Privia Health Group, Inc.
PRVAAs of the close on Sep 25, 2026
Price
$19.71
Market cap
$2.52B
P/E (diluted TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
EPS (TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Privia Health Group, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 30, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 2026-03-31 | 16,106 | $331K | SEC filing |
| Baker Avenue Asset Management, LP | 2026-03-31 | 61,699 | $1.27M | SEC filing |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2026-03-31 | 189,611 | $3.9M | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 385 | $7.92K | SEC filing |
| Abound Wealth Management | 2026-03-31 | 5 | $103 | SEC filing |
| Quantbot Technologies LP | 2026-03-31 | 23,893 | $491K | SEC filing |
| Amundi | 2026-03-31 | 25,454 | $524K | SEC filing |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2026-03-31 | 45,280 | $931K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 948,136 | $19.5M | SEC filing |
| Parkside Financial Bank & Trust | 2026-03-31 | 10,420 | $214K | SEC filing |
| EVENTIDE ASSET MANAGEMENT, LLC | 2026-03-31 | 737,694 | $15.2M | SEC filing |
| Rossby Financial, LCC | 2026-03-31 | 149 | $3.14K | SEC filing |
| Advisory Services Network, LLC | 2026-03-31 | 137 | $2.82K | SEC filing |
| STATE STREET CORP | 2026-03-31 | 4,489,900 | $92.4M | SEC filing |
| AMALGAMATED BANK | 2026-03-31 | 33,317 | Not shown | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 2,051,659 | $42.2M | SEC filing |
| RENAISSANCE GROUP LLC | 2026-03-31 | 407,308 | $8.38M | SEC filing |
| STRS OHIO | 2026-03-31 | 42,600 | $876K | SEC filing |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2026-03-31 | 3,192 | $65.7K | SEC filing |
| Cetera Investment Advisers | 2026-03-31 | 69,737 | $1.43M | SEC filing |
- Each value is checked against Privia Health Group, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Privia Health Group, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Privia Health Group, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-29 · Morris Matthew Shawn: Larger than 28 of the 30 other insider sales of Common Stock, par value $0.01 per share on file. SEC filing
- 2026-06-26 · Morris Matthew Shawn: Larger than 29 of the 30 other insider sales of Common Stock, par value $0.01 per share on file. SEC filing
- 2026-05-11 · Mehrotra Parth: Larger than 63 of the 66 other insider sales of Common Stock, $0.01 par value per share on file. SEC filing
- 2026-03-13 · Mehrotra Parth: Larger than 60 of the 66 other insider sales of Common Stock, $0.01 par value per share on file. SEC filing
- 2025-12-12 · Mountcastle David: Larger than 27 of the 30 other insider sales of Common Stock, par value $0.01 per share on file. SEC filing
- 2025-02-14 · Mountcastle David: Larger than all 30 other insider sales of Common Stock, par value $0.01 per share on file. SEC filing
- 2024-09-10 · Mehrotra Parth: Larger than 64 of the 66 other insider sales of Common Stock, $0.01 par value per share on file. SEC filing
- 2023-07-31 · Mehrotra Parth: Larger than 61 of the 66 other insider sales of Common Stock, $0.01 par value per share on file. SEC filing
- 2023-06-13 · Morris Matthew Shawn: Larger than all 66 other insider sales of Common Stock, $0.01 par value per share on file. SEC filing
- 2023-06-12 · Morris Matthew Shawn: Larger than 65 of the 66 other insider sales of Common Stock, $0.01 par value per share on file. SEC filing
- 2023-06-09 · Mehrotra Parth: Larger than 62 of the 66 other insider sales of Common Stock, $0.01 par value per share on file. SEC filing
Independent insiders buying near the same time
- 2024-05-22–2024-05-29: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2024-05-21–2024-05-24: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-29 | Morris Matthew Shawn · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −63,212 | 25.33 | SEC filing |
| 2026-06-26 | Mountcastle David · EVP & Chief Financial Officer | Common Stock, par value $0.01 per share | S — Open market or private sale | −17,196 | 25.18 | SEC filing |
| 2026-06-26 | Morris Matthew Shawn · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −88,110 | 25.33 | SEC filing |
| 2026-05-12 | Mehrotra Parth · Chief Executive Officer | Common Stock, $0.01 par value per share | S — Open market or private sale | −15,647 | 22.64 | SEC filing |
| 2026-05-11 | Mountcastle David · EVP & Chief Financial Officer | Common Stock, par value $0.01 per share | S — Open market or private sale | −3,385 | 22.60 | SEC filing |
| 2026-05-11 | Mehrotra Parth · Chief Executive Officer | Common Stock, $0.01 par value per share | S — Open market or private sale | −105,439 | 22.55 | SEC filing |
| 2026-05-04 | Morris Matthew Shawn · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −1,017 | 24.96 | SEC filing |
| 2026-05-04 | Mountcastle David · EVP & Chief Financial Officer | Common Stock, par value $0.01 per share | S — Open market or private sale | −1,206 | 25.00 | SEC filing |
Showing 8 of 17 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-29 | Morris Matthew Shawn · Director | Common Stock, par value $0.01 per share | M — Exercise or conversion of derivative security | +63,212 | SEC filing |
| 2026-06-29 | Morris Matthew Shawn · Director | Stock Option (Right to Purchase) | M — Exercise or conversion of derivative security | −63,212 | SEC filing |
| 2026-06-26 | Morris Matthew Shawn · Director | Common Stock, par value $0.01 per share | M — Exercise or conversion of derivative security | +88,110 | SEC filing |
| 2026-06-26 | Mountcastle David · EVP & Chief Financial Officer | Stock Option (Right to Purchase) | M — Exercise or conversion of derivative security | −8,897 | SEC filing |
| 2026-06-26 | Mountcastle David · EVP & Chief Financial Officer | Common Stock, par value $0.01 per share | M — Exercise or conversion of derivative security | +17,196 | SEC filing |
| 2026-06-26 | Mountcastle David · EVP & Chief Financial Officer | Stock Option (Right to Purchase) | M — Exercise or conversion of derivative security | −5,962 | SEC filing |
| 2026-06-26 | Morris Matthew Shawn · Director | Stock Option (Right to Purchase) | M — Exercise or conversion of derivative security | −88,110 | SEC filing |
| 2026-06-26 | Mountcastle David · EVP & Chief Financial Officer | Stock Option (Right to Purchase) | M — Exercise or conversion of derivative security | −1,336 | SEC filing |
Showing 8 of 30 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.