Position in TDOC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,510,046
-$356,924 QoQ
Shares Held
277,073
+3.9% QoQ
Ownership
0.153%
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 Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$26,568
PutShares
800
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, 2026WELLS FARGO & COMPANY/MN holds $109,001,430 across 37 Health Information Services names. TDOC ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
271,982 | $47,776,356 | |
| 2 | TEM |
Tempus AI, Inc.
|
328,191 | $14,840,796 | |
| 3 | HQY |
Healthequity, Inc.
|
140,107 | $11,708,741 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
173,107 | $7,376,088 | |
| 5 | DOCS |
Doximity, Inc.
|
309,548 | $7,212,466 | |
| 6 | OMCL |
Omnicell, Inc.
|
139,964 | $4,671,997 | |
| 7 | TXG |
10x Genomics, Inc.
|
140,116 | $2,974,661 | |
| 8 | NRC |
Nrc Health
|
116,896 | $1,984,893 |
All Filings in TDOC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,510,046 | 277,073 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,866,970 | 266,710 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,759,200 | 227,581 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,838,688 | 211,101 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,553,527 | 195,167 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,159,165 | 127,521 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $972,261 | 105,911 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,093,441 | 111,804 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $815,489 | 54,006 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,173,956 | 54,476 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,155,051 | 62,133 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,215,016 | 87,481 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $2,441,618 | 94,271 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,256,469 | 95,411 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,366,161 | 211,683 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,568 | 800 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $10,024,669 | 301,857 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $72,130 | 1,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $27,124,269 | 376,047 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $42,254,092 | 460,184 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $64,348,210 | 507,438 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $90,813,794 | 546,117 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $102,088,064 | 561,695 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $145,400 | 800 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $133,881,216 | 669,540 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $112,498,401 | 513,129 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $55,494,170 | 290,789 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $55,707,491 | 359,380 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||