-6,944	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	1,660	0.00%	+204	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
12.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	905	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13	WCM INVESTMENT MANAGEMENT, LLC 13G CIK 1061186 · Registered investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution	4,466,240	1.76%	-5,174,296	Sep 30, 2024	Rule 13d-1(b), qualified institution
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,188,687	1.65%	-44,735	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	572	0.00%	+12	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
14.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	302	0.00%	-15	Jul 31, 2026	E Trade Trust, not summed
14.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	228	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	75	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
15	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,772,852	1.49%	+2,921,000	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Columbia Seligman Technology and Information Fund Fund S000031370 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	1,271,659	0.50%	—	May 31, 2026	Columbia Funds Series Trust II, not summed
15.2	Columbia Seligman Global Technology Fund Fund S000031372 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	388,690	0.15%	+245,022	Jul 31, 2026	Columbia Funds Series Trust II, not summed
15.3	Columbia Variable Portfolio - Seligman Global Technology Fund Fund S000031384 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	42,426	0.02%	+26,592	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
16	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,658,205	1.45%	-6,305,234	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	BAILLIE GIFFORD & CO 13G CIK 1088875 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,658,205	1.45%	-4,457,321	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,621,603	1.43%	+1,252,964	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	UBS International Sustainable Equity Fund Fund S000002980 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	12,747	0.01%	+316	Jun 30, 2026	UBS FUNDS, not summed
17.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	511	0.00%	+154	Jun 30, 2026	UBS FUNDS, not summed
18	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,458,685	1.37%	-204,445	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,278,775	1.30%	+715,520	Jun 30, 2026	carried, not yet filed for the newest quarter
20	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,494,603	0.99%	-2,153,047	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,449,283	0.97%	+6,290	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	VANGUARD INTERNATIONAL GROWTH FUND Fund S000004453 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,326,280	0.92%	-79,777	May 31, 2026	VANGUARD WORLD FUND, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,830,732	0.72%	-62,734	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,776,766	0.70%	-571,828	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,718,381	0.68%	+6,102	May 31, 2026	VANGUARD WORLD FUND, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,658,512	0.66%	+746,516	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs GQG Partners International Opportunities Fund Fund S000055738 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	5,936,906	2.35%	—	Jul 31, 2026	Goldman Sachs Trust II, not summed
26.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	439,030	0.17%	+174,440	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	39,059	0.02%	+8,863	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.4	Goldman Sachs Global Managed Beta Fund Fund S000048066 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	7,240	0.00%	0	May 31, 2026	GOLDMAN SACHS TRUST, not summed
26.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	5,654	0.00%	+30	May 31, 2026	Goldman Sachs ETF Trust II, not summed
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,643,401	0.65%	-1,201,911	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Carmignac Gestion 13F CIK 1569758 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,577,000	0.62%	-1,026,770	Jun 30, 2026	carried, not yet filed for the newest quarter
29	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,493,965	0.59%	+1,332,088	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	941,232	0.37%	-167,508	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
29.2	T. Rowe Price Global Technology Fund, Inc. Fund S000002085 · Registered fund · Jun 30, 2026 T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC., not summed	388,664	0.15%	—	Jun 30, 2026	T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC., not summed
29.3	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	224,700	0.09%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
29.4	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	106,970	0.04%	-36,700	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
29.5	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	83,000	0.03%	—	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
30	WORLDQUANT MILLENNIUM ADVISORS LLC 13F CIK 1745981 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,476,582	0.58%	+1,476,582	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Voyager Global Management LP 13F CIK 1849753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,470,000	0.58%	-2,380,000	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,380,136	0.55%	-1,134,178	Jun 30, 2026	carried, not yet filed for the newest quarter
33	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,362,849	0.54%	+19,176	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,338,056	0.53%	+198,072	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,264,597	0.50%	-878,441	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,242,376	0.49%	+999,738	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	VictoryShares Free Cash Flow ETF Fund S000080688 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	1,100,125	0.43%	—	Jun 30, 2026	Victory Portfolios II, not summed
36.2	VictoryShares Free Cash Flow Growth ETF Fund S000089011 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	56,652	0.02%	-26,898	Jun 30, 2026	Victory Portfolios II, not summed
36.3	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	37,024	0.01%	+373	Jul 31, 2026	Victory Portfolios III, not summed
36.4	Victory Aggressive Growth Fund Fund S000012894 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	26,375	0.01%	0	Jul 31, 2026	Victory Portfolios III, not summed
36.5	Victory Science & Technology Fund Fund S000012911 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	17,638	0.01%	-4,314	Jul 31, 2026	Victory Portfolios III, not summed
37	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,222,960	0.48%	-67,113	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
38	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,192,419	0.47%	+214,248	Jun 30, 2026	carried, not yet filed for the newest quarter
39	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,172,337	0.46%	-53,379	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,004	0.00%	+505	Jun 30, 2026	Northern Funds, not summed
39.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,584	0.00%	+4,196	Jul 31, 2026	FlexShares Trust, not summed
39.3	FlexShares STOXX Global ESG Select Index Fund Fund S000054499 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	646	0.00%	-34	Jul 31, 2026	FlexShares Trust, not summed
39.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	540	0.00%	-18	Jul 31, 2026	FlexShares Trust, not summed
40	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,170,524	0.46%	-1,190,943	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	875,886	0.35%	+18,460	May 31, 2026	Fidelity Concord Street Trust, not summed
40.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	639,738	0.25%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
40.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	320,550	0.13%	+6,825	May 31, 2026	Fidelity Concord Street Trust, not summed
40.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	259,092	0.10%	+10,488	May 31, 2026	Fidelity Concord Street Trust, not summed
40.5	Fidelity Large Cap Growth Index Fund Fund S000054095 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	222,302	0.09%	-13,542	Jul 31, 2026	Fidelity Salem Street Trust, not summed
41	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,155,344	0.46%	+965,698	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Ensign Peak Advisors, Inc 13F CIK 1454984 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,958	0.45%	+476,441	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,108,700	0.44%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,099,747	0.43%	+124,223	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,070,142	0.42%	+631,633	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,033,377	0.41%	-42,430	Jun 30, 2026	carried, not yet filed for the newest quarter
47	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,011,489	0.40%	+333,132	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,001,155	0.40%	+577,739	Jun 30, 2026	carried, not yet filed for the newest quarter
49	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	972,487	0.38%	+123,766	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	360,347	0.14%	+37,055	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
49.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	180,988	0.07%	+8,389	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
49.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	102,543	0.04%	+5,057	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
49.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	97,621	0.04%	-4,071	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
49.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	50,840	0.02%	-4,098	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
50	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	946,605	0.37%	+443,826	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1650372 CUSIP 049468101 13F (30d) 123 filings 118 filers Visit website Investor relations