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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jefferies Financial Group's ALGN Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Align Technology (ALGN) in Q2 2026: 45,346 shares worth $7.65M. The stake represents 0.05% of the portfolio and ranks #296 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in ALGN as recently as Q3 2025.

Jefferies Financial Group first reported a position in ALGN in Q4 2022 and has held it in 9 quarters since. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

Jefferies Financial Group held 45,346 shares of Align Technology worth $7.65M as of Q2 2026.
Align Technology was a new Jefferies Financial Group position in Q2 2026.
Align Technology made up 0.05% of Jefferies Financial Group's portfolio in Q2 2026, its #296 holding.
Jefferies Financial Group first reported a position in Align Technology in Q4 2022 and has held it in 9 quarters since.
675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.