BlackRock's passive 6% stake is consistent with index fund or broad-based ETF accumulation. No activist intent is signaled. Monitor for any future 13D conversion or additional accumulation above 10%, which would warrant closer attention.
Price Chart
Executive Summary
BlackRock, Inc. filed a Schedule 13G disclosing a 6.0% passive stake in Omada Health, Inc. as of September 30, 2026, representing 3,667,682 shares of common stock. This is a new filing by BlackRock, which was not among the prior filers (Cigna, Andreessen Horowitz, Divisadero Street Capital) and signals routine index or passive fund accumulation.
Key Financial Metrics
Key Facts
- BlackRock, Inc. reported beneficial ownership of 3,667,682 shares of Omada Health common stock, representing 6.0% of shares outstanding.
- The filing is a new Schedule 13G, not an amendment, indicating BlackRock crossed the 5% threshold for the first time.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
- The stake is held through multiple BlackRock subsidiaries, including BlackRock Fund Advisors and BlackRock Institutional Trust Company.
- Omada Health has a market cap of $1.2B and a strong analyst consensus (15 Buy, 3 Hold, 0 Sell).
Financial Impact
BlackRock's 6.0% stake is valued at approximately $72M based on the $1.2B market cap.
Risk Factors
- No material risks identified from this passive filing.
- The filing does not disclose the exact date of crossing the 5% threshold, only the snapshot date of September 30, 2026.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002012383-26-003824 |
| Document: Item_7.txt | 0002012383-26-003824 |
| Document: 0002012383-26-003824-index-headers.html | 0002012383-26-003824 |
| Document: 0002012383-26-003824-index.html | 0002012383-26-003824 |
| Document: 0002012383-26-003824.txt | 0002012383-26-003824 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 1d ago | SC 13G | $19.34 | awaiting T+60 | awaiting T+60 | $19.65 (+1.60%) |
Oct 13, 2026 16d ago | Press Release | $18.30 | awaiting T+60 | awaiting T+60 | $19.65 (+7.38%) |
Sep 14, 2026 6w ago | Insider Cluster | $19.67 | awaiting T+60 | awaiting T+60 | $19.65 (+0.10%) |
Sep 4, 2026 7w ago | Insider Cluster | $22.18 | awaiting T+60 | awaiting T+60 | $19.65 (+11.41%) |
Sep 3, 2026 7w ago | Insider Cluster | $22.77 | awaiting T+60 | awaiting T+60 | $19.65 (−13.70%) |
Aug 12, 2026 11w ago | Insider Cluster | $24.37 | awaiting T+60 | awaiting T+60 | $19.65 (−19.37%) |
Jul 23, 2026 14w ago | Press Release | $21.20 | awaiting T+60 | awaiting T+60 | $19.65 (−7.31%) |
Jul 8, 2026 16w ago | Insider Cluster | $23.55 $20.37 | ▲ +13.50% | ▲ +15.14% | $19.65 (+16.56%) |
Jul 8, 2026 16w ago | Insider Cluster | $23.55 $20.37 | ▼ −13.50% | ▼ −15.14% | $19.65 (−16.56%) |
Jul 6, 2026 16w ago | Insider Cluster | $23.00 $20.81 | ▲ +9.52% | ▲ +11.52% | $19.65 (+14.57%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers