Jefferies Financial Group’s Align Technology ALGN Stock Holding History

Jefferies Financial Group’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
2025 Q4	–	Sell	-5,600	Closed	-$701K	–	1835
2025 Q3	$701K	Buy	5,600 +2,700	+93%	+$423K	﹤0.01%	980
2025 Q2	$549K	Sell	2,900 -4,242	-59%	-$749K	﹤0.01%	881
2025 Q1	$1.13M	Buy	7,142 +1,432	+25%	+$281K	0.01%	761
2024 Q4	$1.19M	Sell	5,710 -2,500	-30%	-$558K	0.01%	825
2024 Q3	$2.09M	Buy	+8,210	New	+$1.94M	0.01%	585
2023 Q4	–	Sell	-8,540	Closed	-$2.61M	–	1661
2023 Q3	$2.61M	Buy	8,540 +8,476	+13,244%	+$2.93M	0.02%	533
2023 Q2	$22.6K	Buy	+64	New	+$20.4K	﹤0.01%	1571
2023 Q1	–	Sell	-1,831	Closed	-$386K	–	1602
2022 Q4	$386K	Buy	+1,831	New	+$367K	﹤0.01%	1140

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jefferies Financial Group's ALGN Position: Q4 2025 in Review

Jefferies Financial Group sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 5,600 shares — an estimated $701K sold.

Jefferies Financial Group first reported a position in ALGN in Q4 2022 and held it in 8 quarters. The position peaked at $2.61M in Q3 2023. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

Jefferies Financial Group reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
Jefferies Financial Group sold 5,600 Align Technology shares in Q4 2025, an estimated $701K.
Jefferies Financial Group first reported a position in Align Technology in Q4 2022 and held it in 8 quarters.
Jefferies Financial Group's Align Technology position peaked at $2.61M in Q3 2023.
666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.