Key Takeaways
- • Andreessen Horowitz entities disclosed a combined beneficial ownership stake of 6.1% in Omada Health, Inc. (Nasdaq: OMDA), with Andreessen Horowitz Fund IV, L.P. holding sole voting and dispositive power over 3,157,951 shares as of the March 31, 2026 reporting period.
- • Omada Health reported first-quarter 2026 results on May 7, 2026, marking the company's highest first-quarter performance to date, with growth in both revenue and member count alongside shrinking losses.
- • The disclosure reflects Andreessen Horowitz's continued confidence in the digital health provider's business model following Omada's transition to public markets via IPO, capitalizing on the company's trajectory as a virtual between-visit healthcare provider.
- • Omada Health has raised $450 million in total funding from institutional investors including Fidelity Investments, Andreessen Horowitz, and New Enterprise Associates prior to its public listing.
- • Wall Street analysts issued a favorable outlook on OMDA stock as of mid-March 2026, with consensus estimates suggesting potential upside of approximately 59.53%.
Summary
Andreessen Horowitz disclosed a significant stake in Omada Health, Inc., the digital health provider listed on Nasdaq under ticker OMDA. According to SEC filings, Andreessen Horowitz Fund IV, L.P. reported beneficial ownership of 3,157,951 shares, representing a 6.1% stake in the company. The filing indicates that the fund maintained sole voting and dispositive power over these shares as of the March 31, 2026 reporting date, with no shared voting arrangements.
Omada Health reported its first-quarter 2026 financial results on May 7, 2026, delivering what the company characterized as its strongest first-quarter performance on record. The results demonstrated growth across key operational metrics, including revenue expansion and increasing member count, while the company continued to narrow its operating losses. As a virtual between-visit healthcare provider, Omada operates in the growing digital health segment, positioning itself at the intersection of healthcare delivery innovation and cost management.
The Andreessen Horowitz disclosure comes within the context of Omada's recent transition to public markets via initial public offering, a move designed to capitalize on the company's demonstrated revenue growth and improving unit economics. Prior to going public, Omada had raised $450 million from a well-established investor syndicate including Fidelity Investments, Andreessen Horowitz, and New Enterprise Associates, validating institutional confidence in the company's business model and market opportunity.
Analyst sentiment surrounding OMDA stock remained constructive during the first quarter of 2026, with Wall Street research indicating potential upside of approximately 59.53% from certain price levels as of mid-March, suggesting broad confidence in the company's growth trajectory and profitability path within the digital healthcare market.
Omada Health reported its first-quarter 2026 financial results on May 7, 2026, delivering what the company characterized as its strongest first-quarter performance on record. The results demonstrated growth across key operational metrics, including revenue expansion and increasing member count, while the company continued to narrow its operating losses. As a virtual between-visit healthcare provider, Omada operates in the growing digital health segment, positioning itself at the intersection of healthcare delivery innovation and cost management.
The Andreessen Horowitz disclosure comes within the context of Omada's recent transition to public markets via initial public offering, a move designed to capitalize on the company's demonstrated revenue growth and improving unit economics. Prior to going public, Omada had raised $450 million from a well-established investor syndicate including Fidelity Investments, Andreessen Horowitz, and New Enterprise Associates, validating institutional confidence in the company's business model and market opportunity.
Analyst sentiment surrounding OMDA stock remained constructive during the first quarter of 2026, with Wall Street research indicating potential upside of approximately 59.53% from certain price levels as of mid-March, suggesting broad confidence in the company's growth trajectory and profitability path within the digital healthcare market.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.