O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in ALGN — Align Technology Inc
CIK 1423442
Stamford, CT
Position in ALGN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$992,564
+$400,274 QoQ
Shares Held
5,885
+70.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#294
of 669 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $44,520,944 across 11 Medical Instruments & Supplies names. ALGN ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
68,919 | $27,407,707 | |
| 2 | BDX |
Becton Dickinson & Co
|
39,240 | $5,938,189 | |
| 3 | RMD |
Resmed Inc
|
17,172 | $3,346,479 | |
| 4 | ALC |
Alcon Inc
|
24,778 | $1,662,603 | |
| 5 | UTMD |
Utah Medical Products Inc
|
21,683 | $1,495,693 | |
| 6 | EMBC |
Embecta Corp.
|
342,747 | $1,117,355 | |
| 7 | ALGN |
Align Technology Inc
This page
|
5,885 | $992,564 | |
| 8 | ATR |
Aptargroup, Inc.
|
7,348 | $919,969 |
All Filings in ALGN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,564 | 5,885 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $592,290 | 3,455 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $343,998 | 2,203 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $202,355 | 1,616 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $336,250 | 1,776 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $269,903 | 1,699 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $584,662 | 2,804 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $722,777 | 2,842 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $985,758 | 4,083 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,771,423 | 5,402 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $682,808 | 2,492 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $692,465 | 2,268 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $331,360 | 937 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $545,650 | 1,633 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $249,916 | 1,185 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $291,403 | 1,407 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $321,768 | 738 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $620,377 | 944 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $793,192 | 1,192 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $501,631 | 821 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $276,721 | 511 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $260,777 | 488 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $34,045 | 104 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,722 | 50 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $521 | 3 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||