OMDA at a glance
Omada Health, Inc. (OMDA, SEC CIK 1611115) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Omada Health, Inc. (OMDA) reported revenue of $260.2 million (up 53.2% from FY2024) and a net loss of $12.8 million. Diluted EPS was -$0.35.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding Omada Health, Inc. (OMDA) shares worth $364.6 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Duffy Sean P. on October 1, 2026 of 4,314 shares at $20.90 per share.
- In the last 90 days, OMDA insiders reported 0 open-market purchases ($0) and 28 open-market sales ($3.6M) on Form 4, a net sale of $3.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $260.2M
- +53.2% vs prior year
- Insiders · 90 days
- 0 buys · 28 sells
- Net −$3.6M
- 13F holders
- 23 funds
- $364.6M · +1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 5.02 · Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $87.835M, up 43% YoY from $61.371M; services $80.692M, hardware $7.143M
- Gross margin 73% vs 65% YoY; operating margin 4% vs negative 7%
- Hardware strongest growth, up 62% to $7.143M; services up 42% to $80.692M
- Net income $5.294M vs $5.311M loss; operating income $3.549M vs $4.344M loss
- Headwinds: higher device costs, tariffs, shipping expenses, and lower average service fees per member
Risk Factors
- Material weakness in internal control over financial reporting, risking inaccurate or delayed reporting and reduced investor confidence
- Healthcare regulatory changes, including Medicare Physician Fee Schedule modifications and PREVENT Diabetes Act implementation, creating uncertain coverage opportunities
- AI-native healthcare competitors and general-purpose AI tools increasing pricing pressure and member substitution risk
- Customer and channel-partner concentration limiting revenue diversification and increasing enrollment-related volatility
- Net income $5.3 million in Q2 2026 versus $(5.3) million loss in Q2 2025, but accumulated deficit remained $454.4 million
AI summary of the OMDA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jeryl Hilleman appointed Lead Independent Director effective on the Leadership Transition’s effective date
- Hilleman remains Board Chair through the Transition Date, providing governance continuity
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for three months ended June 30, 2026
- Press release issued August 6, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- Sean Duffy and Trevor Fetter reelected as Class I directors through the 2029 annual meeting
- Duffy received 18,540,089 votes for and Fetter 18,538,042, with 13,920,625 broker non-votes each
Item 2.02: Results of Operations and Financial Condition
- Omada reported financial results for the three months ended March 31, 2026
- Press release furnished as Exhibit 99.1 contains the detailed operating and financial results
AI summaries of OMDA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OMDA
Don't miss the next OMDA filing
- Alerts as it files. A push when OMDA files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut OMDA, by share count.
- Ask anything. An AI agent that reads every OMDA filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Duffy Sean P. | M | Oct 1, 2026 | 4,314 | - |
| Duffy Sean P. | M | Oct 1, 2026 | 12,944 | $5.82 |
| Duffy Sean P. | Sell | Oct 1, 2026 | 4,314 | $20.90 |
| Duffy Sean P. | M | Oct 1, 2026 | 12,944 | - |
| Duffy Sean P. | M | Oct 1, 2026 | 4,314 | $8.28 |
| Duffy Sean P. | Sell | Oct 1, 2026 | 12,944 | $20.61 |
| Duffy Sean P. | Sell | Sep 10, 2026 | 1,400 | $22.59 |
| Duffy Sean P. | Sell | Sep 10, 2026 | 13,560 | $21.80 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $169.8M | $260.2M |
| Gross Profit | - | $102.9M | $170.9M |
| Operating Income | - | -$43.7M | -$12.0M |
| Net Income | - | -$47.1M | -$12.8M |
| Gross Margin | - | 60.6% | 65.7% |
| Op. Margin | - | -25.7% | -4.6% |
| Net Margin | - | -27.8% | -4.9% |
| Balance Sheet | |||
| Total Assets | - | $150.9M | $305.4M |
| Equity | -$350.1M | -$384.4M | $229.7M |
| ROE | - | 12.3% | -5.6% |
| Per Share | |||
| EPS | - | $-6.11 | $-0.35 |
| Cash Flow | |||
| Operating CF | - | -$34.2M | $18.3M |
| CapEx | $416K | $596K | $1.3M |
Source: XBRL data in Omada Health, Inc. (OMDA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OMDA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $364.6M |
| Q1 2026 | 22 | $162.3M |
| Q4 2025 | 18 | $184.3M |
| Q3 2025 | 16 | $157.0M |
| Q2 2025 | 12 | $130.1M |
- Morgan Stanley+1.33M (+91%)
- D.E. Shaw & Co+1.05M (+676%)
- Millennium Management+620.1K (+56%)
- Citadel Advisors LLC+355.5K (+234%)
- BlackRock+317.5K (+17%)
- FMR LLC (Fidelity)−513.3K (-16%)
- Renaissance Technologies LLC−199.7K (-51%)
- JPMorgan Chase & Co−45.4K (-13%)
- AQR Capital Management−35.4K (-12%)
- T. Rowe Price Group−3.1K (-2%)
- Invesco Ltd+19.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 91 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OMDA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
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OMDA SEC filings: frequently asked questions
Are OMDA insiders buying or selling?
In the last 90 days, Omada Health, Inc. (OMDA) officers, directors and 10% owners reported no open-market purchases and 28 open-market sales worth $3.6 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold OMDA stock?
As of June 30, 2026, the largest Omada Health, Inc. (OMDA) holders among the 13F filers tracked by SignalX were Morgan Stanley ($61.5 million), FMR LLC (Fidelity) ($60.9 million), BlackRock ($48.8 million), Vanguard Capital Management LLC ($42.3 million), Millennium Management ($37.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OMDA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Omada Health, Inc. (OMDA) reported revenue of $260.2 million (up 53.2% from FY2024) and a net loss of $12.8 million. Diluted EPS was -$0.35. The figures come from the XBRL data in the 10-K.
What did OMDA report in its latest 8-K?
Omada Health, Inc. (OMDA) filed an 8-K on August 6, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 2.02 (Results of Operations and Financial Condition). Jeryl Hilleman appointed Lead Independent Director effective on the Leadership Transition’s effective date.
What are the latest OMDA SEC filings?
Omada Health, Inc. (OMDA) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 5, 2026.
What is OMDA's SEC CIK number?
Omada Health, Inc. (OMDA)'s SEC Central Index Key (CIK) is 1611115. EDGAR lists every OMDA filing under that number.
Ask anything about OMDA
The research agent reads OMDA's filings, financials, insider trades and 13F holders, then answers with sources.