TDOC β€” TELADOC HEALTH INC

Ownership history in Soviero Asset Management, LP  Β·  7 quarters on record

AI Ownership Summary

Soviero Asset Management, LP reported TELADOC HEALTH INC (TDOC) in 7 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 3.0% in 2025 Q2. The latest visible filing shows TDOC at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TDOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Soviero Asset Management, LP's position in TELADOC HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TDOC was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Soviero Asset Management, LP held TDOC β€” position size vs. price
% of Fund (quarterly)    TDOC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 168,000 -90,000 -34.9% 0.56% $1.2M 2026-02-14 (Est.) $4.65
2025 Q3 REDUCED 258,000 -372,000 -59.0% 1.03% $2.0M 2025-11-14 $6.92
2025 Q3 ADDED 630,000 +490,000 +350.0% 2.53% $4.9M 2025-11-14 $6.92
2025 Q2 REDUCED 140,000 -430,000 -75.4% 0.74% $1.2M 2025-08-14 $7.30
2025 Q2 ADDED 570,000 +430,000 +307.1% 3.00% $5.0M 2025-08-14 $7.30
2025 Q1 REDUCED 140,000 -100,000 -41.7% 1.00% $1.1M 2025-05-15 $7.25
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TDOC

As of 2026 Q1 β€” sorted by position size

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FAQ About Soviero Asset Management, LP and TDOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Soviero Asset Management, LP reported owning TDOC?

Soviero Asset Management, LP reported TDOC across 6 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported TDOC position in Soviero Asset Management, LP's portfolio?

The largest reported portfolio weight for TDOC was 3.00% in 2025 Q2.

What is the latest reported TDOC position on this page?

The most recent filing on this page is 2025 Q4, when Soviero Asset Management, LP reported 168,000 shares, equal to 0.56% of portfolio, with an estimated market value of $1.2M.

What does the chart on this TDOC ownership page compare?

The chart compares Soviero Asset Management, LP's quarterly TDOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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