Align Technology, Inc.
MX ˙ BMV ˙ US0162551016
SecurityMX:ALGN / Align Technology, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership13,531 shares
Latest Disclosed Value $ 2,319,597
Mercer Global Advisors Inc /adv reports 10.66% increase in ownership of ALGN / Align Technology, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 13,531 shares of Align Technology, Inc. (MX:ALGN) valued at $2,319,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,228 shares of Align Technology, Inc.. This represents a change in shares of 10.66% 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)
2026-05-15 2026-03-31 13F ALIGN TECHNOLOGY COM 016255101 13,531 1,303 10.66 2,320 21.48 0.0034
2026-02-17 2025-12-31 13F ALIGN TECHNOLOGY COM 016255101 12,228 7,159 141.23 1,909 201.10 0.0029
2025-11-14 2025-09-30 13F ALIGN TECHNOLOGY COM 016255101 5,069 1,644 48.00 635 -2.16 0.0011
2025-08-14 2025-06-30 13F ALIGN TECHNOLOGY COM 016255101 3,425 558 19.46 649 42.42 0.0013
2025-05-15 2025-03-31 13F ALIGN TECHNOLOGY COM 016255101 2,867 950 49.56 455 14.04 0.0010
2025-02-14 2024-12-31 13F ALIGN TECHNOLOGY COM 016255101 1,917 1,917 400 0.0010
2024-05-15 2024-03-31 13F ALIGN TECHNOLOGY COM 016255101 0 -2,734 -100.00 0 0.0000
2024-02-15 2023-12-31 13F ALIGN TECHNOLOGY COM 016255101 2,734 242 9.71 1 0.0023
2023-11-15 2023-09-30 13F/A-1 ALIGN TECHNOLOGY COM 016255101 2,492 183 7.93 1 0.0029
2023-11-14 2023-09-30 13F ALIGN TECHNOLOGY COM 016255101 2,492 183 1 0.0029
2023-08-14 2023-06-30 13F ALIGN TECHNOLOGY COM 016255101 2,309 104 4.72 1 0.0032
2023-05-16 2023-03-31 13F ALIGN TECHNOLOGY COM 016255101 2,205 -246 -10.04 1 0.0033
2023-02-09 2022-12-31 13F ALIGN TECHNOLOGY COM 016255101 2,451 70 2.94 1 -100.00 0.0026
2022-11-15 2022-09-30 13F ALIGN TECHNOLOGY COM 016255101 2,381 -30 -1.24 493 -13.66 0.0029
2022-08-10 2022-06-30 13F ALIGN TECHNOLOGY COM 016255101 2,411 -57 -2.31 571 -46.93 0.0035
2022-05-10 2022-03-31 13F ALIGN TECHNOLOGY COM 016255101 2,468 4 0.16 1,076 -33.54 0.0063
2022-02-04 2021-12-31 13F ALIGN TECHNOLOGY COM 016255101 2,464 -96 -3.75 1,619 -4.99 0.0100
2021-11-10 2021-09-30 13F ALIGN TECHNOLOGY COM 016255101 2,560 121 4.96 1,704 14.36 0.0119
2021-08-10 2021-06-30 13F ALIGN TECHNOLOGY COM 016255101 2,439 -237 -8.86 1,490 2.83 0.0115
2021-08-10 2021-03-31 13F/A-1 ALIGN TECHNOLOGY COM 016255101 2,676 991 58.81 1,449 61.00 0.0132
2021-05-11 2021-03-31 13F ALIGN TECHNOLOGY COM 016255101 2,676 991 1,449 0.0139
2021-02-12 2020-12-31 13F ALIGN TECHNOLOGY COM 016255101 1,685 -872 -34.10 900 7.53 0.0112
2020-12-10 2020-09-30 13F ALIGN TECHNOLOGY COM 016255101 2,557 -973 -27.56 837 -13.62 0.0126
2020-08-10 2020-06-30 13F ALIGN TECHNOLOGY COM 016255101 3,530 8 0.23 969 58.08 0.0176
2020-05-18 2020-03-31 13F ALIGN TECHNOLOGY COM 016255101 3,522 1,012 40.32 613 -12.43 0.0135
2020-02-13 2019-12-31 13F ALIGN TECHNOLOGY INC COM COM 016255101 2,510 -4 -0.16 700 54.19 0.0140
2019-11-12 2019-09-30 13F ALIGN TECHNOLOGY INC COM COM 016255101 2,514 -128 -4.84 454 -37.21 0.0107
2019-08-14 2019-06-30 13F ALIGN TECHNOLOGY INC COM COM 016255101 2,642 -22 -0.83 723 -4.49 0.0192
2019-04-23 2019-03-31 13F/A-1 ALIGN TECHNOLOGY INC COM COM 016255101 2,664 2,664 757 0.0272
2019-04-12 2019-03-31 13F ALIGN TECHNOLOGY INC COM COM 016255101 1,960 410 0.0218
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.