Position in ALGN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,648,056
+$6,946,824 QoQ
Shares Held
45,346
+709.8% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#133
of 669 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Derivatives in ALGN
reported options exposure · as of Sep 30, 2023CallValue
$1,923,516
CallShares
6,300
PutValue
$2,747,880
PutShares
9,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Jefferies Financial Group Inc. holds $46,118,878 across 9 Medical Instruments & Supplies names. ALGN ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
103,833 | $20,234,975 | |
| 2 | EMBC |
Embecta Corp.
|
2,355,117 | $7,677,681 | |
| 3 | ALGN |
Align Technology Inc
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|
45,346 | $7,648,056 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
9,764 | $3,505,276 | |
| 5 | LMAT |
Lemaitre Vascular Inc
|
25,537 | $2,450,530 | |
| 6 | BDX |
Becton Dickinson & Co
|
12,450 | $1,884,058 | |
| 7 | ISRG |
Intuitive Surgical Inc
|
3,626 | $1,441,987 | |
| 8 | MDLN |
Medline Inc.
|
23,239 | $916,546 |
All Filings in ALGN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,648,056 | 45,346 | Shares | Defined | 2026-08-17 | |
| 2025-09-30 | $701,232 | 5,600 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $549,057 | 2,900 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,134,578 | 7,142 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,190,592 | 5,710 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $2,087,967 | 8,210 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $2,747,880 | 9,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,923,516 | 6,300 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $2,607,432 | 8,540 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,632 | 64 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $4,420,500 | 12,500 | Call | Defined | 2023-08-14 | |
| 2022-12-31 | $3,964,920 | 18,800 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $386,157 | 1,831 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||