VELA Investment Management, LLC ALGN — Align Technology Inc

Ownership history in VELA Investment Management, LLC  ·  12 quarters on record

AI Ownership Summary

VELA Investment Management, LLC reported Align Technology Inc (ALGN) in 12 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.95% in 2025 Q2. The latest visible filing shows ALGN at 0.31% 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 VELA Investment Management, 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 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2025 Q2

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

Time in book
Holding Window
2024 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 VELA Investment Management, LLC fund profile VELA Investment Management, LLC full holdings
How VELA Investment 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 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 59.4% +1.2% ❌ 8,000 -11,705 -59.4% 0.31% $1.4M 2026-05-08 $168.78
2026 Q1 ADDED — — — 19,705 +210 +1.1% 0.77% $3.4M 2026-05-08 $168.78
2025 Q4 ADDED — — — 19,495 +11,995 +159.9% 0.72% $3.0M 2026-02-02 $163.63
2025 Q4 REDUCED 13.7% +9.8% ❌ 7,500 -1,192 -13.7% 0.28% $1.2M 2026-02-02 $163.63
2025 Q3 ADDED — — — 8,692 +1,192 +15.9% 0.27% $1.1M 2025-10-30 $138.43
2025 Q3 REDUCED 59.5% +26.1% ❌ 7,500 -11,040 -59.5% 0.23% $939K 2025-10-30 $138.43
2025 Q2 ADDED — — — 18,540 +14,740 +387.9% 0.95% $3.5M 2025-07-29 $205.81
2025 Q2 REDUCED 65.5% -33.2% ✅ 3,800 -7,200 -65.5% 0.20% $719K 2025-07-29 $205.81
2025 Q1 ADDED — — — 11,000 +10,000 +1000.0% 0.55% $1.7M 2025-04-29 $177.75
2025 Q1 REDUCED 25.0% +19.2% ❌ 1,000 -334 -25.0% 0.05% $159K 2025-04-29 $177.75
2024 Q4 ADDED — — — 1,334 +183 +15.9% 0.08% $278K 2025-02-05 $216.36
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALGN

As of 2026 Q2 — sorted by position size

Hunter Perkins Capital Management, LLC 3Y 1.65% Ninety One North America, Inc. 3Y 7Y 1.31% Ninety One UK Ltd 3Y 7Y 0.83% Grant Private Wealth Management Inc 0.56% M.E. ALLISON & CO., INC. 0.41% COUNTRY TRUST BANK 3Y 7Y 0.37% DAVENPORT & Co LLC 3Y 7Y 0.32% OFI INVEST ASSET MANAGEMENT 3Y 0.24% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.2% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.2%

FAQ About VELA Investment 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 VELA Investment Management, LLC reported owning ALGN?

VELA Investment Management, LLC reported ALGN across 11 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ALGN position in VELA Investment Management, LLC's portfolio?

The largest reported portfolio weight for ALGN was 0.95% in 2025 Q2.

What is the latest reported ALGN position on this page?

The most recent filing on this page is 2026 Q1, when VELA Investment Management, LLC reported 8,000 shares, equal to 0.31% of portfolio, with an estimated market value of $1.4M.

What does the chart on this ALGN ownership page compare?

The chart compares VELA Investment 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 VELA Investment Management, LLC time their ALGN position?

Based on 13F filing dates vs. subsequent ALGN price moves, VELA Investment Management, LLC correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on ALGN relative to SPY over the holding period was -30.9%.

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