CX Institutional
ALGN icon

CX Institutional’s Align Technology ALGN Stock Holding History

CX Institutional’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$267K Sell
1,836
-595
-24% -$98.4K 0.01% 663
2026
Q2 		$410K Buy
2,431
+216
+10% +$37.5K 0.01% 522
2026
Q1 		$380K Buy
2,215
+296
+15% +$51.8K 0.01% 529
2025
Q4 		$300K Buy
1,919
+1,463
+321% +$210K 0.01% 583
2025
Q3 		$57K Sell
456
-440
-49% -$68.9K ﹤0.01% 915
2025
Q2 		$170K Buy
896
+37
+4% +$6.54K 0.01% 676
2025
Q1 		$136K Buy
+859
New +$169K 0.01% 690
2022
Q4 		– Sell
-5,815
Closed -$1.2M – 503
2022
Q3 		$1.2M Buy
5,815
+5,727
+6,508% +$1.47M 0.08% 234
2022
Q2 		$21K Buy
+88
New +$27K ﹤0.01% 829
2021
Q4 		– Sell
-100
Closed -$67K – 356
2021
Q3 		$67K Sell
100
-10
-9% -$6.79K 0.01% 526
2021
Q2 		$67K Buy
110
+3
+3% +$1.78K 0.01% 508
2021
Q1 		$58K Buy
107
+6
+6% +$3.32K 0.01% 463
2020
Q4 		$54K Buy
101
+10
+11% +$4.5K 0.01% 427
2020
Q3 		$30K Buy
91
+44
+94% +$13.4K ﹤0.01% 467
2020
Q2 		$13K Buy
47
+32
+213% +$7.21K ﹤0.01% 519
2020
Q1 		$3K Sell
15
-8
-35% -$1.92K ﹤0.01% 598
2019
Q4 		$6K Hold
23
– – ﹤0.01% 505
2019
Q3 		$4K Sell
23
-5
-18% -$1.04K ﹤0.01% 601
2019
Q2 		$8K Buy
28
+11
+65% +$3.32K ﹤0.01% 518
2019
Q1 		$5K Buy
+17
New +$4.06K ﹤0.01% 536

Other funds holding ALGN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

CX Institutional's ALGN Position: Q3 2026 in Review

CX Institutional reduced its Align Technology (ALGN) stake by 24% in Q3 2026, selling an estimated $98.4K and leaving 1,836 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #663.

CX Institutional first reported a position in ALGN in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.2M in Q3 2022. 120 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • CX Institutional held 1,836 shares of Align Technology worth $267K as of Q3 2026.
  • CX Institutional sold 595 Align Technology shares in Q3 2026, an estimated $98.4K.
  • Align Technology made up 0.01% of CX Institutional's portfolio in Q3 2026, its #663 holding.
  • CX Institutional first reported a position in Align Technology in Q1 2019 and has held it in 20 quarters since.
  • CX Institutional's Align Technology position peaked at $1.2M in Q3 2022.
  • 120 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.