Privia Health Group, Inc.· PRVA

🇺🇸 US · MidSP600NASDAQ

Healthcare Medical - Healthcare Information Services Website

Price: $19.85
Day: -1.19%
Mkt Cap: $2.50B
52W Range: $19.53 – $28.82
Volume: 2.72M
Beta: 0.88

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.3 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 306 institutions hold; 164 added, 101 reduced
Insiders Q3 2026: no purchases, 7 sales ($6.6M)

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Privia Health Group, Inc.

PRVA|Healthcare|Medical - Healthcare Information Services

Current price: $20

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

1.8x

vs own 6-quarter average

Seller breadth · Q3 2026

2 sellers

vs 3.0 avg per quarter

Institutional net breadth · Q2 2026

+74

211 adding vs 137 reducing

Institutional ownership · Q2 2026

99.1%

306 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

21.4M

+10.5%

FMR LLC

12.8M

-3.0%

DURABLE CAPITAL PARTNERS LP

11.6M

-5.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.6M

+3.0%

RUBICON FOUNDERS LLC

6.0M

-1.2%

VANGUARD CAPITAL MANAGEMENT LLC

5.2M

+1.3%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

79 buying97 unchanged47 selling

223 funds held PRVA in Q2 2026, holding 69.0M shares between them, up 4.1% on the quarter.

Largest fund holders

SPDR SERIES TRUST2.0M sh

VANGUARD INSTITUTIONAL INDEX FUNDS53.5K sh

Voya VARIABLE PORTFOLIOS INC53.3K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Feb 14

Mountcastle David

$2.5M

Sale · May 11

Mehrotra Parth

$2.4M

Sale · Jul 2

Morris Matthew Shawn

$1.6M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

PRVA Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-35

Institutional Flow

50% weight

+54

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for PRVA

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bearish Signal

Elevated insider selling in Q3 2026

7 sales totaling $6.6M (242.0K shares)

Share volume is elevated at 1.8x the historical average

Buying seen in 1 of 15 quarters

Net insider flow has improved over recent quarters

1.8x

Selling pace

vs own 6-qtr average

Elevated

1.51%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 2.5 avg per quarter

Q2 2024

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, PRVA

Top 8 highest-value insider trades from the last 8 quarters

Mountcastle David

CFO

Sell

100,000 shares at $25.15

≈38.8% of their stake at the time

Feb 14, 2025$2.52M

Mehrotra Parth

CEO

Sell

105,439 shares at $22.55

≈19.0% of their stake at the time

May 11, 2026$2.38M

Morris Matthew Shawn

Director

Sell

59,037 shares at $27.33

≈43.5% of their stake at the time

Jul 2, 2026$1.61M

Morris Matthew Shawn

Director

Sell

63,212 shares at $25.33

≈45.2% of their stake at the time

Jun 29, 2026$1.60M

Morris Matthew Shawn

Director

Sell

53,722 shares at $27.24

≈44.1% of their stake at the time

Jul 6, 2026$1.46M

Morris Matthew Shawn

Director

Sell

52,823 shares at $25.72

≈40.8% of their stake at the time

Jun 30, 2026$1.36M

Morris Matthew Shawn

Director

Sell

45,634 shares at $26.52

≈28.6% of their stake at the time

Jul 1, 2026$1.21M

Morris Matthew Shawn

Director

Sell

37,041 shares at $26.93

≈32.6% of their stake at the time

Jul 1, 2026$997.51K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for PRVA

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

99.1% institutional ownership

Moderate accumulation: 211 adding vs 137 reducing

13F shares increased by 3.2%, a notable change

+74

Net breadth

211 adding vs 137 reducing

Accumulating

1.54

Add / reduce ratio

in Q2 2026

+11

New − closed

47 initiated, 36 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+211 growing-137 shrinkingNet: +74

164

101

New (47)

Increased (164)

Reduced (101)

Closed (36)

Top Institutional Holders, PRVA

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

21.4M

$550.7M

Ownership

16.97%

+10.5%

FMR LLC

12.8M

$330.6M

Ownership

10.19%

-3.0%

DURABLE CAPITAL PARTNERS LP

11.6M

$299.4M

Ownership

9.23%

-5.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.6M

$169.1M

Ownership

5.21%

+3.0%

RUBICON FOUNDERS LLC

6.0M

$153.6M

Ownership

4.73%

-1.2%

VANGUARD CAPITAL MANAGEMENT LLC

5.2M

$132.7M

Ownership

4.09%

+1.3%

STATE STREET CORP

4.9M

$126.2M

Ownership

3.89%

+7.6%

VAN BERKOM & ASSOCIATES INC.

3.7M

$95.5M

Ownership

2.94%

-9.9%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 223 ETFs and mutual funds reporting

79 buying47 sellingNet: +32

Buying (79)

Unchanged (97)

Selling (47)

In total, funds bought 3.8M shares and sold 963.9K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

223 ETFs and mutual funds reporting

79 funds buying vs 47 selling

Top Fund Holders, PRVA

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

2.0M

Weight

9.85%

Jul 31, 2026No change

VANGUARD INSTITUTIONAL INDEX FUNDS

53.5K

Weight

0.04%

Jun 30, 2026Decreased

Voya VARIABLE PORTFOLIOS INC

53.3K

Weight

0.39%

Jun 30, 2026Increased

STATE STREET INSTITUTIONAL FUNDS

52.9K

Weight

8.62%

Jun 30, 2026No change

MORGAN STANLEY INSTITUTIONAL FUND INC

47.0K

Weight

0.09%

Jun 30, 2026No change

NATIONWIDE VARIABLE INSURANCE TRUST

46.4K

Weight

0.04%

Jun 30, 2026Increased

Bridge Builder Trust

45.3K

Weight

0.00%

Jun 30, 2026No change

PACIFIC SELECT FUND

43.3K

Weight

0.00%

Jun 30, 2026Increased

Privia Health Group, Inc.· PRVA

Holdings Analysis

Insider Trading Activity

1.3Transaction History251Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings125Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History251Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings125Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights