Position in TDOC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,014,724
+$873,002 QoQ
Shares Held
186,188
+819.6% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TDOC Over Time
Shares Held
Position Value (USD)
Derivatives in TDOC
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$99,980
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Mar 31, 2026Creative Planning holds $41,457,073 across 23 Health Information Services names. TDOC ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
64,797 | $11,382,241 | |
| 2 | HQY |
Healthequity, Inc.
|
65,089 | $5,439,487 | |
| 3 | HSTM |
Healthstream Inc
|
218,186 | $4,518,632 | |
| 4 | WAY |
Waystar Holding Corp.
|
133,688 | $3,223,217 | |
| 5 | DOCS |
Doximity, Inc.
|
129,961 | $3,028,091 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
113,314 | $2,330,868 | |
| 7 | TXG |
10x Genomics, Inc.
|
91,311 | $1,938,532 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
35,708 | $1,521,517 |
All Filings in TDOC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,014,724 | 186,188 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $141,722 | 20,246 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $158,982 | 20,567 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $166,404 | 19,105 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $573,884 | 72,096 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $882,047 | 97,035 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $588,667 | 64,125 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $220,272 | 22,523 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $348,160 | 23,057 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $514,980 | 23,897 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $425,673 | 22,898 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $612,161 | 24,177 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $764,438 | 29,515 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $763,965 | 32,303 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $525,353 | 20,724 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,682,252 | 50,655 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $883,736 | 12,252 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $694,067 | 7,559 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,484,437 | 11,706 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,071,141 | 12,455 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,056,308 | 16,816 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $99,980 | 500 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $4,739,251 | 23,701 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $21,924 | 100 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $2,738,088 | 12,489 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $57,252 | 300 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $2,097,331 | 10,990 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,571,181 | 10,136 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||