Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ALIGN TECHNOLOGY INC · COM · quarter ended 2026-03-31 · 12 members disclosed ALGN ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 550 holders are listed, largest first: 550
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $10.0B
holders whose share count rose or who opened the position (new + add), by shares: 281
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 86

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ALGN ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	VANGUARD CAPITAL MANAGEMENT LLC	$752M	4,389,119	—	NO PRIOR
2	BlackRock, Inc.	$735M	4,289,924	−70,636	TRIM
3	Capital World Investors	$698M	4,072,296	+2,581,793	ADD
4	Capital International Investors	$653M	3,809,202	−834,019	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$540M	3,150,783	—	NO PRIOR
6	FMR LLC	$463M	2,700,359	+700,828	ADD
7	STATE STREET CORP	$431M	2,516,254	−12,004	TRIM
8	GEODE CAPITAL MANAGEMENT, LLC	$306M	1,790,704	+30,817	ADD
9	UBS Group AG	$241M	1,405,155	+1,160,032	ADD
10	Invesco Ltd.	$225M	1,312,514	+46,932	ADD
11	Ruane, Cunniff & Goldfarb L.P.	$207M	1,206,535	−15,999	TRIM
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$181M	1,054,633	+49,220	ADD
13	JACOBS LEVY EQUITY MANAGEMENT, INC	$177M	1,031,324	+25,487	ADD
14	MORGAN STANLEY	$174M	1,013,322	+68,472	ADD
15	Assenagon Asset Management S.A.	$170M	989,388	+796,529	ADD
16	DIMENSIONAL FUND ADVISORS LP	$167M	972,519	+170,523	ADD
17	AQR CAPITAL MANAGEMENT LLC	$150M	893,206	−303,222	TRIM
18	Senvest Management, LLC	$129M	754,797	+59,855	ADD
19	CITADEL ADVISORS LLC	$125M	730,025	+209,574	ADD
20	BARCLAYS PLC	$120M	702,518	+475,551	ADD
21	Swedbank AB	$118M	690,200	+54,038	ADD
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$110M	643,483	+16,715	ADD
23	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$107M	625,826	+160,759	ADD
24	MACKENZIE FINANCIAL CORP	$99.6M	580,707	−80,989	TRIM
25	NORTHERN TRUST CORP	$97.6M	569,388	−1,822	TRIM
26	FEDERATED HERMES, INC.	$84.6M	493,328	−27,134	TRIM
27	BANK OF AMERICA CORP /DE/	$82.7M	482,381	−439,567	TRIM
28	JENNISON ASSOCIATES LLC	$77.7M	453,207	+303,623	ADD
29	BROWN ADVISORY INC	$74.4M	434,105	+1,921	ADD
30	Bank of New York Mellon Corp	$68.5M	399,513	+10,266	ADD
31	DAVENPORT & Co LLC	$68.0M	396,854	+23,343	ADD
32	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$64.7M	377,565	+377,565	NEW
33	VANGUARD FIDUCIARY TRUST CO	$64.6M	376,884	—	NO PRIOR
34	NORDEA INVESTMENT MANAGEMENT AB	$64.5M	385,731	−81,652	TRIM
35	Amundi	$61.5M	358,728	−201,510	TRIM
36	WELLS FARGO & COMPANY/MN	$56.2M	328,068	+197,776	ADD
37	VOYA INVESTMENT MANAGEMENT LLC	$52.8M	308,053	+113,586	ADD
38	Resona Asset Management Co.,Ltd.	$50.0M	294,476	−54,624	TRIM
39	KEYBANK NATIONAL ASSOCIATION/OH	$48.2M	281,412	+37	ADD
40	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$47.0M	273,926	−8,088	TRIM
41	FACTORY MUTUAL INSURANCE CO	$39.2M	228,693	+82,050	ADD
42	DEUTSCHE BANK AG\	$38.8M	226,228	+4,916	ADD
43	Carmignac Gestion	$38.5M	225,171	−20,930	TRIM
44	Artisan Partners Limited Partnership	$37.2M	217,158	−14,368	TRIM
45	ALLIANCEBERNSTEIN L.P.	$36.3M	232,460	+51,179	ADD
46	Clark Capital Management Group, Inc.	$35.9M	209,278	+209,278	NEW
47	RAYMOND JAMES FINANCIAL INC	$35.0M	203,998	+105,222	ADD
48	NATIONAL BANK OF CANADA /FI/	$34.4M	200,717	+138,465	ADD
49	FRONTIER CAPITAL MANAGEMENT CO LLC	$33.7M	196,512	+4,696	ADD
50	OSSIAM	$32.4M	189,015	+45,751	ADD
51	ING GROEP NV	$32.1M	187,453	+153,229	ADD
52	ExodusPoint Capital Management, LP	$29.1M	169,936	+78,422	ADD
53	Gotham Asset Management, LLC	$29.0M	169,256	+37,444	ADD
54	Allianz Asset Management GmbH	$28.5M	166,109	+95,577	ADD
55	ARMISTICE CAPITAL, LLC	$27.1M	157,959	+81,855	ADD
56	Freestone Grove Partners LP	$26.2M	152,706	+152,706	NEW
57	BANK OF MONTREAL /CAN/	$25.8M	150,475	+15,224	ADD
58	ENVESTNET ASSET MANAGEMENT INC	$25.1M	146,678	+111,801	ADD
59	HSBC HOLDINGS PLC	$24.8M	145,875	−126,941	TRIM
60	Vanguard Global Advisers, LLC	$24.7M	143,898	—	NO PRIOR
61	Nuveen, LLC	$24.0M	140,210	−59,030	TRIM
62	Bellevue Group AG	$23.9M	139,680	−1,794	TRIM
63	Swiss National Bank	$23.1M	134,900	−1,000	TRIM
64	ADAGE CAPITAL PARTNERS GP, L.L.C.	$22.3M	130,314	+81,114	ADD
65	RHUMBLINE ADVISERS	$22.0M	128,481	+3,776	ADD
66	COUNTRY TRUST BANK	$22.0M	128,252	+23,886	ADD
67	Legal & General Group Plc	$21.7M	126,619	−106,957	TRIM
68	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$21.6M	125,887	+30,302	ADD
69	Universal- Beteiligungs- und Servicegesellschaft mbH	$21.5M	125,127	+9,596	ADD
70	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$20.7M	120,619	−3,016	TRIM
71	CITIGROUP INC	$19.8M	115,646	−137,219	TRIM
72	Baird Financial Group, Inc.	$19.8M	115,483	+115,483	NEW
73	Capital International Sarl	$19.7M	115,167	+8,824	ADD
74	MILLENNIUM MANAGEMENT LLC	$19.6M	114,532	−666,295	TRIM
75	Quantinno Capital Management LP	$19.3M	112,859	+64,874	ADD
76	Vident Advisory, LLC	$18.9M	109,987	+5,393	ADD
77	Distillate Capital Partners LLC	$18.8M	109,773	+697	ADD
78	Simplify Asset Management Inc.	$18.3M	106,897	−297	TRIM
79	Engineers Gate Manager LP	$18.3M	106,808	−2,766	TRIM
80	CWM, LLC	$17.7M	103,496	−321	TRIM
81	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$17.7M	103,012	−133,101	TRIM
82	MACQUARIE GROUP LTD	$17.5M	102,202	+99,318	ADD
83	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$17.3M	101,079	−54,811	TRIM
84	ROYAL BANK OF CANADA	$16.7M	97,171	−137,099	TRIM
85	INVESTMENT HOUSE LLC	$14.1M	82,387	+270	ADD
86	DRIEHAUS CAPITAL MANAGEMENT LLC	$14.1M	82,166	+82,166	NEW
87	Woodline Partners LP	$14.0M	81,688	−42,532	TRIM
88	Mitsubishi UFJ Asset Management Co., Ltd.	$13.8M	80,593	+2,996	ADD
89	FIL Ltd	$13.6M	79,223	+21,252	ADD
90	STIFEL FINANCIAL CORP	$12.9M	74,984	+43,070	ADD
91	PRINCIPAL FINANCIAL GROUP INC	$12.7M	74,334	+658	ADD
92	AMERICAN CENTURY COMPANIES INC	$12.3M	71,799	−23,053	TRIM
93	FIRST TRUST ADVISORS LP	$12.3M	71,691	−57,392	TRIM
94	WELLINGTON MANAGEMENT GROUP LLP	$12.3M	71,620	−4,334	TRIM
95	Defilade Capital Management, L.P.	$11.5M	67,332	−60,728	TRIM
96	D. E. Shaw & Co., Inc.	$11.5M	67,322	+9,102	ADD
97	CAMBIAR INVESTORS LLC	$11.4M	66,601	−7,609	TRIM
98	IEQ CAPITAL, LLC	$11.3M	66,099	−34,711	TRIM
99	STATE OF WISCONSIN INVESTMENT BOARD	$11.1M	65,021	+7,448	ADD
100	Applied Fundamental Research, LLC	$10.5M	61,312	+2,893	ADD
101	VANGUARD ASSET MANAGEMENT, Ltd	$10.4M	60,859	—	NO PRIOR
102	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.3M	60,105	−2,896	TRIM
103	Clarkston Capital Partners, LLC	$10.3M	59,975	−80,965	TRIM
104	MUFG Securities EMEA plc	$10.2M	59,736	+57,000	ADD
105	CAPITAL INTERNATIONAL LTD /CA/	$10.1M	59,080	+1,886	ADD
106	LPL Financial LLC	$10.1M	58,874	−4,501	TRIM
107	SEI INVESTMENTS CO	$10.0M	58,181	−8,310	TRIM
108	Creative Planning	$9.8M	57,442	+14,622	ADD
109	Capital International, Inc./CA/	$9.7M	56,716	−5,077	TRIM
110	Taikang Asset Management (Hong Kong) Co Ltd	$9.4M	54,966	+18,493	ADD
111	Boston Partners	$9.1M	53,144	+3,919	ADD
112	OFI INVEST ASSET MANAGEMENT	$9.0M	60,201	−24,105	TRIM
113	AMERIPRISE FINANCIAL INC	$8.9M	52,137	−1,123	TRIM
114	PUBLIC SECTOR PENSION INVESTMENT BOARD	$8.5M	49,598	−9,412	TRIM
115	Cerity Partners LLC	$8.5M	49,378	+2,026	ADD
116	Illinois Municipal Retirement Fund	$8.3M	48,222	+3,621	ADD
117	Candriam S.C.A.	$8.3M	48,204	0	NO CHANGE
118	RIVERBRIDGE PARTNERS LLC	$8.2M	47,918	−25,379	TRIM
119	National Philanthropic Trust	$8.2M	47,662	—	NO PRIOR
120	Capricorn Fund Managers Ltd	$8.1M	47,400	+47,400	NEW
121	SG Capital Management LLC	$7.6M	44,265	+44,265	NEW
122	NOMURA HOLDINGS INC	$7.5M	43,961	−15,974	TRIM
123	TWO SIGMA INVESTMENTS, LP	$7.5M	43,710	−77,865	TRIM
124	Palo Alto Investors LP	$7.1M	41,520	0	NO CHANGE
125	Militia Capital Management LLC	$7.1M	41,400	—	NO PRIOR
126	NEW YORK STATE COMMON RETIREMENT FUND	$6.1M	35,724	−600	TRIM
127	GRIMES & Co WEALTH MANAGEMENT, LLC	$5.8M	33,730	+8,384	ADD
128	Park State Asset Management	$5.7M	33,333	+6,024	ADD
129	Chevy Chase Trust Holdings, LLC	$5.6M	32,873	−964	TRIM
130	PRUDENTIAL FINANCIAL INC	$5.5M	31,961	−966	TRIM
131	Janus Henderson Group Ltd.	$5.3M	30,791	−10,504	TRIM
132	APG Asset Management N.V.	$5.2M	34,730	−1,879	TRIM
133	CANADA PENSION PLAN INVESTMENT BOARD	$4.5M	26,510	+1,600	ADD
134	DDD Partners, LLC	$4.5M	26,416	+16,950	ADD
135	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.4M	29,045	+3,702	ADD
136	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.4M	25,543	+1,192	ADD
137	CIBC Bancorp USA Inc.	$4.3M	24,843	—	NO PRIOR
138	State of New Jersey Common Pension Fund D	$4.1M	23,846	−1,274	TRIM
139	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$4.0M	23,354	+2,723	ADD
140	FIFTH THIRD BANCORP	$3.8M	22,039	+16,420	ADD
141	Y-Intercept (Hong Kong) Ltd	$3.7M	21,473	−15	TRIM
142	Parkman Healthcare Partners LLC	$3.6M	21,233	−4,052	TRIM
143	Robeco Institutional Asset Management B.V.	$3.5M	20,200	−2,781	TRIM
144	Mariner, LLC	$3.4M	19,751	−14,086	TRIM
145	VELA Investment Management, LLC	$3.4M	19,705	+210	ADD
146	EFG International AG	$3.3M	19,478	−1,809	TRIM
147	Arizona State Retirement System	$3.2M	18,723	−646	TRIM
148	Alphadyne Asset Management LP	$3.1M	18,299	+18,299	NEW
149	LAZARD ASSET MANAGEMENT LLC	$3.1M	18,212	+4,643	ADD
150	Czech National Bank	$3.1M	18,173	+577	ADD
151	Corient Private Wealth LLC	$3.0M	17,784	−10,444	TRIM
152	STATE OF MICHIGAN RETIREMENT SYSTEM	$3.0M	17,400	−100	TRIM
153	Vanguard Investments Australia, Ltd.	$3.0M	17,314	—	NO PRIOR
154	Cetera Investment Advisers	$2.9M	17,137	+9,188	ADD
155	Asset Management One Co., Ltd.	$2.9M	17,118	+12,894	ADD
156	Vestmark Advisory Solutions, Inc.	$2.9M	16,881	+16,881	NEW
157	TRUIST FINANCIAL CORP	$2.9M	16,871	+11,970	ADD
158	SIMPLEX TRADING, LLC	$2.9M	16,794	−5,982	TRIM
159	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.8M	16,054	+16,054	NEW
160	Federation des caisses Desjardins du Quebec	$2.7M	15,744	+9,873	ADD
161	GROUP ONE TRADING LLC	$2.7M	15,670	+80	ADD
162	MetLife Investment Management, LLC	$2.7M	15,598	−426	TRIM
163	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.7M	15,544	+23	ADD
164	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.7M	15,522	+13,626	ADD
165	US BANCORP \DE\	$2.6M	15,410	−43,819	TRIM
166	Skylands Capital, LLC	$2.6M	15,300	−5,100	TRIM
167	Pictet Asset Management Holding SA	$2.6M	15,243	−230	TRIM
168	CIBC Asset Management Inc	$2.6M	15,123	+63	ADD
169	KLP KAPITALFORVALTNING AS	$2.6M	15,100	0	NO CHANGE
170	Tidal Investments LLC	$2.6M	15,020	+4,262	ADD
171	DAFNA Capital Management LLC	$2.6M	15,000	−1,000	TRIM
172	VICTORY CAPITAL MANAGEMENT INC	$2.5M	14,807	−11,625	TRIM
173	Modera Wealth Management, LLC	$2.5M	14,613	+219	ADD
174	Retirement Systems of Alabama	$2.4M	14,171	−26	TRIM
175	Trexquant Investment LP	$2.4M	14,160	−25,664	TRIM
176	TD ASSET MANAGEMENT INC	$2.4M	14,103	−131,797	TRIM
177	MERCER GLOBAL ADVISORS INC /ADV	$2.3M	13,531	+1,303	ADD
178	Mirae Asset Global Investments Co., Ltd.	$2.3M	13,325	+1,737	ADD
179	Focus Partners Wealth	$2.3M	13,315	+1,101	ADD
180	Capital Group Investment Management Pte. Ltd.	$2.2M	13,071	+110	ADD
181	Verition Fund Management LLC	$2.2M	13,033	−32,102	TRIM
182	Morningstar Investment Management LLC	$2.2M	12,711	+875	ADD
183	IMC-Chicago, LLC	$2.2M	12,551	−25,422	TRIM
184	AIA Group Ltd	$2.1M	12,308	−7,714	TRIM
185	Marex Group Ltd	$2.1M	12,221	+888	ADD
186	K.J. Harrison & Partners Inc	$2.1M	12,000	−2,100	TRIM
187	NewEdge Wealth, LLC	$2.1M	11,959	+11,959	NEW
188	NISA INVESTMENT ADVISORS, LLC	$2.0M	11,639	+860	ADD
189	FULLER & THALER ASSET MANAGEMENT, INC.	$2.0M	11,423	−6,097	TRIM
190	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.9M	11,211	+4,391	ADD
191	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.9M	11,546	+8,440	ADD
192	TORONTO DOMINION BANK	$1.9M	11,103	−17,231	TRIM
193	Utah Retirement Systems	$1.9M	11,071	−240	TRIM
194	SIG BROKERAGE, LP	$1.9M	11,006	−699	TRIM
195	CREDIT AGRICOLE S A	$1.9M	10,891	−21,214	TRIM
196	Hershey Financial Advisers, LLC	$1.8M	10,655	+373	ADD
197	Unison Advisors LLC	$1.8M	10,576	0	NO CHANGE
198	HUSSMAN STRATEGIC ADVISORS, INC.	$1.8M	10,500	+10,500	NEW
199	ProShare Advisors LLC	$1.8M	10,439	−2,608	TRIM
200	Richard W. Paul & Associates, LLC	$1.8M	10,211	−699	TRIM
201	Bridgewater Associates, LP	$1.7M	9,923	−16,071	TRIM
202	UniSuper Management Pty Ltd	$1.7M	9,871	−805	TRIM
203	LECAP ASSET MANAGEMENT LTD	$1.7M	9,828	−1,788	TRIM
204	Daiwa Securities Group Inc.	$1.7M	9,795	+455	ADD
205	SummitTX Capital, L.P.	$1.6M	9,507	+9,507	NEW
206	Maridea Wealth Management LLC	$1.6M	9,433	+3,240	ADD
207	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.6M	9,146	+119	ADD
208	NEOS Investment Management LLC	$1.6M	9,143	−858	TRIM
209	BLAIR WILLIAM & CO/IL	$1.6M	9,052	−10,180	TRIM
210	Inspire Investing, LLC	$1.5M	9,016	+6,928	ADD
211	Summit Trail Advisors, LLC	$1.5M	8,994	+88	ADD
212	YOUSIF CAPITAL MANAGEMENT, LLC	$1.5M	8,940	−84	TRIM
213	&PARTNERS	$1.5M	8,869	+4,098	ADD
214	OPPENHEIMER ASSET MANAGEMENT INC.	$1.5M	8,762	+8,762	NEW
215	SBI Okasan Asset Management Co.Ltd.	$1.4M	8,600	+8,600	NEW
216	Atria Investments, Inc	$1.4M	8,248	+6,383	ADD
217	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.4M	8,183	−1,031	TRIM
218	GUGGENHEIM CAPITAL LLC	$1.4M	8,181	+226	ADD
219	Merit Financial Group, LLC	$1.4M	8,121	−46	TRIM
220	Swiss Life Asset Management Ltd	$1.4M	7,918	+1,263	ADD
221	HB Wealth Management, LLC	$1.3M	7,844	+391	ADD
222	Vanguard Personalized Indexing Management, LLC	$1.3M	7,737	+903	ADD
223	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.3M	7,655	−61,386	TRIM
224	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.3M	7,644	−38	TRIM
225	XPONANCE LLC	$1.3M	7,586	+1,539	ADD
226	HighTower Advisors, LLC	$1.3M	7,536	+1,892	ADD
227	Rhenman & Partners Asset Management AB	$1.3M	7,500	−91,500	TRIM
228	Sequoia Financial Advisors, LLC	$1.3M	7,461	−525	TRIM
229	HANCOCK WHITNEY CORP	$1.3M	7,333	+7,333	NEW
230	ALPS ADVISORS INC	$1.2M	7,235	+2,058	ADD
231	Pallas Capital Advisors LLC	$1.2M	7,200	−834	TRIM
232	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.2M	7,118	−66	TRIM
233	Aberdeen Group plc	$1.2M	7,079	−40,653	TRIM
234	Grant Private Wealth Management Inc	$1.2M	7,000	+7,000	NEW
235	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$1.1M	6,701	+6,701	NEW
236	Rockefeller Capital Management L.P.	$1.1M	6,694	−190	TRIM
237	Allspring Global Investments Holdings, LLC	$1.1M	6,588	+3,554	ADD
238	Rafferty Asset Management, LLC	$1.1M	6,500	−3,132	TRIM
239	Willis Investment Counsel	$1.1M	6,462	+439	ADD
240	Ensign Peak Advisors, Inc	$1.1M	6,352	−737	TRIM
241	Twin Tree Management, LP	$1.1M	6,317	+5,146	ADD
242	Empowered Funds, LLC	$1.1M	6,311	+6,311	NEW
243	J. Safra Sarasin Holding AG	$1.1M	6,212	+6,212	NEW
244	M&T BANK CORP	$1.1M	6,204	−173	TRIM
245	Pathstone Holdings, LLC	$1.0M	5,941	+1,236	ADD
246	Atlantic Union Bankshares Corp	$982K	5,730	0	NO CHANGE
247	MML INVESTORS SERVICES, LLC	$962K	5,612	+5,612	NEW
248	Impact Partnership Wealth, LLC	$949K	5,534	+5,534	NEW
249	CIBC WORLD MARKET INC.	$924K	5,390	+22	ADD
250	Sumitomo Mitsui Trust Group, Inc.	$923K	5,385	−21,784	TRIM
251	Bank Pictet & Cie (Europe) AG	$923K	5,382	0	NO CHANGE
252	Man Group plc	$922K	5,380	+3,009	ADD
253	OSAIC HOLDINGS, INC.	$907K	5,290	−406	TRIM
254	CAXTON ASSOCIATES LLP	$904K	5,271	−133,639	TRIM
255	Systematic Alpha Investments, LLC	$903K	5,266	0	NO CHANGE
256	Focus Partners Advisor Solutions, LLC	$894K	5,217	−1,496	TRIM
257	Leonteq Securities AG	$866K	5,052	−4,176	TRIM
258	Brooklyn Investment Group	$795K	4,640	+762	ADD
259	VARCOV Co.	$795K	4,635	+4,635	NEW
260	EXCHANGE TRADED CONCEPTS, LLC	$787K	4,589	−517	TRIM
261	EVOLVE PRIVATE WEALTH, LLC	$736K	4,296	+131	ADD
262	INCEPTIONR LLC	$727K	4,243	+4,243	NEW
263	COMMONWEALTH EQUITY SERVICES, LLC	$721K	4,204	−2,832	TRIM
264	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$718K	4,191	+1,554	ADD
265	PRINCIPAL SECURITIES, INC.	$712K	4,156	+4,156	NEW
266	M.E. ALLISON & CO., INC.	$712K	4,155	0	NO CHANGE
267	Bull Harbor Capital LLC	$710K	4,144	—	NO PRIOR
268	MIZUHO SECURITIES USA LLC	$692K	4,034	−825	TRIM
269	Walleye Trading LLC	$691K	4,029	−22,806	TRIM
270	Norinchukin Bank, The	$690K	4,027	−13	TRIM
271	Quinn Opportunity Partners LLC	$686K	4,000	−10,000	TRIM
272	FLAGSHIP HARBOR ADVISORS, LLC	$683K	3,986	+3,986	NEW
273	Oak Thistle LLC	$671K	3,913	+3,913	NEW
274	Inspire Advisors, LLC	$662K	3,862	+268	ADD
275	Edgestream Partners, L.P.	$661K	3,854	−12,473	TRIM
276	HARTFORD INVESTMENT MANAGEMENT CO	$657K	3,833	0	NO CHANGE
277	Caprock Group, LLC	$657K	3,832	+3,832	NEW
278	Stonehage Fleming Financial Services Holdings Ltd	$646K	3,769	−135	TRIM
279	TEMA ETFS LLC	$639K	3,727	−5,280	TRIM
280	TD Waterhouse Canada Inc.	$602K	3,489	+1,506	ADD
281	Maryland State Retirement & Pension System	$601K	3,503	0	NO CHANGE
282	Chicago Partners Investment Group LLC	$592K	3,022	+341	ADD
283	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$592K	3,455	+1,252	ADD
284	DnB Asset Management AS	$589K	3,438	+3,438	NEW
285	Krilogy Financial LLC	$583K	3,153	−387	TRIM
286	FRANKLIN RESOURCES INC	$580K	3,382	−348	TRIM
287	B. Metzler seel. Sohn & Co. AG	$579K	3,380	0	NO CHANGE
288	Lotus Technology Management, LP	$577K	3,363	−3,426	TRIM
289	D.A. DAVIDSON & CO.	$576K	3,359	+1,360	ADD
290	Allworth Financial LP	$564K	3,292	−168	TRIM
291	BNP Paribas Asset Management Holding S.A.	$557K	3,247	−16,348	TRIM
292	Crossmark Global Holdings, Inc.	$548K	3,194	—	NO PRIOR
293	Parrish Capital LLC	$546K	3,185	—	NO PRIOR
294	JANE STREET GROUP, LLC	$545K	3,178	−154,505	TRIM
295	Gibbs Wealth Management	$536K	3,126	+612	ADD
296	QUADRANT CAPITAL GROUP LLC	$531K	3,096	+65	ADD
297	OMERS ADMINISTRATION Corp	$521K	3,042	0	NO CHANGE
298	NorthCrest Asset Manangement, LLC	$518K	3,035	−1,405	TRIM
299	GLENMEDE TRUST CO NA	$498K	2,906	−7,778	TRIM
300	AE Wealth Management LLC	$498K	2,904	+728	ADD
301	SYSTEMATIC FINANCIAL MANAGEMENT LP	$476K	2,775	−2,020	TRIM
302	BEACON INVESTMENT ADVISORY SERVICES, INC.	$461K	2,687	+940	ADD
303	VEGA INVESTMENT SOLUTIONS	$460K	2,684	−86	TRIM
304	NewEdge Advisors, LLC	$458K	2,669	+2,669	NEW
305	BALYASNY ASSET MANAGEMENT L.P.	$446K	2,600	−165,000	TRIM
306	COLDSTREAM CAPITAL MANAGEMENT INC	$443K	2,582	+692	ADD
307	BANK OF NOVA SCOTIA	$442K	2,580	−9,132	TRIM
308	Empirical Finance, LLC	$428K	2,497	−6	TRIM
309	NATIXIS	$423K	2,465	−14,428	TRIM
310	PAX Financial Group, LLC	$420K	2,452	−266	TRIM
311	Argos Wealth Advisors, LLC	$408K	2,381	0	NO CHANGE
312	OPPENHEIMER & CO INC	$407K	2,373	+2,373	NEW
313	LGT Group Foundation	$404K	2,355	−69	TRIM
314	Neo Ivy Capital Management	$399K	2,330	+733	ADD
315	Sterling Capital Management LLC	$386K	2,254	−1,810	TRIM
316	NOMURA ASSET MANAGEMENT CO LTD	$380K	2,214	+85	ADD
317	ISTHMUS PARTNERS, LLC	$370K	2,161	+2,161	NEW
318	Sigma Planning Corp	$367K	2,139	+2,139	NEW
319	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$366K	2,134	+2	ADD
320	STEPHENS INC /AR/	$360K	2,098	+444	ADD
321	Sumitomo Mitsui DS Asset Management Company, Ltd	$356K	2,077	+322	ADD
322	Virtus Family Office LLC	$356K	2,075	−430	TRIM
323	Kingsview Wealth Management, LLC	$355K	2,072	0	NO CHANGE
324	Wealthfront Advisers LLC	$353K	2,060	+473	ADD
325	Compound Planning, Inc.	$346K	2,016	+555	ADD
326	E Fund Management Co., Ltd.	$345K	2,011	—	NO PRIOR
327	North Dakota State Investment Board	$344K	2,004	−348	TRIM
328	LBMC INVESTMENT ADVISORS, LLC	$343K	2,000	0	NO CHANGE
329	PATTON FUND MANAGEMENT, INC.	$340K	1,982	+1,982	NEW
330	Impact Capital Partners LLC	$338K	1,971	+1,971	NEW
331	Linden Thomas Advisory Services, LLC	$335K	1,952	+1,952	NEW
332	Fortis Group Advisors, LLC	$332K	1,889	+1,889	NEW
333	Apollon Wealth Management, LLC	$332K	1,935	+584	ADD
334	Procyon Advisors, LLC	$330K	1,924	+1,924	NEW
335	ELEVATION POINT WEALTH PARTNERS, LLC	$327K	1,910	+1,910	NEW
336	STOREBRAND ASSET MANAGEMENT AS	$318K	1,856	—	NO PRIOR
337	MUFG SECURITIES AMERICAS INC.	$316K	1,846	+48	ADD
338	UMB Bank, n.a.	$316K	1,845	+25	ADD
339	SECURIAN ASSET MANAGEMENT, INC	$314K	1,832	+100	ADD
340	SilverOak Wealth Management LLC	$310K	1,808	0	NO CHANGE
341	Squarepoint Ops LLC	$304K	1,774	−10,334	TRIM
342	iSAM Funds (UK) Ltd	$304K	1,771	+1,771	NEW
343	DRW Securities, LLC	$303K	1,792	+1,792	NEW
344	Provident Investment Management, Inc.	$298K	1,740	−960	TRIM
345	Envestnet Portfolio Solutions, Inc.	$297K	1,732	+1,732	NEW
346	MOODY NATIONAL BANK TRUST DIVISION	$293K	1,710	+100	ADD
347	QRG CAPITAL MANAGEMENT, INC.	$290K	1,692	+404	ADD
348	Net Worth Advisory Group	$289K	1,684	−265	TRIM
349	Blueshift Asset Management, LLC	$287K	1,677	+1,677	NEW
350	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$286K	1,671	+154	ADD
351	Ameritas Advisory Services, LLC	$286K	1,667	+1,667	NEW
352	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$281K	1,625	−116	TRIM
353	SUMMIT WEALTH GROUP LLC / CO	$281K	1,638	+14	ADD
354	Fieldview Capital Management, LLC	$280K	1,634	−518	TRIM
355	EP Wealth Advisors, LLC	$279K	1,629	+1,629	NEW
356	AVIVA PLC	$278K	1,621	−994	TRIM
357	State of Wyoming	$276K	1,609	−3,537	TRIM
358	Waverly Advisors, LLC	$274K	1,599	+1,599	NEW
359	Summit Financial, LLC	$274K	1,596	+1,596	NEW
360	Parcion Private Wealth LLC	$274K	1,596	+14	ADD
361	waypoint wealth counsel	$269K	1,567	−89	TRIM
362	Private Wealth Partners, LLC	$267K	1,560	0	NO CHANGE
363	PINNACLE ASSOCIATES LTD	$257K	1,501	+94	ADD
364	Pinnacle Wealth Management Advisory Group, LLC	$257K	1,501	+94	ADD
365	Avondale Wealth Management	$257K	1,500	−500	TRIM
366	LVW Advisors, LLC	$252K	1,472	+1,472	NEW
367	Frec Markets, Inc.	$250K	1,456	+1,456	NEW
368	NORDEN GROUP LLC	$248K	1,449	−50	TRIM
369	TICINO WEALTH	$247K	1,322	−552	TRIM
370	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$246K	1,422	+1,422	NEW
371	Wedmont Private Capital	$242K	1,367	+1,367	NEW
372	MASTERINVEST Kapitalanlage GmbH	$241K	1,405	+1,405	NEW
373	Capital Investment Advisors, LLC	$240K	1,402	−2,839	TRIM
374	HOWLAND CAPITAL MANAGEMENT LLC	$239K	1,397	0	NO CHANGE
375	EVERGREEN CAPITAL MANAGEMENT LLC	$238K	1,386	+1,386	NEW
376	Gateway Wealth Partners, LLC	$236K	1,376	+1,376	NEW
377	Arax Advisory Partners	$236K	1,376	−169	TRIM
378	WEALTH ALLIANCE, LLC	$234K	1,364	+1,364	NEW
379	AlphaCore Capital LLC	$233K	1,361	+1,361	NEW
380	GREENLEAF TRUST	$231K	1,347	+54	ADD
381	Jain Global LLC	$230K	1,339	+1,339	NEW
382	COMMERCE BANK	$228K	1,329	−71	TRIM
383	GATEWAY INVESTMENT ADVISERS LLC	$227K	1,324	+1,324	NEW
384	CHOREO, LLC	$222K	1,295	+1,295	NEW
385	Clearstead Advisors, LLC	$219K	1,279	+558	ADD
386	Tower Research Capital LLC (TRC)	$219K	1,277	−1,823	TRIM
387	Metis Global Partners, LLC	$219K	1,276	−188	TRIM
388	Caerus Investment Advisors, LLC	$216K	1,260	+1,260	NEW
389	WADDELL & ASSOCIATES, LLC	$210K	1,223	+1,223	NEW
390	Orion Porfolio Solutions, LLC	$209K	1,218	+1,218	NEW
391	Evanson Asset Management, LLC	$206K	1,200	+1,200	NEW
392	Rothschild Wealth LLC	$201K	1,171	+1,171	NEW
393	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$176K	1,027	+227	ADD
394	Lido Advisors, LLC	$176K	1,024	−477	TRIM
395	SIGNATUREFD, LLC	$158K	921	+200	ADD
396	Corient IA LLC	$153K	890	+890	NEW
397	Smartleaf Asset Management LLC	$151K	908	−441	TRIM
398	Navera Investment Management Ltd.	$146K	850	−1,193	TRIM
399	Parkside Financial Bank & Trust	$142K	829	+2	ADD
400	DARA CAPITAL US, INC.	$138K	807	0	NO CHANGE
401	Knuff & Co LLC	$129K	752	−50	TRIM
402	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$120K	700	−225	TRIM
403	OP Asset Management Ltd	$119K	696	—	NO PRIOR
404	MATHER GROUP, LLC.	$116K	679	+679	NEW
405	SBI Securities Co., Ltd.	$116K	679	−8	TRIM
406	Ameritas Investment Partners, Inc.	$103K	599	−44	TRIM
407	JCIC Asset Management Inc.	$97.4K	568	−129	TRIM
408	LSV ASSET MANAGEMENT	$96.9K	565,212	+36,070	ADD
409	Aster Capital Management (DIFC) Ltd	$92.3K	581	−1,301	TRIM
410	CVA Family Office, LLC	$91.9K	536	+37	ADD
411	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$68.6K	400	+400	NEW
412	True Wealth Design, LLC	$67.9K	396	+8	ADD
413	PEAK6 LLC	$63.3K	369	−3,541	TRIM
414	Walleye Capital LLC	$62.9K	367	−14,315	TRIM
415	Plato Investment Management Ltd	$52.5K	306	0	NO CHANGE
416	Trifecta Capital Advisors, LLC	$47.1K	275	0	NO CHANGE
417	DHJJ Financial Advisors, Ltd.	$46.5K	271	0	NO CHANGE
418	Deseret Mutual Benefit Administrators	$43.4K	253	+114	ADD
419	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$43.0K	251	−4,230	TRIM
420	NFSG Corp	$42.9K	250	0	NO CHANGE
421	CENTRAL TRUST Co	$42.0K	245	0	NO CHANGE
422	Steward Partners Investment Advisory, LLC	$41.5K	242	+90	ADD
423	MAI Capital Management	$38.7K	226	+28	ADD
424	MCF Advisors LLC	$37.0K	216	—	NO PRIOR
425	OSTERWEIS CAPITAL MANAGEMENT INC	$36.2K	211	0	NO CHANGE
426	Pinnacle Bancorp, Inc.	$35.0K	204	−14	TRIM
427	CYBER HORNET ETFs LLC	$31.4K	182	−23	TRIM
428	Independence Bank of Kentucky	$30.9K	180	−3	TRIM
429	Larson Financial Group LLC	$30.0K	175	+53	ADD
430	ASSETMARK, INC	$29.3K	171	+42	ADD
431	Vanguard National Trust Co	$27.8K	162	—	NO PRIOR
432	Blue Trust, Inc.	$27.1K	158	+69	ADD
433	PRIVATE TRUST CO NA	$26.7K	156	+50	ADD
434	Grove Bank & Trust	$25.9K	151	−16	TRIM
435	Kemnay Advisory Services Inc.	$24.5K	143	+143	NEW
436	Destiny Wealth Partners, LLC	$23.8K	139	+139	NEW
437	Quarry LP	$23.7K	138	−2,244	TRIM
438	Annis Gardner Whiting Capital Advisors, LLC	$23.3K	136	+50	ADD
439	Activest Wealth Management	$20.2K	118	+2	ADD
440	Generali Asset Management SPA SGR	$17.7K	103	0	NO CHANGE
441	NBT BANK, N.A.	$17.1K	100	0	NO CHANGE
442	Wilmington Savings Fund Society, FSB	$17.1K	100	0	NO CHANGE
443	Orion Capital Management LLC	$17.1K	100	−100	TRIM
444	Board of the Pension Protection Fund	$17.1K	100	−200	TRIM
445	Sapience Investments, LLC	$15.9K	93	−4,077	TRIM
446	Cromwell Holdings LLC	$15.6K	91	+41	ADD
447	Owl Creek Wealth Partners LLC	$14.9K	87	—	NO PRIOR
448	Eurizon Capital SGR S.p.A.	$14.9K	87	−1,259	TRIM
449	DUNCKER STREETT & CO INC	$14.7K	86	0	NO CHANGE
450	C WorldWide Group Holding A/S	$14.3K	83,428	0	NO CHANGE
451	SJS Investment Consulting Inc.	$12.3K	72	+4	ADD
452	Geneos Wealth Management Inc.	$12.2K	71	0	NO CHANGE
453	VAN ECK ASSOCIATES CORP	$12.1K	70,647	+14,729	ADD
454	Transamerica Financial Advisors, LLC	$12.0K	70	+28	ADD
455	Manchester Capital Management LLC	$11.8K	69	+15	ADD
456	Abound Wealth Management	$10.5K	61	0	NO CHANGE
457	WORMSER FRERES GESTION	$10.3K	59	−29	TRIM
458	ENTRUST FINANCIAL LLC	$10.1K	59	+59	NEW
459	MEEDER ASSET MANAGEMENT INC	$10.1K	59	+29	ADD
460	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$9.7K	56,360	+2,076	ADD
461	Global X Japan Co., Ltd.	$9.4K	55	+55	NEW
462	EDMOND DE ROTHSCHILD HOLDING S.A.	$8.9K	52	0	NO CHANGE
463	DANSKE BANK A/S	$8.6K	50	−1,070	TRIM
464	FARMERS & MERCHANTS INVESTMENTS INC	$8.2K	48	0	NO CHANGE
465	Private Wealth Management Group, LLC	$8.1K	47	0	NO CHANGE
466	ALGERT GLOBAL LLC	$8.0K	46,410	+35,830	ADD
467	North Growth Management Ltd.	$7.9K	46,000	+1,000	ADD
468	WealthCollab, LLC	$7.5K	44	+44	NEW
469	Hunter Perkins Capital Management, LLC	$7.5K	43,687	−155	TRIM
470	BARTLETT & CO. WEALTH MANAGEMENT LLC	$6.9K	40	0	NO CHANGE
471	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$6.9K	40	0	NO CHANGE
472	Burk Holdings LLC	$6.7K	39	+39	NEW
473	MV CAPITAL MANAGEMENT, INC.	$6.3K	37	+1	ADD
474	Keating Financial Advisory Services, Inc.	$6.2K	36	+20	ADD
475	DT Investment Partners, LLC	$5.8K	34	0	NO CHANGE
476	Spire Wealth Management	$5.5K	32	−28	TRIM
477	Pinnacle Wealth Planning Services, Inc.	$5.2K	31	+8	ADD
478	Meramec Financial Planners, LLC	$5.2K	27	0	NO CHANGE
479	WPG Advisers, LLC	$5.1K	30	+6	ADD
480	Banque Transatlantique SA	$5.0K	29	0	NO CHANGE
481	Sachetta, LLC	$5.0K	29	+14	ADD
482	Treasurer of the State of North Carolina	$4.9K	28,759	+38	ADD
483	Physician Wealth Advisors, Inc.	$4.8K	28	+11	ADD
484	Kilter Group LLC	$4.8K	28	−4	TRIM
485	Murphy & Mullick Capital Management Corp	$4.8K	28	−5	TRIM
486	Signature Equity Partners, LLC	$4.8K	28	+28	NEW
487	BARRETT & COMPANY, INC.	$4.5K	26	0	NO CHANGE
488	BROWN, LISLE/CUMMINGS, INC.	$4.1K	24	+24	NEW
489	ACADIAN ASSET MANAGEMENT LLC	$3.9K	23,062	+2,723	ADD
490	Prestige Wealth Management Group LLC	$3.6K	21	0	NO CHANGE
491	ELEVATION WEALTH PARTNERS, LLC	$3.6K	21	+7	ADD
492	CANADA LIFE ASSURANCE Co	$3.6K	20,777	−44,988	TRIM
493	Financial Network Wealth Advisors LLC	$3.4K	20	—	NO PRIOR
494	State of Alaska, Department of Revenue	$3.4K	19,694	0	NO CHANGE
495	ALLIANZ SE	$3.1K	18	+18	NEW
496	Bell Investment Advisors, Inc	$3.1K	18	0	NO CHANGE
497	Anfield Capital Management, LLC	$2.9K	17	0	NO CHANGE
498	Investors Research Corp	$2.9K	17	0	NO CHANGE
499	THRIVENT FINANCIAL FOR LUTHERANS	$2.8K	16,135	+3,226	ADD
500	JFS WEALTH ADVISORS, LLC	$2.7K	16	+11	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ALGN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $29.0M held
Trimming: 4 Ruane Cunniff & Goldfarb, Bridgewater Associates, Caxton Associates, Moore Capital Management $209M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ALIGN TECHNOLOGY INC

Merged timeline of congressional filings and notable-manager moves on ALGN
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+37,444 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	TRIM	−15,999 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−16,071 sh
2026-05-15	Moore Capital Management 13F	EXIT	−24,151 sh
2026-05-14	Caxton Associates 13F	TRIM	−133,639 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed ALGN — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).