Applied Fundamental Research, LLC ALGN — ALIGN TECHNOLOGY INC

Ownership history in Applied Fundamental Research, LLC  ·  4 quarters on record

AI Ownership Summary

Applied Fundamental Research, LLC reported ALIGN TECHNOLOGY INC (ALGN) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 13.87% in 2026 Q1. The latest visible filing shows ALGN at 13.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Applied Fundamental Research, LLC's position in ALIGN TECHNOLOGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ALGN was reported at 13.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.87% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALGN stock page Applied Fundamental Research, LLC fund profile Applied Fundamental Research, LLC full holdings
How Applied Fundamental Research, LLC held ALGN — position size vs. price
% of Fund (quarterly)    ALGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 61,312 +2,893 +5.0% 13.87% $10.5M 2026-05-13 $161.75
2025 Q4 ADDED — — — 58,419 +2,525 +4.5% 9.06% $9.1M 2026-01-28 $164.92
2025 Q3 ADDED — — — 55,894 +24,602 +78.6% 6.80% $7.0M 2025-10-30 $138.43
2025 Q2 INITIATED — — — 31,292 — — 5.25% $5.9M 2025-07-28 $207.19

🏢 Other funds also holding ALGN

As of 2026 Q1 — sorted by position size

Park State Asset Management 3Y 4.32% Senvest Management, LLC 3Y 7Y 4.29% Ruane, Cunniff & Goldfarb L.P. 3Y 7Y 3.43% DISCIPLINED GROWTH INVESTORS INC /MN 3Y 7Y 2.72% CALIFORNIA FIRST LEASING CORP 3Y 2.47% Lotus Technology Management, LP 2.13% Sapience Investments, LLC 3Y 7Y 2.07% Hunter Perkins Capital Management, LLC 3Y 1.76% Defilade Capital Management, L.P. 1.62% Hershey Financial Advisers, LLC 1.58%

FAQ About Applied Fundamental Research, LLC and ALGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Applied Fundamental Research, LLC reported owning ALGN?

Applied Fundamental Research, LLC reported ALGN across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ALGN position in Applied Fundamental Research, LLC's portfolio?

The largest reported portfolio weight for ALGN was 13.87% in 2026 Q1.

What is the latest reported ALGN position on this page?

The most recent filing on this page is 2026 Q1, when Applied Fundamental Research, LLC reported 61,312 shares, equal to 13.87% of portfolio, with an estimated market value of $10.5M.

What does the chart on this ALGN ownership page compare?

The chart compares Applied Fundamental Research, LLC's quarterly ALGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Applied Fundamental Research, LLC time their ALGN position?

Based on 13F filing dates vs. subsequent ALGN price moves, Applied Fundamental Research, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ALGN relative to SPY over the holding period was -40.4%.

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