13FPulse
AL

ALGN ALIGN TECHNOLOGY INC

2026Q2 · CUSIP 016255101 · Sector: Healthcare & Biotech

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
657
Institutions that reported holding it to the SEC
Net decrease in holders
28
Last quarter 685 → now 657
How unusual is that
Bottom 20%
Stronger than only 5% of US stocks
What the filings say, in one paragraph

657 funds held ALGN at the end of 2026Q2, down 28 from the quarter before. Buying is stronger than only 4.7% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $4.1B(YoY +4.4%), the P/E is 27.0x, return on equity is 9.8%. ALGN has had 28 buying rushes in its history, and the price moved +14.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=199 2013Q4: holders=239 2014Q1: holders=261 2014Q2: holders=260 2014Q3: holders=269 2014Q4: holders=280 2015Q1: holders=287 2015Q2: holders=287 2015Q3: holders=269 2015Q4: holders=289 2016Q1: holders=316 2016Q2: holders=344 2016Q3: holders=388 2016Q4: holders=434 2017Q1: holders=433 2017Q2: holders=502 2017Q3: holders=543 2017Q4: holders=634 2018Q1: holders=656 2018Q2: holders=676 2018Q3: holders=711 2018Q4: holders=631 2019Q1: holders=643 2019Q2: holders=673 2019Q3: holders=606 2019Q4: holders=670 2020Q1: holders=609 2020Q2: holders=632 2020Q3: holders=659 2020Q4: holders=792 2021Q1: holders=813 2021Q2: holders=846 2021Q3: holders=885 2021Q4: holders=933 2022Q1: holders=861 2022Q2: holders=742 2022Q3: holders=728 2022Q4: holders=714 2023Q1: holders=770 2023Q2: holders=768 2023Q3: holders=810 2023Q4: holders=791 2024Q1: holders=817 2024Q2: holders=768 2024Q3: holders=732 2024Q4: holders=721 2025Q1: holders=691 2025Q2: holders=704 2025Q3: holders=667 2025Q4: holders=666 2026Q1: holders=685 2026Q2: holders=657 -133 -66.5 +0 +66.5 +133 179580980 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 28 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20%
2024Q1 Top 20% -11.6% -17.6%
2023Q3 Top 5% +54.4% +31.7%
2023Q1 Top 5% +19.8% -29.6%
2021Q4 Top 10% -48.9% -46.5%
2021Q3 Top 5% -27.5% -60.4%
2021Q2 Top 10% +2.0% -22.0%
2021Q1 Top 20% +18.2% +20.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
274
Change in large funds
+18
Total value they hold
$12.2B
Funds buying for the first time
75
Funds that sold out entirely
103
Price change that quarter
-2.4%
Funds holding puts (bearish)
18
Funds holding calls (bullish)
15

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
27.0
EPS (TTM)
$5.74
EPS YoY
-3.4%
Revenue (TTM)
$4.1B
Revenue YoY
+4.4%
Net margin
10.0%
ROE
9.8%
Debt ratio
34.1%
FCF (TTM)
$634M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 2.28 2021-12-31: EPS 2.39 2022-03-31: EPS 1.70 2022-06-30: EPS 1.44 2022-09-30: EPS 0.93 2022-12-31: EPS 0.54 2023-03-31: EPS 1.14 2023-06-30: EPS 1.46 2023-09-30: EPS 1.58 2023-12-31: EPS 1.63 2024-03-31: EPS 1.39 2024-06-30: EPS 1.28 2024-09-30: EPS 1.55 2024-12-31: EPS 1.40 2025-03-31: EPS 1.27 2025-06-30: EPS 1.72 2025-09-30: EPS 0.78 2025-12-31: EPS 1.88 2026-03-31: EPS 1.57 2026-06-30: EPS 1.51 0B 0.5B 1.1B $B 0.00 1.31 2.63 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 37 22 57 93 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-57M136M328M 20162017201820192020202120222023202420252026
Latest quarter $120M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.