OMDANasdaqServices-Health ServicesFiscal year ends December 31
Omada Health, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$18.06+0.43 (+2.44%)
Close on Oct 19, 2026
- Market cap
- $1.15B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.9%
53M of 61M shares
Institutional holders
154
36 new, 19 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 75 sales
Net sold $13.95M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 5,600,662 | 10.00% | 13G (passive) | Jun 30, 2025 |
| Scott Halsted | 5,208,034 | 9.10% | 13G (passive) | Jun 30, 2025 |
| Divisadero Street Capital Management, LP | 5,056,517 | 8.70% | 13G (passive) | Feb 24, 2026 |
| Divisadero Street Capital, LLC | 3,799,695 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| American Century Investment Management, Inc. | 3,678,676 | 6.20% | 13G (passive) | Jun 30, 2026 |
| Marc L. Andreessen | 3,540,847 | 6.10% | 13G (passive) amendment | Dec 31, 2025 |
| Cigna Ventures, LLC | 3,444,630 | 5.80% | 13G (passive) | Jun 30, 2025 |
| FMR LLC | 3,288,380 | 5.60% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OMDA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Revelation Capital Management, LLC | 4,858,034 | 7.94% | $106.63M | −350,000 | 97.35% |
| Divisadero Street Capital Management, LP | 3,799,695 | 6.21% | $83.40M | −2,088,020 | 1.89% |
| American Century Companies Inc | 3,678,676 | 6.01% | $80.75M | +1,222,367 | 0.04% |
| Cigna Investments Inc /New | 3,444,629 | 5.63% | $75.61K | – | 9.79% |
| Morgan Stanley | 2,800,887 | 4.58% | $61.48M | +1,334,111 | 0.00% |
| FMR LLC | 2,775,102 | 4.53% | $60.91M | −513,278 | 0.00% |
| NVP Associates, LLC | 2,531,000 | 4.13% | $55.56M | – | 16.93% |
| BlackRock, Inc. | 2,222,074 | 3.63% | $48.77M | +317,516 | 0.00% |
| Vanguard Capital Management LLC | 1,926,594 | 3.15% | $42.29M | +117,610 | 0.00% |
| Millennium Management LLC | 1,724,057 | 2.82% | $37.84M | +620,062 | 0.01% |
| Loomis Sayles & Co L P | 1,598,787 | 2.61% | $35.09M | −113,989 | 0.04% |
| D. E. Shaw & Co., Inc. | 1,202,058 | 1.96% | $26.39M | +1,047,066 | 0.01% |
| a16z Capital Management, L.L.C. | 1,153,639 | 1.88% | $25.32M | −1,153,645 | 0.18% |
| Oberweis Asset Management Inc/ | 1,048,800 | 1.71% | $23.02M | New | 0.48% |
| Nuveen, LLC | 950,724 | 1.55% | $20.87M | +911,264 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 843,583 | 1.38% | $18.52M | +752,561 | 0.01% |
| Archon Capital Management LLC | 790,994 | 1.29% | $17.36M | +65,874 | 7.05% |
| Perceptive Advisors LLC | 786,330 | 1.28% | $17.26M | – | 0.26% |
| Jefferies Financial Group Inc. | 684,091 | 1.12% | $15.02M | −124,900 | 0.10% |
| State Street Corp | 611,056 | 1.00% | $13.41M | +62,584 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 154 | 53M | 85.9% | 36 / 64 | 38 / 19 | 12M | 8M |
| Q1 2026 | 139 | 48M | 78.7% | 48 / 41 | 31 / 39 | 18M | 14M |
| Q4 2025 | 134 | 45M | 73.5% | 67 / 36 | 17 / 17 | 18M | 5M |
| Q3 2025 | 85 | 31M | 51.4% | 41 / 17 | 15 / 25 | 9M | 4M |
| Q2 2025 | 69 | 26M | 42.6% | 69 / 0 | 0 / 0 | 26M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OMDA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Small Cap Growth Fund | 2,814,454 | 4.60% | $55.84M | 1.00% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,776,051 | 2.90% | $38.98M | 0.00% | Jun 30, 2026 |
| Oberweis Micro-Cap Fund | 1,012,400 | 1.65% | $22.22M | 1.38% | Jun 30, 2026 |
| Fidelity Growth Company Fund | 1,008,543 | 1.65% | $18.12M | 0.02% | May 31, 2026 |
| iShares Russell 2000 ETF | 920,273 | 1.50% | $20.20M | 0.02% | Jun 30, 2026 |
| Loomis Sayles Small Cap Growth Fund | 865,078 | 1.41% | $18.99M | 0.84% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 489,220 | 0.80% | $9.71M | 0.24% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 389,748 | 0.64% | $7.73M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 323,566 | 0.53% | $7.10M | 0.05% | Jun 30, 2026 |
| Small Cap Growth Fund | 271,036 | 0.44% | $4.87M | 0.90% | May 31, 2026 |
| Fidelity Growth Company K6 Fund | 247,797 | 0.40% | $4.45M | 0.02% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 171,034 | 0.28% | $3.07M | 0.02% | May 31, 2026 |
| Vanguard Explorer Fund | 164,037 | 0.27% | $3.25M | 0.01% | Jul 31, 2026 |
| Nuveen Quant Small/Mid Cap Equity Fund | 160,900 | 0.26% | $3.19M | 0.12% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 158,929 | 0.26% | $3.49M | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sean P. Duffy | Chief Executive Officer, Director | 1,234,253 | 2.02% | Sep 14, 2026 |
| Steven L. Cook | Chief Financial Officer | 173,906 | 0.28% | Sep 14, 2026 |
| Wei-Li Shao | President | 295,313 | 0.48% | Sep 14, 2026 |
| Craig Gracey | Chief Accounting Officer | 14,412 | 0.02% | Sep 11, 2026 |
| Jeryl L. Hilleman | Director | 26,655 | 0.04% | Jul 20, 2026 |
| Jonathan D. Root | Director | 191,877 | 0.31% | Jul 7, 2026 |
| Trevor Fetter | Director | 135,621 | 0.22% | Jul 7, 2026 |
| Julie D. Klapstein | Director | 21,965 | 0.04% | Jul 7, 2026 |
| Anne Beal | Director | 20,618 | 0.03% | Jun 18, 2026 |
| Adam Stavisky | Director | 20,618 | 0.03% | Jun 18, 2026 |
| Sachin H. Jain | Director | 20,618 | 0.03% | Jun 18, 2026 |
| Revelation Healthcare Fund IV GP, L.P. | 10% owner | – | – | Jun 9, 2025 |
| Michael Huff Boggs | 10% owner | 492,886 | 0.81% | Jun 9, 2025 |
| Revelation Healthcare Fund IV GP, LLC | 10% owner | 802,849 | 1.31% | Jun 9, 2025 |
| Revelation Healthcare Fund II GP, L.P. | 10% owner | – | – | Jun 9, 2025 |
| Revelation Alpine GP, LLC | 10% owner | – | – | Jun 9, 2025 |
| Revelation Healthcare Fund IV, L.P. | 10% owner | – | – | Jun 9, 2025 |
| Revelation Healthcare Fund Ii, L.P. | 10% owner | – | – | Jun 9, 2025 |
| Revelation Healthcare Fund II GP, LLC | 10% owner | – | – | Jun 9, 2025 |
| Revelation Alpine, L.P. | 10% owner | – | – | Jun 9, 2025 |
| Revelation Alpine, LLC | 10% owner | – | – | Jun 9, 2025 |
| Scott S. Halsted | 10% owner | 656,041 | 1.07% | Jun 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sean P. Duffy Chief Executive Officer, Director | Sep 10, 2026 | Sale(10b5-1 plan) | −1,400 | $22.59 | $31.63K | 382,594 |
| Sean P. Duffy Chief Executive Officer, Director | Sep 10, 2026 | Sale(10b5-1 plan) | −13,560 | $21.80 | $295.61K | 383,994 |
| Wei-Li Shao President | Sep 10, 2026 | Sale(10b5-1 plan) | −400 | $22.53 | $9.01K | 295,313 |
| Wei-Li Shao President | Sep 10, 2026 | Sale(10b5-1 plan) | −3,636 | $21.78 | $79.19K | 295,713 |
| Steven L. Cook Chief Financial Officer | Sep 10, 2026 | Sale(10b5-1 plan) | −600 | $22.52 | $13.51K | 173,906 |
| Steven L. Cook Chief Financial Officer | Sep 10, 2026 | Sale(10b5-1 plan) | −6,200 | $21.80 | $135.16K | 174,506 |
| Craig Gracey Chief Accounting Officer | Sep 9, 2026 | Sale(10b5-1 plan) | −644 | $21.73 | $13.99K | 14,412 |
| Steven L. Cook Chief Financial Officer | Sep 5, 2026 | Tax withholding | −2,010 | $22.77 | $45.77K | 180,706 |
| Wei-Li Shao President | Sep 5, 2026 | Tax withholding | −1,843 | $22.77 | $41.97K | 299,349 |
| Sean P. Duffy Chief Executive Officer, Director | Sep 5, 2026 | Tax withholding | −4,422 | $22.77 | $100.69K | 397,554 |
| Steven L. Cook Chief Financial Officer | Sep 1, 2026 | Tax withholding | −4,493 | $22.84 | $102.62K | 182,716 |
| Sean P. Duffy Chief Executive Officer, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −3,695 | $24.27 | $89.68K | 411,861 |
| Sean P. Duffy Chief Executive Officer, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −4,933 | $23.13 | $114.10K | 415,556 |
| Sean P. Duffy Chief Executive Officer, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −5,600 | $24.27 | $135.91K | 420,489 |
| Sean P. Duffy Chief Executive Officer, Director | Sep 1, 2026 | Tax withholding | −9,885 | $22.84 | $225.77K | 401,976 |
| Sean P. Duffy Chief Executive Officer, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −7,344 | $23.12 | $169.79K | 426,089 |
| Sean P. Duffy Chief Executive Officer, Director | Sep 1, 2026 | Option exercise | +12,944 | $5.82 | $75.33K | 424,805 |
| Sean P. Duffy Chief Executive Officer, Director | Sep 1, 2026 | Option exercise | +4,314 | $8.28 | $35.72K | 429,119 |
| Sean P. Duffy Chief Executive Officer, Director | Sep 1, 2026 | Option exercise | +4,314 | $9.18 | $39.60K | 433,433 |
| Craig Gracey Chief Accounting Officer | Sep 1, 2026 | Tax withholding | −385 | $22.84 | $8.79K | 15,056 |
| Wei-Li Shao President | Sep 1, 2026 | Tax withholding | −6,180 | $22.84 | $141.15K | 301,192 |
| Steven L. Cook Chief Financial Officer | Aug 27, 2026 | Option exercise | +1,108 | $8.28 | $9.17K | 188,317 |
| Steven L. Cook Chief Financial Officer | Aug 27, 2026 | Sale(10b5-1 plan) | −1,108 | $25.00 | $27.70K | 187,209 |
| Wei-Li Shao President | Aug 12, 2026 | Sale(10b5-1 plan) | −9,418 | $25.02 | $235.64K | 307,372 |
| Wei-Li Shao President | Aug 12, 2026 | Sale(10b5-1 plan) | −8,866 | $25.02 | $221.83K | 307,372 |
| Steven L. Cook Chief Financial Officer | Aug 11, 2026 | Option exercise | +1,607 | $8.28 | $13.31K | 188,816 |
| Steven L. Cook Chief Financial Officer | Aug 11, 2026 | Sale(10b5-1 plan) | −1,607 | $25.01 | $40.19K | 187,209 |
| Steven L. Cook Chief Financial Officer | Aug 10, 2026 | Option exercise | +694 | $7.68 | $5.33K | 202,444 |
| Steven L. Cook Chief Financial Officer | Aug 10, 2026 | Sale(10b5-1 plan) | −15,235 | $25.03 | $381.33K | 187,209 |
| Steven L. Cook Chief Financial Officer | Aug 10, 2026 | Option exercise | +13,499 | $8.28 | $111.77K | 200,708 |
| Steven L. Cook Chief Financial Officer | Aug 10, 2026 | Option exercise | +1,042 | $8.01 | $8.35K | 201,750 |
| Craig Gracey Chief Accounting Officer | Aug 10, 2026 | Sale(10b5-1 plan) | −1,042 | $25.00 | $26.05K | 15,441 |
| Craig Gracey Chief Accounting Officer | Aug 10, 2026 | Option exercise | +1,042 | $6.57 | $6.85K | 16,483 |
| Sean P. Duffy Chief Executive Officer, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −12,942 | $24.81 | $321.09K | 411,861 |
| Sean P. Duffy Chief Executive Officer, Director | Aug 10, 2026 | Option exercise | +12,942 | $9.18 | $118.81K | 424,803 |
| Sean P. Duffy Chief Executive Officer, Director | Aug 7, 2026 | Sale(10b5-1 plan) | −4,314 | $22.80 | $98.36K | 411,861 |
| Sean P. Duffy Chief Executive Officer, Director | Aug 7, 2026 | Sale(10b5-1 plan) | −4,314 | $20.90 | $90.16K | 416,175 |
| Sean P. Duffy Chief Executive Officer, Director | Aug 7, 2026 | Option exercise | +3,083 | $9.18 | $28.30K | 420,489 |
| Sean P. Duffy Chief Executive Officer, Director | Aug 7, 2026 | Option exercise | +5,545 | $8.28 | $45.91K | 417,406 |
| Sean P. Duffy Chief Executive Officer, Director | Aug 3, 2026 | Option exercise | +12,944 | $5.82 | $75.33K | 424,805 |
| Sean P. Duffy Chief Executive Officer, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −12,944 | $20.40 | $264.06K | 411,861 |
| Steven L. Cook Chief Financial Officer | Jul 15, 2026 | Option exercise | +12,150 | $8.28 | $100.60K | 199,359 |
| Steven L. Cook Chief Financial Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −400 | $24.00 | $9.60K | 198,959 |
| Steven L. Cook Chief Financial Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −11,750 | $24.01 | $282.12K | 187,209 |
| Steven L. Cook Chief Financial Officer | Jul 13, 2026 | Sale(10b5-1 plan) | −5,200 | $24.00 | $124.80K | 187,809 |
| Steven L. Cook Chief Financial Officer | Jul 13, 2026 | Sale(10b5-1 plan) | −600 | $24.01 | $14.41K | 187,209 |
| Steven L. Cook Chief Financial Officer | Jul 13, 2026 | Option exercise | +5,800 | $8.28 | $48.02K | 193,009 |
| Craig Gracey Chief Accounting Officer | Jul 13, 2026 | Sale(10b5-1 plan) | −1,041 | $24.00 | $24.98K | 15,441 |
| Craig Gracey Chief Accounting Officer | Jul 13, 2026 | Option exercise | +1,041 | $6.57 | $6.84K | 16,482 |
| Steven L. Cook Chief Financial Officer | Jul 7, 2026 | Option exercise | +10,601 | $8.28 | $87.78K | 197,810 |
| Steven L. Cook Chief Financial Officer | Jul 7, 2026 | Option exercise | +694 | $7.68 | $5.33K | 199,546 |
| Steven L. Cook Chief Financial Officer | Jul 7, 2026 | Option exercise | +1,042 | $8.01 | $8.35K | 198,852 |
| Steven L. Cook Chief Financial Officer | Jul 7, 2026 | Sale(10b5-1 plan) | −12,337 | $23.09 | $284.86K | 187,209 |
| Jeryl L. Hilleman Director | Jul 5, 2026 | Award | +1,435 | – | – | 26,655 |
| Julie D. Klapstein Director | Jul 5, 2026 | Award | +649 | – | – | 21,965 |
| Trevor Fetter Director | Jul 5, 2026 | Award | +888 | – | – | 24,421 |
| Jonathan D. Root Director | Jul 5, 2026 | Award | +820 | – | – | 191,877 |
| Jeryl L. Hilleman Director | Jul 5, 2026 | Award | +1,299 | – | – | 26,519 |
| Steven L. Cook Chief Financial Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −23,263 | $22.76 | $529.47K | 187,209 |
| Steven L. Cook Chief Financial Officer | Jul 1, 2026 | Option exercise | +23,263 | $8.28 | $192.62K | 210,472 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Duffy Sean Director, Officer | Oct 1, 2026 | 17,258 | $269.36K | Oct 1, 2026 | Exercise of Stock Options |
| Duffy Sean Director, Officer | Sep 10, 2026 | 14,960 | $321.64K | Sep 10, 2026 | Restricted Stock Units |
| Cook Steven Officer | Sep 10, 2026 | 6,800 | $146.20K | Sep 10, 2026 | Restricted Stock Units |
| Shao Wei-Li Officer | Sep 10, 2026 | 4,036 | $86.77K | Sep 10, 2026 | Restricted Stock Units |
| Gracey Craig Officer | Sep 9, 2026 | 644 | $14.28K | Sep 9, 2026 | Restricted Stock Units |
| Duffy Sean Director, Officer | Sep 1, 2026 | 21,572 | $529.59K | Sep 1, 2026 | Exercise of Stock Options |
| Shao Wei-Li Officer | Aug 12, 2026 | 8,866 | $212.87K | Aug 12, 2026 | Restricted Stock Units |
| Cook Steven Officer | Aug 11, 2026 | 2,715 | $67.85K | Aug 11, 2026 | Exercise of Stock Options |
| Duffy Sean Director, Officer | Aug 10, 2026 | 12,942 | $306.34K | Aug 10, 2026 | Exercise of Stock Options |
| Cook Steven Officer | Aug 10, 2026 | 15,235 | $360.61K | Aug 10, 2026 | Exercise of Stock Options |
| Gracey Craig Officer | Aug 10, 2026 | 1,042 | $24.66K | Aug 10, 2026 | Exercise of Stock Options |
| Duffy Sean Director, Officer | Aug 7, 2026 | 8,628 | $168.59K | Aug 7, 2026 | Exercise of Stock Options |
| Duffy Sean Director, Officer | Aug 3, 2026 | 12,944 | $256.81K | Aug 3, 2026 | Exercise of Stock Options |
| Cook Steven Officer | Jul 15, 2026 | 12,150 | $284.80K | Jul 15, 2026 | Exercise of Stock Options |
| Cook Steven Officer | Jul 13, 2026 | 5,800 | $135.02K | Jul 13, 2026 | Exercise of Stock Options |