This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ALGN/capital-change-brief"
Use Arkolith's capital_change_brief for ALGN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $752.4M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $735.4M | 4.3M | ▼−1.6% Reduced · −71K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $540.1M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 4 | FMR LLC | $462.9M | 2.7M | ▲+35% Added · +701K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $431.4M | 2.5M | ▼−0.5% Reduced · −12K sh | Q1 2026 | |
| 6 | Ninety One UK Ltd | $382.0M | 2.2M | ▲~0% Added · +911 sh | Q1 2026 | |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $326.2M | 1.9M | ▲+150% Added · +1.1M sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $307.9M | 1.8M | ▲+133% Added · +1.0M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $306.5M | 1.8M | ▲+1.8% Added · +31K sh | Q1 2026 | |
| 10 | UBS Group AG | $240.9M | 1.4M | ▲+473% Added · +1.2M sh | Q1 2026 | |
| 11 | Ruane, Cunniff & Goldfarb L.P. | $206.8M | 1.2M | ▼−1.3% Reduced · −16K sh | Q1 2026 | |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $180.8M | 1.1M | ▲+4.9% Added · +49K sh | Q1 2026 | |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | $176.8M | 1.0M | ▲+2.5% Added · +25K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $173.7M | 1.0M | ▲+7.2% Added · +68K sh | Q1 2026 | |
| 15 | NORGES BANK | $155.6M | 996K | ▲+21% Added · +176K sh | Q4 2025 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $166.7M | 973K | ▲+21% Added · +171K sh | Q1 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $150.3M | 893K | ▼−25% Reduced · −303K sh | Q1 2026 | |
| 18 | DISCIPLINED GROWTH INVESTORS INC /MN | $133.0M | 776K | ▼−5.5% Reduced · −45K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $126.5M | 761K | ▲+126% Added · +424K sh | Q1 2026 | |
| 20 | Senvest Management, LLC | $129.4M | 755K | ▲+8.6% Added · +60K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $125.1M | 730K | ▲+40% Added · +210K sh | Q1 2026 | |
| 22 | BARCLAYS PLC | $120.4M | 703K | ▲+210% Added · +476K sh | Q1 2026 | |
| 23 | Swedbank AB | $118.3M | 690K | ▲+8.5% Added · +54K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $110.3M | 643K | ▲+2.7% Added · +17K sh | Q1 2026 | |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $107.3M | 626K | ▲+35% Added · +161K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 20, 2026 | LACOB JOSEPH | Director | Option exercise (M) | 2K | $0 |
| May 20, 2026 | LACOB JOSEPH | Director | Option exercise (M) | 2K | $0 |
| May 20, 2026 | LACOB JOSEPH | Director | Grant (A) | 2K | $0 |
| May 20, 2026 | Dallas Kevin J | Director | Option exercise (M) | 2K | $0 |
| May 20, 2026 | Dallas Kevin J | Director | Option exercise (M) | 2K | $0 |
| May 20, 2026 | Dallas Kevin J | Director | Grant (A) | 2K | $0 |
| May 20, 2026 | LARKIN C RAYMOND JR | Director | Option exercise (M) | 2K | $0 |
| May 20, 2026 | LARKIN C RAYMOND JR | Director | Option exercise (M) | 2K | $0 |
| May 20, 2026 | LARKIN C RAYMOND JR | Director | Grant (A) | 2K | $0 |
| May 20, 2026 | Myong Anne | Director | Option exercise (M) | 2K | $0 |
| May 20, 2026 | Myong Anne | Director | Option exercise (M) | 2K | $0 |
| May 20, 2026 | Myong Anne | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 226 funds | $261.3B |
| AMAZON.COM INCAMZN | 226 funds | $197.4B |
| APPLE INCAAPL | 225 funds | $276.4B |
| ALPHABET INC-CL AGOOGL | 223 funds | $167.8B |
| META PLATFORMS INC-CLASS AMETA | 223 funds | $106.4B |
| NVIDIA CORPNVDA | 221 funds | $366.9B |
| ALPHABET INC-CL CGOOG | 219 funds | $117.5B |
| MASTERCARD INC - AMA | 218 funds | $54.1B |
| ELI LILLY & COLLY | 217 funds | $70.0B |
| JPMORGAN CHASE & COJPM | 217 funds | $64.6B |
| VISA INC-CLASS A SHARESV | 217 funds | $56.2B |
| MICRON TECHNOLOGY INCMU | 216 funds | $34.4B |
Ranked by how many of ALGN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ALGN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.