Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OMDA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Divisadero Street Capital Management, LP | 5.9M | $74.0M | +1153.8% | 9.904% | 3.46% |
| 2 | Revelation Capital Management, LLC | 5.2M | $65.5M | 0.0% | 8.761% | 97.14% |
| 3 | FMR LLC | 3.3M | $41.3M | -36.5% | 5.532% | 0.00% |
| 4 | NVP Associates, LLC | 2.5M | $31.8M | 0.0% | 4.258% | 18.06% |
| 5 | AMERICAN CENTURY COMPANIES INC | 2.5M | $30.9M | — | 4.132% | 0.02% |
| 6 | a16z Capital Management, L.L.C. | 2.3M | $29.0M | -33.3% | 3.881% | 2.25% |
| 7 | BlackRock, Inc. | 1.9M | $23.9M | +231.7% | 3.204% | 0.00% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $22.7M | — | 3.043% | 0.00% |
| 9 | LOOMIS SAYLES & CO L P | 1.7M | $21.5M | -7.7% | 2.881% | 0.03% |
| 10 | MORGAN STANLEY | 1.5M | $18.4M | +255.9% | 2.467% | 0.00% |
| 11 | MILLENNIUM MANAGEMENT LLC | 1.1M | $13.9M | -51.4% | 1.857% | 0.01% |
| 12 | Point72 Asset Management, L.P. | 906K | $11.4M | +13.7% | 1.524% | 0.02% |
| 13 | Bienville Capital Management, LLC | 898K | $11.3M | +21.0% | 1.510% | 2.23% |
| 14 | Jefferies Financial Group Inc. | 809K | $10.2M | -24.7% | 1.361% | 0.07% |
| 15 | PERCEPTIVE ADVISORS LLC | 786K | $9.9M | -67.2% | 1.323% | 0.20% |
| 16 | Archon Capital Management LLC | 725K | $9.1M | +6.9% | 1.220% | 5.14% |
| 17 | Madryn Asset Management, LP | 584K | $7.3M | 0.0% | 0.982% | 21.50% |
| 18 | STATE STREET CORP | 548K | $6.9M | +244.7% | 0.923% | 0.00% |
| 19 | Rock Springs Capital Management LP | 541K | $6.8M | -26.9% | 0.910% | 0.40% |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 531K | $6.7M | +126.6% | 0.893% | 0.00% |
| 21 | JACOBS LEVY EQUITY MANAGEMENT, INC | 395K | $5.0M | +487.6% | 0.665% | 0.02% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 391K | $4.9M | +173.9% | 0.658% | 0.01% |
| 23 | TUDOR INVESTMENT CORP ET AL | 378K | $4.8M | +79.0% | 0.637% | 0.02% |
| 24 | GOLDMAN SACHS GROUP INC | 363K | $4.6M | +47.8% | 0.611% | 0.00% |
| 25 | Walleye Capital LLC | 352K | $4.4M | +677.2% | 0.593% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OMDA — a direct measure of their conviction.
Filings activity in OMDA during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new OMDA position in Q1 2026
Institutions that fully closed their OMDA position in Q1 2026
4 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 136 | +3.0% | 53.82% | 7.29 pp | $548M | 12% |
| Q4 2025 | 132 | +55% | 61.11% | +0.96 pp | $623M | +1.6% |
| Q3 2025 | 85 | +23% | 60.15% | +13.84 pp | $613M | +30% |
| Q2 2025 | 69 | — | 46.31% | — | $472M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OMDA stock.
Based on Q1 2026 13F filings, institutional ownership of Omada Health stands at 53.8%, held across 136 reporting institutions.
Divisadero Street Capital Management, LP is the largest reported institutional holder of OMDA, with approximately 5,887,715 shares worth $0.07B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of OMDA, including MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P., RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for OMDA is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
47 institutions opened new positions in OMDA during Q1 2026, while 43 fully exited. 35 added to existing positions and 54 trimmed.
OMDA institutional ownership fell by 7.29 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 65.5% of all reported 13F value in OMDA, and the top 25 account for 86.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.