TEAM at a glance
Atlassian (TEAM, SEC CIK 1650372) filed its latest 10-K annual report on August 14, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), Atlassian (TEAM) reported revenue of $6.6 billion (up 26.0% from FY2025) and a net loss of $53.8 million. Diluted EPS was -$0.21.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding Atlassian (TEAM) shares worth $5.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by LIU GENE on August 28, 2026 of 939 shares at $190.00 per share.
- In the last 90 days, TEAM insiders reported 0 open-market purchases ($0) and 41 open-market sales ($3.8M) on Form 4, a net sale of $3.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $6.6B
- +26.0% vs prior year
- Insiders · 90 days
- 0 buys · 41 sells
- Net −$3.8M
- 13F holders
- 39 funds
- $5.1B · −2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Risk Factors
- Regulatory risk from EU GDPR and UK GDPR privacy laws, impacting compliance and data transfers, with uncertainty around EU-U.S. Data Privacy Framework validity
- Geopolitical exposure through reliance on third-party service providers subject to sanctions and export controls, risking access to critical cloud infrastructure and apps
- Operational risk from transition off Data Center products by March 2029, requiring customer migration to Cloud with higher hosting costs and pricing pressures
- Competitive threat from AI-native companies leveraging generative AI to bypass traditional workflows, intensifying competition in AI-powered collaboration tools
- Financial risk from $1B senior notes issued in 2024, restrictive covenants in credit facility, and potential impact of rising interest rates on debt servicing costs
Management Discussion & Analysis
- Revenue $6.57B, up 26% YoY, driven by subscription growth $6.26B (+27%), primarily paid seat expansion and price increases
- GAAP operating margin ~0.2% vs -3% loss in prior year; Non-GAAP operating margin 30% vs 25% YoY
- Best segment: Cloud revenue $4.41B (+28%); Worst segment: Data Center $1.83B (+25%) slowing due to end-of-life plan
- Free cash flow $1.32B, down $96.5M YoY; repurchased $1.8B stock (19.1M shares), capex $34M; cash $1.2B at FY-end
- Management expects slight gross margin decline in FY27 due to Data Center phase out, increasing Cloud AI costs; focus on AI, enterprise sales investments
Business Overview
- Core business: AI-first cloud platform delivering interconnected collaboration apps, AI agents, and Collections for cross-functional teamwork and workflow orchestration
- New emphasis on "Rovo" AI offering with AI Gateway, Rovo Search, Chat, Agents, and Studio for integrated, context-aware enterprise AI teammates
- Strategic shift: end-of-life planned for Data Center self-managed products starting Sept 8, 2025, focusing exclusively on scalable Atlassian Cloud Platform and AI integration
- Employee count at 13,301 full-time as of June 30, 2026, with over 50% dedicated to research and development concentrating on AI capabilities and platform intelligence
- Innovated "Collections" packaging apps and AI agents into curated solutions (e.g., Teamwork, Service, Strategy Collections) to simplify adoption and broaden customer expansion paths
AI summary of the TEAM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $1.787B, up 32% YoY from $1.357B, driven by subscription revenue growth of 33%
- Gross margin 85% vs 84% YoY; operating loss $(56.3)M vs $(12.5)M
- Cloud revenue $1.132B, up 29%; Data Center revenue $560.7M, up 44%, strongest deployment growth
- Operating cash flow $567.5M vs $652.7M; free cash flow $561.3M vs $638.3M
- Near-term headwinds: restructuring, higher hosting and AI costs, Data Center end-of-life transition, macroeconomic uncertainty
Risk Factors
- No newly triggered risk factor identified; filing repeats risks from the 10-K
- Data Center wind-down: term-license sales ending March 2028 and maintenance ending March 2029
- AI regulatory exposure: evolving privacy, cross-border transfer, and AI-service rules may limit adoption
- Cloud migration risk: higher hosting costs and lower initial-year revenue may pressure margins
- Research and development intensity: expenses represented 51% of revenue in fiscal 2025 versus 50% in fiscal 2024
AI summary of the TEAM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Section 2.02 text contains only regulatory incorporation-by-reference language
- No fiscal 2026 financial results or operating metrics included
Item EX-99.1: Item EX-99.1
- Q4 revenue $1,766M, up 28%, with cloud revenue up 31% to $1,213M
- Q4 GAAP operating margin reached 12% versus (2%), marking quarterly profitability
Item 8.01: Other Events
- CEO Mike Cannon-Brookes plans up to $250 million in open-market Class A share purchases
- Trading plan subject to cooling-off period and intended to qualify under Rule 10b5-1(c)
Item 2.02: Results of Operations and Financial Condition
- No fiscal 2026 operating results or financial figures included
Item EX-99.1: Item EX-99.1
- Q3 revenue $1,787M, up 32% YoY; Cloud revenue $1,132M, up 29%, confirming strong subscription migration
- Remaining performance obligations $3,996M, up 37%, improving forward revenue visibility through larger, longer-term commitments
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CTO Rajeev Rajan departing effective March 31, 2026, after ~4 years; part of broader restructuring/reorganization
- Role split into two positions: Taroon Mandhana (CTO Teamwork) and Vikram Rao (CTO Enterprise & Chief Trust Officer)
Item 2.05: Costs Associated with Exit or Disposal Activities
- ~10% workforce reduction announced March 11, 2026, targeting AI and enterprise sales reinvestment
- Total restructuring charges estimated $225M–$236M, majority hitting Q3 FY2026
Item 7.01: Regulation FD Disclosure
- Atlassian flagged a resource rebalancing (likely headcount restructuring) with expected benefits to operational efficiency and reinvestment
- Forward-looking claims cover growth opportunities and financial performance: no specific targets or figures disclosed in this filing
AI summaries of TEAM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TEAM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| CHUONG JAMES | A | Sep 20, 2026 | 6,374 | - |
| DUFFY BRIAN | A | Sep 20, 2026 | 51,549 | - |
| LIU GENE | Sell | Aug 28, 2026 | 939 | $190.00 |
| DUFFY BRIAN | Sell | Aug 19, 2026 | 69 | $167.99 |
| DUFFY BRIAN | Sell | Aug 19, 2026 | 31 | $169.09 |
| DUFFY BRIAN | Sell | Aug 19, 2026 | 281 | $172.01 |
| DUFFY BRIAN | Sell | Aug 19, 2026 | 5 | $162.05 |
| DUFFY BRIAN | Sell | Aug 19, 2026 | 438 | $173.14 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.2B | $6.6B |
| Gross Profit | - | $4.3B | $5.6B |
| Operating Income | - | -$130.4M | $10.4M |
| Net Income | - | -$256.7M | -$53.8M |
| Gross Margin | - | 82.8% | 84.8% |
| Op. Margin | - | -2.5% | 0.2% |
| Net Margin | - | -4.9% | -0.8% |
| Balance Sheet | |||
| Total Assets | $5.2B | $6.0B | $6.1B |
| Equity | $1.0B | $1.3B | $1.1B |
| ROE | - | -19.1% | -5.1% |
| Per Share | |||
| EPS | - | $-0.98 | $-0.21 |
| Cash Flow | |||
| Operating CF | - | $1.5B | $1.4B |
| CapEx | - | $44.9M | $34.1M |
Source: XBRL data in Atlassian (TEAM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TEAM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $5.07B |
| Q1 2026 | 41 | $4.31B |
| Q4 2025 | 39 | $11.11B |
| Q3 2025 | 38 | $10.07B |
| Q2 2025 | 37 | $12.12B |
| Q1 2025 | 33 | $9.86B |
| Q4 2024 | 32 | $8.66B |
| Q3 2024 | 27 | $3.00B |
- AQR Capital Management+4.67M (+113%)
- Ameriprise Financial+2.92M (+343%)
- T. Rowe Price Group+1.33M (+823%)
- BlackRock+1.20M (+10%)
- Goldman Sachs Group+746.5K (+82%)
- Invesco Ltd−4.36M (-93%)
- Two Sigma Investments−2.15M (-46%)
- FMR LLC (Fidelity)−1.19M (-50%)
- D.E. Shaw & Co−999.4K (-78%)
- Vanguard Capital Management LLC−385.8K (-5%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 286 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TEAM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 10-K | Aug 14, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Aug 12, 2026 | - | - | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| SC 13G | May 14, 2026 | - | - | |
| SC 13G | May 12, 2026 | - | - | |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 28, 2026 | - | - | |
| SC 13G | Apr 28, 2026 | - | - | |
| 4 | Apr 23, 2026 | - | - | - |
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TEAM SEC filings: frequently asked questions
Are TEAM insiders buying or selling?
In the last 90 days, Atlassian (TEAM) officers, directors and 10% owners reported no open-market purchases and 41 open-market sales worth $3.8 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TEAM stock?
As of June 30, 2026, the largest Atlassian (TEAM) holders among the 13F filers tracked by SignalX were BlackRock ($991.6 million), Vanguard Portfolio Management LLC ($775.4 million), AQR Capital Management ($686.3 million), Vanguard Capital Management LLC ($561.5 million), State Street Corp ($363.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TEAM's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), Atlassian (TEAM) reported revenue of $6.6 billion (up 26.0% from FY2025) and a net loss of $53.8 million. Diluted EPS was -$0.21. The figures come from the XBRL data in the 10-K.
What are the main risks in TEAM's latest 10-K?
In the 10-K filed August 14, 2026, Atlassian (TEAM) flagged: Regulatory risk from EU GDPR and UK GDPR privacy laws, impacting compliance and data transfers, with uncertainty around EU-U.S. Data Privacy Framework validity. Geopolitical exposure through reliance on third-party service providers subject to sanctions and export controls, risking access to critical cloud infrastructure and apps. (AI summary of the Risk Factors section.)
What did TEAM report in its latest 8-K?
Atlassian (TEAM) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Section 2.02 text contains only regulatory incorporation-by-reference language.
What are the latest TEAM SEC filings?
Atlassian (TEAM) filed its latest 10-K annual report on August 14, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 22, 2026.
What is TEAM's SEC CIK number?
Atlassian (TEAM)'s SEC Central Index Key (CIK) is 1650372. EDGAR lists every TEAM filing under that number.
Ask anything about TEAM
The research agent reads TEAM's filings, financials, insider trades and 13F holders, then answers with sources.