Position in TDOC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,411,184
-$1,078,673 QoQ
Shares Held
1,726,823
+15.2% QoQ
Ownership
0.957%
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 99%
Shared 0%
None 1%
Common Shares in TDOC Over Time
Shares Held
Position Value (USD)
Derivatives in TDOC
reported options exposure · as of Dec 31, 2025CallValue
$1,427,300
CallShares
203,900
PutValue
$0
PutShares
0
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, 2026UBS Group AG holds $592,638,851 across 45 Health Information Services names. TDOC ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
894,762 | $157,173,891 | |
| 2 | TEM |
Tempus AI, Inc.
|
3,234,387 | $146,258,979 | |
| 3 | HQY |
Healthequity, Inc.
|
786,667 | $65,741,760 | |
| 4 | WAY |
Waystar Holding Corp.
|
2,152,949 | $51,907,598 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
553,660 | $23,591,452 | |
| 6 | HNGE |
Hinge Health, Inc.
|
592,032 | $22,828,753 | |
| 7 | CERT |
Certara, Inc.
|
3,420,632 | $19,497,601 | |
| 8 | EVH |
Evolent Health, Inc.
|
8,150,361 | $18,582,822 |
All Filings in TDOC
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,411,184 | 1,726,823 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $10,489,857 | 1,498,551 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $1,427,300 | 203,900 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $183,974 | 23,800 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $9,289,788 | 1,201,784 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $1,586,196 | 205,200 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $8,737,321 | 1,003,137 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,775,969 | 203,900 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $1,713,788 | 215,300 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $709,236 | 89,100 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $11,270,849 | 1,415,936 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,863,450 | 205,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $9,278,696 | 1,020,759 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $1,718,919 | 189,100 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $9,702,430 | 1,056,910 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $918,000 | 100,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $1,881,900 | 205,000 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $10,155,552 | 1,038,400 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $1,477,758 | 151,100 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $14,800,394 | 1,513,333 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,281,610 | 151,100 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $771,610 | 51,100 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $13,912,943 | 921,387 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $11,152,081 | 517,498 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $3,794,955 | 176,100 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $3,975,975 | 184,500 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $4,946,799 | 266,100 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $11,379,645 | 612,138 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $4,824,105 | 259,500 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $6,595,860 | 260,500 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $17,344,200 | 685,000 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $12,006,718 | 474,199 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,174,040 | 315,600 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $13,159,918 | 508,105 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $21,626,500 | 835,000 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $27,908,536 | 1,180,065 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $30,049,690 | 1,270,600 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $14,601,510 | 617,400 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $29,444,025 | 1,161,500 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $18,622,110 | 734,600 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $35,030,351 | 1,381,868 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $12,115,008 | 364,800 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $33,348,617 | 1,004,174 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $48,324,701 | 1,455,125 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $12,175,544 | 168,800 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $27,396,486 | 379,821 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $97,144,684 | 1,346,800 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $178,075,708 | 1,939,400 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $62,798,173 | 683,927 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $31,108,616 | 338,800 | Call | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||