Subscribe

Omada Health (OMDA)

USD23.66 +0.22 (+0.95%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 500 Sansome Street 94111
San Francisco, CA, US
CEO Sean Duffy
IPO 2025-06-06
CIK 1611115 ISIN US68170A1088

Explore sections of this company profile

Description

Omada Health is an American virtual health company that delivers evidence-based digital programs designed to manage common chronic ailments, including cardiometabolic, musculoskeletal, and behavioral health conditions, offering continuous support that bridges the gap between in-person medical appointments.

News Sentiment (7d)
66 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD23.66 +0.22 (+0.95%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
1M
Beta
1.62
Float Shares
4.53M
Free Float %
7.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.50% -6.70% +30.67% +32.77% -30.49% -5.51% -35.17% -35.17% -35.17% -35.17% -35.17%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (10 ratings, all time) Buy
Price Targets & DCF
Current price
23.66
Low 18.00 -23.9%
Consensus 23.67 +0.0%
Median 23.00 -2.8%
High 32.00 +35.2%
Ratings Trend (MoM) 83% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 5 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
15.00
-36.6%
Last Quarter 1
15.00
-36.6%
Last Year 9
23.89
+1.0%
All Time 9
23.89
+1.0%
Quality scores
Altman Z-Score
7.16
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +53.2% Q1'26: +42.0% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    +74.1% Q1'26: +70.4% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    -1.9% Q1'26: -15.3% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    -3.9% Q1'26: -6.1% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    -134.0% Q1'26: -85.6% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    +4.8% Q1'26: +5.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    0.00× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.69) × ERP
WACC = 100% × Ke + 0% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 23.66
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
2 EPS Ana.
Dec 2027
8 Rev. Ana.
3 EPS Ana.
Dec 2028
7 Rev. Ana.
1 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
6 Rev. Ana.
Revenue
169.80M
est: 209.83M (-19.1%)
260.21M
est: 253.94M (+2.5%)
325.79M
320.28M – 332.24M
+28.3% YoY
390.80M
384.71M – 396.87M
+20.0% YoY
465.56M
465.34M – 465.78M
+19.1% YoY
505.00M
496.47M – 515.01M
+8.5% YoY
577.00M
567.25M – 588.43M
+14.3% YoY
EBITDA
-37.83M
est: -75.21M (+49.7%)
-4.75M
est: -91.02M (+94.8%)
-116.78M
-119.09M – -114.80M
-28.3% YoY
-140.08M
-142.26M – -137.90M
-20.0% YoY
-166.88M
-166.96M – -166.80M
-19.1% YoY
-181.02M
-184.60M – -177.96M
-8.5% YoY
-206.82M
-210.92M – -203.33M
-14.3% YoY
EBIT
-42.63M
est: -82.25M (+48.2%)
-10.24M
est: -99.54M (+89.7%)
-127.71M
-130.24M – -125.55M
-28.3% YoY
-153.19M
-155.57M – -150.80M
-20.0% YoY
-182.50M
-182.58M – -182.41M
-19.1% YoY
-197.96M
-201.88M – -194.61M
-8.5% YoY
-226.18M
-230.66M – -222.36M
-14.3% YoY
Net Income
-47.14M
est: -164.24M (+71.3%)
-12.78M
est: -1.58M (-706.8%)
3.86M
3.77M – 3.96M
+343.9% YoY
12.71M
9.96M – 15.46M
+228.9% YoY
36.00M
35.14M – 36.86M
+183.3% YoY
— – —
-100.0% YoY
— – —
SGA
110.61M
est: 158.85M (-30.4%)
142.23M
est: 192.24M (-26.0%)
246.64M
242.47M – 251.53M
+28.3% YoY
295.85M
291.25M – 300.45M
+20.0% YoY
352.46M
352.29M – 352.62M
+19.1% YoY
382.31M
375.85M – 389.89M
+8.5% YoY
436.82M
429.44M – 445.48M
+14.3% YoY
EPS
-0.85
est: -2.81 (+69.7%)
-0.22
est: -0.03 (-711.6%)
0.07
0.06 – 0.07
+343.5% YoY
0.22
0.17 – 0.26
+229.5% YoY
0.62
0.60 – 0.63
+182.8% YoY
— – —
-100.0% YoY
— – —
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
19.61M
OE per share TTM
0.33
Owner's Yield
2.05%
Maintenance CapEx ratio
17.75%
Maint CapEx / Avg PPE
4.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
24
Total invested
13.72M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
24
-112 vs prev Q
New positions
10
Closed positions
119
Increased
17
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 REVELATION CAPITAL MANAGEMENT, LLC 5.21M +5.2M (+100.0%) 82.18B +82.2B (+100.0%) 9.83% +9.833 pp 98.46% +98.462 pp USD15.78 +0.0% 1 qtrs NEW
2 MADRYN ASSET MANAGEMENT, LP 583.8K +583.8K (+100.0%) 9.21B +9.2B (+100.0%) 1.10% +1.102 pp 26.53% +26.530 pp USD15.78 +0.0% 1 qtrs NEW
3 FMR LLC 5.18M +267.0K (+5.4%) 81.72M -26.9M (-24.7%) 9.78% +1.209 pp 0.00% -0.002 pp USD18.17 -13.2% 3 qtrs
4 AH CAPITAL MANAGEMENT, L.L.C. 3.46M -1.2M (-25.0%) 54.61M -47.4M (-46.5%) 6.53% -1.516 pp 3.46% -3.857 pp USD18.30 -13.8% 3 qtrs
5 CIGNA INVESTMENTS INC /NEW 3.44M +— (+0.0%) 54.36M -21.8M (-28.6%) 6.50% +0.494 pp 7.84% -2.890 pp USD22.11 -28.6% 2 qtrs
6 NVP ASSOCIATES, LLC 2.53M +— (+0.0%) 39.94M -16.0M (-28.6%) 4.78% +0.363 pp 15.65% -18.051 pp USD18.30 -13.8% 3 qtrs
7 PERCEPTIVE ADVISORS LLC 2.40M +— (+0.0%) 37.81M -15.2M (-28.6%) 4.52% +0.344 pp 0.67% -0.856 pp USD18.30 -13.8% 3 qtrs
8 MILLENNIUM MANAGEMENT LLC 2.27M +2.1M (+1,195.0%) 35.85M +32.0M (+824.2%) 4.29% +3.984 pp 0.02% +0.013 pp USD15.97 -1.2% 3 qtrs
9 LOOMIS SAYLES & CO L P 1.86M +346.6K (+23.0%) 29.28M -4.1M (-12.2%) 3.50% +0.871 pp 0.04% -0.004 pp USD18.69 -15.6% 3 qtrs
10 CITADEL ADVISORS LLC 1.27M +1.2M (+5,330.1%) 20.02M +19.5M (+3,775.5%) 2.40% +2.354 pp 0.00% +0.003 pp USD15.83 -0.3% 3 qtrs
11 JEFFERIES FINANCIAL GROUP INC. 1.07M +1.1M (+100.0%) 16.95M +16.9M (+100.0%) 2.03% +2.028 pp 0.09% +0.087 pp USD15.78 +0.0% 1 qtrs NEW
12 BIT CAPITAL GMBH 940.2K +323.4K (+52.4%) 14.84M +1.2M (+8.8%) 1.78% +0.699 pp 0.55% +0.079 pp USD19.93 -20.8% 2 qtrs
13 POINT72 ASSET MANAGEMENT, L.P. 796.7K -219.8K (-21.6%) 12.57M -9.9M (-44.1%) 1.50% -0.269 pp 0.01% -0.024 pp USD19.58 -19.4% 3 qtrs
14 BIENVILLE CAPITAL MANAGEMENT, LLC 742.0K +464.4K (+167.3%) 11.71M +5.6M (+90.7%) 1.40% +0.917 pp 1.86% +0.690 pp USD18.15 -13.1% 2 qtrs
15 ROCK SPRINGS CAPITAL MANAGEMENT LP 740.0K -180.0K (-19.6%) 11.68M -8.7M (-42.6%) 1.40% -0.208 pp 0.60% -0.590 pp USD18.30 -13.8% 3 qtrs
16 ARCHON CAPITAL MANAGEMENT LLC 678.1K +376.8K (+125.1%) 10.70M +4.0M (+60.6%) 1.28% +0.755 pp 6.09% +2.121 pp USD18.59 -15.1% 2 qtrs
17 BLACKROCK, INC. 574.2K +10.6K (+1.9%) 9.06M -3.4M (-27.3%) 1.08% +0.101 pp 0.00% 0.000 pp USD21.99 -28.2% 2 qtrs
18 DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 553.1K +— (+0.0%) 8.73M -3.5M (-28.6%) 1.04% +0.079 pp 0.11% -0.075 pp USD18.30 -13.8% 3 qtrs
19 FEDERATED HERMES, INC. 500.0K +— (+0.0%) 7.89M -3.2M (-28.6%) 0.94% +0.072 pp 0.01% -0.006 pp USD18.30 -13.8% 3 qtrs
20 VANGUARD GROUP INC 488.2K +5.4K (+1.1%) 7.70M -3.0M (-27.8%) 0.92% +0.079 pp 0.00% +0.000 pp USD21.53 -26.7% 3 qtrs
21 DIVISADERO STREET CAPITAL MANAGEMENT, LP 469.6K -910.3K (-66.0%) 7.41M -23.1M (-75.7%) 0.89% -1.521 pp 0.35% -0.985 pp USD22.11 -28.6% 2 qtrs
22 BNP PARIBAS ARBITRAGE, SNC 416.6K +404.0K (+3,209.8%) 6.57M +6.3M (+2,262.2%) 0.79% +0.765 pp 0.00% +0.003 pp USD15.97 -1.2% 2 qtrs
23 MORGAN STANLEY 412.1K +91.1K (+28.4%) 6.50M -595.1K (-8.4%) 0.78% +0.218 pp 0.00% +0.000 pp USD17.74 -11.0% 3 qtrs
24 JPMORGAN CHASE & CO 404.3K +400.6K (+10,806.3%) 6.38M +6.3M (+7,683.9%) 0.76% +0.757 pp 0.00% +0.000 pp USD15.84 -0.4% 2 qtrs
25 LORD, ABBETT & CO. LLC 330.0K -119.0 (0.0%) 5.21M -2.1M (-28.7%) 0.62% +0.047 pp 0.02% -0.006 pp USD18.89 -16.5% 3 qtrs
26 QUBE RESEARCH & TECHNOLOGIES LTD 280.2K +280.2K (+100.0%) 4.42M +4.4M (+100.0%) 0.53% +0.529 pp 0.00% +0.005 pp USD15.78 +0.0% 1 qtrs NEW
27 GOLDMAN SACHS GROUP INC 245.9K -61.2K (-19.9%) 3.88M -2.9M (-42.9%) 0.46% -0.072 pp 0.00% 0.000 pp USD21.11 -25.2% 3 qtrs
28 GEODE CAPITAL MANAGEMENT, LLC 234.3K -18.2K (-7.2%) 3.70M -1.9M (-33.8%) 0.44% +0.002 pp 0.00% 0.000 pp USD21.58 -26.9% 3 qtrs
29 LIBERTY STREET ADVISORS, INC. 219.8K -225.0K (-50.6%) 3.47M -6.4M (-64.7%) 0.42% -0.361 pp 5.80% -9.438 pp USD18.30 -13.8% 3 qtrs
30 MARSHALL WACE, LLP 218.1K +218.1K (+100.0%) 3.44M +3.4M (+100.0%) 0.41% +0.412 pp 0.00% +0.003 pp USD15.78 +0.0% 1 qtrs NEW
31 COUNTERPOINT MUTUAL FUNDS LLC 215.9K +193.2K (+848.5%) 3.41M +2.9M (+576.9%) 0.41% +0.368 pp 0.25% +0.213 pp USD16.45 -4.1% 2 qtrs
32 PRICE T ROWE ASSOCIATES INC /MD/ 214.5K +214.5K (+100.0%) 3.39M +3.4M (+100.0%) 0.41% +0.405 pp 0.00% +0.000 pp USD15.78 +0.0% 1 qtrs NEW
33 TUDOR INVESTMENT CORP ET AL 211.4K +166.8K (+373.7%) 3.34M +2.3M (+238.1%) 0.40% +0.321 pp 0.01% +0.005 pp USD17.12 -7.8% 2 qtrs
34 KNOLLWOOD INVESTMENT ADVISORY, LLC 210.8K +210.8K (+100.0%) 3.33M +3.3M (+100.0%) 0.40% +0.398 pp 0.31% +0.312 pp USD15.78 +0.0% 1 qtrs NEW
35 RTW INVESTMENTS, LP 200.0K +— (+0.0%) 3.16M -1.3M (-28.6%) 0.38% +0.029 pp 0.03% -0.023 pp USD18.30 -13.8% 3 qtrs
36 SCHRODER INVESTMENT MANAGEMENT GROUP 199.6K +652.0 (+0.3%) 3.06M -1.4M (-31.0%) 0.38% +0.030 pp 0.00% -0.001 pp USD22.09 -28.6% 2 qtrs
37 BELLEVUE GROUP AG 177.9K -73.9K (-29.3%) 2.81M -2.8M (-49.6%) 0.34% -0.103 pp 0.05% -0.063 pp USD18.33 -13.9% 3 qtrs
38 IEQ CAPITAL, LLC 170.4K +170.4K (+100.0%) 2.69M +2.7M (+100.0%) 0.32% +0.322 pp 0.01% +0.008 pp USD15.78 +0.0% 1 qtrs NEW
39 VOLORIDGE INVESTMENT MANAGEMENT, LLC 164.1K +164.1K (+100.0%) 2.59M +2.6M (+100.0%) 0.31% +0.310 pp 0.01% +0.009 pp USD15.78 +0.0% 1 qtrs NEW
40 GHISALLO CAPITAL MANAGEMENT LLC 163.0K +73.0K (+81.1%) 2.57M +582.2K (+29.3%) 0.31% +0.151 pp 0.11% +0.050 pp USD17.17 -8.1% 3 qtrs
41 STATE STREET CORP 159.1K +7.6K (+5.0%) 2.51M -839.4K (-25.1%) 0.30% +0.036 pp 0.00% +0.000 pp USD21.81 -27.6% 2 qtrs
42 JANE STREET GROUP, LLC 157.4K +157.4K (+100.0%) 2.48M +2.5M (+100.0%) 0.30% +0.297 pp 0.00% +0.000 pp USD15.78 +0.0% 1 qtrs NEW
43 A16Z PERENNIAL MANAGEMENT, L.P. 157.1K +157.1K (+100.0%) 2.48M +2.5M (+100.0%) 0.30% +0.297 pp 0.19% +0.186 pp USD15.78 +0.0% 1 qtrs NEW
44 BALYASNY ASSET MANAGEMENT L.P. 152.7K +152.7K (+100.0%) 2.41M +2.4M (+100.0%) 0.29% +0.288 pp 0.00% +0.003 pp USD15.78 +0.0% 1 qtrs NEW
45 RENAISSANCE TECHNOLOGIES LLC 142.8K +130.3K (+1,042.4%) 2.25M +2.0M (+715.3%) 0.27% +0.248 pp 0.00% +0.003 pp USD16.33 -3.4% 2 qtrs
46 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 137.8K +137.8K (+100.0%) 2.17M +2.2M (+100.0%) 0.26% +0.260 pp 0.01% +0.012 pp USD15.78 +0.0% 1 qtrs NEW
47 PARALLEL ADVISORS, LLC 123.4K +122.4K (+12,235.9%) 1.95M +1.9M (+8,704.2%) 0.23% +0.231 pp 0.04% +0.035 pp USD15.83 -0.3% 2 qtrs
48 BANK OF AMERICA CORP /DE/ 106.3K +101.1K (+1,940.0%) 1.68M +1.6M (+1,356.0%) 0.20% +0.192 pp 0.00% +0.000 pp USD15.90 -0.8% 3 qtrs
49 TREXQUANT INVESTMENT LP 105.2K +105.2K (+100.0%) 1.66M +1.7M (+100.0%) 0.20% +0.199 pp 0.01% +0.015 pp USD15.78 +0.0% 1 qtrs NEW
50 FINANCIAL ENHANCEMENT GROUP LLC 97.2K +64.4K (+196.6%) 1.52M +733.3K (+93.3%) 0.18% +0.126 pp 0.20% +0.092 pp USD17.91 -11.9% 2 qtrs
51 UTAH RETIREMENT SYSTEMS 78.4K +78.4K (+100.0%) 1.24M +1.2M (+100.0%) 0.15% +0.148 pp 0.01% +0.012 pp USD15.78 +0.0% 1 qtrs NEW
52 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 77.5K +77.5K (+100.0%) 1.22M +1.2M (+100.0%) 0.15% +0.146 pp 0.00% +0.002 pp USD15.78 +0.0% 1 qtrs NEW
53 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 73.3K -38.0 (-0.1%) 1.16M -465.0K (-28.7%) 0.14% +0.010 pp 0.00% 0.000 pp USD22.11 -28.6% 2 qtrs
54 ADAGE CAPITAL PARTNERS GP, L.L.C. 72.8K +72.8K (+100.0%) 1.15M +1.1M (+100.0%) 0.14% +0.138 pp 0.00% +0.002 pp USD15.78 +0.0% 1 qtrs NEW
55 JACOBS LEVY EQUITY MANAGEMENT, INC 67.3K +67.3K (+100.0%) 1.06M +1.1M (+100.0%) 0.13% +0.127 pp 0.00% +0.004 pp USD15.78 +0.0% 1 qtrs NEW
56 NORTHERN TRUST CORP 64.6K -2.6K (-3.9%) 1.02M -467.3K (-31.4%) 0.12% +0.005 pp 0.00% 0.000 pp USD22.11 -28.6% 2 qtrs
57 TWO SIGMA INVESTMENTS, LP 61.2K +16.0K (+35.4%) 966.0K -33.8K (-3.4%) 0.12% +0.037 pp 0.00% 0.000 pp USD19.83 -20.4% 3 qtrs
58 UBS GROUP AG 60.2K +16.7K (+38.5%) 950.4K -11.0K (-1.1%) 0.11% +0.038 pp 0.00% +0.000 pp USD17.96 -12.1% 3 qtrs
59 NORGES BANK 57.0K +57.0K (+100.0%) 898.9K +898.9K (+100.0%) 0.11% +0.108 pp 0.00% +0.000 pp USD15.78 +0.0% 1 qtrs NEW
60 QUANTBOT TECHNOLOGIES LP 55.9K +55.9K (+100.0%) 881.6K +881.6K (+100.0%) 0.11% +0.106 pp 0.03% +0.029 pp USD15.78 +0.0% 1 qtrs NEW
61 HRT FINANCIAL LP 54.5K +54.5K (+100.0%) 860.0K +860.0K (+100.0%) 0.10% +0.103 pp 0.00% +0.003 pp USD15.78 +0.0% 1 qtrs NEW
62 ALPINVEST PARTNERS B.V. 53.9K +53.9K (+100.0%) 850.0K +850.0K (+100.0%) 0.10% +0.102 pp 1.32% +1.324 pp USD15.78 +0.0% 1 qtrs NEW
63 BURKEHILL GLOBAL MANAGEMENT, LP 50.0K +— (+0.0%) 789.0K -316.5K (-28.6%) 0.09% +0.007 pp 0.05% -0.011 pp USD18.30 -13.8% 3 qtrs
64 JUMP FINANCIAL, LLC 47.9K +47.9K (+100.0%) 756.4K +756.4K (+100.0%) 0.09% +0.091 pp 0.01% +0.009 pp USD15.78 +0.0% 1 qtrs NEW
65 INDEPENDENT ADVISOR ALLIANCE 45.4K +45.4K (+100.0%) 716.8K +716.8K (+100.0%) 0.09% +0.086 pp 0.02% +0.017 pp USD15.78 +0.0% 1 qtrs NEW
66 WALLEYE CAPITAL LLC 45.3K +16.8K (+59.1%) 715.6K +85.4K (+13.6%) 0.09% +0.036 pp 0.00% 0.000 pp USD17.66 -10.6% 3 qtrs
67 SECTORAL ASSET MANAGEMENT INC 36.5K +9.0K (+32.7%) 576.0K -32.1K (-5.3%) 0.07% +0.021 pp 0.46% +0.086 pp USD17.68 -10.7% 3 qtrs
68 VERITION FUND MANAGEMENT LLC 31.6K +31.6K (+100.0%) 497.9K +497.9K (+100.0%) 0.06% +0.060 pp 0.00% +0.002 pp USD15.78 +0.0% 1 qtrs NEW
69 EXODUSPOINT CAPITAL MANAGEMENT, LP 31.3K +31.3K (+100.0%) 494.2K +494.2K (+100.0%) 0.06% +0.059 pp 0.00% +0.004 pp USD15.78 +0.0% 1 qtrs NEW
70 SQUAREPOINT OPS LLC 30.8K +30.8K (+100.0%) 485.8K +485.8K (+100.0%) 0.06% +0.058 pp 0.00% +0.001 pp USD15.78 +0.0% 1 qtrs NEW
71 INSPIRE INVESTING, LLC 29.9K +9.4K (+46.1%) 471.4K +19.2K (+4.2%) 0.06% +0.021 pp 0.04% -0.002 pp USD20.11 -21.5% 2 qtrs
72 CENTIVA CAPITAL, LP 27.5K +27.5K (+100.0%) 434.4K +434.4K (+100.0%) 0.05% +0.052 pp 0.00% +0.004 pp USD15.78 +0.0% 1 qtrs NEW
73 MAREX GROUP PLC 26.5K +26.5K (+100.0%) 418.2K +418.2K (+100.0%) 0.05% +0.050 pp 0.00% +0.003 pp USD15.78 +0.0% 1 qtrs NEW
74 MIRACLE MILE ADVISORS, LLC 25.7K +25.7K (+100.0%) 405.9K +405.9K (+100.0%) 0.05% +0.049 pp 0.01% +0.006 pp USD15.78 +0.0% 1 qtrs NEW
75 GRAHAM CAPITAL MANAGEMENT, L.P. 25.6K +25.6K (+100.0%) 403.5K +403.5K (+100.0%) 0.05% +0.048 pp 0.01% +0.010 pp USD15.78 +0.0% 1 qtrs NEW
76 WELLS FARGO & COMPANY/MN 24.5K +18.3K (+296.1%) 386.1K +249.5K (+182.7%) 0.05% +0.035 pp 0.00% +0.000 pp USD17.38 -9.2% 2 qtrs
77 PHARVISION ADVISERS, LLC 24.4K +24.4K (+100.0%) 385.3K +385.3K (+100.0%) 0.05% +0.046 pp 0.20% +0.195 pp USD15.78 +0.0% 1 qtrs NEW
78 BRIDGEFRONT CAPITAL, LLC 21.2K +21.2K (+100.0%) 335.2K +335.2K (+100.0%) 0.04% +0.040 pp 0.08% +0.084 pp USD15.78 +0.0% 1 qtrs NEW
79 SCHONFELD STRATEGIC ADVISORS LLC 21.0K +21.0K (+100.0%) 331.6K +331.6K (+100.0%) 0.04% +0.040 pp 0.00% +0.002 pp USD15.78 +0.0% 3 qtrs
80 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 20.5K +16.2K (+379.1%) 323.2K +228.7K (+241.9%) 0.04% +0.031 pp 0.00% +0.000 pp USD17.10 -7.7% 2 qtrs
81 BANK OF NEW YORK MELLON CORP 19.7K -197.0 (-1.0%) 310.6K -129.0K (-29.3%) 0.04% +0.003 pp 0.00% +0.000 pp USD22.11 -28.6% 2 qtrs
82 XTX TOPCO LTD 18.8K +18.8K (+100.0%) 297.1K +297.1K (+100.0%) 0.04% +0.036 pp 0.01% +0.008 pp USD15.78 +0.0% 3 qtrs
83 HURLEY CAPITAL, LLC 18.5K +18.5K (+100.0%) 292.3K +292.3K (+100.0%) 0.04% +0.035 pp 0.16% +0.164 pp USD15.78 +0.0% 1 qtrs NEW
84 ENGINEERS GATE MANAGER LP 17.0K +17.0K (+100.0%) 268.8K +268.8K (+100.0%) 0.03% +0.032 pp 0.00% +0.003 pp USD15.78 +0.0% 1 qtrs NEW
85 MAIN STREET RESEARCH LLC 15.9K +15.9K (+100.0%) 251.0K +251.0K (+100.0%) 0.03% +0.030 pp 0.01% +0.014 pp USD15.78 +0.0% 1 qtrs NEW
86 BLUE OWL CAPITAL HOLDINGS LP 15.4K +15.4K (+100.0%) 242.6K +242.6K (+100.0%) 0.03% +0.029 pp 0.02% +0.018 pp USD15.78 +0.0% 1 qtrs NEW
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15.2K +721.0 (+5.0%) 239.5K -80.1K (-25.1%) 0.03% +0.003 pp 0.00% +0.000 pp USD21.81 -27.6% 2 qtrs
88 15.0K +15.0K (+100.0%) 236.7K +236.7K (+100.0%) 0.03% +0.028 pp 0.17% +0.168 pp USD15.78 +0.0% 1 qtrs NEW
89 BARCLAYS PLC 14.9K +1.9K (+14.6%) 234.3K -52.3K (-18.2%) 0.03% +0.005 pp 0.00% +0.000 pp USD19.95 -20.9% 3 qtrs
90 RUBICON GLOBAL CAPITAL LTD 13.5K +13.5K (+100.0%) 213.3K +213.3K (+100.0%) 0.03% +0.026 pp 0.06% +0.057 pp USD15.78 +0.0% 1 qtrs NEW
91 BREVAN HOWARD CAPITAL MANAGEMENT LP 12.4K +12.4K (+100.0%) 195.5K +195.5K (+100.0%) 0.02% +0.023 pp 0.00% +0.002 pp USD15.78 +0.0% 1 qtrs NEW
92 NUVEEN, LLC 11.1K +— (+0.0%) 175.7K -70.5K (-28.6%) 0.02% +0.002 pp 0.00% +0.000 pp USD22.11 -28.6% 2 qtrs
93 TWO SIGMA ADVISERS, LP 10.8K +10.8K (+100.0%) 170.8K +170.8K (+100.0%) 0.02% +0.020 pp 0.00% +0.000 pp USD15.78 +0.0% 1 qtrs NEW
94 PDT PARTNERS, LLC 10.5K +10.5K (+100.0%) 165.8K +165.8K (+100.0%) 0.02% +0.020 pp 0.01% +0.011 pp USD15.78 +0.0% 1 qtrs NEW
95 QUANTINNO CAPITAL MANAGEMENT LP 10.4K +10.4K (+100.0%) 164.3K +164.3K (+100.0%) 0.02% +0.020 pp 0.00% +0.000 pp USD15.78 +0.0% 1 qtrs NEW
96 SANDIA INVESTMENT MANAGEMENT LP 8.8K -6.2K (-41.0%) 139.5K -192.1K (-57.9%) 0.02% -0.010 pp 0.35% -0.640 pp USD18.30 -13.8% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 50 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Innovator IBD 50 ETF FFTY 1.01% 903.1K 0.80%
2 American Century Small Cap Growth Insights ETF ACSG 0.68% 173.0K 0.49%
3 Global X - Millennial Consumer ETF MILN 0.55% 551.4K 0.50%
4 Inspire Small/Mid Cap ETF ISMD 0.21% 706.6K 0.53%
5 iShares Russell 2000 Growth ETF IWO 0.05% 7.80M 0.24%
6 Fidelity Enhanced Small Cap ETF FESM 0.05% 2.83M 0.28%
7 iShares Morningstar Small-Cap Growth ETF ISCG 0.04% 356.2K 0.06%
8 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.03% 1.60M 0.30%
9 iShares Russell 2000 BuyWrite ETF IWMW 0.03% 15.1K 0.39%
10 iShares Russell 2000 ETF IWM 0.03% 22.09M 0.19%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
4.00
Bullish
Ratio by volume
1.44
Neutral
Buys
4
Sells
1
Shares acquired
4.1K
Shares disposed
2.8K
Cash buys
Cash sales
1.00
Net activity
+1,250
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-08 Shao Wei-Li Officer S-Sale D Common Stock 2,829 12.71 35.9K 328,850 D
2026-04-05 ROOT JONATHAN D Director A-Award A Common Stock 882 0.00 180,175 D
2026-04-05 Klapstein Julie D Director A-Award A Common Stock 698 0.00 10,434 D
2026-04-05 HILLEMAN JERYL L Director A-Award A Common Stock 1,544 0.00 14,338 D
2026-04-05 FETTER TREVOR Director A-Award A Common Stock 955 0.00 12,651 D
2026-03-13 Cook Steven L. Officer S-Sale D Common Stock 1,884 13.94 26.3K 200,512 D
2026-03-09 Duffy Sean P. Director / Officer S-Sale D Common Stock 3,863 14.32 55.3K 117,798 D
2026-03-05 Shao Wei-Li Officer A-Award A Common Stock 264,705 0.00 331,679 D
2026-03-05 Gracey Craig Officer A-Award A Common Stock 16,470 0.00 16,470 D
2026-03-05 Duffy Sean P. Director / Officer A-Award A Common Stock 323,529 0.00 441,127 D
2026-03-05 Cook Steven L. Officer A-Award A Common Stock 147,058 0.00 202,396 D
2026-01-13 Duffy Sean P. Director / Officer M-Exempt A Common Stock 40,796 2.55 104.0K 167,440 D
2026-01-12 Duffy Sean P. Director / Officer S-Sale D Common Stock 90,490 15.99 1.45M 126,644 D
2026-01-05 ROOT JONATHAN D Director A-Award A Common Stock 915 0.00 179,293 D
2026-01-05 HILLEMAN JERYL L Director A-Award A Common Stock 1,601 0.00 12,794 D
2026-01-05 FETTER TREVOR Director A-Award A Common Stock 991 0.00 11,696 D
2025-12-29 Shao Wei-Li Officer S-Sale D Common Stock 5,618 16.13 90.6K 69,079 D
2025-12-10 Duffy Sean P. Director / Officer S-Sale D Common Stock 9,266 15.37 142.4K 126,644 D
2025-12-10 Cook Steven L. Officer S-Sale D Common Stock 4,211 15.37 64.7K 57,566 D
2025-12-05 Shao Wei-Li Officer F-InKind D Common Stock 1,843 17.49 32.2K 74,697 D
2025-12-05 Duffy Sean P. Director / Officer F-InKind D Common Stock 4,413 17.49 77.2K 135,910 D
2025-12-05 Cook Steven L. Officer F-InKind D Common Stock 2,006 17.49 35.1K 61,777 D
2025-12-02 ROOT JONATHAN D Director J-Other D Common Stock 146,257 0.00 0 I
2025-10-05 ROOT JONATHAN D Director A-Award A Common Stock 657 0.00 10,630 D
2025-10-05 HILLEMAN JERYL L Director A-Award A Common Stock 1,081 0.00 11,193 D
2025-10-05 FETTER TREVOR Director A-Award A Common Stock 712 0.00 10,705 D

Executive team

Top executives
EBIT / Employee
-12.1K
Shares Outstanding
58.93M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Sean Duffy Chief Executive Officer 525.0K 2.75M 1.02M 418.3K 840.00 4.72M 79.99%
2 2025 Wei-Li Shao President 450.0K 1.50M 832.0K 378.3K 3.6K 3.16M 73.71%
3 2025 Steven Cook Chief Financial Officer 400.0K 1.25M 256.0K 230.8K 840.00 2.14M 70.45%
4 2024 Sean Duffy Chief Executive Officer 412.0K 453.8K 322.7K 720.00 1.19M 38.16%
5 2024 Wei-Li Shao President 400.0K 453.8K 299.5K 720.00 1.15M 39.32%
6 2024 Steven Cook Chief Financial Officer 389.0K 272.3K 176.3K 720.00 838.3K 32.48%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-06 SC 13G/A
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-28 ARS
2026-04-10 4
2026-04-07 4
2026-04-07 4
2026-04-07 4
2026-04-07 4

Executive team

NameTitleCompensationGender
Sean Duffy Co-Founder, Chief Executive Officer & Director 2M male
Wei-Li Shao President 2M male
Steven L. Cook Chief Financial Officer 887.7K male
Jennifer Becker Chief Care Delivery Operating Officer female
Lauren Fix Senior Vice President of Corporate Strategy & Operations female
Nancy Vitale Chief People Officer female
Nathan Salha General Counsel male
Sunil Kayiti Chief Technology Officer male
Thomas Tatwah Tsang FACP Chief Medical Officer male
Tom Scales Senior Vice President of Sales & Payer Access male
Allan Kells Vice President of Investor Relations male
William Dougherty Chief Information Security Officer male
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2026
E (Environmental)
50.0 / 63.0
Company / Sector avg.
S (Social)
79.7 / 69.8
Company / Sector avg.
G (Governance)
63.9 / 68.0
Company / Sector avg.
ESG Total
64.5 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits