| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $16.3M | 0.02% | 632.70K | −19% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a PRVA trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Jul 8, 2026 | Mountcastle DavidChief Financial Officer | Sale at price 27.67 per share. | 21.3K | $588.68K |
| Jul 6, 2026 | Mountcastle DavidChief Financial Officer | Sale at price 27.57 per share. | 600 | $16.54K |
| Jul 5, 2026 | Morris Matthew ShawnDirector | Sale at price 27.24 - 27.33 per share. | 112.8K | $3.08M |
| Jul 5, 2026 | Morris Matthew ShawnDirector | Conversion of Exercise of derivative security at price 2.00 per share. | 112.8K | $225.52K |
| Jul 1, 2026 | Mountcastle DavidChief Financial Officer | Sale at price 27.50 per share. | 24.7K | $680.18K |
| Jun 30, 2026 | Morris Matthew ShawnDirector | Sale at price 25.72 - 26.93 per share. | 135.5K | $3.57M |
| Jun 30, 2026 | Morris Matthew ShawnDirector | Conversion of Exercise of derivative security at price 2.00 per share. | 135.5K | $271.00K |
| Jun 28, 2026 | Morris Matthew ShawnDirector | Sale at price 25.33 per share. | 151.3K | $3.83M |
| Jun 28, 2026 | Morris Matthew ShawnDirector | Conversion of Exercise of derivative security at price 2.00 per share. | 151.3K | $302.64K |
| Jun 25, 2026 | Mountcastle DavidChief Financial Officer | Sale at price 25.18 per share. | 17.2K | $433.00K |
| Jun 25, 2026 | Mountcastle DavidChief Financial Officer | Conversion of Exercise of derivative security at price 2.00 per share. | 17.2K | $34.39K |
| May 19, 2026 | Soistman Francis S JrDirector | Stock Award(Grant) at price 0.00 per share. | 8.5K | — |
| May 19, 2026 | Berberian Lance VDirector | Stock Award(Grant) at price 0.00 per share. | 8.5K | — |
| May 19, 2026 | Kimmet Pamela O'BrienDirector | Stock Award(Grant) at price 0.00 per share. | 8.5K | — |
| May 19, 2026 | Cocozza Nancy GDirector | Stock Award(Grant) at price 0.00 per share. | 8.5K | — |
| May 19, 2026 | King David PDirector | Stock Award(Grant) at price 0.00 per share. | 8.5K | — |
| May 19, 2026 | Morris Matthew ShawnDirector | Stock Award(Grant) at price 0.00 per share. | 8.5K | — |
| May 19, 2026 | Mccarthy Thomas ADirector | Stock Award(Grant) at price 0.00 per share. | 8.5K | — |
| May 19, 2026 | Ryu JaewonDirector | Stock Award(Grant) at price 0.00 per share. | 8.5K | — |
| May 11, 2026 | Mehrotra ParthChief Executive Officer | Sale at price 22.55 - 22.64 per share. | 121.1K | $2.73M |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.1 | 2.3 | -13.4 | 20.8 | -13.4 | 19.6 | -8.0 | -13.4 | -3.9 | 10.3 | −8.4% | ||
| 2025 | 16.9 | 9.3 | -10.1 | 4.6 | -3.1 | 1.1 | -15.1 | 18.0 | 8.1 | -2.4 | 0.3 | -2.7 | +21.3% |
| 2024 | -12.5 | 10.7 | -12.2 | -6.1 | -5.6 | 0.1 | 19.3 | -2.9 | -9.6 | 0.8 | 17.0 | -9.0 | −15.1% |
| 2023 | 19.1 | 3.3 | -1.1 | 0.1 | -9.7 | 4.6 | 6.9 | -6.0 | -12.4 | -8.6 | -1.7 | 11.5 | +1.4% |
| 2022 | -17.7 | 21.0 | 3.8 | -17.7 | 9.0 | 21.5 | 26.3 | 8.2 | -14.4 | -1.7 | -28.5 | -5.1 | −12.2% |
| 2021 | -9.9 | 35.6 | -6.5 | -28.2 | -21.0 | 9.1 | -10.1 | 12.0 | −28.8% |
Privia Health Group, Inc. operates as a national physician-enablement company in the United States. The company collaborates with physician practices, health plans, and health systems. It also offers technology and population health tools to enhance providers' workflows; management services organization that enable providers to focus on their patients by reducing administrative work; and single-TIN medical group that facilitates negotiating power, clinical integration, and alignment of financial incentives. In addition, the company operates accountable care organization, which engages patients, reduce inappropriate utilization, and enhance coordination and patient quality metrics to drive value-based care; and network for purchasers and payers that enable providers to connect across platform to better understand the holistic needs of each patient and connect with other providers to address individual medical needs. The company was founded in 2007 and is headquartered in Arlington, Virginia.
Buy / hold / sell counts