Holders over time
- ALGN
- VRTX
| Quarter | ALGN | VRTX |
|---|---|---|
| Q3 2020 | 22 holders, $4.0bn | 31 holders, $21.9bn |
| Q4 2020 | 21 holders, $6.4bn | 30 holders, $18.4bn |
| Q1 2021 | 30 holders, $6.5bn | 31 holders, $15.4bn |
| Q2 2021 | 29 holders, $6.5bn | 30 holders, $12.7bn |
| Q3 2021 | 26 holders, $8.1bn | 35 holders, $10.1bn |
| Q4 2021 | 21 holders, $8.4bn | 28 holders, $12.4bn |
| Q1 2022 | 20 holders, $6.1bn | 23 holders, $16.1bn |
| Q2 2022 | 17 holders, $3.4bn | 25 holders, $18.1bn |
| Q3 2022 | 19 holders, $2.7bn | 22 holders, $18.4bn |
| Q4 2022 | 16 holders, $2.2bn | 28 holders, $18.4bn |
| Q1 2023 | 19 holders, $3.8bn | 26 holders, $21.4bn |
| Q2 2023 | 20 holders, $4.1bn | 27 holders, $24.7bn |
| Q3 2023 | 18 holders, $2.9bn | 33 holders, $24.3bn |
| Q4 2023 | 20 holders, $2.4bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $2.7bn | 31 holders, $29.8bn |
| Q2 2024 | 18 holders, $1.6bn | 29 holders, $33.4bn |
| Q3 2024 | 15 holders, $2.1bn | 27 holders, $33.5bn |
| Q4 2024 | 17 holders, $1.5bn | 26 holders, $28.5bn |
| Q1 2025 | 17 holders, $1.3bn | 21 holders, $35.4bn |
| Q2 2025 | 17 holders, $1.5bn | 21 holders, $32.3bn |
| Q3 2025 | 11 holders, $751m | 22 holders, $25.9bn |
| Q4 2025 | 14 holders, $1.0bn | 26 holders, $31.8bn |
| Q1 2026 | 10 holders, $1.3bn | 25 holders, $31.8bn |
| Q2 2026 | 10 holders, $1.9bn | 26 holders, $34.6bn |
Align Technology Inc
- Holders
- 11
- Reported value
- $751m
- Buyers
- 8
- Sellers
- 5
Breadth +3 among 95 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 22
- Reported value
- $25.9bn
- Buyers
- 13
- Sellers
- 10
Breadth +3 among 95 comparable managers.
Who holds both, Q3 2025
Both (5)
ARK Investment Management LLC, Capital World Investors, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only ALGN (6)
AQR Capital Management LLC, Artisan Partners LP, Holocene Advisors LP, Moore Capital Management LP, Quantbot Technologies LP, Winton Group Ltd
Only VRTX (17)
AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.