Burgundy Asset Management Ltd. ALGN β€” ALIGN TECHNOLOGY INC

Ownership history in Burgundy Asset Management Ltd.  Β·  1 quarter on record

AI Ownership Summary

Burgundy Asset Management Ltd. reported ALIGN TECHNOLOGY INC (ALGN) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.11% in 2025 Q3. The latest visible filing shows ALGN at 0.11% 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 Burgundy Asset Management Ltd.'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
2025 Q3

ALGN was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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.

How Burgundy Asset Management Ltd. held ALGN β€” position size vs. price
% of Fund (quarterly)    ALGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 78,625 β€” β€” 0.11% $11.2M 2025-11-14 (Est.) $137.13

FAQ About Burgundy Asset Management Ltd. and ALGN

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

How long has Burgundy Asset Management Ltd. reported owning ALGN?

Burgundy Asset Management Ltd. reported ALGN across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported ALGN position in Burgundy Asset Management Ltd.'s portfolio?

The largest reported portfolio weight for ALGN was 0.11% in 2025 Q3.

What is the latest reported ALGN position on this page?

The most recent filing on this page is 2025 Q3, when Burgundy Asset Management Ltd. reported 78,625 shares, equal to 0.11% of portfolio, with an estimated market value of $11.2M.

What does the chart on this ALGN ownership page compare?

The chart compares Burgundy Asset Management Ltd.'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.

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