Jefferies Group’s ALGN Holdings & Trades

First Buy
Q4 2022
Duration Held
12 Quarters
Largest Add
Q3 2023
+8,476 shares
Current Position
5,600 shares
$701,232 value

Jefferies Group's ALGN Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 5.6K shares of Align Technology, Inc. (ALGN) worth $701,232, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in ALGN, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 8.5K shares. Largest reduction occurred in Q2 2025, reducing 4.2K shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Align Technology (ALGN) Holding Value Over Time

Track share changes against reported price movement

Quarterly Align Technology (ALGN) Trades by Jefferies Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2022 +1,831 New Buy 1,831 $210.90
Q1 2023 -1,831 Sold Out 1,831 $0.00
Q2 2023 +64 New Buy 64 $353.64
Q3 2023 +8,476 Add 13243.75% 8,540 $305.32
Q4 2023 -8,540 Sold Out 8,540 $0.00
Q3 2024 +8,210 New Buy 8,210 $254.32
Q4 2024 -2,500 Reduce 30.45% 5,710 $208.51
Q1 2025 +1,432 Add 25.08% 7,142 $158.86
Q2 2025 -4,242 Reduce 59.40% 2,900 $189.33
Q3 2025 +2,700 Add 93.10% 5,600 $125.22

Jefferies Group's Align Technology Investment FAQs

Jefferies Group first purchased Align Technology, Inc. (ALGN) in Q4 2022, acquiring 1,831 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Align Technology, Inc. (ALGN) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's largest addition to Align Technology, Inc. (ALGN) was in Q3 2023, adding 8,540 shares worth $2.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 5,600 shares of Align Technology, Inc. (ALGN), valued at approximately $701,232. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Align Technology, Inc. (ALGN) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's peak holding in Align Technology, Inc. (ALGN) was 8,540 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.