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Privia Health Group, Inc.
1W: +3.0% 1M: -2.0% 3M: -25.3% YTD: -13.5% 1Y: -18.7% 3Y: -8.3% 5Y: -21.3%
$20.30
+0.27 (+1.35%)
 
Weekly Expected Move ±3.1%
$19 $20 $20 $21 $22
NASDAQ · Healthcare · Medical - Healthcare Information Services · Tech Score Neutral · Power 43 · $2.6B mcap · 113M float · 1.06% daily turnover · Short 56% of daily vol

🏦 Institutional Activity

Latest: Q2 2026
335
Institutions Holding
+15 vs prior
125.1%
Ownership
+28.17%
47 New
114 Increased
137 Reduced
34 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-01 Ernest Opella Finley director A-Grant/Award 6,350 $— $0 Filing
2026-07-09 Mountcastle David officer: evp & chief financial officer S-Sale 21,275 $27.67 $589K Filing
2026-07-07 Mountcastle David officer: evp & chief financial officer S-Sale 600 $27.57 $17K Filing
2026-07-06 Morris Matthew Shawn director S-Sale 53,722 $27.24 $1.5M Filing
2026-07-02 Morris Matthew Shawn director S-Sale 59,037 $27.33 $1.6M Filing
2026-07-02 Mountcastle David officer: evp & chief financial officer S-Sale 24,734 $27.50 $680K Filing
2026-07-01 Morris Matthew Shawn director S-Sale 45,634 $26.52 $1.2M Filing
2026-07-01 Morris Matthew Shawn director S-Sale 37,041 $26.93 $998K Filing
2026-06-30 Morris Matthew Shawn director S-Sale 52,823 $25.72 $1.4M Filing
2026-06-29 Morris Matthew Shawn director S-Sale 63,212 $25.33 $1.6M Filing
2026-06-26 Mountcastle David officer: evp & chief financial officer M-Option Exercise 17,196 $2.00 $34K Filing
2026-06-26 Mountcastle David officer: evp & chief financial officer S-Sale 17,196 $25.18 $433K Filing
2026-06-26 Morris Matthew Shawn director S-Sale 88,110 $25.33 $2.2M Filing
2026-05-20 BERBERIAN LANCE director A-Grant/Award 8,463 $— $0 Filing
2026-05-20 COCOZZA NANCY G director A-Grant/Award 8,463 $— $0 Filing
2026-05-20 Kimmet Pamela O director A-Grant/Award 8,463 $— $0 Filing
2026-05-20 McCarthy Thomas A director A-Grant/Award 8,463 $— $0 Filing
2026-05-20 Morris Matthew Shawn director A-Grant/Award 8,463 $— $0 Filing
2026-05-20 Ryu Jaewon director A-Grant/Award 8,463 $— $0 Filing
2026-05-20 KING DAVID P director A-Grant/Award 8,463 $— $0 Filing
2026-05-20 SOISTMAN FRANCIS S JR director A-Grant/Award 8,463 $— $0 Filing
2026-05-12 Mehrotra Parth officer: chief executive officer S-Sale 15,647 $22.64 $354K Filing
2026-05-11 Mehrotra Parth officer: chief executive officer S-Sale 105,439 $22.55 $2.4M Filing
2026-05-11 Mountcastle David officer: evp & chief financial officer S-Sale 3,385 $22.60 $77K Filing
2026-05-04 Mountcastle David officer: evp & chief financial officer M-Option Exercise 1,206 $2.00 $2K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 21,402,417 $551M +2,344,507 2026-06-30 Filing
FMR LLC 12,848,437 $331M -197,105 2026-06-30 Filing
Durable Capital Partners LP 11,635,948 $299M -451,895 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 6,572,384 $169M +290,842 2026-06-30 Filing
Rubicon Founders LLC 5,971,079 $154M +22,415 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 5,156,720 $133M +147,897 2026-06-30 Filing
STATE STREET CORP 4,905,789 $126M +415,889 2026-06-30 Filing
Van Berkom & Associates Inc. 3,711,623 $96M -341,420 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 3,130,473 $81M +234,939 2026-06-30 Filing
RIVERBRIDGE PARTNERS LLC 2,998,597 $77M -919,351 2026-06-30 Filing
Bank of New York Mellon Corp 2,892,536 $74M -50,957 2026-06-30 Filing
PRINCIPAL FINANCIAL GROUP INC 2,587,878 $67M -135,195 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 2,551,861 $66M +145,144 2026-06-30 Filing
WELLINGTON MANAGEMENT GROUP LLP 2,130,289 $55M +1,906,187 2026-06-30 Filing
UBS AM, a distinct business unit of UBS 1,948,021 $50M -103,638 2026-06-30 Filing
BlackBarn Capital Partners LP 1,585,000 $41M — 2026-06-30 Filing
Nuveen, LLC 1,465,145 $38M +517,009 2026-06-30 Filing
BANK OF AMERICA CORP /DE 1,432,117 $37M +175,939 2026-06-30 Filing
Sixth Street Partners Management Company 1,374,828 $35M +1,374,828 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,374,828 $35M +55,722 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms