InvestorLens

TDOC — TELADOC HEALTH INC

Health Care

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying TDOC?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
63
Macro Tailwind
Macro conditions are mixed for this sector
53
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their TDOC position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 53/100 in a Overheat regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Howard Marks, Ray Dalio)
  • +4 tracked investors reported holding TDOC at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About TELADOC HEALTH INC (TDOC)

TELADOC HEALTH INC (TDOC) appears in the most recent 13F filings of 4 tracked institutional investors. TELADOC HEALTH INC is classified in the Health Care sector. The largest disclosed position is held by Cathie Wood (ARK Investment Management), valued at $457M. Across recent filings, tracked investors recorded 5 new positions, 9 increased, 13 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in TDOC

47
/100
Mixed Activity
Added / Increased14
Reduced13
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track TDOC

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

TDOC Ownership Composition

How TELADOC HEALTH INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
61% of tracked value
Institutions
4
tracked investors
Total Reported
$144.1M
combined 13F value
Types3
  • Multi-Strategy / Quant61.3%
  • Value & Distressed36.3%
  • Macro2.4%
Multi-Strategy / Quant(2)
61.3%
Value & Distressed(1)
36.3%
Macro(1)
2.4%

Tracked investors currently reporting TDOC

3 tracked investors have since exited this position — listed separately below.

  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    8.2M
    Value
    $69.9M
    % Portfolio
    0.08%
  • Howard MarksJun 30, 2026
    Oaktree Capital Management
    Shares
    53.6M
    Value
    $52.3M
    % Portfolio
    0.73%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2.2M
    Value
    $18.4M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    403.5K
    Value
    $3.4M
    % Portfolio
    0.00%

Previously held TDOC

These investors reported TDOC in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Cathie WoodARK Investment Management7.5M$73.2MJun 30, 2024
Izzy EnglanderMillennium Management1.6M$11.3MDec 31, 2025
Ray DalioBridgewater Associates634.5K$4.4MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold TDOC?
4 tracked institutional investors disclosed a position in TDOC (TELADOC HEALTH INC) in their most recent 13F filing.
Who is the largest institutional holder of TDOC?
Cathie Wood, ARK Investment Management, holds the largest disclosed position in TDOC, valued at $457M.
Did institutional ownership of TDOC increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 9 increased, 13 reduced, and 3 fully exited TDOC.
What sector is TDOC in?
TELADOC HEALTH INC is classified in the Health Care GICS sector.
Where does this TDOC ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.