Market Cap
$1.3B
OMDA
Omada Health, Inc.
$20.75 ▲ +1.67%
Prev close $20.41Market cap$1.3B
ConsensusStrong Buy
12-mo target$28.42 (+36.9%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)30 New Institutional Positions10 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on OMDA right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$712.2M
Inst. Activity
30 buys / 10 sells
Insider Activity
$0.00 buy / $3.2M sell
Insider Net $
-$3.2M
SEC Reports
16
Press Releases
1
Price chart 30d -11.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 15, 2026 SEC Short Volume: OMDA — 63.1% short (0.4M / 0.7M)
Short: 421,421 | Exempt: 165 | TRF Vol: 667,992 | Short Ratio: 63.1% | Off-exchange volume (dark poo
Four Omada Health insiders, including the CEO, CFO, President, and CAO, sold a total of $524K in open-market shares over
CLUSTER — Impact 4/10
Sep 10, 2026 Insider
Cook Steven L. sold 600 shares
Chief Financial Officer @ $22.52 ($13.5K)
Sep 10, 2026 Insider
Shao Wei-Li sold 400 shares
President @ $22.53 ($9.0K)
Sep 10, 2026 Insider
Sep 5, 2026 SEC Shao Wei-Li sold 3,636 shares
President @ $21.78 ($79.2K)
Four top insiders at Omada Health, including the CEO, CFO, President, and CAO, sold a total of ~$623K in open-market sha
CLUSTER — Impact 5/10
CEO Sean Duffy and CFO Steven Cook sold a combined $198K in OMDA shares over a week, representing less than 0.02% of the
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — ADD
3,678,676 shares ($80.7M)
Analyst ratings buy % -5.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
83% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Sep 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 11, 2026 | Needham | REITERATE | Buy | 50% |
| Sep 11, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 14, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 14, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Aug 12, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Aug 10, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 3, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 12 | 3 | 0 | 0 | 83% | |
| Aug 1, 2026 | 3 | 12 | 3 | 0 | 0 | 83% | |
| Jul 1, 2026 | 2 | 13 | 3 | 0 | 0 | 83% | |
| Jun 1, 2026 | 2 | 13 | 3 | 0 | 0 | 83% | |
| May 1, 2026 | 2 | 13 | 3 | 0 | 0 | 83% | |
| Apr 1, 2026 | 2 | 12 | 3 | 0 | 0 | 82% | |
| Mar 1, 2026 | 2 | 12 | 3 | 0 | 0 | 82% | |
| Feb 1, 2026 | 2 | 12 | 3 | 0 | 0 | 82% |
Price targets
Where 12 covering analysts think OMDA trades over the next 12 months.
$28.42 +36.9% upside Strong Buy
Current$20.75 Low$22.00 Median$28.00 High$35.00 12 analysts
$22.00$35.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 2 bullish, 7 bearish, 0 mixed, 7 neutral · avg impact 4.1/10.Plus 1 press releases.
BEARISHCLUSTER4/10
Four Omada Health insiders, including the CEO, CFO, President, and CAO, sold a total of $524K in ope
Sep 15, 2026
BEARISHCLUSTER5/10
Four top insiders at Omada Health, including the CEO, CFO, President, and CAO, sold a total of ~$623
Sep 5, 2026
NEUTRALCLUSTER2/10
CEO Sean Duffy and CFO Steven Cook sold a combined $198K in OMDA shares over a week, representing le
Sep 4, 2026
NEUTRALCLUSTER3/10
CEO Sean P. Duffy and CAO Craig Gracey sold a combined ~$347K in open-market shares on August 10, 20
Aug 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: OMDA — 63.1% short (0.4M / 0.7M)
Short: 421,421 | Exempt: 165 | TRF Vol: 667,992 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: OMDA — 58.0% short (0.3M / 0.5M)
Short: 295,527 | Exempt: 0 | TRF Vol: 509,473 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: OMDA — 58.0% short (0.3M / 0.6M)
Short: 342,173 | Exempt: 0 | TRF Vol: 590,044 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_interest_report
Short Interest: OMDA up 30% to 7.5M shares
Settlement 2026-09-15 | Days to cover: 5.93 | ≈12.20% of shares outstanding (est.)
Sep 9, 2026
other
Independent Model Estimates Up To $11,142 in Gross Medical Cost Savings Per Member Over Five Years for Omada’s GLP-1 Program
New Model Estimates Up To $11,142 in Gross Medical Cost Savings Per Member Over Five Years for Omada’s GLP-1 Program.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.10 | $0.09–$0.12 | 244.4% | +0.0% | 4↑ 0↓ | $0.1B | 4 |
| Next Q | $0.10 | $0.09–$0.11 | -35.3% | +0.0% | 0↑ 4↓ | $0.1B | 4 |
| Current FY | $0.44 | $0.38–$0.48 | 181.5% | +0.0% | 5↑ 0↓ | $0.3B | 5 |
| Next FY | $0.56 | $0.39–$0.66 | 27.6% | +0.0% | 4↑ 1↓ | $0.4B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.103 | — |
| 7d ago | $0.103 | — |
| 30d ago | $0.103 | — |
| 60d ago | $0.083 | +0.019 |
| 90d ago | $0.089 | +0.013 |
Institutional ownership
Which big funds own OMDA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $712.2M total value (32,454,386 shares) as of 2026-Q2. Top holders: AMERICAN, MORGAN, FMR. Net buying activity: 30 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 3,678,676 | $80.7M | 11.3% | ADD +49.8% |
| MORGAN STANLEY | 2,800,887 | $61.5M | 8.6% | ADD +91.0% |
| FMR LLC | 2,775,102 | $60.9M | 8.6% | TRIM -36.5% |
| BlackRock, Inc. | 2,222,074 | $48.8M | 6.8% | DOUBLED +231.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,926,594 | $42.3M | 5.9% | — |
| MILLENNIUM MANAGEMENT LLC | 1,724,057 | $37.8M | 5.3% | ADD +56.2% |
| LOOMIS SAYLES & CO L P | 1,598,787 | $35.1M | 4.9% | — |
| D. E. Shaw & Co., Inc. | 1,202,058 | $26.4M | 3.7% | DOUBLED +675.6% |
| a16z Capital Management, L.L.C. | 1,153,639 | $25.3M | 3.6% | TRIM -50.0% |
| JANE STREET GROUP, LLC | 1,011,100 | $22.2M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | 2,456,309 | 3,678,676 | +49.8% | $80.7M |
| MORGAN STANLEY | ADD | 1,466,776 | 2,800,887 | +91.0% | $61.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 1,103,995 | 1,724,057 | +56.2% | $37.8M |
| D. E. Shaw & Co., Inc. | DOUBLED | 154,992 | 1,202,058 | +675.6% | $26.4M |
| a16z Capital Management, L.L.C. | TRIM | 2,307,284 | 1,153,639 | -50.0% | $25.3M |
| Nuveen, LLC | DOUBLED | 39,460 | 950,724 | +2309.3% | $20.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 91,022 | 843,583 | +826.8% | $18.5M |
| Point72 Asset Management, L.P. | TRIM | 906,207 | 597,997 | -34.0% | $13.1M |
| Walleye Capital LLC | ADD | 352,443 | 530,670 | +50.6% | $11.6M |
| CITADEL ADVISORS LLC | DOUBLED | 152,234 | 507,747 | +233.5% | $11.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 50 transactions. Net -$3.2M — $0.00 bought, $3.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Cook Steven L. | Chief Financial Officer | SELL | 600 | $22.52 | $13.5K |
| Sep 10, 2026 | Shao Wei-Li | President | SELL | 400 | $22.53 | $9.0K |
| Sep 10, 2026 | Shao Wei-Li | President | SELL | 3,636 | $21.78 | $79.2K |
| Sep 10, 2026 | Cook Steven L. | Chief Financial Officer | SELL | 6,200 | $21.80 | $135.1K |
| Sep 10, 2026 | Duffy Sean P. | Chief Executive Officer | SELL | 13,560 | $21.80 | $295.6K |
| Sep 10, 2026 | Duffy Sean P. | Chief Executive Officer | SELL | 1,400 | $22.59 | $31.6K |
| Sep 9, 2026 | Gracey Craig | Chief Accounting Officer | SELL | 644 | $21.73 | $14.0K |
| Sep 5, 2026 | Shao Wei-Li | President | TAX W/H | 1,843 | $22.77 | $42.0K |
| Sep 5, 2026 | Cook Steven L. | Chief Financial Officer | TAX W/H | 2,010 | $22.77 | $45.8K |
| Sep 5, 2026 | Duffy Sean P. | Chief Executive Officer | TAX W/H | 4,422 | $22.77 | $100.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OMDA.
Shares short
7,470,777
Settlement Sep 15, 2026
Change vs prior
+30.1%
Semi-monthly cycle
Days to cover
5.9
At avg daily volume
Of shares outstanding
≈12.2%
Estimate — not % of float
All OMDA filing & press-release reports (17)
- CLUSTER reportSep 15, 2026
- CLUSTER reportSep 5, 2026
- CLUSTER reportSep 4, 2026
- CLUSTER reportAug 13, 2026
- PRESS-RELEASE reportJul 23, 2026
- CLUSTER reportJul 21, 2026
- CLUSTER reportJul 9, 2026
- CLUSTER reportJul 8, 2026
- CLUSTER reportJul 7, 2026
- CLUSTER reportJul 3, 2026
- CLUSTER reportJun 30, 2026
- CLUSTER reportJun 26, 2026
- CLUSTER reportJun 19, 2026
- 8-K reportMay 7, 2026
- PRESS-RELEASE reportApr 16, 2026
- PRESS-RELEASE reportMar 5, 2026
- 8-K reportMar 5, 2026