Position in ALGN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,331,350
-$4,410,131 QoQ
Shares Held
66,099
-34.4% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 20.744640614835323.ToString("F0")%
Shared 0.ToString("F0")%
None 79.25535938516468.ToString("F0")%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026IEQ CAPITAL, LLC holds $61,221,695 across 9 Medical Instruments & Supplies names. ALGN ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
46,172 | $21,284,829 | |
| 2 | ALGN |
Align Technology Inc
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|
66,099 | $11,331,350 | |
| 3 | COO |
Cooper Companies, Inc.
|
128,732 | $9,204,338 | |
| 4 | BDX |
Becton Dickinson & Co
|
50,598 | $7,955,523 | |
| 5 | NVST |
Envista Holdings Corp
|
275,883 | $6,999,151 | |
| 6 | WRBY |
Warby Parker Inc.
|
147,649 | $3,110,963 | |
| 7 | ICUI |
Icu Medical Inc/De
|
5,161 | $666,543 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
1,764 | $442,128 |
All Filings in ALGN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,331,350 | 66,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,741,481 | 100,810 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,002,663 | 39,951 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,186,332 | 53,802 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,855,920 | 43,157 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,139,395 | 39,036 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $9,109,741 | 35,820 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,550,242 | 35,415 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $11,730,354 | 35,772 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,721,246 | 35,479 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,862,674 | 35,578 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $13,812,824 | 39,059 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,960,622 | 38,788 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $8,077,680 | 38,301 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,901,660 | 38,152 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $8,617,390 | 36,411 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $15,774,044 | 36,179 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $23,605,904 | 35,920 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $23,890,932 | 35,903 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $34,003,372 | 55,652 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $29,210,669 | 53,941 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $32,278,155 | 60,403 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $29,191,018 | 89,171 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $36,611,119 | 133,403 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $23,166,486 | 133,179 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||