Jefferies Financial Group
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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
2026
Q3 		$4.3M Sell
29,572
-15,774
-35% -$2.61M 0.03% 350
2026
Q2 		$7.65M Buy
+45,346
New +$7.87M 0.05% 296
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jefferies Financial Group's ALGN Position: Q3 2026 in Review

Jefferies Financial Group reduced its Align Technology (ALGN) stake by 35% in Q3 2026, selling an estimated $2.61M and leaving 29,572 shares worth $4.3M. The position accounts for 0.03% of the portfolio, ranked #350.

Jefferies Financial Group first reported a position in ALGN in Q4 2022 and has held it in 10 quarters since. The position peaked at $7.65M in Q2 2026. 506 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Jefferies Financial Group held 29,572 shares of Align Technology worth $4.3M as of Q3 2026.
  • Jefferies Financial Group sold 15,774 Align Technology shares in Q3 2026, an estimated $2.61M.
  • Align Technology made up 0.03% of Jefferies Financial Group's portfolio in Q3 2026, its #350 holding.
  • Jefferies Financial Group first reported a position in Align Technology in Q4 2022 and has held it in 10 quarters since.
  • Jefferies Financial Group's Align Technology position peaked at $7.65M in Q2 2026.
  • 506 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.