Omada Health, Inc. (OMDA) shareholders
OMDANasdaqServices-Health ServicesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 13/3056% above fair value
$14.33−0.37 (-2.52%)
Close on Nov 13, 2026Market cap $877.24MP/E –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 · 78 sales
Net sold $14.56M
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 |
|---|---|---|---|---|
| Divisadero Street Capital, LLC Joint filing with Divisadero Street Capital Management, LP (9.90%), William Zolezzi (9.90%) and 2 more | 5,887,715 | 9.90% | 13G (passive) | Mar 31, 2026 |
| Divisadero Street Capital Management, LP Joint filing with William Zolezzi (6.30%), Divisadero Street Partners, L.P. (6.30%) and 2 more | 3,799,695 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| Stowers Institute for Medical Research Joint filing with American Century Investment Management, Inc. (6.20%), American Century Companies, Inc. (6.20%) | 3,678,676 | 6.20% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 3,667,682 | 6.00% | 13G (passive) | Sep 30, 2026 |
| Marc L. Andreessen Joint filing with Benjamin A. Horowitz (6.10%), Andreessen Horowitz Fund IV, L.P. (5.50%) and 1 more | 3,540,847 | 6.10% | 13G (passive) amendment | Dec 31, 2025 |
| The Cigna Group Joint filing with Cigna Ventures, LLC (5.80%) | 3,444,630 | 5.80% | 13G (passive) | Jun 30, 2025 |
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% | $75.61M | – | 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)
125 funds held OMDA in Q2 2026, 33% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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% | Nov 6, 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 |
| Jonathan D. Root | Director | 192,571 | 0.31% | Oct 7, 2026 |
| Jeryl L. Hilleman | Director | 27,869 | 0.05% | Oct 7, 2026 |
| Trevor Fetter | Director | 136,372 | 0.22% | Oct 7, 2026 |
| Julie D. Klapstein | Director | 22,514 | 0.04% | Oct 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 | Nov 4, 2026 | Sale(10b5-1 plan) | −12,944 | $19.22 | $248.73K | 382,594 |
| Sean P. Duffy Chief Executive Officer, Director | Nov 4, 2026 | Option exercise | +12,944 | $5.82 | $75.33K | 395,538 |
| Jonathan D. Root Director | Oct 5, 2026 | Award | +694 | – | – | 192,571 |
| Julie D. Klapstein Director | Oct 5, 2026 | Award | +549 | – | – | 22,514 |
| Trevor Fetter Director | Oct 5, 2026 | Award | +751 | – | – | 25,172 |
| Jeryl L. Hilleman Director | Oct 5, 2026 | Award | +1,214 | – | – | 27,869 |
| Sean P. Duffy Chief Executive Officer, Director | Oct 1, 2026 | Sale(10b5-1 plan) | −4,314 | $20.90 | $90.16K | 382,594 |
| Sean P. Duffy Chief Executive Officer, Director | Oct 1, 2026 | Sale(10b5-1 plan) | −12,944 | $20.61 | $266.75K | 386,908 |
| Sean P. Duffy Chief Executive Officer, Director | Oct 1, 2026 | Option exercise | +4,314 | $8.28 | $35.72K | 399,852 |
| Sean P. Duffy Chief Executive Officer, Director | Oct 1, 2026 | Option exercise | +12,944 | $5.82 | $75.33K | 395,538 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
15.82%
9M shares short
Days to cover
11.4
At 1M shares a day
Change since last report
+9.8%
From 8M shares
Short volume, 20 days
43.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Omada Health's stock actually held short. Settlement fails (shares not delivered on time) peaked at 45,584 shares on Sep 4, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sean P. Duffy Director, Officer | Nov 4, 2026 | 12,944 | $240.50K | Nov 4, 2026 | Exercise of Stock Options |
| Sean P. Duffy Director, Officer | Oct 1, 2026 | 17,258 | $269.36K | Oct 1, 2026 | Exercise of Stock Options |
| Sean P. Duffy Director, Officer | Sep 10, 2026 | 14,960 | $321.64K | Sep 10, 2026 | Restricted Stock Units |
| Steven L. Cook Officer | Sep 10, 2026 | 6,800 | $146.20K | Sep 10, 2026 | Restricted Stock Units |
| Wei-Li Shao Officer | Sep 10, 2026 | 4,036 | $86.77K | Sep 10, 2026 | Restricted Stock Units |
| Craig Gracey Officer | Sep 9, 2026 | 644 | $14.28K | Sep 9, 2026 | Restricted Stock Units |
| Sean P. Duffy Director, Officer | Sep 1, 2026 | 21,572 | $529.59K | Sep 1, 2026 | Exercise of Stock Options |
| Wei-Li Shao Officer | Aug 12, 2026 | 8,866 | $212.87K | Aug 12, 2026 | Restricted Stock Units |
| Steven L. Cook Officer | Aug 11, 2026 | 2,715 | $67.85K | Aug 11, 2026 | Exercise of Stock Options |
| Sean P. Duffy Director, Officer | Aug 10, 2026 | 12,942 | $306.34K | Aug 10, 2026 | Exercise of Stock Options |
| Steven L. Cook Officer | Aug 10, 2026 | 15,235 | $360.61K | Aug 10, 2026 | Exercise of Stock Options |
| Craig Gracey Officer | Aug 10, 2026 | 1,042 | $24.66K | Aug 10, 2026 | Exercise of Stock Options |
| Sean P. Duffy Director, Officer | Aug 7, 2026 | 8,628 | $168.59K | Aug 7, 2026 | Exercise of Stock Options |
| Sean P. Duffy Director, Officer | Aug 3, 2026 | 12,944 | $256.81K | Aug 3, 2026 | Exercise of Stock Options |
| Steven L. Cook Officer | Jul 15, 2026 | 12,150 | $284.80K | Jul 15, 2026 | Exercise of Stock Options |
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