Position in TDOC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$325,411
+$259,853 QoQ
Shares Held
38,374
+219.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 344 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in TDOC Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $28,393,636 across 16 Health Information Services names. TDOC ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
283,009 | $16,394,711 | |
| 2 | VEEV |
Veeva Systems Inc
|
24,413 | $4,332,575 | |
| 3 | HQY |
Healthequity, Inc.
|
45,312 | $4,092,579 | |
| 4 | TXG |
10x Genomics, Inc.
|
34,860 | $1,336,532 | |
| 5 | PHR |
Phreesia, Inc.
|
39,679 | $408,296 | |
| 6 | BTSG |
BrightSpring Health Services, Inc.
|
5,586 | $389,567 | |
| 7 | SDGR |
Schrodinger, Inc.
|
23,711 | $385,303 | |
| 8 | TDOC |
Teladoc Health, Inc.
This page
|
38,374 | $325,411 |
All Filings in TDOC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,411 | 38,374 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $65,558 | 12,029 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $564,631 | 26,201 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $480,365 | 25,840 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $522,174 | 20,623 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $574,436 | 22,179 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $505,637 | 21,380 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $514,630 | 20,301 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $224,034 | 6,746 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $350,840 | 4,864 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $375,360 | 4,088 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $474,523 | 3,742 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $742,983 | 4,468 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,240,080 | 6,823 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $939,012 | 4,696 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,077,126 | 4,913 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,060,688 | 5,558 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $628,255 | 4,053 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||