TDOC Teladoc Health, Inc. Common Stock

NYSE · Health Care · View on SEC EDGAR ↗
$6.66
Price · Aug 19, 2026
Fundamentals as of Jul 30, 2026

About Teladoc Health, Inc. Common Stock Company overview from Wikipedia

Teladoc Health, Inc. is an American telemedicine and virtual healthcare company founded in 2002. Headquartered in New York City, its services include telehealth, employer-sponsored health plans, 24/7 care, mental health, diabetes and hypertension management, primary care, prescriptions, medical opinions, AI and analytics, telehealth devices and licensable platform services.

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Teladoc Health, Inc. is an American telemedicine and virtual healthcare company founded in 2002. Headquartered in New York City, its services include telehealth, employer-sponsored health plans, 24/7 care, mental health, diabetes and hypertension management, primary care, prescriptions, medical opinions, AI and analytics, telehealth devices and licensable platform services.

The company uses telephone and videoconferencing software and mobile apps to provide on-demand remote medical care. Teladoc Health is active in over 175 countries, and is traded on the New York Stock Exchange. It is the first and largest telemedicine company in the United States, and has acquired numerous other companies including BetterHelp in 2015, Best Doctors in 2017, and Catapult Health in 2025.

History

2002–2015

Teladoc was founded in 2002 in Dallas, Texas by G. Byron Brooks and Michael Gorton. It is the oldest and largest telemedicine company in the United States. Teladoc's initial business model allowed patients to remotely consult with state-licensed doctors at any time. Companies paid a monthly fee for their employees to access the service, while patients paid a flat fee for each consultation, originally about $35 to $40. With Gorton as both chairman and CEO, Teladoc launched nationally in 2005 at the Consumer Directed Health Care Conference in Chicago, Illinois. Teladoc had around 1 million members by the end of 2007, with large employers such as AT&T providing the service to employees as a health benefit. Jason Gorevic was named Teladoc's chief executive in 2009. In 2011, Aetna began offering Teladoc for its fully insured members in Florida and Texas, later offering Teladoc in all 50 states.

Teladoc acquired Consult A Doctor for $16.6 million cash in 2013, allowing smaller companies to access Teladoc's services. The Affordable Care Act led to a large number of insurance companies signing with Teladoc, resulting in a growth surge around 2014. By that time, insurance companies such as Blue Shield of California and Oscar had signed with Teladoc, as well as other companies such as Home Depot, T-Mobile, CalPERS, and Rent-A-Center. Teladoc acquired AmeriDoc for $17.2 million in May 2014. The acquisitions of Consult A Doctor and AmeriDoc, both Teladoc's main competitors, resulted in Teladoc becoming the largest telemedicine provider in the United States. After initial fundraising rounds in 2009, 2011, and 2013, Teladoc raised $50 million in 2014, bringing total funding to $100 million. Teladoc's sales doubled in both 2013 and 2014.

2015–2016

Teladoc Health became a public company on July 1, 2015 as the only telemedicine company on the New York Stock Exchange. Teladoc's initial public offering listed at $19 per share, giving the company a market capitalization of $758 million and an enterprise value of $620 million. The initial response to the IPO was positive, as shares surged 50% on the opening day. Three months after the IPO, health insurer Highmark, which represented 1.5% of Teladoc's 2015 revenue, ceased to renew a contract. Teladoc shares fell significantly as a result, before rising to earlier levels. That October, it was the first telehealth company to reach one million visits.

In 2015, Teladoc acquired the behavioral health services provider Compile Inc., operating as BetterHelp for $3.5 million, and competitor Stat Health Services (StatDoc) for $30 million. The following year Teladoc began aggressively expanding, acquiring other companies and launching health segments for dermatology, behavioral health, and sexual health. That year the company won a patent infringement lawsuit filed against competitor American Well.

In July 2016, Teladoc acquired HealthiestYou for $125 million ($45 million in cash and $80 million in stock). Teladoc had 15 million members by November 2016 and a market share of 75% in the United States. The largest national network of virtual care providers in the nation, its full-service suite was operational in 48 states, excluding Arkansas and Texas. In December 2016, the American Hospital Association exclusively endorsed Teladoc's telehealth technology platform. Teladoc logged 952,000 patient visits that year.

2017–2020

In its largest acquisition at the time, in 2017 Teladoc spent $440 million purchasing Best Doctors, a consultation firm and provider of medical second opinions and medical award listings. In 2019, ProPublica criticized companies such as Best Doctors for selling physician awards as pay-to-play. Teladoc had 7,500 clients in 2017, of which 220 were Fortune 1000 companies. Sales that year were $233 million, 89% higher than the year prior. Teladoc Health brands by 2018 included Teladoc, Advance Medical, Best Doctors, BetterHelp and HealthiestYou.

On August 10, 2018, Teladoc, Inc. changed its name to Teladoc Health, Inc. while continuing to trade on the NYSE. Teladoc Health began partnering with CVS in August 2018 on remote consults at MinuteClinics. Teladoc Health acquired Advance Medical, a telemedicine company employing doctors in Latin America, Europe, and Asia, for $352 million in 2018. In December 2018, Teladoc Health's chief financial officer and chief operating officer Mark Hirschhorn resigned after a report that he engaged in a sexual relationship and insider trading with an employee. According to Yahoo Finance, stock value fell roughly 20% in the days following, while an investor class action lawsuit alleged that Teladoc Health had violated securities laws by failing to disclose Hirschhorn's behavior. Teladoc Health denied making false statements or any legal violations.

Active in 130 countries by 2019; that year, Teladoc acquired the French health company MédecinDirect and launched in Canada with the Teladoc Telemedicine Service. Joining from American Express, Mala Murthy was appointed CFO in June 2019.

In March 2020, Teladoc was providing "near real-time" surveillance data on the spread of coronavirus to the CDC. In July 2020, Teladoc acquired InTouch Health. In October 2020, Teladoc acquired the chronic care company Livongo Health for $13.9 billion in a deal described by the press as the third-largest for a U.S. company that year. The combined companies had an estimated enterprise value of $37 billion. Teladoc then brought in Florida Blue as the first insurer to use Livongo's digital diabetes program. Teladoc sued Amwell in October 2020 for alleged copyright infringement on nine patents, settling the case in July 2022.

2021–2024

In early 2021, paid membership in the U.S. was 52 million. In January 2021, Teladoc began offering a diabetes management service through Dexcom. Later that year, Teladoc Health launched myStrength Complete, a "unified mental health care platform for its B2B customers." In June 2021, Teladoc sued the company Avail for allegedly infringing on three patents related to telemedicine consoles.

On July 14, 2021, Teladoc announced it was collaborating with Microsoft to combine its delivery platform for hospitals and health systems with Microsoft Teams. Teladoc introduced its primary care service Primary360 on a national scale in October 2021. The program gave members access to both a primary physician and care team, with a system in place for followup reminders about appointments and personal maintenance. In February 2022, Teladoc Health launched Chronic Care Complete, a program to help patients manage multiple chronic conditions.

Teladoc had a valuation of roughly $11.3 billion by February 2022, and warned investors there might be a goodwill write-down that year related to the Livongo acquisition. Teladoc announced that Amazon could newly access Teladoc through Alexa and related devices, in February 2022, sparking debate among antitrust experts about the potential impact on the health industry. Amazon Care was shut down later that year.

In April 2022, Northwell Health began using the Teladoc platform with its clinicians, starting with 20 hospitals in the system. After Teladoc's stock value fluctuated significantly during the coronavirus pandemic, the company, in June 2022, was sued by investors alleging it had misrepresented its financial prospects, particularly in regard to its BetterHelp mental health subsidiary and chronic care business. Characterizing the lawsuit, which was later dismissed, as "frivolous," in July 2022, Teladoc reported revenue growth above analysts' projections, with significant growth in BetterHelp. In August 2022, Teladoc became the telehealth portal for Mayo Clinic Health System patients in Onalaska, Wisconsin.

In 2023, the company relocated its headquarters to new York City. Charles "Chuck" Divita, III, was appointed CEO in June 2024, leading the company's further expansion. In July, the firm launched Wellbound employee assistance program (EAP), incorporating BetterHelp into its U.S. employer-sponsored health plans.

2025–present

In January 2025, the company added its virtual cardiometabolic programs to Amazon Health Services health benefits connector. That year, Teladoc Health made a series of acquisitions, including Catapult Health in February, mental healthcare company UpLift in April, and Australia's Telecare virtual care firm in August.

In March 2025, the FTC fined BetterHelp $7.8 million for sharing consumer data with third-party social media sites, banning the company from health data disclosures for advertising purposes. Subsequent to the dismissed June 2022 lawsuit, a new class-action was filed by investors in the U.S. District Court for the Southern District of New York on May 17, 2025.

The company reported over 100 million U.S. members in July 2025, and launched new AI capabilities for healthcare workplaces to monitor and mitigate violence that October. In November, Teladoc Health joined with Lumeris, Deloitte, Nuna and Unite Us as Collaborative for Healthy Rural America, pledging to build a shared, integrated care platform, following individual states' plan approvals from the new Rural Health Transformation (RHT) Program of the U.S. Department of Health and Human Services.

Services and business model

Headquartered in New York City, the company operates two main components: Teladoc Health Integrated Care, its virtual care business for health plans, employers and health networks, and BetterHelp direct-to-consumer virtual mental health care. As a technology company, Teladoc Health is involved with artificial intelligence, analytics, telehealth devices, and "licensable platform services." The company uses telephone and videoconferencing software to provide on-demand remote medical care, with patients able to log on to the service at any time and be connected with a board-certified, state-licensed physician. Its app combines all of its services and programs.

Contracting largely with insurers and large employers, hospitals and health systems, Teladoc Health generates revenue through an annual, or monthly, fee charged per subscriber, as well as a fee for individual consults. Some companies waive or subsidize the consult fee for their employees.

By July 2020, the company stated it served "60 of the top 100 hospitals," with telemedical robots being used at hospitals such as Providence Regional Medical Center in Everett, Washington and Sheba Medical Center in Israel, minimizing the potential spread of coronavirus. Numerous studies analyzing Teladoc's impact on the industry have been conducted.

Disaster aid

Teladoc Health provides free telehealth visits to communities affected by federally declared natural disasters and public emergencies in the United States, including to victims of incidents such as the 2018 Camp Fire in Paradise, California, Hurricane Ida in 2021, and the 2025 Southern California wildfires. In March 2023, it began providing free care to residents in Mississippi affected by recent tornadoes and, in 2024, to communities in several states that were impacted by Hurricanes Milton and Helene.

Lobbying and legislation

Teladoc Health has been involved in lobbying for legislation in several states. In 2015 the Texas Medical Board ruled that state physicians had to physically meet patients before remotely treating ailments or prescribing medication. The bill undermined Teladoc Health's business model in Texas, where it had around two million subscribers. Teladoc Health sued in federal court over the rule in Teladoc v. Texas Medical Board, arguing the bill violated antitrust laws by inflating prices and limiting the supply of health care providers in the state. The bill, meant to go active on June 3, 2015, was stalled while the lawsuit went through a federal appeals court, allowing Teladoc Health to continue operating in Texas in the interim. Teladoc voluntarily dropped the lawsuit in 2017 after Texas passed a new bill allowing for remote treatment without a prior in-person interaction, which Teladoc Health had lobbied heavily for.

In January 2019, Teladoc Health opposed a telemedicine bill proposed by the North Dakota Board of Medicine, which required telemedicine providers to perform initial video examinations or have initial exams done by another physician. Proponents argued the bill protected patients, while Teladoc Health and critics argued it decreased access to healthcare in rural areas. The year prior, Teladoc Health had completed 1,500 virtual visits in the state. In May 2019, the company created a virtual care patient safety organization (PSO) dubbed the Institute for Patient Safety and Quality of Virtual Care.

In December 2021, Teladoc along with the American Medical Association, American Hospital Association, AARP, Amazon, Walmart, and CVS formed Telehealth Access for America, a coalition pushing for the extension of telehealth policies implemented by U.S. Congress in response to the COVID-19 pandemic. Subsequently, U.S. Senators Bill Cassidy and Tammy Baldwin introduced the Health Data Use and Privacy Commission Act in February 2022, which proposes creating a commission to study modernizing health data and privacy laws. The proposed legislation was supported by Teladoc and organizations such as the American College of Cardiology, IBM, and the United Spinal Association.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

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TDOC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$6.66
Market Cap
$1.20B
P/E (TTM)
-5.9
EPS (TTM)
$-1.14
Revenue (TTM)
$2.53B
Div Yield
ROE
-14.3%
Debt/Equity
52W Range
$4 – $10

TDOC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $2.53B
10-point trend, +1954.3%
2016-12-31 2025-12-31
EPS $-1.14
7-point trend, +17.4%
2019-12-31 2025-12-31
Free Cash Flow $285M
9-point trend, +870.0%
2017-12-31 2025-12-31
Margins -7.9%
2-point trend, -6.0%
2017-12-31 2018-12-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
TDOC
Peer Median
P/E (TTM)
5-point trend, +81.7%
-5.9
39.8
P/S (TTM)
5-point trend, -93.2%
0.5
3.5
P/B
5-point trend, -1.9%
0.9
2.1
Price / FCF
5-point trend, -94.5%
4.2

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
TDOC
Peer Median
Operating Margin
5-point trend, +20.5%
-10.4%
Net Profit Margin
5-point trend, +62.4%
-7.9%
1.5%
ROA
5-point trend, -159.5%
-6.3%
0.92%
ROE
5-point trend, -432.5%
-14.3%
3.3%
ROIC
5-point trend, -772.4%
-16.1%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
TDOC
Peer Median
Current Ratio
5-point trend, -25.3%
2.8
2.2
Quick Ratio
5-point trend, -25.0%
2.4

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
TDOC
Peer Median
Revenue YoY
5-point trend, +24.5%
-1.5%
Revenue CAGR 3Y
5-point trend, +24.5%
1.7%
Revenue CAGR 5Y
5-point trend, +24.5%
18.3%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
TDOC
Peer Median
EPS (Diluted)
5-point trend, +58.2%
$-1.14

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
TDOC
Peer Median

TDOC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

HOLD 31 analysts
  • Strong Buy 4 12.9%
  • Buy 7 22.6%
  • Hold 20 64.5%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

19 analysts · 2026-08-14
Median target $7.50 +12.7%
Mean target $7.79 +17.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.01%
Period EPS Actual EPS Est Surprise
June 30, 2026 $-0.21 $-0.25 0.04%
March 31, 2026 $-0.36 $-0.32 -0.04%
Dec. 31, 2025 $-0.14 $-0.19 0.05%
Sept. 30, 2025 $-0.28 $-0.27 -0.01%
June 30, 2025 $-0.19 $-0.27 0.08%
March 31, 2025 $-0.53 $-0.34 -0.19%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
TDOC $1.25B -6.1 -1.5% -7.9% -14.3%
HTFL $2.49B -9.2 39.9% -66.3% 39.3% 76.8%
SDGR -12.7 23.3% -40.4% -29.2% 55.7%
GDRX 30.1 0.57% 3.8% 4.8%
CERT $1.40B -881.0 8.8% -0.38% -0.15%
HSTM $682M 37.8 4.3% 6.0% 5.2%
PHR 335.8 14.5% 0.48% 0.73%
CTEV $708M -2.5 3.7% -29.4% 265.9%
EVH -0.8 -26.6% -28.5% -81.5%
VEEV $33.40B 37.5 16.3% 28.4% 13.1% 75.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 18
Annual Income Statement data for TDOC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +5712.3% $2.53B $2.57B $2.60B $2.41B $2.03B $1.09B $553M $418M $233M $123M $77M $44M
Cost of Revenue 9-point trend, +7393.1% · · · $744M $650M $391M $184M $129M $62M $32M $21M $10M
Gross Profit 5-point trend, +760.7% · · · · · · · $289M $172M $91M $56M $34M
R&D Expense 12-point trend, +3569.9% $278M $307M $349M $334M $312M $165M $65M $54M $34M $22M $14M $8M
SG&A Expense 12-point trend, +2341.9% $432M $435M $465M $450M $438M $507M $164M $117M $80M $49M $43M $18M
Operating Expenses 9-point trend, +804.8% $2.79B $3.59B $2.85B $16.06B $2.30B $1.60B $634M $489M $309M · · ·
Operating Income 12-point trend, -1635.7% $-263M $-1.02B $-249M $-13.65B $-266M $-506M $-80M $-71M $-75M $-63M $-56M $-15M
Interest Expense 4-point trend, -70.7% · $24M $22M $22M $81M · · · · · · ·
Interest Income 5-point trend, +4638.4% $37M $57M $47M $13M $776.0K · · · · · · ·
Other Non-op 7-point trend, +2931.9% $10M $-6M $4M $-859.0K $5M $-545.0K $342.0K · · · · ·
Pretax Income 12-point trend, -1314.7% $-236M $-994M $-220M $-13.66B $-385M $-576M $-109M $-97M $-107M $-74M $-58M $-17M
Income Tax 12-point trend, -9174.2% $-35M $8M $760.0K $-4M $44M $-91M $-11M $118.0K $-225.0K $510.0K $36.0K $388.0K
Net Income 12-point trend, -1075.8% $-200M $-1.00B $-220M $-13.66B $-429M $-485M $-99M $-97M $-107M $-74M $-58M $-17M
EPS (Basic) 7-point trend, +17.4% $-1.14 $-5.87 $-1.34 $-84.60 $-2.73 $-5.36 $-1.38 · · · · ·
EPS (Diluted) 7-point trend, +17.4% $-1.14 $-5.87 $-1.34 $-84.60 $-2.73 $-5.36 $-1.38 · · · · ·
Shares (Basic) 7-point trend, +145.3% 176,221,530 170,564,088 164,578,219 161,457,123 156,939,349 90,509,229 71,844,535 · · · · ·
Shares (Diluted) 7-point trend, +145.3% 176,221,530 170,564,088 164,578,219 161,457,123 156,939,349 90,509,229 71,844,535 · · · · ·
EBITDA 10-point trend, -416.4% $-263M $-1.02B $-249M $-13.40B $-61M $-437M $-80M $-35M $-56M · $-51M ·
Balance Sheet 28
Annual Balance Sheet data for TDOC
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +1582.1% $781M $1.30B $1.12B $918M $893M $733M $514M $424M $43M $50M $55M $46M
Short-term Investments 4-point trend, -33.7% · · · · · · · $55M $79M $16M $82M ·
Receivables 12-point trend, +2719.5% $193M $214M $217M $211M $169M $169M $57M $44M $27M $14M $12M $7M
Inventory 7-point trend, +38203000.00 $38M $38M $30M $56M $73M $56M $0 · · · · ·
Prepaid Expense 12-point trend, +10978.3% $107M $113M $118M $130M $87M $47M $14M $11M $7M $3M $2M $966.0K
Other Current Assets 5-point trend, -63.4% $2M $3M $7M $12M $6M · · · · · · ·
Current Assets 12-point trend, +1953.7% $1.12B $1.66B $1.49B $1.32B $1.23B $1.06B $588M $533M $156M $83M $152M $54M
PP&E (Net) 12-point trend, +2432.6% $27M $29M $32M $30M $27M $29M $10M $10M $9M $7M $6M $1M
PP&E (Gross) 12-point trend, +4721.6% $112M $101M $92M $77M $61M $51M $26M $22M $17M $12M $8M $2M
Accum. Depreciation 12-point trend, +6653.2% $85M $71M $60M $48M $34M $22M $16M $12M $8M $4M $2M $1M
Goodwill 12-point trend, +895.3% $283M $283M $1.07B $1.07B $14.50B $14.58B $746M $737M $499M $188M $56M $28M
Intangibles 12-point trend, +17125.6% $1.30B $1.43B $1.68B $1.84B $1.91B $2.02B $225M $247M $160M $25M $15M $8M
Other Non-current Assets 12-point trend, +35644.3% $106M $81M $80M $49M $21M $18M $7M $1M $858.0K $415.0K $293.0K $296.0K
Total Assets 12-point trend, +3012.3% $2.86B $3.52B $4.39B $4.35B $17.73B $17.76B $1.60B $1.53B $824M $304M $230M $92M
Accounts Payable 12-point trend, +2070.5% $48M $33M $44M $48M $47M $46M $9M $8M $4M $2M $2M $2M
Current Liabilities 12-point trend, +3822.3% $405M $942M $421M $400M $331M $333M $90M $62M $40M $21M $18M $10M
Capital Leases 8-point trend, +34204000.00 $34M $32M $43M $38M $42M $43M $25M $0 · · · ·
Deferred Tax 12-point trend, +5905.2% $29M $50M $49M $51M $76M $102M $22M $32M $13M $2M $1M $482.0K
Other Non-current Liabilities 12-point trend, -76.8% $643.0K $720.0K $1M $2M $1M $2M $9M $6M $5M $8M $7M $3M
Total Liabilities 3-point trend, -28.7% $1.47B $2.03B $2.07B · · · · · · · · ·
Long-term Debt 3-point trend, +71.7% · · · · · · · · · $44M $26M $26M
Total Debt 3-point trend, -100.0% · · · · $0 $43M · · · · $26M ·
Common Stock 12-point trend, +8800.0% $178.0K $173.0K $167.0K $163.0K $160.0K $150.0K $73.0K $70.0K $61.0K $46.0K $38.0K $2.0K
Retained Earnings 12-point trend, -22565.5% $-16.43B $-16.23B $-15.23B $-15.01B $-1.42B $-993M $-508M $-409M $-312M $-205M $-131M $-72M
AOCI 11-point trend, -82585.7% $-35M $-38M $-37M $-43M $-6M $19M $-17M $-13M $4M $-1.0K $-42.0K ·
Stockholders' Equity 12-point trend, +2151.8% $1.39B $1.49B $2.33B $2.31B $16.05B $15.88B $1.01B $1.01B $559M $231M $179M $-68M
Liabilities + Equity 12-point trend, +3012.3% $2.86B $3.52B $4.39B $4.35B $17.73B $17.76B $1.60B $1.53B $824M $304M $230M $92M
Shares Outstanding 12-point trend, +8649.5% 178,315,400 173,405,016 166,658,253 162,840,360 160,469,325 150,281,099 72,761,941 70,516,249 61,534,101 46,201,563 38,524,922 2,037,999
Cash Flow 18
Annual Cash Flow data for TDOC
Metric Trend 202520242023202220212020201920182017201620152014
D&A 9-point trend, +10935.6% · · · $256M $204M $69M $39M $36M $19M $8M $5M $2M
Stock-based Comp 12-point trend, +14987.1% $80M $146M $202M $218M $303M $476M $67M $44M $31M $8M $3M $533.0K
Deferred Tax 12-point trend, -10771.9% $-41M $-1M $-2M $-8M $41M $-91M $-11M $-2M $-591.0K $510.0K $36.0K $388.0K
Amort. of Intangibles 12-point trend, +17438.2% $351M $363M $326M $245M $195M $65M $36M $32M $15M $6M $4M $2M
Restructuring 5-point trend, +1448.6% $19M $20M $17M $7M · · · $1M · · · ·
Other Non-cash 6-point trend, +467012.9% · · · $13.38B $75M $-23M · $15M $23M · $3M ·
Operating Cash Flow 12-point trend, +2691.4% $294M $294M $350M $189M $194M $-54M $30M $-5M $-34M $-52M $-47M $-11M
CapEx 12-point trend, +731.9% $9M $11M $11M $16M $9M $4M $4M $4M $3M $2M $6M $1M
Investing Cash Flow 11-point trend, -145.8% $-266M $-124M $-156M $-168M $-73M $-591M $25M $-257M $-448M $26M $-108M ·
Debt Issued 5-point trend, -99.9% · · · · · · · $10.0K $167M $35M $7M $20M
Net Debt Issued 4-point trend, -100.0% · · · · · · $0 $10.0K $-60M · $468.0K ·
Stock Issued 6-point trend, -100.0% · · · · · $0 $0 $331M $259M $250.0K $163M ·
Stock Repurchased · · · · · · · · · · · $368.0K
Net Stock Activity 4-point trend, -100.0% · · · · · $0 $0 $331M $259M · · ·
Financing Cash Flow 11-point trend, -436.3% $-552M $8M $11M $6M $41M $859M $35M $646M $475M $21M $164M ·
Taxes Paid 9-point trend, +6283.2% $9M $9M $7M $3M $4M $1M $1M $441.0K $137.0K · · ·
Free Cash Flow 10-point trend, +634.0% $285M $283M $339M $173M $185M $-58M $26M $-9M $-37M · $-53M ·
Levered FCF 2-point trend, -18.1% · $259M $316M · · · · · · · · ·
Profitability 8
Annual Profitability data for TDOC
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 3-point trend, -5.0% · · · · · · · 69.2% 73.6% · 72.8% ·
Operating Margin 10-point trend, +85.6% -10.4% -39.7% -9.6% -567.3% -13.1% -46.3% -14.5% -17.0% -32.3% · -72.1% ·
Net Margin 10-point trend, +89.4% -7.9% -39.0% -8.5% -567.5% -21.1% -44.4% -17.9% -23.2% -45.8% · -75.0% ·
Pretax Margin 10-point trend, +87.6% -9.3% -38.7% -8.4% -567.7% -18.9% -52.6% -19.8% -23.2% -45.9% · -74.9% ·
EBITDA Margin 10-point trend, +84.2% -10.4% -39.7% -9.6% -556.6% -3.0% -39.9% -14.5% -8.4% -24.1% · -65.8% ·
ROA 10-point trend, +82.6% -6.3% -25.3% -5.0% -123.7% -2.4% -5.0% -6.3% -8.2% -18.9% · -36.1% ·
ROE 10-point trend, +86.3% -14.3% -66.8% -9.5% -326.8% -2.7% -5.4% -9.8% -9.5% -27.0% · -104.5% ·
ROIC 10-point trend, +40.7% -16.1% -69.0% -10.7% -591.5% -1.8% -2.7% -7.2% -7.0% -13.5% · -27.2% ·
Liquidity & Solvency 5
Annual Liquidity & Solvency data for TDOC
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 10-point trend, -67.2% 2.8 1.8 3.5 3.3 3.7 3.2 6.5 8.5 3.9 · 8.4 ·
Quick Ratio 10-point trend, -71.0% 2.4 1.6 3.2 2.8 3.2 2.7 6.3 8.4 3.7 · 8.3 ·
Debt / Equity 3-point trend, -100.0% · · · · 0.0 0.0 · · · · 0.1 ·
LT Debt / Equity · · · · · · · · · · 0.1 ·
Interest Coverage 2-point trend, -284.5% · -42.9 -11.2 · · · · · · · · ·
Efficiency 3
Annual Efficiency data for TDOC
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, +64.9% 0.8 0.6 0.6 0.2 0.1 0.1 0.4 0.4 0.4 · 0.5 ·
Inventory Turnover 3-point trend, -16.9% · · · 11.5 10.0 13.8 · · · · · ·
Receivables Turnover 10-point trend, +52.4% 12.4 11.9 12.2 12.7 12.0 9.7 11.0 11.8 11.4 · 8.2 ·
Per Share 5
Annual Per Share data for TDOC
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, +67.7% $7.77 $8.60 $13.96 $14.17 $99.99 $105.69 $13.94 $14.37 $9.08 · $4.63 ·
Revenue / Share 5-point trend, +10.8% $14.36 $15.07 $15.81 $14.91 $12.95 · · · · · · ·
Cash Flow / Share 5-point trend, +35.1% $1.67 $1.72 $2.13 $1.17 $1.24 · · · · · · ·
Cash / Share 10-point trend, +206.5% $4.38 $7.49 $6.74 $5.64 $5.57 $4.88 $7.07 $6.01 $0.70 · $1.43 ·
EPS (TTM) 7-point trend, +17.4% $-1.14 $-5.87 $-1.34 $-84.60 $-2.73 $-5.36 $-1.38 · · · · ·
Growth Rates 3
Annual Growth Rates data for TDOC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -101.8% -1.5% -1.3% 8.1% 18.4% 85.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -95.0% 1.7% 8.1% 33.5% · · · · · · · · ·
Revenue CAGR 5Y 18.3% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for TDOC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 11-point trend, +3169.4% $2.53B $2.57B $2.60B $2.41B $2.03B $1.09B $553M $418M $233M $123M $77M ·
Net Income TTM 11-point trend, -245.3% $-200M $-1.00B $-220M $-13.66B $-429M $-485M $-99M $-97M $-107M $-74M $-58M ·
Market Cap 10-point trend, +80.4% $1.25B $1.58B $3.59B $3.85B $14.73B $30.05B $6.09B $3.50B $2.14B · $692M ·
Enterprise Value 3-point trend, +2282.1% · · · · $13.84B $29.36B · · · · $581M ·
P/E 7-point trend, +89.9% -6.1 -1.5 -16.1 -0.3 -33.6 -37.3 -60.7 · · · · ·
P/S 10-point trend, -94.5% 0.5 0.6 1.4 1.6 7.2 27.5 11.0 8.4 9.2 · 8.9 ·
P/B 10-point trend, -76.8% 0.9 1.1 1.5 1.7 0.9 1.9 6.0 3.5 3.8 · 3.9 ·
P / Cash Flow 10-point trend, +128.9% 4.2 5.4 10.3 20.3 76.0 -561.6 203.9 -719.2 -62.3 · -14.7 ·
P / FCF 10-point trend, +133.8% 4.4 5.6 10.6 22.3 79.4 -522.3 231.1 -394.0 -57.8 · -12.9 ·
EV / EBITDA 3-point trend, -1875.8% · · · · -225.4 -67.2 · · · · -11.4 ·
EV / FCF 3-point trend, +786.6% · · · · 74.6 -510.3 · · · · -10.9 ·
EV / Revenue 3-point trend, -9.3% · · · · 6.8 26.8 · · · · 7.5 ·
Earnings Yield 7-point trend, -887.3% -16.3% -64.6% -6.2% -357.7% -3.0% -2.7% -1.7% · · · · ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $2.53B$2.57B$2.60B$2.41B$2.03B
Operating Margin % -10.4%-39.7%-9.6%-567.3%-13.1%
Net Income $-200M$-1.00B$-220M$-13.66B$-429M
Diluted EPS $-1.14$-5.87$-1.34$-84.60$-2.73
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.0
Current Ratio 2.81.83.53.33.7
Quick Ratio 2.41.63.22.83.2
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $285M$283M$339M$173M$185M

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Institutional owners (13F) 398 filers · $1.2B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
73 (+11 vs prior Q) 33 (-40 vs prior Q) 104 (-10 vs prior Q) 88 (+3 vs prior Q) +36.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $139,930,938 19,990,134 11.50% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $107,573,820 12,685,592 8.84% Shares
Point72 Asset Management, L.P. $69,874,581 8,239,927 5.74% Shares
RENAISSANCE TECHNOLOGIES LLC $68,457,700 8,072,842 5.63% Shares
Voss Capital, LP $68,235,838 8,046,679 5.61% Shares
VANGUARD CAPITAL MANAGEMENT LLC $67,458,671 7,955,032 5.55% Shares
DIMENSIONAL FUND ADVISORS LP $59,415,442 7,006,538 4.88% Shares
STATE STREET CORP $42,080,999 4,962,382 3.46% Shares
AMERICAN CENTURY COMPANIES INC $41,505,394 4,894,504 3.41% Shares
Allianz Asset Management GmbH $39,572,734 4,666,596 3.25% Shares
GEODE CAPITAL MANAGEMENT, LLC $33,651,520 3,967,415 2.77% Shares
Monaco Asset Management SAM $26,864,462 3,167,979 2.21% Shares
JUPITER ASSET MANAGEMENT LTD $26,370,375 3,109,714 2.17% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $25,976,377 3,063,252 2.14% Shares
GOLDMAN SACHS GROUP INC $25,430,579 2,998,889 2.09% Shares
Quantinno Capital Management LP $23,904,416 2,818,917 1.97% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $17,299,632 2,040,051 1.42% Shares
AMERIPRISE FINANCIAL INC $16,946,398 1,998,396 1.39% Shares
Pale Fire Capital SE $16,737,502 1,973,762 1.38% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $16,435,088 1,938,100 1.35% Call option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $11,710,032 1,380,900 0.96% Put option
BRIDGEWAY CAPITAL MANAGEMENT, LLC $11,348,708 1,338,291 0.93% Shares
VANGUARD FIDUCIARY TRUST CO $10,120,074 1,193,405 0.83% Shares
BNP PARIBAS FINANCIAL MARKETS $9,796,800 1,155,283 0.81% Shares
Freestone Grove Partners LP $7,338,160 865,349 0.60% Shares
Man Group plc $6,880,545 811,385 0.57% Shares
PRINCIPAL FINANCIAL GROUP INC $6,795,228 801,324 0.56% Shares
CITADEL ADVISORS LLC $6,795,024 801,300 0.56% Put option
Union Square Park Capital Management, LLC $6,784,000 800,000 0.56% Shares
CITADEL ADVISORS LLC $6,532,093 770,294 0.54% Shares
FMR LLC $6,418,334 756,879 0.53% Shares
TCW GROUP INC $6,248,039 736,797 0.51% Shares
Voss Capital, LP $5,936,000 700,000 0.49% Call option
Empowered Funds, LLC $5,764,619 679,790 0.47% Shares
PEAK6 LLC $5,227,920 616,500 0.43% Call option
CITADEL ADVISORS LLC $5,114,288 603,100 0.42% Call option
Squarepoint Ops LLC $5,089,696 600,200 0.42% Call option
JANE STREET GROUP, LLC $5,088,848 600,100 0.42% Put option
FRANKLIN RESOURCES INC $4,518,161 532,802 0.37% Shares
TWO SIGMA ADVISERS, LP $4,211,319 601,617 0.35% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $3,700,706 436,404 0.30% Shares
WOLVERINE TRADING, LLC $3,607,180 439,900 0.30% Call option
Parallax Volatility Advisers, L.P. $3,392,000 400,000 0.28% Call option
TUDOR INVESTMENT CORP ET AL $3,288,603 387,807 0.27% Shares
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $3,248,866 383,121 0.27% Shares
Swiss National Bank $3,035,857 358,002 0.25% Shares
BANK OF AMERICA CORP /DE/ $2,894,928 341,383 0.24% Shares
ALLIANCEBERNSTEIN L.P. $2,781,435 510,355 0.23% Shares
Squarepoint Ops LLC $2,761,936 325,700 0.23% Put option
Trexquant Investment LP $2,755,932 324,992 0.23% Shares
D. E. Shaw & Co., Inc. $2,544,000 300,000 0.21% Put option
ORACLE INVESTMENT MANAGEMENT INC $2,480,366 354,338 0.20% Shares
Soviero Asset Management, LP $2,442,240 288,000 0.20% Call option
D. E. Shaw & Co., Inc. $2,371,941 279,710 0.20% Shares
BlackRock, Inc. $2,312,106 272,654 0.19% Shares
IEQ CAPITAL, LLC $2,273,165 268,062 0.19% Shares
JANE STREET GROUP, LLC $2,155,616 254,200 0.18% Call option
WOLVERINE TRADING, LLC $2,059,020 251,100 0.17% Put option
RHUMBLINE ADVISERS $2,058,803 242,785 0.17% Shares
Walleye Trading LLC $2,017,188 237,876 0.17% Shares
WINTON GROUP Ltd $1,925,808 227,100 0.16% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,906,796 224,858 0.16% Shares
Brevan Howard Capital Management LP $1,880,084 221,708 0.15% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $1,704,675 243,525 0.14% Shares
UBS Group AG $1,696,000 200,000 0.14% Call option
NOMURA HOLDINGS INC $1,696,000 200,000 0.14% Put option
Parker Investment Management, LLC $1,586,515 187,089 0.13% Shares
OPPENHEIMER & CO INC $1,571,268 185,291 0.13% Shares
ABS Direct Equity Fund LLC $1,513,154 178,438 0.12% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,495,703 274,441 0.12% Shares
Summit Trail Advisors, LLC $1,488,766 175,562 0.12% Shares
NANO CAP NEW MILLENNIUM GROWTH FUND L P $1,484,000 175,000 0.12% Shares
SIMPLEX TRADING, LLC $1,396,808 164,718 0.11% Shares
BARCLAYS PLC $1,347,861 158,946 0.11% Shares
NATIXIS $1,347,472 158,900 0.11% Shares
WELLS FARGO & COMPANY/MN $1,346,183 158,748 0.11% Shares
JENNISON ASSOCIATES LLC $1,333,793 157,287 0.11% Shares
Rock Creek Group LLC $1,329,944 156,833 0.11% Shares
MACKENZIE FINANCIAL CORP $1,297,381 152,993 0.11% Shares
Walleye Trading LLC $1,277,936 150,700 0.11% Put option
Counterpoint Mutual Funds LLC $1,252,301 147,677 0.10% Shares
MILLENNIUM MANAGEMENT LLC $1,233,111 145,414 0.10% Shares
Balyasny Asset Management L.P. $1,226,208 144,600 0.10% Put option
TWO SIGMA INVESTMENTS, LP $1,217,245 143,543 0.10% Shares
ALGERT GLOBAL LLC $1,211,792 142,900 0.10% Shares
Engineers Gate Manager LP $1,204,499 142,040 0.10% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1,187,666 140,055 0.10% Shares
Walleye Capital LLC $1,082,896 127,700 0.09% Call option
Leonteq Securities AG $1,064,384 125,517 0.09% Shares
VANGUARD ASSET MANAGEMENT, Ltd $1,045,813 123,327 0.09% Shares
JANUS HENDERSON GROUP PLC $1,038,988 190,640 0.09% Shares
Walleye Capital LLC $989,616 116,700 0.08% Put option
Crawford Fund Management, LLC $987,072 116,400 0.08% Put option
OP Asset Management Ltd $958,969 113,086 0.08% Shares
Vanguard Global Advisers, LLC $932,469 109,961 0.08% Shares
CHIRON CAPITAL MANAGEMENT, LLC $930,850 109,770 0.08% Shares
Jefferies Financial Group Inc. $907,657 107,035 0.07% Shares
MetLife Investment Management, LLC $901,746 106,338 0.07% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $891,845 96,104 0.07% Shares
Y-Intercept (Hong Kong) Ltd $876,815 103,398 0.07% Shares

Company insiders 48 insiders · 23 officers · 22 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Charles Divita III CHIEF EXECUTIVE OFFICER June 10, 2026 M 414,622 0 6 $-938,572
Jason N Gorevic Chief Executive Officer March 4, 2022 M 516,464 0 0 $0
Mala Murthy Chief Financial Officer March 1, 2022 A 17,357 0 0 $0
Mark Hirschhorn Executive VP, COO and CFO Dec. 13, 2018 M 10,000 0 0 $0
Kelly Bliss President, U.S. Group Health July 6, 2026 S 84,878 0 4 $-126,068
Fernando M. Rodrigues President of BetterHelp June 3, 2026 S 0 0 2 $-114,131
Carlos Nueno President, International June 1, 2026 M 57,671 0 1 $-47,257
Peter A Mcclennen President July 15, 2019 M 0 0 0 $0
David William Sides Chief Operating Officer July 29, 2021 M 11,031 0 0 $0
Joseph Ronald Catapano Chief Accounting Officer July 1, 2026 M 12,267 0 2 $-8,108
Adam C Vandervoort CHIEF LEGAL OFFICER, SECRETARY June 1, 2026 M 110,261 0 3 $-241,831
Daniel Trencher SVP Corporate Strategy March 4, 2022 M 29,408 0 0 $0
Stephany Verstraete Chief Marketing Officer March 4, 2022 M 31,828 0 0 $0
Andrew Turitz SVP - Business Development March 4, 2022 M 14,794 0 0 $0
Claus Torp Jensen Chief Innovation Officer March 1, 2022 A 0 0 $0
Arnnon Geshuri Chief Human Resources Officer March 1, 2022 A 83,168 0 0 $0
Richard J Napolitano Chief Accounting Officer March 1, 2022 A 1,195 0 0 $0
Lewis Levy Chief Medical Officer Oct. 1, 2020 M 8,766 0 0 $0
Michelle Bucaria Chief Human Resources Officer Sept. 1, 2020 M 3,232 0 0 $0
Christopher Caridi Chief Accounting Officer July 1, 2020 A 0 0 $0
Gabriel R. Cappucci Senior VP, Controller and CAO April 16, 2020 M 988 0 0 $0
Michael H. King Chief Sales Officer May 25, 2017 A 61,459 0 0 $0
Peter N. Nieves EVP and CRO March 13, 2017 A 0 0 $0
Mark V Anquillare Director Aug. 3, 2026 A 0 0 $0
David B Snow JR Director May 21, 2026 A 113,032 0 0 $0
David L Shedlarz Director May 21, 2026 A 61,266 0 0 $0
Susan R Salka Director March 30, 2026 A 0 0 $0
Catherine Jacobson Director Feb. 18, 2022 M 1,468 0 0 $0
William H. Frist Director Sept. 15, 2021 M 12,918 0 0 $0
Karen L Daniel Director Aug. 25, 2021 M 41,915 0 0 $0
Christopher Bischoff Director May 25, 2021 M 5,121 0 0 $0
Mark Douglas Smith Director May 17, 2021 A 3,536 0 0 $0
Kenneth H Paulus Director May 17, 2021 A 0 0 0 $0
Thomas Mckinley Director May 17, 2021 A 5,879 0 0 $0
Hemant Taneja Director April 19, 2021 S 118,760 0 0 $0
Glen Tullman Director April 1, 2021 M 275,793 0 0 $0
Helen Darling Director June 11, 2020 M 918 0 0 $0
Arneek Multani Director May 30, 2019 A 918 0 0 $0
Brian P Mcandrews Director May 30, 2019 A 1,965 0 0 $0
Tom Mawhinney Director May 25, 2018 M 46,203 0 0 $0
Martin R Felsenthal Director Aug. 8, 2016 A 10,860 0 0 $0
Dana G Mead Jr. Director Aug. 8, 2016 A 202 0 0 $0
James K Outland Director July 13, 2015 M 49,986 0 0 $0
CHP III Management, L.L.C. 10% owner April 26, 2017 J 2,480,468 0 0 $0
CHP III LP 10% owner April 26, 2017 J 2,480,468 0 0 $0
Sandra L Fenwick May 21, 2026 A 10,762 0 0 $0
Yulun Wang Jan. 25, 2021 S 219,507 0 0 $0
Michael Goldstein June 11, 2020 M 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 2 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Kinnevik AB (publ), Invik S.A. ×3 filings April 15, 2021 Initial filing SEC
General Catalyst Group Management Holdings GP, LLC, General Catalyst Group Management Holdings, L.P., General Catalyst Group Management, LLC, General Catalyst Group VI, L.P., General Catalyst Partners VI, L.P., General Catalyst GP VI, LLC, General Catalyst Group VIII, L.P., General Catalyst Group VIII Supplemental, L.P., General Catalyst Partners VIII, L.P., General Catalyst GP VIII, LLC, GC Partners Holdings, LP, GCSE VIII, L.P., GCSE VIII, LLC, GCGM Investment Holdings, LP, Kenneth I. Chenault, Joel E. Cutler, David P. Fialkow, Hemant Taneja ×3 filings March 16, 2021 Initial filing SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 55 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
HEAL · Global X Funds 1.18% 38,782 NS May 31, 2026 N-PORT
SVAL · iShares Trust 0.42% 129,925 SH Aug. 8, 2026 Daily
JSML · Janus Detroit Street Trust 0.34% 178,607 NS April 30, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.20% 261,035 NS May 31, 2026 N-PORT
FSCC · Federated Hermes ETF Trust 0.18% 66,764 NS May 31, 2026 N-PORT
IHF · iShares Trust 0.18% 332,174 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.10% 159,976 SH Aug. 8, 2026 Daily
SMLF · iShares Trust 0.09% 592,154 SH Aug. 8, 2026 Daily
FNDA · SCHWAB STRATEGIC TRUST 0.08% 978,669 NS May 31, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.08% 2,910,344 NS May 31, 2026 N-PORT
IWN · iShares Trust 0.08% 1,690,654 SH Aug. 8, 2026 Daily
GINN · Goldman Sachs ETF Trust 0.08% 21,242 NS May 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.07% 920,742 NS April 30, 2026 N-PORT
NUSC · Nushares ETF Trust 0.07% 155,542 NS April 30, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.07% 252,145 NS May 31, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.06% 67,673 NS April 30, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.05% 1,047,849 SH Aug. 8, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.04% 29,737 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.04% 4,666,989 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.04% 38,629 SH Aug. 8, 2026 Daily
PNQI · Invesco Exchange-Traded Fund Trust 0.04% 26,986 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.03% 8,377 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.03% 77,120 NS April 30, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.03% 2,631,374 SH Aug. 8, 2026 Daily
SCHA · SCHWAB STRATEGIC TRUST 0.03% 858,463 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.03% 584,184 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.02% 2,084,219 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.02% 4,153,113 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.02% 6,552 NS May 31, 2026 N-PORT
VHT · VANGUARD WORLD FUND 0.02% 535,056 SH Aug. 8, 2026 Daily
ISCB · iShares Trust 0.02% 7,717 SH Aug. 8, 2026 Daily
FHLC · FIDELITY COVINGTON TRUST 0.02% 81,058 NS April 30, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.02% 10,585 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.01% 6,629 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.01% 285,019 NS April 30, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.01% 170,044 SH Aug. 8, 2026 Daily
WSML · iShares Trust 0.01% 10,387 SH Aug. 8, 2026 Daily
TILT · FlexShares Trust 0.01% 34,034 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 6,863 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.01% 166 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.01% 422,235 NS April 30, 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.01% 9,970 NS May 31, 2026 N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST 0.01% 1,783 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 22,871 NS April 30, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 11,743 NS April 30, 2026 N-PORT
DSI · iShares Trust 0.00% 25,216 SH Aug. 8, 2026 Daily
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 42,456 NS May 31, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 105,579 NS May 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 232,888 SH Aug. 8, 2026 Daily
IWV · iShares Trust 0.00% 45,271 SH Aug. 8, 2026 Daily