undamentalytics Newsletter

Align Technology: which funds bought and sold

Institutions that bought and sold Align Technology shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 283 institutions that filed 13F reports for both quarters added to or opened positions in Align Technology, and 345 cut or closed them. Together they added a net 2.8M shares, +4.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 115K shares (+0.5%); index fund managers were net buyers of 641K shares (+3.6%). 64 opened a new position and 79 sold out entirely.

Bought, Q2 2026 283 institutions, 64 of them new holders Sold, Q2 2026 345 institutions, 79 of them sold out
Net change, all compared +2.8M shares (+4.0%)
Net change, active managers +115K shares (+0.5%), 36 bought, 35 sold

Buyers versus sellers

institutions compared, 740
Active managers and hedge funds 36 bought · 35 sold · +115K
Index fund managers 8 bought · 4 sold · +641K
Other institutions 239 bought · 306 sold · +2.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Goldman Sachs Group Inc +1.6M +87.8% 3.4M $569M
FMR LLC Active manager +1.4M +50.4% 4.1M $685M
UBS Group AG +720K +51.2% 2.1M $358M
Dimensional Fund Advisors LP +466K +48.0% 1.4M $243M
Geode Capital Management, LLC Index funds +455K +25.4% 2.2M $378M
Deutsche Bank Ag\ +365K +161.5% 592K $99.8M
Voya Investment Management LLC +317K +102.9% 625K $105M
Assenagon Asset Management S.A. +273K +27.6% 1.3M $213M
Nearwater Capital Markets, Ltd +268K New position 268K $45.2M
Healthcare Of Ontario Pension Plan Trust Fund +260K +6203.1% 264K $44.6M
Capital International Investors Active manager +236K +6.2% 4.0M $682M
Nomura Holdings Inc +182K +414.6% 226K $38.2M
Woodline Partners LP Hedge fund +144K +176.6% 226K $38.1M
D. E. Shaw & Co., Inc. Hedge fund +144K +213.6% 211K $35.6M
Blackrock, Inc. Index funds +129K +3.0% 4.4M $745M
Fil Ltd Active manager +117K +148.2% 197K $33.2M
Invesco Ltd. +101K +7.7% 1.4M $238M
Ofi Invest Asset Management +101K +167.3% 161K $23.7M
Carmignac Gestion Active manager +92K +40.7% 317K $53.5M
LSV Asset Management Active manager +90K +16.0% 656K $111M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager −650K −16.0% 3.4M $577M
Mackenzie Financial Corp −577K −99.4% 3,511 $592,165
Citadel Advisors LLC Hedge fund −431K −59.0% 299K $50.4M
Nordea Investment Management AB −379K −98.4% 6,259 $1M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −266K −42.4% 360K $60.8M
Clark Capital Management Group, Inc. −209K Sold out 0 —
Manufacturers Life Insurance Company, The −197K −71.8% 77K $13M
Kayne Anderson Rudnick Investment Management LLC Active manager −169K −8.9% 1.7M $292M
Freestone Grove Partners LP Hedge fund −152K −99.6% 536 $90,402
Exoduspoint Capital Management, LP Hedge fund −144K −85.0% 25K $4.3M
National Bank Of Canada −143K −71.4% 57K $9.7M
Frontier Capital Management Co LLC Active manager −142K −72.5% 54K $9.1M
Adage Capital Partners Gp, L.L.C. Hedge fund −130K Sold out 0 —
Ossiam −128K −67.7% 61K $10.3M
Jennison Associates LLC Active manager −100K −22.0% 354K $59.6M
SG Americas Securities, LLC −94K −40.3% 139K $23.4M
Millennium Management LLC Hedge fund −90K −79.0% 24K $4.1M
Bank Of Montreal −79K −52.6% 71K $12M
Artisan Partners Limited Partnership Active manager −78K −35.8% 139K $23.5M
Marshall Wace, LLP Hedge fund −70K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Nearwater Capital Markets, Ltd 268K $45.2M
Dakota Wealth Management 46K $7.8M
Jefferies Financial Group Inc. 45K $7.6M
4D Advisors, LLC 33K $5.6M
Jump Financial, LLC 32K $5.5M
Xtx Topco Ltd 22K $3.8M
Schonfeld Strategic Advisors LLCHedge fund 20K $3.4M
Tudor Investment Corp Et AlHedge fund 17K $2.9M
Alyeska Investment Group, L.P.Hedge fund 15K $2.5M
Meiji Yasuda Asset Management Co Ltd. 15K $2.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Clark Capital Management Group, Inc. 209K $35.9M
Adage Capital Partners Gp, L.L.C.Hedge fund 130K $22.3M
Marshall Wace, LLPHedge fund 70K $12M
Defilade Capital Management, L.P. 67K $11.5M
Capricorn Fund Managers Ltd 47K $8.1M
SG Capital Management LLC 44K $7.6M
Ddd Partners, LLC 26K $4.5M
Y-Intercept (Hong Kong) Ltd 21K $3.7M
Pinebridge Investments LLC 13K $2.3M
Verition Fund Management LLCHedge fund 13K $2.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
670
Ten largest holders
46.4%
of 13F-reported shares
Index fund managers
25.4%
of 13F-reported shares
Active managers and hedge funds
32.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 36 35 8 6 +115K +0.5%
Index fund managers 8 4 0 0 +641K +3.6%
Other institutions 239 306 56 73 +2.0M +7.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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