OMADA HEALTH INC OMDA
COM · Common Stock · CUSIP 68170A108
- SectorHealth care
- IndustryServices-Health Services
- HeadquartersSouth San Francisco, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($540.5k this quarter). Holder counts are more reliable. Shares outstanding: 61.2m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $21.95. Options: 6 managers hold calls ($56.7m notional), 3 hold puts ($1.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 70 |
| Q3 2025 | 85 |
| Q4 2025 | 134 |
| Q1 2026 | 139 |
| Q2 2026 | 154 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 57 | 36 |
| Q4 2025 | 96 | 34 |
| Q1 2026 | 82 | 69 |
| Q2 2026 | 100 | 56 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $33.2k | $0 | 0.00 |
| Q4 2025 | $656.4k | $533.4k | 0.81 |
| Q1 2026 | $19.2m | $619.7k | 0.03 |
| Q2 2026 | $56.7m | $1.1m | 0.02 |
Biggest buyers
| MORGAN STANLEY | Added | +1.3m |
| AMERICAN CENTURY COMPANIES INC | Added | +1.2m |
| OBERWEIS ASSET MANAGEMENT INC/ | New | +1.0m |
| D. E. Shaw & Co., Inc. | Added | +1.0m |
| Nuveen, LLC | Added | +911.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +752.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +620.1k |
| CITADEL ADVISORS LLC | Added | +355.5k |
| JANE STREET GROUP, LLC | New | +333.6k |
| BlackRock, Inc. | Added | +317.5k |
Biggest sellers
| Divisadero Street Capital Management, LP | Reduced | -2.1m |
| a16z Capital Management, L.L.C. | Reduced | -1.2m |
| SG Americas Securities, LLC | Reduced | -740.5k |
| FMR LLC | Reduced | -513.3k |
| Revelation Capital Management, LLC | Reduced | -350.0k |
| Bienville Capital Management, LLC | Reduced | -324.5k |
| Point72 Asset Management, L.P. | Reduced | -308.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -293.9k |
| RTW INVESTMENTS, LP | Sold out | -200.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -199.7k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $22.2m1.0m shares |
| CITADEL ADVISORS LLC | Added | $14.9m676.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.1m505.2k shares |
| GROUP ONE TRADING LLC | Added | $3.7m170.2k shares |
| IMC-Chicago, LLC | Added | $3.0m138.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.8m80.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $627.8k28.6k shares |
| SIMPLEX TRADING, LLC | Added | $267.8k12.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $243.6k11.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Revelation Alpine, LLC 13G · exempt (held before listing) new · filed 2025-08-12 | 9.1% |
| Divisadero Street Capital Management, LP 13G · passive investor -3.6 pts · filed 2026-08-14 | 6.3% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-08-14 | 6.2% |
| BlackRock, Inc. 13G · institution new · filed 2026-10-27 | 6.0% |
| Cigna Ventures, LLC 13G · exempt (held before listing) new · filed 2026-06-23 | 5.8% |
| FMR LLC 13G · institution -2.9 pts · filed 2026-05-06 | 5.6% |
Fell to 5% or below in the last year: Andreessen Horowitz Fund IV, L.P. (4.2%, 2026-05-15), Presidio Management Group X LLC (0.2%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 3 | $297.8k | $297.8k |
| Q1 2026 | 0 | — | 2 | $4.3m | $84.6k |
| Q2 2026 | 0 | — | 4 | $2.5m | $2.5m |
| Q3 2026 | 0 | — | 4 | $4.4m | $4.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-10 | Duffy Sean P. Chief Executive Officer, director | Sold plan | $327.2k15.0k shares |
| 2026-09-10 | Cook Steven L. Chief Financial Officer | Sold plan | $148.7k6.8k shares |
| 2026-09-10 | Shao Wei-Li President | Sold plan | $88.2k4.0k shares |
| 2026-09-09 | Gracey Craig Chief Accounting Officer | Sold plan | $14.0k644 shares |
| 2026-09-01 | Duffy Sean P. Chief Executive Officer, director | Sold plan | $509.5k21.6k shares |
| 2026-08-27 | Cook Steven L. Chief Financial Officer | Sold plan | $27.7k1.1k shares |
| 2026-08-12 | Shao Wei-Li President | Sold plan | $235.6k9.4k shares |
| 2026-08-11 | Cook Steven L. Chief Financial Officer | Sold plan | $40.2k1.6k shares |
| 2026-08-10 | Cook Steven L. Chief Financial Officer | Sold plan | $381.3k15.2k shares |
| 2026-08-10 | Duffy Sean P. Chief Executive Officer, director | Sold plan | $321.1k12.9k shares |
| 2026-08-10 | Gracey Craig Chief Accounting Officer | Sold plan | $26.1k1.0k shares |
| 2026-08-07 | Duffy Sean P. Chief Executive Officer, director | Sold plan | $188.5k8.6k shares |
| 2026-08-03 | Duffy Sean P. Chief Executive Officer, director | Sold plan | $264.1k12.9k shares |
| 2026-07-15 | Cook Steven L. Chief Financial Officer | Sold plan | $291.7k12.2k shares |
| 2026-07-13 | Cook Steven L. Chief Financial Officer | Sold plan | $139.2k5.8k shares |
| 2026-07-13 | Gracey Craig Chief Accounting Officer | Sold plan | $25.0k1.0k shares |
| 2026-07-07 | Cook Steven L. Chief Financial Officer | Sold plan | $284.9k12.3k shares |
| 2026-07-01 | Duffy Sean P. Chief Executive Officer, director | Sold plan | $587.2k25.9k shares |
| 2026-07-01 | Cook Steven L. Chief Financial Officer | Sold plan | $529.5k23.3k shares |
| 2026-07-01 | Gracey Craig Chief Accounting Officer | Sold plan | $14.7k637 shares |
| 2026-06-30 | Gracey Craig Chief Accounting Officer | Sold plan | $8.9k405 shares |
| 2026-06-30 | Cook Steven L. Chief Financial Officer | Sold plan | $6.6k300 shares |
| 2026-06-29 | Cook Steven L. Chief Financial Officer | Sold plan | $378.2k17.9k shares |
| 2026-06-29 | Gracey Craig Chief Accounting Officer | Sold plan | $43.7k2.1k shares |
| 2026-06-26 | Cook Steven L. Chief Financial Officer | Sold plan | $656.4k33.0k shares |
| 2026-06-26 | Duffy Sean P. Chief Executive Officer, director | Sold plan | $283.2k14.2k shares |
| 2026-06-26 | Gracey Craig Chief Accounting Officer | Sold plan | $41.7k2.1k shares |
| 2026-06-25 | Duffy Sean P. Chief Executive Officer, director | Sold plan | $5.7k300 shares |
| 2026-06-25 | Cook Steven L. Chief Financial Officer | Sold plan | $5.7k300 shares |
| 2026-06-24 | Duffy Sean P. Chief Executive Officer, director | Sold plan | $53.2k2.8k shares |
The latest 30 of 39 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Revelation Capital Management, LLC 97.35% of their portfolio | 4.9m $106.6m | Reduced -350.0k |
| Divisadero Street Capital Management, LP 1.95% of their portfolio | 3.8m $83.4m | Reduced -2.1m |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 3.7m $80.7m | Added +1.2m |
| CIGNA INVESTMENTS INC /NEW 9.88% of their portfolio | 3.4m $75.6m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 2.8m $61.5m | Added +1.3m |
| FMR LLC 0.00% of their portfolio | 2.8m $60.9m | Reduced -513.3k |
| NVP ASSOCIATES, LLC 16.93% of their portfolio | 2.5m $55.6m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 2.2m $48.8m | Added +317.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.9m $42.3m | Added +117.6k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 1.7m $37.8m | Added +620.1k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 1.6m $35.1m | Reduced -114.0k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 1.2m $26.4m | Added +1.0m |
| a16z Capital Management, L.L.C. 0.18% of their portfolio | 1.2m $25.3m | Reduced -1.2m |
| OBERWEIS ASSET MANAGEMENT INC/ 0.48% of their portfolio | 1.0m $23.0m | New |
| Nuveen, LLC 0.00% of their portfolio | 950.7k $20.9m | Added +911.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 843.6k $18.5m | Added +752.6k |
| Archon Capital Management LLC 7.05% of their portfolio | 791.0k $17.4m | Added +65.9k |
| PERCEPTIVE ADVISORS LLC 0.27% of their portfolio | 786.3k $17.3m | Unchanged |
| Jefferies Financial Group Inc. 0.14% of their portfolio | 684.1k $15.0m | Reduced -124.9k |
| STATE STREET CORP 0.00% of their portfolio | 611.1k $13.4m | Added +62.6k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 598.0k $13.1m | Reduced -308.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 596.0k $13.1m | Added +65.1k |
| Madryn Asset Management, LP 34.71% of their portfolio | 583.8k $12.8m | Unchanged |
| Bienville Capital Management, LLC 1.81% of their portfolio | 573.3k $12.6m | Reduced -324.5k |
| Walleye Capital LLC 0.06% of their portfolio | 530.7k $11.6m | Added +178.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 507.7k $11.1m | Added +355.5k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 505.3k $11.1m | Added +126.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 499.8k $11.0m | Added +233.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 414.8k $9.1m | Added +51.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 394.2k $8.7m | Added +219.8k |
| Rock Springs Capital Management LP 0.40% of their portfolio | 373.0k $8.2m | Reduced -168.0k |
| a16z Perennial Management, L.P. 0.59% of their portfolio | 334.1k $7.3m | Added +141.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 333.6k $7.3m | New |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 318.3k $7.0m | Added +230.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 313.4k $6.9m | Added +152.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 300.6k $6.5m | Reduced -45.4k |
| Jump Financial, LLC 0.05% of their portfolio | 275.6k $6.0m | Added +56.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 270.2k $5.9m | Reduced -35.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 231.5k $5.0m | Added +86.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 221.9k $4.9m | Added +26.9k |
| Quantinno Capital Management LP 0.01% of their portfolio | 204.2k $4.5m | Added +145.5k |
| Stoic Point Capital Management LLC 3.75% of their portfolio | 203.6k $4.5m | Added +58.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 201.3k $4.4m | Reduced -3.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 191.4k $4.2m | Reduced -199.7k |
| OpenArc Corporate Advisory, LLC 0.04% of their portfolio | 170.8k $3.7m | New |
| Trexquant Investment LP 0.02% of their portfolio | 160.2k $3.5m | Added +122.6k |
| Bellevue Group AG 0.07% of their portfolio | 157.9k $3.5m | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 145.1k $3.2m | Added +104.0k |
| Abu Dhabi Investment Council Co P.J.S.C 0.42% of their portfolio | 137.7k $3.0m | Added +45.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 136.7k $3.0m | Added +13.0k |
| Ararat Capital Management LP 1.39% of their portfolio | 135.3k $3.0m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 120.8k $2.7m | Added +14.0k |
| Chevy Chase Trust Holdings, LLC 0.01% of their portfolio | 120.0k $2.6m | Reduced -37.6k |
| Numerai GP LLC 0.21% of their portfolio | 118.1k $2.6m | New |
| PFM Health Sciences, LP 0.22% of their portfolio | 114.4k $2.5m | New |
| CITIGROUP INC 0.00% of their portfolio | 113.0k $2.5m | Added +11.4k |
| Parallel Advisors, LLC 0.04% of their portfolio | 105.0k $2.3m | Reduced -18.4k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 103.4k $2.3m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 101.4k $2.2m | Reduced -293.9k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 95.8k $2.1m | Added +66.9k |
| Squarepoint Ops LLC 0.00% of their portfolio | 93.1k $2.0m | New |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 91.8k $2.0m | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 86.9k $1.9m | Reduced -740.5k |
| UBS Group AG 0.00% of their portfolio | 86.1k $1.9m | Added +54.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 81.4k $1.8m | Added +5.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 79.1k $1.7m | Added +42.9k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 78.7k $1.7m | Reduced -69.9k |
| Quantbot Technologies LP 0.07% of their portfolio | 77.2k $1.7m | Added +46.3k |
| Quadrature Capital Ltd 0.01% of their portfolio | 67.7k $1.5m | New |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 62.1k $1.4m | Reduced -73.4k |
| GSA CAPITAL PARTNERS LLP 0.08% of their portfolio | 58.7k $1.3m | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 56.5k $1.2m | Added +11.9k |
| AlpInvest Partners B.V. 1.97% of their portfolio | 53.9k $1.2m | Unchanged |
| Jain Global LLC 0.01% of their portfolio | 51.9k $1.1m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 50.9k $1.1m | Added +35.4k |
| WINTON GROUP Ltd 0.04% of their portfolio | 50.2k $1.1m | New |
| Burkehill Global Management, LP 0.04% of their portfolio | 50.0k $1.1m | Unchanged |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 48.5k $1.1m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 42.2k $925.9k | Added +11.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 41.7k $916.4k | Added +6.2k |
| Magnetar Financial LLC 0.01% of their portfolio | 38.7k $848.5k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.2k $467.6k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 36.8k $806.7k | Added +14.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 35.4k $777.1k | Added +14.6k |
| Eddie Patel Inc 0.45% of their portfolio | 34.1k $747.9k | Added +3.4k |
| Round Rock Advisors LLC 0.10% of their portfolio | 33.9k $744.8k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 33.6k $738.5k | Added +17.5k |
| Baader Bank Aktiengesellschaft 0.06% of their portfolio | 32.0k $702.4k | New |
| Inspire Investing, LLC 0.03% of their portfolio | 31.0k $680.6k | Reduced -9.5k |
| BANK OF NOVA SCOTIA 0.00% of their portfolio | 28.2k $617.3k | New |
| Creative Planning 0.00% of their portfolio | 26.6k $584.9k | Reduced -17.7k |
| Aquatic Capital Management LLC 0.02% of their portfolio | 25.5k $559.5k | Added +6.8k |
| BARCLAYS PLC 0.00% of their portfolio | 24.0k $526.5k | Added +15.1k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 22.9k $502.7k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 22.8k $500.7k | Added +4.1k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 22.4k $490.8k | Added +2.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 22.2k $487.9k | New |
| Mirador Capital Partners LP 0.06% of their portfolio | 20.8k $457.3k | Unchanged |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 20.0k $435.2k | New |
| XTX Topco Ltd 0.01% of their portfolio | 19.7k $431.7k | New |