Align Technology, Inc.
MX ˙ BMV ˙ US0162551016
SecurityMX:ALGN / Align Technology, Inc.
InstitutionD.a. Davidson & Co.
Latest Disclosed Ownership3,359 shares
Latest Disclosed Value $ 575,833
D.a. Davidson & Co. reports 68.03% increase in ownership of ALGN / Align Technology, Inc.

On May 5, 2026 - D.a. Davidson & Co. filed a 13F-HR form disclosing ownership of 3,359 shares of Align Technology, Inc. (MX:ALGN) valued at $575,833 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,999 shares of Align Technology, Inc.. This represents a change in shares of 68.03% 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)
2026-05-05 2026-03-31 13F ALIGN TECHNOLOGY COM 016255101 3,359 1,360 68.03 576 84.29 0.0035
2026-01-29 2025-12-31 13F ALIGN TECHNOLOGY COM 016255101 1,999 1,999 312 0.0019
2025-04-28 2025-03-31 13F ALIGN TECHNOLOGY COM 016255101 0 -7,530 -100.00 0 -100.00
2025-01-31 2024-12-31 13F ALIGN TECHNOLOGY COM 016255101 7,530 194 2.64 1,570 -15.82 0.0128
2024-11-13 2024-09-30 13F ALIGN TECHNOLOGY COM 016255101 7,336 725 10.97 1,866 16.85 0.0154
2024-08-01 2024-06-30 13F ALIGN TECHNOLOGY COM 016255101 6,611 -162 -2.39 1,596 -28.14 0.0141
2024-05-13 2024-03-31 13F ALIGN TECHNOLOGY COM 016255101 6,773 2,129 45.84 2,221 74.61 0.0200
2024-02-09 2023-12-31 13F ALIGN TECHNOLOGY COM 016255101 4,644 200 4.50 1,272 -6.19 0.0125
2023-11-08 2023-09-30 13F ALIGN TECHNOLOGY COM 016255101 4,444 65 1.48 1,357 -12.40 0.0147
2023-08-11 2023-06-30 13F ALIGN TECHNOLOGY COM 016255101 4,379 217 5.21 1,549 11.37 0.0164
2023-04-25 2023-03-31 13F ALIGN TECHNOLOGY COM 016255101 4,162 283 7.30 1,391 69.93 0.0156
2023-02-03 2022-12-31 13F ALIGN TECHNOLOGY COM 016255101 3,879 162 4.36 818 6.23 0.0097
2022-11-07 2022-09-30 13F ALIGN TECHNOLOGY COM 016255101 3,717 215 6.14 770 -7.12 0.0101
2022-07-28 2022-06-30 13F ALIGN TECHNOLOGY COM 016255101 3,502 30 0.86 829 -45.24 0.0104
2022-05-12 2022-03-31 13F ALIGN TECHNOLOGY COM 016255101 3,472 -54 -1.53 1,514 -34.66 0.0165
2022-01-31 2021-12-31 13F ALIGN TECHNOLOGY COM 016255101 3,526 222 6.72 2,317 5.37 0.0247
2021-11-15 2021-09-30 13F ALIGN TECHNOLOGY COM 016255101 3,304 109 3.41 2,199 12.65 0.0255
2021-08-10 2021-06-30 13F ALIGN TECHNOLOGY COM 016255101 3,195 430 15.55 1,952 30.39 0.0229
2021-05-07 2021-03-31 13F ALIGN TECHNOLOGY COM 016255101 2,765 2,180 372.65 1,497 378.27 0.0192
2021-02-10 2020-12-31 13F ALIGN TECHNOLOGY COM 016255101 585 585 313 0.0048
2020-08-10 2020-06-30 13F ALIGN TECHNOLOGY COM 016255101 0 -2,899 -100.00 0 -100.00
2020-05-05 2020-03-31 13F ALIGN TECHNOLOGY COM 016255101 2,899 192 7.09 504 -33.25 0.0098
2020-02-14 2019-12-31 13F ALIGN TECHNOLOGY COM 016255101 2,707 33 1.23 755 55.99 0.0122
2019-11-05 2019-09-30 13F ALIGN TECHNOLOGY COM 016255101 2,674 -2,603 -49.33 484 -66.48 0.0087
2019-08-13 2019-06-30 13F ALIGN TECHNOLOGY COM 016255101 5,277 8 0.15 1,444 10.82 0.0269
2019-05-13 2019-03-31 13F ALIGN TECHNOLOGY COM 016255101 5,269 0 0.00 1,303 18.13 0.0224
2019-01-29 2018-12-31 13F ALIGN TECHNOLOGY COM 016255101 5,269 23 0.44 1,103 -46.25 0.0215
2018-11-13 2018-09-30 13F ALIGN TECHNOLOGY COM 016255101 5,246 266 5.34 2,052 20.42 0.0365
2018-08-02 2018-06-30 13F ALIGN TECHNOLOGY COM 016255101 4,980 120 2.47 1,704 39.67 0.0334
2018-05-04 2018-03-31 13F ALIGN TECHNOLOGY COM 016255101 4,860 151 3.21 1,220 16.63 0.0252
2018-02-08 2017-12-31 13F ALIGN TECHNOLOGY COM 016255101 4,709 -634 -11.87 1,046 5.13 0.0219
2017-11-08 2017-09-30 13F ALIGN TECHNOLOGY COM 016255101 5,343 -400 -6.97 995 15.43 0.0195
2017-08-11 2017-06-30 13F ALIGN TECHNOLOGY COM 016255101 5,743 -1,654 -22.36 862 1.65 0.0195
2017-05-12 2017-03-31 13F ALIGN TECHNOLOGY COM 016255101 7,397 -775 -9.48 848 8.03 0.0206
2017-02-15 2016-12-31 13F ALIGN TECHNOLOGY COM 016255101 8,172 3,172 63.44 785 67.74 0.0178
2016-11-18 2016-09-30 13F/A-1 ALIGN TECHNOLOGY COM 016255101 5,000 3,357 204.32 468 254.55 0.0116
2016-11-14 2016-09-30 13F ALIGN TECHNOLOGY COM 016255101 5,000 468
2016-08-13 2016-06-30 13F ALIGN TECHNOLOGY COM 016255101 1,643 1,454 769.31 132 915.38 0.0039
2016-05-13 2016-03-31 13F ALIGN TECHNOLOGY COM 016255101 189 -655 -77.61 13 -76.36 0.0004
2016-02-12 2015-12-31 13F ALIGN TECHNOLOGY COM 016255101 844 22 2.68 55 19.57 0.0018
2015-11-13 2015-09-30 13F ALIGN TECHNOLOGY COM 016255101 822 266 47.84 46 35.29 0.0016
2015-08-14 2015-06-30 13F ALIGN TECHNOLOGY COM 016255101 556 556 -45.44 34 -30.61 0.0011
2014-02-13 2013-12-31 13F/A-1 ALIGN TECHNOLOGY COM 016255101 0 -1,019 -100.00 0 -100.00
2013-11-14 2013-09-30 13F ALIGN TECHNOLOGY COM 016255101 1,019 -190 -15.72 49 11.36 0.0022
2013-08-16 2013-06-30 13F ALIGN TECHNOLOGY COM 016255101 1,209 1,209 44 0.0021
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.