Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Align Technology ALGN Stock Holding History

Jacobs Levy Equity Management’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
Q1 		$177M Buy
1,031,324
+25,487
+3% +$4.46M 0.74% 24
2025
Q4 		$157M Buy
1,005,837
+237,581
+31% +$34M 0.61% 39
2025
Q3 		$96.2M Buy
768,256
+255,304
+50% +$40M 0.38% 68
2025
Q2 		$97.1M Sell
512,952
-223,683
-30% -$39.5M 0.38% 69
2025
Q1 		$117M Buy
736,635
+4,789
+0.7% +$940K 0.46% 51
2024
Q4 		$153M Buy
731,846
+190,711
+35% +$42.6M 0.54% 44
2024
Q3 		$138M Buy
541,135
+129,724
+32% +$30.6M 0.53% 44
2024
Q2 		$99.3M Buy
411,411
+192,632
+88% +$53.6M 0.41% 56
2024
Q1 		$71.7M Buy
218,779
+172,330
+371% +$50.6M 0.32% 80
2023
Q4 		$12.7M Buy
46,449
+44,343
+2,106% +$10.5M 0.06% 273
2023
Q3 		$643K Sell
2,106
-2,076
-50% -$717K ﹤0.01% 753
2023
Q2 		$1.48M Buy
+4,182
New +$1.33M 0.01% 627
2023
Q1 		– Sell
-6,836
Closed -$1.44M – 951
2022
Q4 		$1.44M Buy
6,836
+3,415
+100% +$684K 0.01% 620
2022
Q3 		$709K Buy
+3,421
New +$881K 0.01% 778
2022
Q2 		– Sell
-678
Closed -$296K – 991
2022
Q1 		$296K Buy
+678
New +$330K ﹤0.01% 925
2020
Q4 		– Sell
-118,763
Closed -$38.9M – 1010
2020
Q3 		$38.9M Sell
118,763
-141,489
-54% -$43.2M 0.4% 59
2020
Q2 		$71.4M Sell
260,252
-2,583
-1% -$582K 0.77% 17
2020
Q1 		$45.7M Buy
262,835
+14,616
+6% +$3.5M 0.59% 33
2019
Q4 		$69.3M Buy
248,219
+125,670
+103% +$31.3M 0.68% 19
2019
Q3 		$22.2M Buy
122,549
+30,060
+33% +$6.25M 0.27% 100
2019
Q2 		$25.3M Buy
92,489
+39,258
+74% +$11.9M 0.35% 69
2019
Q1 		$15.1M Sell
53,231
-540
-1% -$129K 0.22% 114
2018
Q4 		$11.3M Sell
53,771
-54,951
-51% -$13.9M 0.2% 128
2018
Q3 		$42.5M Buy
108,722
+20,928
+24% +$7.72M 0.6% 25
2018
Q2 		$30M Buy
87,794
+1,588
+2% +$474K 0.47% 43
2018
Q1 		$21.6M Buy
86,206
+7,595
+10% +$1.95M 0.36% 84
2017
Q4 		$17.5M Sell
78,611
-9,055
-10% -$2.06M 0.31% 106
2017
Q3 		$16.3M Buy
87,666
+7,700
+10% +$1.32M 0.32% 96
2017
Q2 		$12M Buy
79,966
+49,987
+167% +$6.78M 0.26% 129
2017
Q1 		$3.44M Sell
29,979
-2,441
-8% -$247K 0.07% 316
2016
Q4 		$3.12M Buy
32,420
+4,030
+14% +$374K 0.06% 331
2016
Q3 		$2.66M Buy
+28,390
New +$2.57M 0.05% 365
2015
Q1 		– Sell
-16,700
Closed -$934K – 782
2014
Q4 		$934K Buy
+16,700
New +$883K 0.02% 518
2014
Q3 		– Sell
-14,200
Closed -$796K – 816
2014
Q2 		$796K Sell
14,200
-66,297
-82% -$3.45M 0.01% 557
2014
Q1 		$4.17M Sell
80,497
-27,512
-25% -$1.54M 0.07% 282
2013
Q4 		$6.17M Buy
108,009
+101,609
+1,588% +$5.47M 0.09% 253
2013
Q3 		$308K Buy
6,400
+700
+12% +$30.6K 0.01% 788
2013
Q2 		$211K Buy
+5,700
New +$196K ﹤0.01% 884

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management's ALGN Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Align Technology (ALGN) stake by 2.5% in Q1 2026, buying an estimated $4.46M and bringing the position to 1,031,324 shares worth $177M. The position accounts for 0.74% of the portfolio, ranked #24.

Jacobs Levy Equity Management first reported a position in ALGN in Q2 2013 and has held it in 38 quarters since. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Jacobs Levy Equity Management held 1,031,324 shares of Align Technology worth $177M as of Q1 2026.
  • Jacobs Levy Equity Management bought 25,487 Align Technology shares in Q1 2026, an estimated $4.46M.
  • Align Technology made up 0.74% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #24 holding.
  • Jacobs Levy Equity Management first reported a position in Align Technology in Q2 2013 and has held it in 38 quarters since.
  • 688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.