Summit Trail Advisors, LLC

Position in TDOC — Teladoc Health, Inc.

CIK 1698478 NEW YORK, NY

Position in TDOC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,228,931

+$651,529 QoQ

Shares Held

225,492

+173.4% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Mar 31, 2026

Summit Trail Advisors, LLC holds $10,782,295 across 6 Health Information Services names. TDOC ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXG	10x Genomics, Inc.	269,768	$5,727,174
2	DOCS	Doximity, Inc.	62,504	$1,456,343
3	VEEV	Veeva Systems Inc	7,302	$1,282,669
4	TDOC	Teladoc Health, Inc. This page	225,492	$1,228,931
5	CERT	Certara, Inc.	121,737	$693,900
6	TEM	Tempus AI, Inc.	8,697	$393,278

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,228,931	225,492	+173.4%	Shares	Sole	2026-05-12
2025-12-31	$577,402	82,486	+57.5%	Shares	Sole	2026-02-17
2025-09-30	$404,874	52,377	+191.3%	Shares	Sole	2025-11-14
2025-03-31	$143,104	17,978	+77.0%	Shares	Sole	2025-04-28
2024-12-31	$92,345	10,159	+64.9%	Shares	Sole	2025-01-29
2022-03-31	$444,392	6,161	+92.2%	Shares	Sole	2022-05-16
2021-12-31	$294,283	3,205	+9.0%	Shares	Sole	2022-02-11
2021-09-30	$372,821	2,940	-2.6%	Shares	Sole	2021-11-16
2021-06-30	$502,029	3,019	+38.1%	Shares	Sole	2021-08-16
2021-03-31	$397,305	2,186	-0.6%	Shares	Sole	2021-05-17
2020-12-31	$439,912	2,200	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.