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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
2023
Q4 		– Sell
-9,000
Closed -$2.75M – 1662
2023
Q3 		$2.75M Buy
+9,000
New +$3.11M 0.02% 521

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
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.