Align Technology, Inc.
MX ˙ BMV ˙ US0162551016
SecurityMX:ALGN / Align Technology, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership115,483 shares
Latest Disclosed Value $ 19,797,250
Baird Financial Group, Inc. reports 743.43% increase in ownership of ALGN / Align Technology, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 115,483 shares of Align Technology, Inc. (MX:ALGN) valued at $19,797,250 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,692 shares of Align Technology, Inc.. This represents a change in shares of 743.43% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ALIGN TECHNOLOGY COM 016255101 115,483 101,791 743.43 19,797 825.96 0.0166
2026-02-13 2025-12-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 13,692 7,443 119.11 2,138 173.40 0.0033
2025-11-13 2025-09-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 6,249 -1,501 -19.37 782 -46.69 0.0013
2025-08-13 2025-06-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 7,750 -5,311 -40.66 1,467 -29.27 0.0026
2025-05-15 2025-03-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 13,061 -6,345 -32.70 2,075 -48.74 0.0040
2025-02-14 2024-12-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 19,406 -11,584 -37.38 4,046 -48.66 0.0077
2024-11-14 2024-09-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 30,990 -1,994 -6.05 7,881 -1.03 0.0153
2024-08-14 2024-06-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 32,984 -245,717 -88.17 7,963 -91.29 0.0165
2024-05-14 2024-03-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 278,701 1,246 0.45 91,392 20.22 0.1916
2024-02-14 2023-12-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 277,455 9,914 3.71 76,023 -6.93 0.1733
2023-11-13 2023-09-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 267,541 37,591 16.35 81,686 0.45 0.2228
2023-08-11 2023-06-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 229,950 32,304 16.34 81,320 23.13 0.2146
2023-05-15 2023-03-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 197,646 -38,951 -16.46 66,041 134,677.55 0.1629
2023-02-13 2022-12-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 236,597 -844 -0.36 50 -99.90 0.1314
2022-11-15 2022-09-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 237,441 9,184 4.02 49,177 -8.97 0.1449
2022-08-08 2022-06-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 228,257 63,778 38.78 54,022 -24.67 0.1500
2022-05-13 2022-03-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 164,479 65,529 66.22 71,713 10.28 0.1772
2022-02-09 2021-12-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 98,950 -3,937 -3.83 65,028 -5.02 0.1520
2021-11-12 2021-09-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 102,887 25,971 33.77 68,464 45.68 0.1751
2021-08-11 2021-06-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 76,916 -105,350 -57.80 46,996 -52.39 0.1221
2021-05-13 2021-03-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 182,266 -10,123 -5.26 98,703 -3.99 0.2768
2021-02-11 2020-12-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 192,389 -26,010 -11.91 102,809 43.80 0.3073
2020-11-12 2020-09-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 218,399 -13,920 -5.99 71,495 12.13 0.2449
2020-10-22 2020-06-30 13F/A-1 ALIGN TECHNOLOGY INC COM COMMON 016255101 232,319 -5,029 -2.12 63,758 54.43 0.2402
2020-08-14 2020-06-30 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 256,824 19,476 71,641 141,976.1854
2020-05-14 2020-03-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 237,348 -31,234 -11.63 41,287 -44.91 0.1886
2020-02-14 2019-12-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 268,582 115,205 75.11 74,945 170.08 0.2690
2019-11-14 2019-09-30 13F ALIGN TECH Common 016255101 153,377 -736 -0.48 27,749 -34.21 0.1093
2019-08-14 2019-06-30 13F ALIGN TECH COMMON 016255101 154,113 5,235 3.52 42,181 -0.35 0.1640
2019-05-14 2019-03-31 13F ALIGN TECHNOLOGY INC COM COMMON 016255101 148,878 126,633 569.27 42,331 808.59 0.2475
2019-02-14 2018-12-31 13F ALIGN TECHNOLOGY COMMON 016255101 22,245 16,669 298.94 4,659 113.42 0.0316
2018-11-13 2018-09-30 13F Align Technology COMMON 016255101 5,576 68 1.23 2,183 15.81 0.0137
2018-08-13 2018-06-30 13F ALIGN TECHNOLOGY COMMON 016255101 5,508 -404 -6.83 1,885 26.94 0.0128
2018-05-14 2018-03-31 13F ALIGN TECHNOLOGY COMMON 016255101 5,912 -4,585 -43.68 1,485 -36.32 0.0105
2018-02-09 2017-12-31 13F ALIGN TECHNOLOGY COMMON 016255101 10,497 -1,280 -10.87 2,332 6.29 0.0165
2017-11-14 2017-09-30 13F ALIGN TECHNOLOGY COMMON 016255101 11,777 -3,483 -22.82 2,194 -4.23 0.0165
2017-08-14 2017-06-30 13F ALIGN TECHNOLOGY COMMON 016255101 15,260 -5,495 -26.48 2,291 -3.78 0.0179
2017-06-19 2017-03-31 13F/A-1 ALIGN TECHNOLOGY COMMON 016255101 20,755 275 1.34 2,381 20.92 0.0193
2017-05-09 2017-03-31 13F ALIGN TECHNOLOGY COMMON 016255101 20,755 2,381
2017-02-10 2016-12-31 13F ALIGN TECHNOLOGY COMMON 016255101 20,480 -960 -4.48 1,969 -2.04 0.0171
2016-11-10 2016-09-30 13F ALIGN TECHNOLOGY COMMON 016255101 21,440 -625 -2.83 2,010 13.11 0.0180
2016-08-11 2016-06-30 13F ALIGN TECHNOLOGY COMMON 016255101 22,065 -400 -1.78 1,777 8.82 0.0163
2016-05-12 2016-03-31 13F ALIGN TECHNOLOGY COMMON 016255101 22,465 -330 -1.45 1,633 8.79 0.0156
2016-02-11 2015-12-31 13F ALIGN TECHNOLOGY COMMON 016255101 22,795 -10 -0.04 1,501 16.00 0.0150
2015-11-12 2015-09-30 13F ALIGN TECHNOLOGY COMMON 016255101 22,805 2,735 13.63 1,294 2.78 0.0138
2015-08-14 2015-06-30 13F ALIGN TECHNOLOGY COMMON 016255101 20,070 20,070 1,259 0.0124
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.