How many institutions own ALGN stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own ALGN shares is 1007, representing 97.89% of the company's common stock.

Who are the major shareholders selling Align Technology, Inc. stock?

DAVENPORT & CO LLC, in the last quarter, reduced its stake in ALGN by -0.66% restricting it's holding to 551.63 thousand shares of worth nearly $69.35M. MILLENNIUM MANAGEMENT LLC also lessened -60.7% of the ALGN shares from its portfolio, reducing its holding to 296.09 thousand shares of worth $37.08M. NORTHERN TRUST CORP also shunned ALGN shares holding by -6.67% last quarter which brought its holding to 618.6 thousand shares worth $77.46M.

Investors who are buying ALGN stock?

As per its latest 13F filing, CITADEL ADVISORS LLC increased its stake in ALGN by 116.82% in the last quarter. The institutional holder raised its holding to 327.4 thousand shares having worth more than $41.00M. FRONTIER CAPITAL MANAGEMENT CO LLC also added 47.05% more shares of ALGN to its portfolio, raising its holding to 329.42 thousand shares of worth $41.25M. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP also increased its ALGN shares holding by 355.89% which brought its holding to 289.49 thousand shares worth $36.25M.

ALGN's major insiders: who are they?

The insider with the most stakes in ALGN is HOGAN JOSEPH M , PRESIDENT AND CEO at the company. Additionally, ALGN stock is highly held by director LACOB JOSEPH and director PRESCOTT THOMAS M among others.

Did an insider recently sell ALGN stock?

Company executives, directors, and other insiders own 6.76% percent of Align Technology, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which ALGN insiders have sold stock, totaling 0 shares. Insiders that have sold shares include LACOB JOSEPH, WRIGHT EMORY, and THALER WARREN S.

Which insider recently purchased ALGN stock?

There have been 0 transaction(s) during the past 6-months in which Align Technology, Inc. insiders have bought stock, totalling 0 shares

How much of ALGN does insiders own?

Around 0 Align Technology, Inc. shares are held by insiders, which represents about 6.76% of ALGN stock.

Who is the insider with the largest stake?

ALGN PRESIDENT AND CEO, HOGAN JOSEPH M holds the largest portfolio of the company's shares. ALGN shares owned by HOGAN total nearly 184.95 thousand.

Which institution holds the most shares in ALGN?

DAVENPORT & CO LLC is the largest institutional owner in ALGN which holds 551.63 thousand shares worth $69.35M or 0.76% of the total ALGN shares outstanding followed by CITADEL ADVISORS LLC with ownership of 327.4 thousand shares representing 0.45% of the ALGN ownership. FRONTIER CAPITAL MANAGEMENT CO LLC is the third largest stakeholder with 329.42 thousand shares or 0.45% of the ownership worth more than $41.25M.

Is Align Technology, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ALGN is concerned, it is a stock which is optionable.

Is there a short position on ALGN's shares?

Number of ALGN shares short is 1.90M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding ALGN shares are there?

As of today, 71.75M shares of ALGN are outstanding.

Is there many float in ALGN stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, ALGN has 67.22M shares in float.

ALGN short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for ALGN is 1.96.

Align Technology (ALGN) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares2.65

Short Percent Of Float3.45

Shares Outstanding71.75M

Shares Float67.22M

Shares Short1.90M

Short Ratio1.96

3.45%

Short % of Float

2.65%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

6.76% Percentage of Shares held by All Insiders

97.89% Percentage of Shares held by All Institutions

104.98% Percentage of Float held by Institutions

1007

Number of Institutions Holding Shares

Institutional Ownership

About 97.89% of ALGN shares are held by financial institutions. DAVENPORT & CO LLC is the top corporate investor, holding 551.63K shares valued at $69.35M. A 0.76% stake in Align Technology, Inc. is owned by the company. CITADEL ADVISORS LLC owns 327.4K shares valued at $41.00M, which translates its holding of 0.45% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	DAVENPORT & CO LLC	0.76%	551.63K	69.35M	-3.64K	-0.66%
Sep 30, 2025	CITADEL ADVISORS LLC	0.45%	327.4K	41M	176.4K	+116.82%
Sep 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.45%	329.42K	41.25M	105.4K	+47.05%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.4%	289.49K	36.25M	225.99K	+355.89%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.41%	296.09K	37.08M	-457.4K	-60.70%
Sep 30, 2025	ROYAL BANK OF CANADA	0.42%	306.82K	38.42M	146.4K	+91.26%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.49%	352.97K	44.2M	22.36K	+6.76%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.69%	502.7K	62.95M	212.9K	+73.46%
Sep 30, 2025	UBS GROUP AG	0.8%	581.31K	72.79M	319.91K	+122.38%
Sep 30, 2025	NORTHERN TRUST CORP	0.85%	618.6K	77.46M	-44.2K	-6.67%
Sep 30, 2025	MORGAN STANLEY	1.24%	902.57K	113.02M	138.7K	+18.16%
Sep 30, 2025	HOLOCENE ADVISORS, LP	1.97%	1.43M	179.03M	1.43M	+100.00%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.55%	1.85M	231.63M	-315.69K	-14.58%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	4.2%	3.05M	381.97M	1.43M	+88.65%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.43%	308.44K	38.62M	118.11K	+62.06%
Sep 30, 2025	CITIGROUP INC	0.43%	313.81K	39.29M	68.6K	+27.97%
Sep 30, 2025	SWEDBANK AB	0.56%	406.46K	50.9M	-14.27K	-3.39%
Sep 30, 2025	BRAIDWELL LP	0.56%	409.69K	51.3M	-87.04K	-17.52%
Sep 30, 2025	DEUTSCHE BANK AG\	0.62%	447.15K	55.99M	39.41K	+9.67%
Sep 30, 2025	RESONA ASSET MANAGEMENT CO.,LTD.	0.65%	469.55K	58.98M	154.03K	+48.82%
Sep 30, 2025	MACQUARIE GROUP LTD	0.65%	469.71K	58.82M	-22.75K	-4.62%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.67%	489.49K	61.29M	-213.47K	-30.37%
Sep 30, 2025	AMUNDI	0.77%	558.99K	73.51M	307.9K	+122.62%
Sep 30, 2025	DISCIPLINED GROWTH INVESTORS INC /MN	1.11%	803.98K	100.67M	-41.01K	-4.85%
Sep 30, 2025	SENVEST MANAGEMENT, LLC	1.14%	824.22K	103.21M	124.3K	+17.76%
Sep 30, 2025	FMR LLC	1.16%	844.84K	105.79M	-499.41K	-37.15%
Sep 30, 2025	JPMORGAN CHASE & CO	1.49%	1.08M	135.17M	-40.05K	-3.58%
Sep 30, 2025	CAPITAL WORLD INVESTORS	1.81%	1.32M	164.9M	19.95K	+1.54%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.86%	1.35M	169.44M	566.49K	+72.01%
Sep 30, 2025	INVESCO LTD.	2.06%	1.5M	187.52M	407.56K	+37.39%
Sep 30, 2025	NINETY ONE UK LTD	3.12%	2.27M	283.9M	350.88K	+18.31%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	3.11%	2.26M	282.54M	414.13K	+22.48%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	0.77%	558.94K	69.99M	8.15K	+1.48%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.98%	708.59K	4.58M	691.16K	+3,964.87%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.99%	721.67K	90.29M	189.53K	+35.62%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	1.06%	770.36K	95.18M	132.02K	+20.68%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.49%	1.8M	224.99M	19.29K	+1.08%
Sep 30, 2025	VANGUARD GROUP INC	11.44%	8.3M	1.04B	58.55K	+0.71%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.83%	605.53K	75.83M	268.2K	+79.51%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.84%	609.43K	76.31M	107.66K	+21.46%
Sep 30, 2025	BARES CAPITAL MANAGEMENT, INC.	0.84%	609.72K	76.35M	97.38K	+19.01%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.89%	642.36K	80.44M	-107.41K	-14.33%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	1.07%	779.81K	97.65M	-35.48K	-4.35%
Sep 30, 2025	FEDERATED HERMES, INC.	1.1%	795.98K	99.67M	-130.75K	-14.11%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.85%	614.74K	76.98M	47.55K	+8.38%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.06%	768.26K	96.2M	255.3K	+49.77%
Sep 30, 2025	BROWN ADVISORY INC	0.55%	402.04K	50.34M	52.14K	+14.90%
Sep 30, 2025	BLACKROCK, INC.	6.83%	4.95M	620.37M	-173.01K	-3.37%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.17%	124.56K	15.6M	95.11K	+322.88%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.18%	132.35K	16.57M	52	+0.04%
Sep 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.19%	141.22K	17.68M	28.85K	+25.68%
Sep 30, 2025	RHUMBLINE ADVISERS	0.2%	144.88K	18.14M	8.26K	+6.04%
Sep 30, 2025	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.21%	150.96K	20.53M	-11.75K	-7.22%
Sep 30, 2025		0.21%	155.48K	19.47M	155.48K	+100.00%
Sep 30, 2025	TREDJE AP-FONDEN	0.22%	156.99K	19.66M	25.76K	+19.63%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.22%	160K	20.04M	-1.79K	-1.10%
Sep 30, 2025	NINETY ONE NORTH AMERICA, INC.	0.23%	166.04K	20.79M	26.9K	+19.34%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.24%	177.29K	22.2M	-55.28K	-23.77%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	178.61K	22.37M	860	+0.48%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.26%	190.12K	23.81M	27.83K	+17.15%
Sep 30, 2025	HSBC HOLDINGS PLC	0.26%	190.31K	23.73M	61.18K	+47.38%
Sep 30, 2025	MARATHON ASSET MANAGEMENT LTD	0.26%	191.32K	23.96M	2K	+1.06%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.27%	193.23K	24.2M	-20.34K	-9.53%
Sep 30, 2025	SWISS NATIONAL BANK	0.27%	193.6K	24.24M	-17K	-8.07%
Sep 30, 2025	PACER ADVISORS, INC.	0.32%	232.17K	29.07M	221.11K	+1,999.76%
Sep 30, 2025	FACTORY MUTUAL INSURANCE CO	0.33%	240.29K	30.09M	20K	+9.08%
Sep 30, 2025	CARMIGNAC GESTION	0.33%	242.91K	30.43M	190.46K	+363.10%
Sep 30, 2025	BARCLAYS PLC	0.34%	249.42K	31.23M	-14.88K	-5.63%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.35%	254.41K	31.86M	89.27K	+54.05%
Sep 30, 2025	NUVEEN, LLC	0.37%	267.71K	33.52M	-381.9K	-58.79%
Sep 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.37%	271.83K	34.04M	-18.99K	-6.53%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.39%	280.87K	35.17M	-39.17K	-12.24%
Sep 30, 2025	STATE STREET CORP	3.98%	2.89M	361.67M	-39.11K	-1.34%
Jun 30, 2025	RESONA ASSET MANAGEMENT CO.,LTD.	0.43%	315.52K	59.66M	6.75K	+2.19%
Jun 30, 2025	NUVEEN, LLC	0.9%	649.62K	122.99M	86.18K	+15.30%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.39%	280.79K	53.16M	-534.22K	-65.55%
Jun 30, 2025	MAN GROUP PLC	0.39%	283.58K	53.69M	-67.91K	-19.32%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.4%	289.8K	54.87M	79.1K	+37.54%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.4%	290.82K	55.06M	290.82K	+100.00%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.44%	320.04K	60.59M	200	+0.06%
Jun 30, 2025	DISCIPLINED GROWTH INVESTORS INC /MN	1.16%	844.99K	159.98M	7.75K	+0.93%
Jun 30, 2025	FEDERATED HERMES, INC.	1.28%	926.73K	175.46M	219.22K	+30.98%
Jun 30, 2025	INVESCO LTD.	1.5%	1.09M	206.37M	-129.74K	-10.64%
Jun 30, 2025	JPMORGAN CHASE & CO	1.54%	1.12M	211.96M	294.83K	+35.75%
Jun 30, 2025	CAPITAL WORLD INVESTORS	1.79%	1.3M	245.54M	45.2K	+3.61%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	2.23%	1.62M	306.14M	1.62M	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.46%	1.78M	336.48M	-72.26K	-3.89%
Jun 30, 2025	CITADEL ADVISORS LLC	2.31%	1.67M	316.85B	62.92K	+3.91%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.54%	1.84M	348.79M	18.75K	+1.03%
Jun 30, 2025	NORGES BANK	1.13%	820.24K	155.3M	820.24K	+100.00%
Jun 30, 2025	SENVEST MANAGEMENT, LLC	0.96%	699.92K	132.52M	-31.82K	-4.35%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.04%	753.49K	142.66M	-143.44K	-15.99%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.98%	2.17M	409.99M	134.68K	+6.63%
Jun 30, 2025	VANGUARD GROUP INC	11.36%	8.24M	1.56B	-198.53K	-2.35%
Jun 30, 2025	FMR LLC	1.85%	1.34M	254.51M	222.2K	+19.80%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.56%	406.25K	76.91M	83.09K	+25.71%
Jun 30, 2025	SWEDBANK AB	0.58%	420.73K	79.66M	3.1K	+0.74%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.73%	532.15K	100.75B	127.84K	+31.62%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.78%	567.19K	107.39B	91.07K	+19.13%
Jun 30, 2025	MORGAN STANLEY	1.05%	763.87K	144.62B	-67.85K	-8.16%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.44%	321.9K	60.95M	46.94K	+17.07%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.46%	330.61K	62.59M	-94.08K	-22.15%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.46%	337.33K	63.87M	-21.95K	-6.11%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.37%	266.82K	50.52M	-52.25K	-16.37%
Jun 30, 2025	BROWN ADVISORY INC	0.48%	349.9K	66.25M	-43.07K	-10.96%
Jun 30, 2025	DEUTSCHE BANK AG\	0.56%	407.73K	77.2M	-84.17K	-17.11%
Jun 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.58%	422.46K	79.98M	315.64K	+295.49%
Jun 30, 2025	HAWK RIDGE CAPITAL MANAGEMENT LP	0.63%	457.73K	86.66M	94.42K	+25.99%
Jun 30, 2025	MACQUARIE GROUP LTD	0.68%	492.46K	93.24M	-83.06K	-14.43%
Jun 30, 2025	BRAIDWELL LP	0.68%	496.73K	94.05M	-33.8K	-6.37%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.69%	501.76K	95M	3.39K	+0.68%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.7%	510.71K	96.69M	-43.2K	-7.80%
Jun 30, 2025	BARES CAPITAL MANAGEMENT, INC.	0.71%	512.34K	97M	-25.26K	-4.70%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.71%	512.95K	97.12M	-223.68K	-30.37%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.76%	550.8K	104.28M	124.59K	+29.23%
Jun 30, 2025	DAVENPORT & CO LLC	0.77%	555.27K	104.94M	-37.43K	-6.31%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.88%	638.34K	121.05M	310.09K	+94.47%
Jun 30, 2025		0.43%	315.52K	59.66M	6.75K	+2.19%
Jun 30, 2025	NORTHERN TRUST CORP	0.91%	662.8K	125.49M	-16.21K	-2.39%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.97%	702.95K	133.09M	-271.71K	-27.88%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.03%	749.77K	141.95M	-82.55K	-9.92%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.08%	786.64K	148.93M	320.32K	+68.69%
Jun 30, 2025	NINETY ONE UK LTD	2.64%	1.92M	362.81M	-21.25K	-1.10%
Jun 30, 2025	BARCLAYS PLC	0.36%	264.3K	50.04M	-24.27K	-8.41%
Jun 30, 2025	VERITAS INVESTMENT PARTNERS (UK) LTD.	1.09%	787.56K	149.13M	23.08K	+3.02%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	1.12%	815.29K	154.36M	237.77K	+41.17%
Jun 30, 2025	STATE STREET CORP	4.03%	2.93M	554.24M	-66.73K	-2.23%
Jun 30, 2025	BLACKROCK, INC.	7.07%	5.13M	970.74M	-807.69K	-13.61%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.76%	2.03M	322.61M	-354.01K	-14.84%
Mar 31, 2025	BARCLAYS PLC	0.39%	288.57K	45.84M	91.65K	+46.54%
Mar 31, 2025	BROWN ADVISORY INC	0.53%	392.97K	62.43M	-467.11K	-54.31%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.22%	896.93K	142.49M	-228.93K	-20.33%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.52%	1.86M	294.11M	66.97K	+3.74%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.48%	1.82M	289.68M	-148.03K	-7.51%
Mar 31, 2025	CITADEL ADVISORS LLC	2.19%	1.61M	255.87M	-139.19K	-7.95%
Mar 31, 2025	CAPITAL WORLD INVESTORS	1.7%	1.25M	198.85M	131.93K	+11.78%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.55%	404.31K	63.13M	206.31K	+104.19%
Mar 31, 2025	HAWK RIDGE CAPITAL MANAGEMENT LP	0.49%	363.31K	57.72M	120.3K	+49.50%
Mar 31, 2025		0.42%	308.77K	49.08M	80.06K	+35.01%
Mar 31, 2025	MACKENZIE FINANCIAL CORP	0.58%	426.21K	67.71M	416.33K	+4,217.31%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.58%	424.69K	67.47M	8.49K	+2.04%
Mar 31, 2025	BLACKROCK, INC.	8.07%	5.93M	942.82M	-1.74M	-22.71%
Mar 31, 2025	FMR LLC	1.53%	1.12M	178.25M	-79.57K	-6.62%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.33%	974.66K	154.84M	-90.88K	-8.53%
Mar 31, 2025	DISCIPLINED GROWTH INVESTORS INC /MN	1.14%	837.23K	133M	49.64K	+6.30%
Mar 31, 2025	NORTHERN TRUST CORP	0.92%	679.01K	107.87M	-57.92K	-7.86%
Mar 31, 2025	DAVENPORT & CO LLC	0.81%	592.7K	94.24M	13.61K	+2.35%
Mar 31, 2025	MACQUARIE GROUP LTD	0.78%	575.52K	91.43M	-13.93K	-2.36%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.79%	577.52K	91.75M	13.3K	+2.36%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.75%	553.91K	88M	66.61K	+13.67%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.49%	359.28K	57.07M	4.56K	+1.29%
Mar 31, 2025	MAN GROUP PLC	0.48%	351.49K	55.84M	323.15K	+1,140.36%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.68%	498.37K	79.17M	32.76K	+7.04%
Mar 31, 2025	DEUTSCHE BANK AG\	0.67%	491.91K	78.14M	122.28K	+33.08%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.13%	832.31K	132.22M	202.62K	+32.18%
Mar 31, 2025	MORGAN STANLEY	1.13%	831.72K	132.13M	-207.34K	-19.95%
Mar 31, 2025	JPMORGAN CHASE & CO	1.12%	824.68K	131.01M	341.84K	+70.80%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	1.11%	815.01K	129.75M	664.04K	+439.85%
Mar 31, 2025	VERITAS INVESTMENT PARTNERS (UK) LTD.	1.04%	764.48K	121.42M	-253	-0.03%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.65%	476.13K	75.64M	-54.85K	-10.33%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.65%	475.6K	75.55M	31.7K	+7.14%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.63%	466.32K	74.08M	6.29K	+1.37%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.43%	319.07K	50.69M	194.25K	+155.63%
Mar 31, 2025	UBS GROUP AG	0.42%	308.32K	48.98M	-273.89K	-47.04%
Mar 31, 2025	SENVEST MANAGEMENT, LLC	0.99%	731.74K	116.24M	5.5K	+0.76%
Mar 31, 2025	FEDERATED HERMES, INC.	0.96%	707.51K	112.4M	591.59K	+510.32%
Mar 31, 2025	SWEDBANK AB	0.57%	417.63K	66.34M	-68.64K	-14.11%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1%	736.64K	117.02M	4.79K	+0.65%
Mar 31, 2025	VANGUARD GROUP INC	11.48%	8.44M	1.34B	185.19K	+2.24%
Mar 31, 2025	STATE STREET CORP	4.07%	2.99M	475.64M	-10.67K	-0.35%
Mar 31, 2025	NINETY ONE UK LTD	2.63%	1.94M	307.8M	716.95K	+58.74%
Mar 31, 2025	INVESCO LTD.	1.66%	1.22M	193.76M	137.55K	+12.71%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.44%	323.16K	51.34M	160.06K	+98.13%
Mar 31, 2025	AMUNDI	0.44%	323.15K	49.84M	-37.66K	-10.44%
Mar 31, 2025	BARES CAPITAL MANAGEMENT, INC.	0.73%	537.61K	85.4M	24.48K	+4.77%
Mar 31, 2025	BRAIDWELL LP	0.72%	530.53K	84.28M	155.35K	+41.41%
Mar 31, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.45%	328.25K	51.47M	54.59K	+19.95%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.43%	319.84K	50.81M	-223	-0.07%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.21%	160.8K	52.51M	-99.19K	-38.15%
Mar 31, 2024	PROVIDENT INVESTMENT MANAGEMENT, INC.	0.2%	152.01K	49.85M	-684	-0.45%
Mar 31, 2024	RHUMBLINE ADVISERS	0.19%	145.05K	47.57M	15	+0.01%
Mar 31, 2024	FACTORY MUTUAL INSURANCE CO	0.19%	140.39K	46.04M	-2.9K	-2.02%
Mar 31, 2024	ARGENT CAPITAL MANAGEMENT LLC	0.18%	136.55K	44.78M	78.25K	+134.23%
Mar 31, 2024	BESSEMER GROUP INC	0.18%	136.48K	44.76M	-19.5K	-12.50%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	282.4K	92.6M	-268.9K	-48.78%
Mar 31, 2024	SWEDBANK AB	0.39%	293.11K	96.12M	293.11K	+100.00%
Mar 31, 2024	MORGAN STANLEY	1.29%	979.35K	321.15M	-252.28K	-20.48%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.34%	1.01M	331.95M	-787.12K	-43.74%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.5%	1.13M	371.45M	11.8K	+1.05%
Mar 31, 2024	NINETY ONE UK LTD	1.51%	1.14M	372.58M	1.09M	+2,608.73%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.6%	1.21M	396.28M	140.72K	+13.18%
Mar 31, 2024	BLACKROCK INC.	10.12%	7.66M	2.51B	369.58K	+5.07%
Mar 31, 2024	VANGUARD GROUP INC	11.06%	8.38M	2.75B	25.36K	+0.30%
Mar 31, 2024	DEUTSCHE BANK AG\	0.32%	240.17K	78.75M	8.21K	+3.54%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.35%	263.77K	84.31M	-3.23K	-1.21%
Mar 31, 2024	BARCLAYS PLC	0.36%	274.02K	89.85M	103.06K	+60.29%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.37%	278.7K	91.39M	1.25K	+0.45%
Mar 31, 2024	ROYAL BANK OF CANADA	0.37%	282.69K	92.7M	-16.46K	-5.50%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	0.39%	291.71K	95.66M	1.75K	+0.60%
Mar 31, 2024		0.39%	293.11K	96.12M	293.11K	+100.00%
Mar 31, 2024	ALYESKA INVESTMENT GROUP, L.P.	0.44%	329.06K	107.9M	178K	+117.83%
Mar 31, 2024	RAILWAY PENSION INVESTMENTS LTD	0.49%	367.86K	120.63M	0	0
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.57%	427.23K	140.1M	58	+0.01%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	439.11K	143.99M	14.53K	+3.42%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.63%	475.06K	155.78M	60.29K	+14.54%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.7%	532.96K	174.77M	-241.16K	-31.15%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.73%	546.6K	179.24M	-7.46K	-1.35%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.72%	544.15K	178.44M	137.65K	+33.86%
Mar 31, 2024	CHAMPLAIN INVESTMENT PARTNERS, LLC	0.73%	551.32K	180.79M	-17.26K	-3.04%
Mar 31, 2024	CITADEL ADVISORS LLC	0.36%	271.8K	89.13M	-96.6K	-26.22%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.8%	606.25K	198.8M	8.1K	+1.35%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.81%	615.46K	201.82M	-53.36K	-7.98%
Mar 31, 2024	DISCIPLINED GROWTH INVESTORS INC /MN	0.94%	703.94K	230.84M	32.55K	+4.85%
Mar 31, 2024	INVESCO LTD.	0.97%	733.74K	240.61M	-129.59K	-15.01%
Mar 31, 2024	BROWN ADVISORY INC	1.63%	1.23M	402.83M	-280.64K	-18.60%
Mar 31, 2024	CAPITAL WORLD INVESTORS	1.67%	1.26M	412.33M	558	+0.04%
Mar 31, 2024	SANDS CAPITAL MANAGEMENT, LLC	1.8%	1.36M	444.76M	-73.79K	-5.16%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.27%	1.72M	562.73M	45.54K	+2.72%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	2.35%	1.78M	584.51M	321.99K	+22.05%
Mar 31, 2024	POLEN CAPITAL MANAGEMENT LLC	1.62%	1.22M	398.77M	-52.05K	-4.10%
Mar 31, 2024	JPMORGAN CHASE & CO	3.02%	2.29M	750.51M	16.98K	+0.75%
Mar 31, 2024	STATE STREET CORP	4.03%	3.05M	1B	-7.47K	-0.24%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.17%	130.72K	42.87M	46.99K	+56.12%
Mar 31, 2024	SEI INVESTMENTS CO	0.17%	131.84K	43.23B	556	+0.42%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	135.96K	44.58M	-3.3K	-2.37%
Mar 31, 2024	CERITY PARTNERS LLC	0.22%	169.68K	55.64M	69.17K	+68.82%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	173.75K	56.98M	-1.17K	-0.67%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.24%	178.22K	58.44M	1.62K	+0.92%
Mar 31, 2024	WESTFIELD CAPITAL MANAGEMENT CO LP	0.26%	196.14K	64.32M	19.8K	+11.23%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.28%	208.8K	68.47M	208.8K	+100.00%
Mar 31, 2024	SWISS NATIONAL BANK	0.29%	217.9K	71.45M	-9.4K	-4.14%
Mar 31, 2024	CREDIT SUISSE AG/	0.29%	222.17K	72.85M	-157K	-41.41%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.31%	232.58K	76.27M	18.91K	+8.85%
Mar 31, 2024	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.31%	234.82K	70.64M	234.82K	+100.00%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.31%	236.8K	77.65M	-80	-0.03%
Mar 31, 2024	AMUNDI	0.42%	313.7K	94.53M	-203.16K	-39.31%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.51%	383.01K	125.6M	12.62K	+3.41%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.51%	386.45K	126.73M	-265.54K	-40.73%
Mar 31, 2024	VERITAS INVESTMENT PARTNERS (UK) LTD.	0.52%	393.97K	129.14M	11.68K	+3.05%
Mar 31, 2024	PARNASSUS INVESTMENTS, LLC	0.53%	396.6K	130.05M	0	0
Mar 31, 2024	FMR LLC	0.56%	427.08K	140.05M	333.47K	+356.26%
Mar 31, 2024	HOLOCENE ADVISORS, LP	0.57%	430.69K	141.23M	97.87K	+29.41%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.58%	437.22K	143.37M	43.14K	+10.95%
Mar 31, 2024	MACQUARIE GROUP LTD	0.67%	506.46K	166.08M	55.11K	+12.21%
Mar 31, 2024	NORTHERN TRUST CORP	1.01%	761.47K	249.7M	-27.03K	-3.43%
Mar 31, 2024	BARES CAPITAL MANAGEMENT, INC.	1.09%	819.93K	268.87M	252.22K	+44.43%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.22%	168.87K	53.98M	6.17K	+3.79%
Dec 31, 2023	MORGAN STANLEY	1.63%	1.23M	337.47M	213.47K	+20.97%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.31%	236.88K	64.9M	45.5K	+23.78%
Dec 31, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.34%	259.98K	71.7M	21.05K	+8.81%
Dec 31, 2023	EAGLE ASSET MANAGEMENT INC	0.35%	267K	73.16M	-2.55K	-0.94%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.37%	277.46K	76.02M	9.91K	+3.71%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.38%	288.2K	78.97M	-66.24K	-18.69%
Dec 31, 2023	RIVERBRIDGE PARTNERS LLC	0.38%	289.96K	79.45M	29.57K	+11.36%
Dec 31, 2023	ROYAL BANK OF CANADA	0.4%	299.15K	81.97M	6.06K	+2.07%
Dec 31, 2023	HOLOCENE ADVISORS, LP	0.44%	332.82K	91.19M	332.82K	+100.00%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.46%	348.18K	95.4M	-119.1K	-25.49%
Dec 31, 2023	HRT FINANCIAL LP	0.46%	349.58K	95.78M	349.58K	+100.00%
Dec 31, 2023	RAILWAY PENSION INVESTMENTS LTD	0.49%	367.86K	100.79M	0	0
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.49%	370.4K	101.49M	-20.85K	-5.33%
Dec 31, 2023	CREDIT SUISSE AG/	0.5%	379.17K	103.89M	94.77K	+33.32%
Dec 31, 2023	VERITAS INVESTMENT PARTNERS (UK) LTD.	0.51%	382.3K	104.77M	44.19K	+13.07%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.52%	394.08K	107.98M	-140.87K	-26.33%
Dec 31, 2023	PARNASSUS INVESTMENTS, LLC	0.52%	396.6K	108.67M	40.41K	+11.34%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.53%	397.77K	108.99M	318.45K	+401.48%
Dec 31, 2023	CITADEL ADVISORS LLC	0.49%	368.4K	100.94M	147K	+66.40%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.54%	406.5K	111.38M	-160.5K	-28.31%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.55%	414.77K	113.65M	209.42K	+101.98%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	424.59K	116.34M	18.73K	+4.62%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.56%	427.17K	117.04B	633	+0.15%
Dec 31, 2023	MACQUARIE GROUP LTD	0.6%	451.35K	123.67M	435.42K	+2,733.50%
Dec 31, 2023	AMUNDI	0.68%	516.86K	143.44M	314.76K	+155.74%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.73%	554.07K	151.81M	59.4K	+12.01%
Dec 31, 2023	BARES CAPITAL MANAGEMENT, INC.	0.75%	567.71K	155.55M	104.8K	+22.64%
Dec 31, 2023	CHAMPLAIN INVESTMENT PARTNERS, LLC	0.75%	568.58K	155.79M	-9.61K	-1.66%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.79%	598.15K	163.89M	49.03K	+8.93%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.86%	651.99K	178.65M	-104.4K	-13.80%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.88%	668.82K	183.26M	67.09K	+11.15%
Dec 31, 2023	DISCIPLINED GROWTH INVESTORS INC /MN	0.89%	671.39K	183.96M	222.35K	+49.52%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.02%	774.12K	212.11M	517.44K	+201.59%
Dec 31, 2023	NORTHERN TRUST CORP	1.04%	788.5K	216.05M	-42.97K	-5.17%
Dec 31, 2023	NORGES BANK	1.08%	816.1K	223.61M	816.1K	+100.00%
Dec 31, 2023	INVESCO LTD.	1.14%	863.33K	236.55M	-96.94K	-10.10%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.41%	1.07M	292.57M	-106.53K	-9.07%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.48%	1.12M	307.14M	-107.93K	-8.78%
Dec 31, 2023	CAPITAL WORLD INVESTORS	1.66%	1.26M	344.38M	-28.16K	-2.19%
Dec 31, 2023	POLEN CAPITAL MANAGEMENT LLC	1.68%	1.27M	347.46M	-276.05K	-17.88%
Dec 31, 2023	SANDS CAPITAL MANAGEMENT, LLC	1.89%	1.43M	391.85M	-101.57K	-6.63%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.93%	1.46M	400.17M	124.54K	+9.32%
Dec 31, 2023	BROWN ADVISORY INC	1.99%	1.51M	413.49M	441.75K	+41.39%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.21%	1.67M	457.73M	48.33K	+2.97%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	2.38%	1.8M	493.04M	1.8M	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	3%	2.27M	622.46M	-1.8M	-44.22%
Dec 31, 2023	STATE STREET CORP	4.04%	3.06M	838.79M	27.06K	+0.89%
Dec 31, 2023	BLACKROCK INC.	9.63%	7.29M	2B	895.88K	+14.01%
Dec 31, 2023	VANGUARD GROUP INC	11.03%	8.35M	2.29B	104.13K	+1.26%
Sep 30, 2023	BARCLAYS PLC	0.24%	180.31K	-	36.67K	+25.53%
Sep 30, 2023	EDGEWOOD MANAGEMENT LLC	3.73%	2.86M	-	-420.59K	-12.83%
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.13%	1.63M	-	31.84K	+2.00%
Sep 30, 2023	POLEN CAPITAL MANAGEMENT LLC	2.02%	1.54M	-	-37.91K	-2.40%
Sep 30, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.22%	168.78K	-	-758	-0.45%
Sep 30, 2023	ALLIANCEBERNSTEIN L.P.	1.75%	1.34M	-	188.62K	+16.44%
Sep 30, 2023	CAPITAL WORLD INVESTORS	1.68%	1.29M	-	-828.23K	-39.19%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	1.61%	1.23M	-	29.5K	+2.46%
Sep 30, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.53%	1.17M	-	-89.78K	-7.10%
Sep 30, 2023	BROWN ADVISORY INC	1.39%	1.07M	-	-30.44K	-2.77%
Sep 30, 2023	BLACKROCK INC.	8.36%	6.4M	-	803.27K	+14.36%
Sep 30, 2023	MORGAN STANLEY	1.33%	1.02M	-	90.58K	+9.77%
Sep 30, 2023	RHENMAN & PARTNERS ASSET MANAGEMENT AB	1.31%	1M	-	1M	+100.00%
Sep 30, 2023	INVESCO LTD.	1.25%	960.27K	-	128.27K	+15.42%
Sep 30, 2023	NORTHERN TRUST CORP	1.09%	831.47K	-	21.49K	+2.65%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.99%	756.39K	-	587.89K	+348.88%
Sep 30, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.79%	601.74K	-	11.06K	+1.87%
Sep 30, 2023	CHAMPLAIN INVESTMENT PARTNERS, LLC	0.76%	578.18K	-	-965	-0.17%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.74%	567K	-	30.34K	+5.65%
Sep 30, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.61%	467.28K	-	-81.88K	-14.91%
Sep 30, 2023	BARES CAPITAL MANAGEMENT, INC.	0.6%	462.91K	-	-87.73K	-15.93%
Sep 30, 2023	DISCIPLINED GROWTH INVESTORS INC /MN	0.59%	449.04K	-	-7.16K	-1.57%
Sep 30, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.56%	426.54K	-	-275	-0.06%
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.53%	405.86K	-	4.56K	+1.14%
Sep 30, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.51%	391.24K	-	47.24K	+13.73%
Sep 30, 2023	RAILWAY PENSION INVESTMENTS LTD	0.48%	367.86K	-	101.2K	+37.95%
Sep 30, 2023	PARNASSUS INVESTMENTS, LLC	0.47%	356.2K	-	1.16K	+0.33%
Sep 30, 2023	VERITAS INVESTMENT PARTNERS (UK) LTD.	0.44%	338.11K	-	-20.3K	-5.66%
Sep 30, 2023	ROYAL BANK OF CANADA	0.38%	293.08K	-	12.41K	+4.42%
Sep 30, 2023	CREDIT SUISSE AG/	0.37%	284.4K	-	-112.01K	-28.26%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0.36%	273.11K	-	-11.79K	-4.14%
Sep 30, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.36%	272.11K	-	33.78K	+14.17%
Sep 30, 2023	EAGLE ASSET MANAGEMENT INC	0.35%	269.54K	-	324	+0.12%
Sep 30, 2023	BAIRD FINANCIAL GROUP, INC.	0.35%	267.54K	-	37.59K	+16.35%
Sep 30, 2023	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.31%	240.44K	-	240.44K	+100.00%
Sep 30, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.31%	238.94K	-	95.13K	+66.15%
Sep 30, 2023	RIVERBRIDGE PARTNERS LLC	0.31%	236.97K	-	-28.4K	-10.70%
Sep 30, 2023	SWISS NATIONAL BANK	0.31%	233.7K	-	-29.5K	-11.21%
Sep 30, 2023	FMR LLC	0.3%	233.37K	-	-53.74K	-18.72%
Sep 30, 2023	ROCK SPRINGS CAPITAL MANAGEMENT LP	0.28%	217K	-	0	0
Sep 30, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.27%	207.96K	-	31.25K	+17.68%
Sep 30, 2023	WORLDQUANT MILLENNIUM ADVISORS LLC	0.24%	180.04K	-	40.71K	+29.21%
Sep 30, 2023	DIMENSIONAL FUND ADVISORS LP	0.27%	206.4K	-	-4.75K	-2.25%
Sep 30, 2023	BRIDGEWATER ASSOCIATES, LP	0.24%	180.85K	-	22.05K	+13.89%
Sep 30, 2023	ENVESTNET ASSET MANAGEMENT INC	0.27%	205.35K	-	54.84K	+36.44%
Sep 30, 2023	AMUNDI	0.26%	202.1K	-	-27.91K	-12.13%
Sep 30, 2023	DEUTSCHE BANK AG\	0.25%	191.8K	-	-21.53K	-10.09%
Sep 30, 2023	BLAIR WILLIAM & CO/IL	0.25%	191.38K	-	7.64K	+4.16%
Sep 30, 2023	LORD, ABBETT & CO. LLC	0.25%	191.31K	-	82.23K	+75.39%
Sep 30, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	181.44K	-	-3.55K	-1.92%

Insiders

Among the ALGN insiders holding of 6.76% of the stake in company, HOGAN JOSEPH M, PRESIDENT AND CEO, holds the largest shares of 184.95K. LACOB JOSEPH, director, is the second largest ALGN insider with ownership of 131.99K shares. PRESCOTT THOMAS M, director, stands third with possession of 52.86K shares of that stake.

Insiders	Designation	Shares Held
HOGAN JOSEPH M	PRESIDENT AND CEO	184.95K
LACOB JOSEPH	director	131.99K
PRESCOTT THOMAS M	director	52.86K
THALER WARREN S	director	29.87K
LARKIN C RAYMOND JR	director	28.25K
TAY JULIE	SVP & Mng Dir. Asia Pacific	19.69K
MORROW GEORGE J	director	12.75K
DALLAS KEVIN J	director	12.25K
SAIA ANDREA LYNN	director	11.76K
SANTORA GREG J	director	10.35K
MORICI JOHN	EVP & Chief Financial Officer	8.2K
COLETTI JULIE ANN	EVP, CHIEF LEGAL & REGULATORY	7.11K
MYONG ANNE	director	4.79K
OLSON JENNIFER	SVP & Mng Dir Cust Service	2.38K
WRIGHT EMORY	EVP, GLOBAL OPERATIONS	709
SHAKED YUVAL	SVP & Mng Dir. Itero	636
HOCKRIDGE STUART A	SVP Global HR	557

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 01, 2025	HOGAN JOSEPH M	PURCHASE	131.49	7.58K	996.13K	184.95K
Jul 31, 2025	COLETTI JULIE ANN	PURCHASE	109.66	42	4.61K	7.11K
Aug 15, 2024	LARKIN C RAYMOND JR	PURCHASE	235.33	6.5K	1.53M	28.25K
Feb 29, 2024	LACOB JOSEPH	SALE	304.76	800	243.81K	131.99K
Feb 27, 2024	LACOB JOSEPH	SALE	313.01	10K	3.13M	146.99K
Feb 07, 2024	WRIGHT EMORY	SALE	287.55	253	72.75K	709
Nov 09, 2023	HOGAN JOSEPH M	PURCHASE	192.50	5.19K	999.85K	208.66K
Oct 31, 2023	HOGAN JOSEPH M	PURCHASE	188.00	5.32K	999.97K	203.47K
May 30, 2023	DALLAS KEVIN J	PURCHASE	285.26	7K	2M	12.25K
Feb 08, 2023	MORICI JOHN	PURCHASE	341.84	587	200.66K	8.2K
Feb 08, 2023	HOGAN JOSEPH M	PURCHASE	341.50	2.93K	999.91K	188.42K
Nov 02, 2022	HOGAN JOSEPH M	PURCHASE	188.58	10.6K	2M	185.4K
Nov 02, 2022	MYONG ANNE	PURCHASE	190.26	1.5K	285.39K	4.79K
Nov 02, 2022	THALER WARREN S	PURCHASE	188.87	250	47.22K	29.87K
May 13, 2022	LARKIN C RAYMOND JR	PURCHASE	264.42	1K	264.42K	18.19K
May 04, 2022	HOGAN JOSEPH M	PURCHASE	298.48	6.7K	2M	174.8K
Nov 10, 2021	THALER WARREN S	SALE	703.06	5K	3.52M	46.38K
Nov 08, 2021	MORICI JOHN	SALE	699.08	3K	2.1M	827
Aug 24, 2021	THALER WARREN S	SALE	712.01	3.31K	2.36M	51.38K
Aug 04, 2021	COLETTI JULIE ANN	SALE	710.00	782	555.22K	26
Aug 03, 2021	HOGAN JOSEPH M	SALE	705.17	596	420.28K	145.44K
Aug 03, 2021	SANTORA GREG J	SALE	701.78	100	70.18K	10.35K
Aug 03, 2021	THALER WARREN S	SALE	701.90	5K	3.51M	56.38K
Aug 02, 2021	WRIGHT EMORY	SALE	706.58	641	452.92K	962
Aug 02, 2021	MORROW GEORGE J	SALE	708.93	252	178.65K	12.75K
Aug 02, 2021	HOCKRIDGE STUART A	SALE	700.31	440	308.14K	557
Jul 29, 2021	LARKIN C RAYMOND JR	SALE	675.00	2.5K	1.69M	18.67K
Jul 14, 2021	LARKIN C RAYMOND JR	SALE	650.00	2.5K	1.63M	21.17K
Jun 28, 2021	LARKIN C RAYMOND JR	SALE	625.00	2.5K	1.56M	23.71K
May 24, 2021	THALER WARREN S	SALE	605.16	5K	3.03M	61.38K
May 24, 2021	SAIA ANDREA LYNN	SALE	609.21	2K	1.22M	11.76K
May 21, 2021	MORICI JOHN	SALE	597.65	6.86K	4.1M	3.04K
May 07, 2021	WRIGHT EMORY	SALE	595.00	5.53K	3.29M	0
May 07, 2021	LARKIN C RAYMOND JR	SALE	600.12	1.1K	661.33K	27.05K
Feb 24, 2021	HOCKRIDGE STUART A	SALE	574.20	980	562.72K	9.84K
Feb 16, 2021	PRESCOTT THOMAS M	SALE	612.01	2.5K	1.53M	52.86K
Feb 12, 2021	PRESCOTT THOMAS M	SALE	605.27	2K	1.21M	55.36K
Feb 11, 2021	PRESCOTT THOMAS M	SALE	603.95	2.4K	1.45M	57.36K
Feb 08, 2021	THALER WARREN S	SALE	626.96	766	480.25K	13.62K
Feb 08, 2021	MORROW GEORGE J	SALE	628.52	479	301.06K	16.48K
Nov 27, 2020	SAIA ANDREA LYNN	SALE	470.92	2.5K	1.18M	12.49K
Nov 09, 2020	COLETTI JULIE ANN	SALE	501.00	978	489.98K	0
Nov 06, 2020	PRESCOTT THOMAS M	SALE	488.38	3.15K	1.54M	65K
Nov 04, 2020	SHAKED YUVAL	SALE	483.00	881	425.52K	636
Nov 04, 2020	TAY JULIE	SALE	480.00	4K	1.92M	19.69K
Nov 04, 2020	THALER WARREN S	SALE	479.26	1.44K	689.18K	31.38K
Nov 04, 2020	OLSON JENNIFER	SALE	479.75	2.1K	1.01M	2.38K
May 08, 2019	TAY JULIE	SALE	325.00	3.51K	1.14M	17.75K

Frequently Asked Questions