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
- 10
- Reported value
- $1.9bn
- Buyers
- 17
- Sellers
- 18
Breadth -1 among 91 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 26
- Reported value
- $34.6bn
- Buyers
- 21
- Sellers
- 17
Breadth +4 among 91 comparable managers.
Who holds both, Q2 2026
Both (6)
AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Fidelity (FMR LLC), Woodline Partners LP
Only ALGN (4)
ARK Investment Management LLC, Artisan Partners LP, Caxton Associates LLP, Ruane Cunniff & Goldfarb LP
Only VRTX (20)
Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP
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.