Align Technology, Inc.
MX ˙ BMV ˙ US0162551016
SecurityMX:ALGN / Align Technology, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership146,678 shares
Latest Disclosed Value $ 25,145,066
Envestnet Asset Management Inc reports 320.56% increase in ownership of ALGN / Align Technology, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 146,678 shares of Align Technology, Inc. (MX:ALGN) valued at $25,145,066 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 34,877 shares of Align Technology, Inc.. This represents a change in shares of 320.56% 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)
2026-05-04 2026-03-31 13F ALIGN TECHNOLOGY COM 016255101 146,678 111,801 320.56 25,145 361.72 0.0067
2026-02-10 2025-12-31 13F ALIGN TECHNOLOGY COM 016255101 34,877 -78,521 -69.24 5,446 -61.65 0.0016
2025-11-05 2025-09-30 13F ALIGN TECHNOLOGY COM 016255101 113,398 30,686 37.10 14,200 -9.32 0.0041
2025-08-01 2025-06-30 13F ALIGN TECHNOLOGY COM 016255101 82,712 5,032 6.48 15,660 26.90 0.0046
2025-04-29 2025-03-31 13F ALIGN TECHNOLOGY COM 016255101 77,680 -33,935 -30.40 12,340 -46.97 0.0040
2025-02-13 2024-12-31 13F ALIGN TECHNOLOGY COM 016255101 111,615 -303,211 -73.09 23,273 -77.94 0.0075
2024-11-07 2024-09-30 13F ALIGN TECHNOLOGY COM 016255101 414,826 -1,410 -0.34 105,499 4.98 0.0341
2024-08-08 2024-06-30 13F ALIGN TECHNOLOGY COM 016255101 416,236 -58,826 -12.38 100,492 -35.49 0.0350
2024-05-13 2024-03-31 13F ALIGN TECHNOLOGY COM 016255101 475,062 60,290 14.54 155,782 37.08 0.0582
2024-02-13 2023-12-31 13F ALIGN TECHNOLOGY COM 016255101 414,772 209,419 101.98 113,648 81.26 0.0470
2023-11-13 2023-09-30 13F ALIGN TECHNOLOGY COM 016255101 205,353 54,842 36.44 62,698 17.80 0.0287
2023-08-04 2023-06-30 13F ALIGN TECHNOLOGY COM 016255101 150,511 -3,892 -2.52 53,227 3.17 0.0236
2023-05-11 2023-03-31 13F ALIGN TECHNOLOGY COM 016255101 154,403 -5,774 -3.60 51,592 52.72 0.0248
2023-02-07 2022-12-31 13F ALIGN TECHNOLOGY COM 016255101 160,177 -13,606 -7.83 33,781 -6.14 0.0175
2022-11-10 2022-09-30 13F ALIGN TECHNOLOGY COM 016255101 173,783 46,661 36.71 35,992 19.63 0.0205
2022-08-03 2022-06-30 13F ALIGN TECHNOLOGY COM 016255101 127,122 9,525 8.10 30,086 -41.32 0.0168
2022-05-04 2022-03-31 13F ALIGN TECHNOLOGY COM 016255101 117,597 24,438 26.23 51,272 -16.25 0.0258
2022-02-04 2021-12-31 13F ALIGN TECHNOLOGY COM 016255101 93,159 9,592 11.48 61,222 10.10 0.0303
2021-10-07 2021-09-30 13F ALIGN TECHNOLOGY COM 016255101 83,567 8,607 11.48 55,608 21.41 0.0305
2021-08-04 2021-06-30 13F ALIGN TECHNOLOGY COM 016255101 74,960 113 0.15 45,801 13.00 0.0260
2021-05-04 2021-03-31 13F ALIGN TECHNOLOGY COM 016255101 74,847 -10,078 -11.87 40,532 -10.69 0.0263
2021-02-02 2020-12-31 13F ALIGN TECHNOLOGY COM 016255101 84,925 -6,653 -7.26 45,382 51.38 0.0343
2020-10-09 2020-09-30 13F ALIGN TECHNOLOGY COM 016255101 91,578 -5,105 -5.28 29,979 12.99 0.0265
2020-07-08 2020-06-30 13F ALIGN TECHNOLOGY COM 016255101 96,683 -12,439 -11.40 26,533 39.78 0.0260
2020-04-23 2020-03-31 13F ALIGN TECHNOLOGY COM 016255101 109,122 4,622 4.42 18,982 -34.90 0.0225
2020-02-11 2019-12-31 13F ALIGN TECHNOLOGY COM 016255101 104,500 15,747 17.74 29,160 81.60 0.0308
2019-10-17 2019-09-30 13F ALIGN TECHNOLOGY COM 016255101 88,753 -4,342 -4.66 16,057 -36.98 0.0176
2019-08-02 2019-06-30 13F ALIGN TECHNOLOGY COM 016255101 93,095 7,528 8.80 25,480 4.73 0.0321
2019-05-10 2019-03-31 13F ALIGN TECHNOLOGY COM 016255101 85,567 20,860 32.24 24,329 79.52 0.0334
2019-02-12 2018-12-31 13F ALIGN TECHNOLOGY COM 016255101 64,707 62,346 2,640.66 13,552 1,366.67 0.0210
2018-11-14 2018-09-30 13F ALIGN TECHNOLOGY COM 016255101 2,361 -21,566 -90.13 924 -88.71 0.0016
2018-08-10 2018-06-30 13F ALIGN TECHNOLOGY COM 016255101 23,927 -6,331 -20.92 8,185 7.47 0.0187
2018-05-09 2018-03-31 13F ALIGN TECHNOLOGY COM 016255101 30,258 -8,684 -22.30 7,616 -11.98 0.0215
2018-02-20 2017-12-31 13F ALIGN TECHNOLOGY COM 016255101 38,942 -6,574 -14.44 8,653 2.08 0.0193
2017-11-13 2017-09-30 13F ALIGN TECHNOLOGY COM 016255101 45,516 -5,669 -11.08 8,477 10.35 0.0203
2017-08-14 2017-06-30 13F ALIGN TECHNOLOGY COM 016255101 51,185 1,331 2.67 7,682 34.37 0.0212
2017-05-09 2017-03-31 13F ALIGN TECHNOLOGY COM 016255101 49,854 1,811 3.77 5,717 23.88 0.0183
2017-02-14 2016-12-31 13F ALIGN TECHNOLOGY COM 016255101 48,043 11,009 29.73 4,615 32.92 0.0167
2016-11-14 2016-09-30 13F ALIGN TECHNOLOGY COM 016255101 37,034 -4,179 -10.14 3,472 4.58 0.0134
2016-08-15 2016-06-30 13F ALIGN TECHNOLOGY COM 016255101 41,213 800 1.98 3,320 13.00 0.0132
2016-05-16 2016-03-31 13F ALIGN TECHNOLOGY COM 016255101 40,413 2,501 6.60 2,938 17.66 0.0127
2016-02-16 2015-12-31 13F ALIGN TECHNOLOGY COM 016255101 37,912 4,496 13.45 2,497 31.63 0.0113
2015-11-13 2015-09-30 13F ALIGN TECHNOLOGY COM 016255101 33,416 622 1.90 1,897 -7.78 0.0094
2015-08-13 2015-06-30 13F ALIGN TECHNOLOGY COM 016255101 32,794 6,539 24.91 2,057 45.68 0.0098
2015-05-15 2015-03-31 13F ALIGN TECHNOLOGY COM 016255101 26,255 24,451 1,355.38 1,412 1,298.02 0.0073
2015-02-12 2014-12-31 13F Align Technology COM 016255101 1,804 1,754 3,508.00 101 3,266.67 0.0010
2014-11-13 2014-09-30 13F Align Technology COM 016255101 50 0 0.00 3 0.00 0.0000
2014-08-14 2014-06-30 13F * ALIGN TECHNOLOGY COM 016255101 50 0 0.00 3 0.00 0.0000
2014-05-12 2014-03-31 13F Align Technology COM 016255101 50 0 0.00 3 0.00 0.0000
2014-02-12 2013-12-31 13F Align Technology COM 016255101 50 0 0.00 3 50.00 0.0000
2013-11-12 2013-09-30 13F Align Technology COM 016255101 50 0 0.00 2 0.00 0.0000
2013-08-09 2013-06-30 13F Align Tech. COM 016255101 50 50 2 0.0000
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.