Position in AI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,376
-$2,029 QoQ
Shares Held
401
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Align Financial, LLC holds $918,104 across 9 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,477 | $550,950 | |
| 2 | PANW |
Palo Alto Networks Inc
|
570 | $194,381 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
900 | $118,287 | |
| 4 | ORCL |
Oracle Corp
|
267 | $39,128 | |
| 5 | SNPS |
Synopsys Inc
|
16 | $7,137 | |
| 6 | AKAM |
Akamai Technologies Inc
|
45 | $5,319 | |
| 7 | NET |
Cloudflare, Inc.
|
6 | $1,471 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
12 | $1,400 |
All Filings in AI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,376 | 401 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,405 | 401 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||