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Simplify Asset Management’s Align Technology ALGN Stock Holding History

Simplify Asset Management’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 		$11.3M Sell
66,847
-40,050
-37% -$6.95M 0.16% 29
2026
Q1 		$18.3M Sell
106,897
-297
-0.3% -$52K 0.28% 15
2025
Q4 		$16.7M Buy
+107,194
New +$15.4M 0.27% 16
2024
Q2 		– Sell
-19,251
Closed -$6.31M – 111
2024
Q1 		$6.31M Buy
19,251
+15,233
+379% +$4.47M 0.38% 21
2023
Q4 		$1.1M Buy
+4,018
New +$953K 0.1% 70

Other funds holding ALGN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Simplify Asset Management's ALGN Position: Q2 2026 in Review

Simplify Asset Management reduced its Align Technology (ALGN) stake by 37% in Q2 2026, selling an estimated $6.95M and leaving 66,847 shares worth $11.3M. The position accounts for 0.16% of the portfolio, ranked #29.

Simplify Asset Management first reported a position in ALGN in Q4 2023 and has held it in 5 quarters since. The position peaked at $18.3M in Q1 2026. 79 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Simplify Asset Management held 66,847 shares of Align Technology worth $11.3M as of Q2 2026.
  • Simplify Asset Management sold 40,050 Align Technology shares in Q2 2026, an estimated $6.95M.
  • Align Technology made up 0.16% of Simplify Asset Management's portfolio in Q2 2026, its #29 holding.
  • Simplify Asset Management first reported a position in Align Technology in Q4 2023 and has held it in 5 quarters since.
  • Simplify Asset Management's Align Technology position peaked at $18.3M in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.