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PRVA Privia Health Group Inc.

Health Care, filed as PRIVIA HEALTH GROUP INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 2.9%
  • $299M
  • 1 reduce

In 2026 Q2 Henry Ellenbogen trimmed Privia Health Group.

Who owns this now

Largest portfolio weights among holders, up to 2.9% (Henry Ellenbogen, Durable Capital Partners). Not free-float ownership.

  1. Henry Ellenbogen Reduce 2.9%

Who owns PRVA

Sorted by value, long equity only, as of 2026 Q2.

History
Henry Ellenbogen, Durable Capital Partners 2.9% Reduce −3.7% 11,635,948 $299M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PRVA's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PRVA insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $16.1M sold by 3 insiders under 10b5-1 plans
  1. David Mountcastle CFO
    Planned sale
    $589K 21,275 shares at $27.67 11% of stake
    Traded Jul 9 Filed Jul 13
    ↗
  2. David Mountcastle CFO
    Planned sale
    $17K 600 shares at $27.57 0.3% of stake
    Traded Jul 7 Filed Jul 9
    ↗
  3. David Mountcastle CFO
    Planned sale
    $680K 24,734 shares at $27.50 12% of stake
    Traded Jul 2 Filed Jul 7
    ↗
  4. Matthew Shawn Morris Director
    Planned sale
    $3.1M 112,759 shares at $27.29 62% of stake
    Traded Jul 2–6 Filed Jul 7
    ↗
  5. Matthew Shawn Morris Director
    Planned sale
    $3.6M 135,498 shares at $26.32 64% of stake
    Traded Jun 30–Jul 1 Filed Jul 2
    ↗
  6. Matthew Shawn Morris Director
    Planned sale
    $3.8M 151,322 shares at $25.33 66% of stake
    Traded Jun 26–29 Filed Jun 30
    ↗
  7. David Mountcastle CFO
    Planned sale
    $433K 17,196 shares at $25.18 7.5% of stake
    Traded Jun 26 Filed Jun 30
    ↗
  8. Parth Mehrotra CEO
    Planned sale
    $354K 15,647 shares at $22.64 3.5% of stake
    Traded May 12 Filed May 13
    ↗
  9. David Mountcastle CFO
    Planned sale
    $210K 8,385 shares at $25.03 3.8% of stake
    Traded May 1–4 Filed May 5
    ↗
  10. Matthew Shawn Morris Director
    Planned sale
    $453K 18,113 shares at $24.99 21% of stake
    Traded May 1–4 Filed May 5
    ↗
  11. Parth Mehrotra CEO
    Planned sale
    $479K 21,097 shares at $22.71 6.1% of stake
    Traded Mar 10 Filed Mar 12
    ↗
  12. Parth Mehrotra CEO
    Planned sale
    $529K 23,134 shares at $22.87 6% of stake
    Traded Mar 9 Filed Mar 10
    ↗
  13. David Mountcastle CFO
    Planned sale
    $327K 13,058 shares at $25.03 7% of stake
    Traded Feb 26–27 Filed Mar 2
    ↗
  14. Matthew Shawn Morris Director
    Planned sale
    $608K 24,338 shares at $25.00 26% of stake
    Traded Feb 26–27 Filed Mar 2
    ↗
  15. David Mountcastle CFO
    Planned sale
    $598K 23,887 shares at $25.03 12% of stake
    Traded Dec 12, 2025 Filed Dec 16, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 17 option exercises, 15 sales to cover taxes, and 14 stock grants.

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13D — Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.66B $1.74B $2.12B
Net income $23.08M $14.38M $22.92M
Net margin * 1.4% 0.8% 1.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $700.8M $834.82M $911M
Total non-current assets $299.1M $300.96M $458.38M
Total assets $1B $1.14B $1.37B
Total current liabilities $386.95M $449.15M $568.52M
Total non-current liabilities $5.56M $3.19M $9.92M
Total equity $561.44M $635.18M $737.22M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $80.78M $109.28M $163.4M
Cash from investing -$42.97M -$11.98M -$181.57M
Cash from financing $3.7M $4.33M $6.7M
Net change in cash $41.52M $101.64M -$11.46M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.