Align Technology, Inc.
US ˙ NasdaqGS ˙ US0162551016

SecurityALGN / Align Technology, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership751 shares
Latest Disclosed Value $ 128,744
IFP Advisors, Inc reports 3.16% increase in ownership of ALGN / Align Technology, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 751 shares of Align Technology, Inc. (US:ALGN) valued at $128,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 728 shares of Align Technology, Inc.. This represents a change in shares of 3.16% during the quarter. The current value of the position is $121,444 USD.

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)
2026-04-13 2026-03-31 13F ALIGN TECHNOLOGY cs 016255101 751 23 3.16 129 13.27 0.0027
2026-02-06 2025-12-31 13F ALIGN TECHNOLOGY cs 016255101 728 -59 -7.50 114 15.31 0.0026
2026-02-06 2025-09-30 13F/A-1 ALIGN TECHNOLOGY cs 016255101 787 -640 -44.85 99 -63.70 0.0026
2025-12-02 2025-09-30 13F ALIGN TECHNOLOGY cs 016255101 787 -640 99 0.0025
2025-07-24 2025-06-30 13F ALIGN TECHNOLOGY cs 016255101 1,427 77 5.70 270 26.17 0.0077
2025-05-05 2025-03-31 13F ALIGN TECHNOLOGY cs 016255101 1,350 8 0.60 215 -23.30 0.0066
2025-02-04 2024-12-31 13F ALIGN TECHNOLOGY cs 016255101 1,342 -4 -0.30 280 -18.42 0.0092
2025-02-04 2024-09-30 13F ALIGN TECHNOLOGY cs 016255101 1,346 91 7.25 343 12.87 0.0123
2024-07-30 2024-06-30 13F ALIGN TECHNOLOGY cs 016255101 1,255 994 380.84 303 256.47 0.0120
2024-07-30 2024-03-31 13F ALIGN TECHNOLOGY cs 016255101 261 10 3.98 86 25.00 0.0038
2024-01-09 2023-12-31 13F ALIGN TECHNOLOGY cs 016255101 251 -56 -18.24 69 -26.88 0.0032
2023-10-12 2023-09-30 13F ALIGN TECHNOLOGY cs 016255101 307 -272 -46.98 94 -54.41 0.0042
2023-08-14 2023-06-30 13F/A-1 ALIGN TECHNOLOGY cs 016255101 579 -9 -1.53 205 4.62 0.0086
2023-08-04 2023-06-30 13F ALIGN TECHNOLOGY cs 016255101 579 -9 193 0.0089
2023-04-18 2023-03-31 13F ALIGN TECHNOLOGY cs 016255101 588 -240 -28.99 196 0.0085
2023-02-07 2022-12-31 13F ALIGN TECHNOLOGY cs 016255101 828 -743 -47.29 0 -100.00 0.0076
2022-11-08 2022-09-30 13F ALIGN TECHNOLOGY cs 016255101 1,571 124 8.57 550 8.70 0.0143
2022-09-06 2022-06-30 13F/A-1 ALIGN TECHNOLOGY cs 016255101 1,447 0 0.00 506 0.00 0.0162
2022-08-12 2022-06-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 2 -1,445 1 0.0018
2022-09-06 2022-03-31 13F/A-1 ALIGN TECHNOLOGY cs 016255101 1,447 1,131 357.91 506 139.81 0.0162
2022-08-08 2022-03-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 633 317 255 0.0052
2022-01-12 2021-12-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 316 -4 -1.25 211 -2.76 0.0041
2021-10-06 2021-09-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 320 49 18.08 217 32.32 0.0043
2021-07-13 2021-06-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 271 -49 -15.31 164 -6.29 0.0034
2021-04-30 2021-03-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 320 -2,222 -87.41 175 -87.24 0.0034
2021-01-25 2020-12-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 2,542 2,291 912.75 1,372 1,593.83 0.0556
2020-10-29 2020-09-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 251 14 5.91 81 30.65 0.0048
2020-08-05 2020-06-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 237 101 74.26 62 138.46 0.0049
2020-05-12 2020-03-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 136 79 138.60 26 73.33 0.0026
2020-01-17 2019-12-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 57 -61 -51.69 15 -28.57 0.0011
2019-11-07 2019-09-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 118 -136 -53.54 21 -70.83 0.0014
2019-05-15 2019-03-31 13F ALIGN TECHNOLOGY Stock 016255101 254 -464 -64.62 72 -52.00 0.0098
2019-06-03 2018-12-31 13F/A-10 ALIGN TECHNOLOGY INC COM Stock 016255101 718 -146 -16.90 150 -55.62 0.0091
2019-01-23 2018-12-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 718 -146 150 0.0091
2019-06-03 2018-09-30 13F/A-9 ALIGN TECHNOLOGY INC COM Stock 016255101 864 -19 -2.15 338 11.92 0.0138
2018-10-25 2018-09-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 864 -19 338 0.0138
2019-06-03 2018-06-30 13F/A-8 ALIGN TECHNOLOGY INC COM Stock 016255101 883 -11,077 -92.62 302 -88.63 0.0127
2018-08-07 2018-06-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 883 176 302
2019-06-03 2018-03-31 13F/A-7 ALIGN TECHNOLOGY INC COM Stock 016255101 11,960 0 0.00 2,657 0.00 0.1204
2018-05-09 2018-03-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 707 -11,253 178
2019-06-03 2017-12-31 13F/A-6 ALIGN TECHNOLOGY INC COM Stock 016255101 11,960 -579 -4.62 2,657 13.74 0.1204
2018-01-24 2017-12-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 11,960 -579 2,657
2017-10-30 2017-09-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 12,539 769 6.53 2,336 32.20 0.0928
2019-06-03 2017-06-30 13F/A-5 ALIGN TECHNOLOGY INC COM Stock 016255101 11,770 287 2.50 1,767 34.17 0.0749
2017-07-31 2017-06-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 11,770 287 1,767
2019-06-03 2017-03-31 13F/A-4 ALIGN TECHNOLOGY INC COM Stock 016255101 11,483 9,906 628.15 1,317 766.45 0.0574
2017-04-26 2017-03-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 11,483 9,906 1,317
2019-06-03 2016-12-31 13F/A-3 ALIGN TECHNOLOGY INC COM Stock 016255101 1,577 252 19.02 152 22.58 0.0073
2017-02-14 2016-12-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 1,577 252 152
2016-11-04 2016-09-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 1,325 65 5.16 124 22.77 0.0064
2019-06-03 2016-06-30 13F/A-2 ALIGN TECHNOLOGY INC COM Stock 016255101 1,260 1,006 396.06 101 40.28 0.0056
2016-08-22 2016-06-30 13F ALIGN TECHNOLOGY INC COM Stock 016255101 1,260 1,006 101
2019-06-03 2016-03-31 13F/A-1 ALIGN TECHNOLOGY Stock 016255101 254 -884 -77.68 72 -4.00 0.0098
2016-05-02 2016-03-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 1,144 6 83
2016-02-11 2015-12-31 13F ALIGN TECHNOLOGY INC COM Stock 016255101 1,138 1,138 75 0.0050
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.