JACOBS LEVY EQUITY MANAGEMENT, INC ALGN — ALIGN TECHNOLOGY INC COM

Ownership history in JACOBS LEVY EQUITY MANAGEMENT, INC  ·  54 quarters on record

AI Ownership Summary

JACOBS LEVY EQUITY MANAGEMENT, INC reported ALIGN TECHNOLOGY INC COM (ALGN) in 54 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.74% in 2026 Q1. The latest visible filing shows ALGN at 0.74% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS LEVY EQUITY MANAGEMENT, INC's position in ALIGN TECHNOLOGY INC COM, 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 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% 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
2023 Q4 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 JACOBS LEVY EQUITY MANAGEMENT, INC fund profile JACOBS LEVY EQUITY MANAGEMENT, INC full holdings
How JACOBS LEVY EQUITY MANAGEMENT, INC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,031,324 +25,487 +2.5% 0.74% $176.8M 2026-05-15 $157.25
2025 Q4 ADDED — — — 1,005,837 +237,581 +30.9% 0.61% $157.1M 2026-02-13 $186.77
2025 Q3 ADDED — — — 768,256 +255,304 +49.8% 0.38% $96.2M 2025-11-17 $132.61
2025 Q2 REDUCED 30.4% -33.2% ✅ 512,952 -223,683 -30.4% 0.38% $97.1M 2025-08-14 $142.88
2025 Q1 ADDED — — — 736,635 +4,789 +0.7% 0.46% $117.0M 2025-05-15 $186.72
2024 Q4 ADDED — — — 731,846 +190,711 +35.2% 0.54% $152.6M 2025-02-14 $206.77
2024 Q3 ADDED — — — 541,135 +129,724 +31.5% 0.53% $137.6M 2024-11-14 $221.64
2024 Q2 ADDED — — — 411,411 +192,632 +88.0% 0.41% $99.3M 2024-08-14 $220.03
2024 Q1 ADDED — — — 218,779 +172,330 +371.0% 0.32% $71.7M 2024-05-15 $280.32
2023 Q4 ADDED — — — 46,449 +44,343 +2105.6% 0.06% $12.7M 2024-02-14 $302.75
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALGN

As of 2026 Q1 — sorted by position size

Applied Fundamental Research, LLC 3Y 13.87% 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%

FAQ About JACOBS LEVY EQUITY MANAGEMENT, INC and ALGN

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

How long has JACOBS LEVY EQUITY MANAGEMENT, INC reported owning ALGN?

JACOBS LEVY EQUITY MANAGEMENT, INC reported ALGN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ALGN position in JACOBS LEVY EQUITY MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for ALGN was 0.74% in 2026 Q1.

What is the latest reported ALGN position on this page?

The most recent filing on this page is 2026 Q1, when JACOBS LEVY EQUITY MANAGEMENT, INC reported 1,031,324 shares, equal to 0.74% of portfolio, with an estimated market value of $176.8M.

What does the chart on this ALGN ownership page compare?

The chart compares JACOBS LEVY EQUITY MANAGEMENT, INC'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 JACOBS LEVY EQUITY MANAGEMENT, INC time their ALGN position?

Based on 13F filing dates vs. subsequent ALGN price moves, JACOBS LEVY EQUITY MANAGEMENT, INC correctly timed 21 out of 53 reported position changes (40%). The annualised alpha on ALGN relative to SPY over the holding period was +6.2%.

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