Align Technology, Inc.
MX ˙ BMV ˙ US0162551016
SecurityMX:ALGN / Align Technology, Inc.
InstitutionVident Advisory, LLC
Latest Disclosed Ownership109,987 shares
Latest Disclosed Value $ 18,855,071
Vident Advisory, LLC reports 5.16% increase in ownership of ALGN / Align Technology, Inc.

On May 14, 2026 - Vident Advisory, LLC filed a 13F-HR form disclosing ownership of 109,987 shares of Align Technology, Inc. (MX:ALGN) valued at $18,855,071 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 104,594 shares of Align Technology, Inc.. This represents a change in shares of 5.16% 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 109,987 5,393 5.16 18,855 15.45 0.0510
2026-02-18 2025-12-31 13F ALIGN TECHNOLOGY COM 016255101 104,594 20,146 23.86 16,332 54.45 0.1487
2025-11-14 2025-09-30 13F ALIGN TECHNOLOGY COM 016255101 84,448 10,158 13.67 10,575 -24.82 0.1010
2025-08-14 2025-06-30 13F ALIGN TECHNOLOGY COM 016255101 74,290 10,217 15.95 14,065 38.19 0.1579
2025-05-15 2025-03-31 13F ALIGN TECHNOLOGY COM 016255101 64,073 12,859 25.11 10,179 -4.68 0.1487
2025-02-14 2024-12-31 13F ALIGN TECHNOLOGY COM 016255101 51,214 49,829 3,597.76 10,679 2,933.52 0.1873
2024-11-14 2024-09-30 13F ALIGN TECHNOLOGY COM 016255101 1,385 -8,514 -86.01 352 -85.27 0.0089
2024-08-14 2024-06-30 13F ALIGN TECHNOLOGY COM 016255101 9,899 443 4.68 2,390 -22.94 0.0660
2024-05-14 2024-03-31 13F ALIGN TECHNOLOGY COM 016255101 9,456 8,298 716.58 3,101 877.92 0.0646
2024-02-14 2023-12-31 13F ALIGN TECHNOLOGY COM 016255101 1,158 57 5.18 317 -5.65 0.0080
2024-02-21 2023-09-30 13F/A-01 ALIGN TECHNOLOGY COM 016255101 1,101 1,101 336 0.0104
2023-11-14 2023-09-30 13F ALIGN TECHNOLOGY COM 016255101 1,101 1,101 336 0.0084
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.