Redmond Asset Management, LLC ALGN — ALIGN TECHNOLOGY INC COM

Ownership history in Redmond Asset Management, LLC  ·  27 quarters on record

AI Ownership Summary

Redmond Asset Management, LLC reported ALIGN TECHNOLOGY INC COM (ALGN) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.37% in 2024 Q1. The latest visible filing shows ALGN at 0.17% 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 Redmond Asset Management, LLC'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
2025 Q3

ALGN was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2024 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 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.

ALGN stock page Redmond Asset Management, LLC fund profile Redmond Asset Management, LLC full holdings
How Redmond Asset Management, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 5,531 +842 +18.0% 0.17% $693K 2025-11-10 $138.23
2025 Q2 ADDED — — — 4,689 +1,920 +69.3% 0.21% $888K 2025-08-01 $136.52
2025 Q1 ADDED — — — 2,769 +54 +2.0% 0.11% $440K 2025-05-13 $190.42
2024 Q4 REDUCED 13.2% -23.8% ✅ 2,715 -413 -13.2% 0.14% $566K 2025-02-03 $215.82
2024 Q3 REDUCED 12.8% -18.8% ✅ 3,128 -458 -12.8% 0.25% $796K 2024-11-13 $215.03
2024 Q2 ADDED — — — 3,586 +5 +0.1% 0.29% $866K 2024-08-09 $214.92
2024 Q1 REDUCED — — — 3,581 -136 -3.7% 0.37% $1.2M 2024-05-07 $286.52
2023 Q4 ADDED — — — 3,717 +714 +23.8% 0.33% $1.0M 2024-02-12 $302.44
19 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 Redmond Asset Management, 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 Redmond Asset Management, LLC reported owning ALGN?

Redmond Asset Management, LLC reported ALGN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ALGN position in Redmond Asset Management, LLC's portfolio?

The largest reported portfolio weight for ALGN was 0.37% in 2024 Q1.

What is the latest reported ALGN position on this page?

The most recent filing on this page is 2025 Q3, when Redmond Asset Management, LLC reported 5,531 shares, equal to 0.17% of portfolio, with an estimated market value of $693K.

What does the chart on this ALGN ownership page compare?

The chart compares Redmond Asset Management, 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 Redmond Asset Management, LLC time their ALGN position?

Based on 13F filing dates vs. subsequent ALGN price moves, Redmond Asset Management, LLC correctly timed 12 out of 24 reported position changes (50%). The annualised alpha on ALGN relative to SPY over the holding period was -23.0%.

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