Privia Health Group Inc

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Privia Health Group Inc
TickerPRVA
CIK #0001759655
CUSIP74276R102
SectorLife Sciences - Services-Health Services
Address950 N Glebe Rd, Suite 700, Arlington, VA 22203
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Ph Group Parent Corp 2019-02-13 24.9 M Exemption: 506(b) · Remaining: Indefinite · Duration: More than one year · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001759655] 10-K
[0001759655] 10-Q
[0001759655] 3
[0001759655] 4
[0001759655] 5
[0001759655] 8-K
[0001759655] D
[0001759655] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Portfolio Management LLC Privia Health Group Inc [2026-04-29] 0.0
Boehler Adam Privia Health Group Inc [2025-08-12] 0.0
Vanguard Group Inc Privia Health Group Inc [2024-02-13] 9.55
BlackRock Inc Privia Health Group Inc [2023-07-07] 12.1
FMR LLC Privia Health Group Inc [2023-06-12] 0.0
Durable Capital Partners LP Privia Health Group Inc [2023-05-15] 7.9
Sullivan William M Privia Health Group Inc [2023-02-14] 5.1
Sullivan William M Privia Health Group Inc [2022-04-05] 5.9
Pamplona Capital Partners III LP Privia Health Group Inc [2022-02-14] 18.8
Goldman Sachs Group Inc Privia Health Group Inc [2022-02-14] 26.4
Form 3/4/5 Filer 2011 - 2026
Morris Matthew Shawn
Privia Health Group Inc
Mountcastle David
McCarthy Thomas A
Berberian Lance
Kimmet Pamela O
Soistman Francis S Jr
King David P
Ryu Jaewon
Cocozza Nancy G
Mehrotra Parth
Fargis Edward C
Wichmann David S
Maryland Patricia Anne
Boehler Adam
Sullivan William M
Bartrum Thomas
Pamplona PE Investments Malta Ltd
Knaster Alexander M
Pamplona Private Equity Carryco III LP
Pamplona Capital Management LLP
Pamplona Equity Carryco Advisors III Ltd
Pamplona Capital Management LLC
Pamplona PE Investments II Ltd
Pamplona Equity Advisors III Ltd
Pamplona Capital Partners III LP
Halsted John C
Bernstein Jeffrey Daniel
Bridge Street 2013 LP
Bridge Street 2013 Offshore LP
Goldman Sachs & Co LLC
Bridge Street Opportunity Advisors LLC
MBD 2013 Holdings LP
MBD 2013 Offshore LP
Broad Street Principal Investments LLC
Goldman Sachs Group Inc
Bridge Street 2013 Holdings LP
MBD 2013 LP
MBD Advisors LLC
Butler Jeffrey B
Sherman Jeffrey Scott
Brighton Health Group Holdings LLC
Pamplona Capital Management Monaco Sam
Sherrill William
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Mountcastle David
Common Stock, par value $0.01 per share
2026-03-16 Sell 6,391 $22.11 141,305
Mehrotra Parth
Common Stock, $0.01 par value per share
2026-03-16 Sell 26,509 $22.11 586,114
Mountcastle David
Common Stock, par value $0.01 per share
2026-03-13 Sell 6,565 $21.52 141,279
Mehrotra Parth
Common Stock, $0.01 par value per share
2026-03-13 Sell 27,229 $21.52 585,968
Mountcastle David
Common Stock, par value $0.01 per share
2026-03-12 Sell 6,453 $21.90 141,321
Mehrotra Parth
Common Stock, $0.01 par value per share
2026-03-12 Sell 26,763 $21.90 586,110
Mehrotra Parth
Common Stock, $0.01 par value per share
2026-03-11 Grant 171,904 $0.00
Mountcastle David
Common Stock, par value $0.01 per share
2026-03-11 Grant 42,584 $0.00
Mehrotra Parth
Common Stock, $0.01 par value per share
2026-03-10 Grant 141,342 $0.00
Mountcastle David
Common Stock, par value $0.01 per share
2026-03-10 Grant 35,335 $0.00
Fargis Edward C
Common Stock, $0.01 par value per share
2026-03-10 Grant 28,268 $0.00
Mehrotra Parth
Common Stock, $0.01 par value per share
2026-03-10 Sell 21,097 $22.71 479,113
Mehrotra Parth
Common Stock, $0.01 par value per share
2026-03-09 Sell 18,865 $22.84 430,877
Mehrotra Parth
Common Stock, $0.01 par value per share
2026-03-09 Sell 21,915 $22.84 500,539
Fargis Edward C
Common Stock, $0.01 par value per share
2026-03-09 Sell 4,949 $22.84 113,035
Mountcastle David
Common Stock, par value $0.01 per share
2026-03-09 Sell 5,829 $22.84 133,134
Mehrotra Parth
Common Stock, $0.01 par value per share
2026-03-09 Sell 1,219 $23.37 28,488
Mehrotra Parth
Common Stock, $0.01 par value per share
2026-03-06 Sell 21,440 $23.15 496,336
Mountcastle David
Common Stock, par value $0.01 per share
2026-03-06 Sell 5,177 $23.15 119,848
Fargis Edward C
Common Stock, $0.01 par value per share
2026-03-06 Sell 4,394 $23.15 101,721
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 293 124,810,809
2025-12-31 276 120,583,352
2025-09-30 262 119,404,556
2025-06-30 281 117,860,793
2025-03-31 250 120,164,140
2024-12-31 232 115,933,473
2024-09-30 235 114,663,834
2024-06-30 226 112,871,634
2024-03-31 234 115,739,050
2023-12-31 227 113,169,768
2023-09-30 216 103,299,136
2023-06-30 235 103,391,581
Form 13F Holdings
Firm Period DFND Voting Shares
Riverbridge Partners LLC [2026-06-30] SOLE 2,661,850 2,998,597
Fort Washington Investment Advisors Inc /OH/ [2026-06-30] SOLE 873,940 1,053,271
Peregrine Capital Management LLC [2026-06-30] SOLE 133,710 360,207
Louisiana State Employees Retirement System [2026-06-30] SOLE 51,300 51,300
Alaska Retirement Management Board [2026-06-30] SOLE 45,883 45,883
Affiance Financial LLC [2026-06-30] SOLE 0 34,742
Yousif Capital Management LLC [2026-06-30] SOLE 7,872 31,782
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 28,089 28,089
Handelsbanken Fonder AB [2026-06-30] SOLE 0 27,200
QRG Capital Management Inc [2026-06-30] SOLE 19,636 19,636
Counterpoint Mutual Funds LLC [2026-06-30] SOLE 14,036 14,036
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 687 13,741
Trust Point Inc [2026-06-30] SOLE 12,395 12,395
Central Pacific Bank - Trust Division [2026-06-30] DFND 0 7,001
Gamma Investing LLC [2026-06-30] DFND 4,819 4,819
Versant Capital Management Inc [2026-06-30] SOLE 3,800 3,800
Harbor Investment Advisory LLC [2026-06-30] SOLE 2,700 2,700
Financial Management Professionals Inc [2026-06-30] SOLE 0 984
IFP Advisors LLC [2026-06-30] SOLE 844 844
Hilltop National Bank [2026-06-30] SOLE 702 702
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 350
Farther Finance Advisors LLC [2026-06-30] SOLE 0 319
First Horizon Corp [2026-06-30] DFND 0 264
Trust Point Inc [2026-06-30] OTR 160 160
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 141 141
First Horizon Corp [2026-06-30] OTR 0 111
Farmers & Merchants Investments Inc [2026-06-30] SOLE 60 60
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 50
Retirement Wealth Solutions LLC [2026-06-30] SOLE 0 50
Fortitude Family Office LLC [2026-06-30] SOLE 44 44
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