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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
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.