Summit Creek Advisors’s Align Technology ALGN Stock Holding History

Summit Creek Advisors’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
2025 Q1	–	Sell	-976	Closed	-$204K	–	70
2024 Q4	$204K	Hold	976	–	–	0.03%	69
2024 Q3	$248K	Buy	976 +108	+12%	+$25.5K	0.03%	69
2024 Q2	$210K	Hold	868	–	–	0.03%	67
2024 Q1	$285K	Buy	+868	New	+$255K	0.04%	64
2023 Q4	–	Sell	-690	Closed	-$211K	–	66
2023 Q3	$211K	Hold	690	–	–	0.03%	65
2023 Q2	$244K	Buy	690 +1	+0.1%	+$318	0.03%	67
2023 Q1	$230K	Buy	+689	New	+$203K	0.03%	68
2022 Q2	–	Sell	-748	Closed	-$326K	–	74
2022 Q1	$326K	Buy	748 +5	+0.7%	+$2.43K	0.04%	73
2021 Q4	$488K	Buy	743 +2	+0.3%	+$1.29K	0.05%	72
2021 Q3	$493K	Buy	741 +120	+19%	+$81.5K	0.05%	71
2021 Q2	$379K	Hold	621	–	–	0.05%	66
2021 Q1	$336K	Buy	621 +171	+38%	+$94.5K	0.04%	64
2020 Q4	$240K	Sell	450 -1,410	-76%	-$634K	0.03%	65
2020 Q3	$609K	Hold	1,860	–	–	0.09%	65
2020 Q2	$510K	Hold	1,860	–	–	0.08%	65
2020 Q1	$324K	Hold	1,860	–	–	0.06%	67
2019 Q4	$519K	Hold	1,860	–	–	0.08%	63
2019 Q3	$337K	Buy	+1,860	New	+$387K	0.06%	66
2017 Q3	–	Sell	-1,370	Closed	-$206K	–	55
2017 Q2	$206K	Buy	+1,370	New	+$186K	0.04%	54

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Creek Advisors's ALGN Position: Q1 2025 in Review

Summit Creek Advisors sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 976 shares — an estimated $204K sold.

Summit Creek Advisors first reported a position in ALGN in Q2 2017 and held it in 19 quarters. The position peaked at $609K in Q3 2020. 692 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

Summit Creek Advisors reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
Summit Creek Advisors sold 976 Align Technology shares in Q1 2025, an estimated $204K.
Summit Creek Advisors first reported a position in Align Technology in Q2 2017 and held it in 19 quarters.
Summit Creek Advisors's Align Technology position peaked at $609K in Q3 2020.
692 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Summit Creek Advisors's 13F filing for Q1 2025, filed 7 May 2025.