Form 13-F position report

TELADOC HEALTH, INC.

Reported by Invenomic Capital Management LP

TDOC CUSIP 87918A105 Manager CIK 0001769456

Reported 1,446,362 shares, up 119,234 (9.0%) from the prior quarter.

Reported value 19.3%; share count 9.0% vs. the prior quarter.

Added
% of reported 13F value 0.72% This manager · Q2 2025
Shares 1,446,362 Quarter-end amount reported
Reported value $12,597,813 Fair value at quarter end
Consecutive quarters held 6 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-03-31 2819442
2024-06-30 5650737
2024-09-30 13534414
2024-12-31 8850478
2025-03-31 10563939
2025-06-30 12597813
2025-09-30 10613112
2025-12-31 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

8 quarters
Quarterly reported position history for TELADOC HEALTH, INC. held by Invenomic Capital Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q4 2025 Reduced 0 -1,372,977 (-100.0%) 0 $0 2026-02-17
Q3 2025 Reduced 1,372,977 -73,385 (-5.1%) 0.51% $10,613,112 2025-11-14
Q2 2025 Added 1,446,362 +119,234 (9.0%) 0.72% $12,597,813 2025-08-14
Q1 2025 Added 1,327,128 +353,478 (36.3%) 0.53% $10,563,939 2025-05-15
Q4 2024 Reduced 973,650 -500,687 (-34.0%) 0.42% $8,850,478 2025-02-14
Q3 2024 Added 1,474,337 +896,552 (155.2%) 0.74% $13,534,414 2024-11-14
Q2 2024 Added 577,785 +391,067 (209.4%) 0.28% $5,650,737 2024-08-14
Q1 2024 New 186,718 +186,718 (0.0%) 0.15% $2,819,442 2024-05-15

Who else reported the position

432 managers reported TELADOC HEALTH, INC. for Q2 2025.

Managers reporting TELADOC HEALTH, INC. in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 21,019,218 +1,266,880 < 0.01% $183,077,389 40 qtrs
BlackRock Inc Reduced 13,834,713 -1,139,371 < 0.01% $120,500,349 4 qtrs
Point72 Asset Management L P Added 7,839,754 +1,329,852 0.13% $68,284,256 10 qtrs
RENAISSANCE TECHNOLOGIES LLC Added 7,321,542 +775,300 0.08% $63,770,631 15 qtrs
DIMENSIONAL FUND ADVISORS LP Added 5,564,088 +512,978 0.01% $48,463,080 28 qtrs
STATE STREET CORPORATION Reduced 4,978,776 -35,006 < 0.01% $43,365,139 40 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 4,150,197 +84,356 < 0.01% $36,152,769 40 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 3,039,663 +448,324 < 0.01% $26,475,466 5 qtrs
TWO SIGMA ADVISERS LP Added 2,840,011 +5,600 0.05% $24,736,496 13 qtrs
Maple Rock Capital Partners Inc Reduced 2,688,278 -659,062 1.15% $23,414,901 4 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 14, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
1,446,362
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.