PRVA Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 10.70%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $7,686,157.78

Privia Health Group Insider Trading History Chart

Privia Health Group Share Price & Price History

^$21.24

▼ -0.53 (-2.43%)

As of 03/20/2026 05:00 PM ET

Days: 30 | 90 | 365

Privia Health Group Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/16/2026	David Mountcastle	CFO	Sell	6,391	$22.11	$141,305.01	220,413
3/16/2026	Parth Mehrotra	CEO	Sell	26,509	$22.11	$586,113.99	555,443
3/13/2026	David Mountcastle	CFO	Sell	6,565	$21.52	$141,278.80	226,804
3/13/2026	Parth Mehrotra	CEO	Sell	27,229	$21.52	$585,968.08	581,952
3/12/2026	David Mountcastle	CFO	Sell	6,453	$21.90	$141,320.70	233,369
3/12/2026	Parth Mehrotra	CEO	Sell	26,763	$21.90	$586,109.70	609,181
3/10/2026	Parth Mehrotra	CEO	Sell	21,097	$22.71	$479,112.87	322,698
3/9/2026	David Mountcastle	CFO	Sell	5,829	$22.84	$133,134.36	161,903
3/9/2026	Edward C Fargis	EVP	Sell	4,949	$22.84	$113,035.16	83,711
3/9/2026	Parth Mehrotra	CEO	Sell	41,999	$22.86	$960,097.14	343,795
3/6/2026	David Mountcastle	CFO	Sell	5,177	$23.15	$119,847.55	167,732
3/6/2026	Edward C Fargis	EVP	Sell	4,394	$23.15	$101,721.10	88,660
3/6/2026	Parth Mehrotra	CEO	Sell	21,440	$23.15	$496,336.00	385,794
2/27/2026	David Mountcastle	CFO	Sell	7,697	$25.05	$192,809.85	172,909
2/27/2026	Matthew Shawn Morris	Director	Sell	16,550	$25.00	$413,750.00	68,188
2/26/2026	David Mountcastle	CFO	Sell	5,361	$25.00	$134,025.00	172,909
2/26/2026	Matthew Shawn Morris	Director	Sell	7,788	$24.99	$194,622.12	68,188
12/12/2025	David Mountcastle	CFO	Sell	23,887	$25.03	$597,891.61	172,909
12/12/2025	Matthew Shawn Morris	Director	Sell	13,647	$25.01	$341,311.47	68,188
5/12/2025	David Mountcastle	CFO	Sell	3,322	$24.99	$83,016.78	172,909
5/12/2025	Parth Mehrotra	CEO	Sell	13,773	$24.99	$344,187.27	423,143
4/30/2025	David Mountcastle	CFO	Sell	3,445	$23.33	$80,371.85	176,231
4/30/2025	Matthew Shawn Morris	Director	Sell	10,309	$23.33	$240,508.97	59,792
4/30/2025	Parth Mehrotra	CEO	Sell	15,100	$23.33	$352,283.00	454,281
4/2/2025	David Mountcastle	CFO	Sell	5,630	$22.38	$125,999.40	179,676
9/10/2024	Parth Mehrotra	CEO	Sell	135,142	$18.50	$2,500,127.00	247,771
6/11/2024	Adam Boehler	Director	Buy	364	$16.50	$6,006.00	5,773,522
5/29/2024	Adam Boehler	Director	Buy	5,306	$16.50	$87,549.00	5,773,158
5/23/2024	Thomas A Mccarthy	Director	Buy	10,000	$16.37	$163,700.00	52,611
5/21/2024	Adam Boehler	Director	Buy	277,565	$16.17	$4,488,226.05	5,488,701
5/10/2024	David Mountcastle	CFO	Sell	2,232	$17.88	$39,908.16	257,727
5/10/2024	Parth Mehrotra	CEO	Sell	13,869	$17.88	$247,977.72	247,771
5/10/2024	Thomas Bartrum	EVP	Sell	1,506	$17.88	$26,927.28	102,356
4/30/2024	David Mountcastle	CFO	Sell	2,320	$18.42	$42,734.40	259,959
4/30/2024	Matthew Shawn Morris	Director	Sell	11,059	$18.42	$203,706.78	70,101
4/30/2024	Parth Mehrotra	CEO	Sell	12,219	$18.42	$225,073.98	261,640
4/30/2024	Thomas Bartrum	EVP	Sell	2,252	$18.42	$41,481.84	103,862
4/2/2024	David Mountcastle	CFO	Sell	3,933	$17.77	$69,889.41	262,279
1/24/2024	William M. Sullivan	Director	Sell	9,951	$23.03	$229,171.53	5,464,533
12/28/2023	William M. Sullivan	Director	Sell	12,000	$23.97	$287,640.00	5,474,484
9/15/2023	William M. Sullivan	Director	Sell	18,153	$25.03	$454,369.59	5,510,484
9/5/2023	Thomas Bartrum	EVP	Sell	15,000	$25.77	$386,550.00	106,114
9/1/2023	William M. Sullivan	Director	Sell	18,153	$26.46	$480,328.38	5,528,637
8/18/2023	William M. Sullivan	Director	Sell	18,153	$25.06	$454,914.18	5,546,790
8/4/2023	William M. Sullivan	Director	Sell	18,153	$27.10	$491,946.30	5,564,943
8/3/2023	Thomas Bartrum	EVP	Sell	15,000	$26.51	$397,650.00	106,114
7/31/2023	Parth Mehrotra	CEO	Sell	31,744	$28.03	$889,784.32	153,974
7/21/2023	William M. Sullivan	Director	Sell	18,153	$26.82	$486,863.46	5,583,096
7/19/2023	Parth Mehrotra	CEO	Sell	12,414	$28.06	$348,336.84	153,974
7/7/2023	William M. Sullivan	Director	Sell	18,153	$25.01	$454,006.53	5,601,249
7/3/2023	Thomas Bartrum	EVP	Sell	15,000	$25.68	$385,200.00	106,114
6/26/2023	William M. Sullivan	Director	Sell	400	$25.01	$10,004.00	5,625,040
6/23/2023	William M. Sullivan	Director	Sell	12,115	$24.55	$297,423.25	5,625,440
6/13/2023	Matthew Shawn Morris	CEO	Sell	173,633	$28.59	$4,964,167.47	105,645
6/9/2023	Parth Mehrotra	COO	Sell	91,605	$28.36	$2,597,917.80	138,457
6/9/2023	William M. Sullivan	Director	Sell	18,153	$28.35	$514,637.55	5,637,555
6/7/2023	Thomas Bartrum	EVP	Sell	15,000	$25.38	$380,700.00	106,114
6/7/2023	William M. Sullivan	Director	Sell	985	$25.04	$24,664.40	5,655,708
5/31/2023	William M. Sullivan	Director	Sell	5,053	$25.01	$126,375.53	5,656,693
5/26/2023	William M. Sullivan	Director	Sell	12,115	$24.44	$296,090.60	5,661,746
5/12/2023	William M. Sullivan	Director	Sell	18,153	$26.54	$481,780.62	5,673,861
5/11/2023	Parth Mehrotra	COO	Sell	225	$28.00	$6,300.00	138,457
5/9/2023	Thomas Bartrum	EVP	Sell	68	$30.00	$2,040.00	87,732
5/8/2023	Advisors L.L.C. Mbd	Major Shareholder	Sell	24,819,473	$21.61	$536,348,811.53	110,337
5/8/2023	William M. Sullivan	Director	Sell	6,545	$30.01	$196,415.45	5,693,314
5/5/2023	Parth Mehrotra	COO	Sell	117,301	$28.60	$3,354,808.60	64,928
5/3/2023	Thomas Bartrum	EVP	Sell	15,000	$27.40	$411,000.00	87,732
5/1/2023	David Mountcastle	CFO	Sell	1,720	$27.58	$47,437.60	152,220
5/1/2023	Matthew Shawn Morris	CEO	Sell	25,185	$27.89	$702,409.65	113,739
5/1/2023	Parth Mehrotra	COO	Sell	28,323	$27.91	$790,494.93	89,854
5/1/2023	Thomas Bartrum	EVP	Sell	1,801	$27.58	$49,671.58	89,554
4/28/2023	William M. Sullivan	Director	Sell	18,153	$27.36	$496,666.08	5,699,859
4/27/2023	Parth Mehrotra	COO	Sell	1,102	$28.00	$30,856.00	97,391
4/14/2023	William M. Sullivan	Director	Sell	18,153	$25.14	$456,366.42	5,718,012
4/12/2023	Parth Mehrotra	COO	Sell	1,500	$28.08	$42,120.00	97,391
4/11/2023	Matthew Shawn Morris	CEO	Sell	25,056	$28.11	$704,324.16	121,739
4/10/2023	Parth Mehrotra	COO	Sell	290	$28.00	$8,120.00	97,391
4/5/2023	Parth Mehrotra	COO	Sell	22,604	$28.04	$633,816.16	97,391
4/4/2023	Matthew Shawn Morris	CEO	Sell	7,076	$28.06	$198,552.56	121,739
4/3/2023	David Mountcastle	CFO	Sell	5,506	$27.62	$152,075.72	153,940
4/3/2023	Parth Mehrotra	COO	Sell	619	$28.00	$17,332.00	97,391
4/3/2023	Thomas Bartrum	EVP	Sell	15,000	$27.59	$413,850.00	91,355
3/28/2023	Parth Mehrotra	COO	Sell	5,140	$28.04	$144,125.60	97,391

SEC Filings (Institutional Ownership Changes) for Privia Health Group (NASDAQ:PRVA)

94.48% of Privia Health Group stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Privia Health Group Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/20/2026	Hsbc Holdings PLC	84,267	$2M	0.0%	-3.4%	0.068%
3/9/2026	Corient Private Wealth LLC	24,067	$0.57M	0.0%	-15.0%	0.019%
3/6/2026	Hsbc Holdings PLC	84,267	$2M	0.0%	-3.4%	0.068%
3/5/2026	Bayban	1,081	$26K	0.0%	N/A	0.001%
2/19/2026	Invesco Ltd.	427,615	$10.14M	0.0%	+5.1%	0.348%
2/19/2026	Corient Private Wealth LLC	24,067	$0.57M	0.0%	-15.0%	0.020%
2/18/2026	Summit Global Investments	31,763	$0.75M	0.0%	-5.7%	0.026%
2/18/2026	State of Tennessee Department of Treasury	25,583	$0.59M	0.0%	-23.5%	0.021%
2/18/2026	Wellington Management Group LLP	233,446	$5.54M	0.0%	+3.8%	0.190%
2/18/2026	Millennium Management LLC	702,744	$16.66M	0.0%	+19.0%	0.571%
2/18/2026	Gotham Asset Management LLC	36,995	$0.88M	0.0%	+22.4%	0.030%
2/17/2026	Freestone Grove Partners LP	1,213,342	$28.77M	0.2%	+40.6%	0.986%
2/17/2026	Guggenheim Capital LLC	38,490	$0.91M	0.0%	N/A	0.031%
2/17/2026	PDT Partners LLC	221,979	$5.26M	0.3%	+1.5%	0.180%
2/17/2026	AQR Capital Management LLC	127,520	$3.02M	0.0%	+10.1%	0.104%
2/17/2026	Cetera Investment Advisers	110,681	$2.62M	0.0%	+50.5%	0.090%
2/17/2026	ArrowMark Colorado Holdings LLC	841,266	$19.95M	0.4%	+139.4%	0.684%
2/17/2026	Trexquant Investment LP	34,598	$0.82M	0.0%	N/A	0.028%
2/17/2026	Amundi	8,837	$0.21M	0.0%	N/A	0.007%
2/17/2026	Price T Rowe Associates Inc. MD	110,564	$2.62M	0.0%	+9.0%	0.090%
2/17/2026	Adage Capital Partners GP L.L.C.	74,346	$1.76M	0.0%	-83.6%	0.060%
2/17/2026	California State Teachers Retirement System	95,926	$2.27M	0.0%	+7.0%	0.078%
2/17/2026	Russell Investments Group Ltd.	12,984	$0.31M	0.0%	-37.2%	0.011%
2/17/2026	State of Wisconsin Investment Board	39,464	$0.94M	0.0%	+44.2%	0.032%
2/17/2026	Kemnay Advisory Services Inc.	6,006	$0.14M	0.0%	N/A	0.005%
2/17/2026	ExodusPoint Capital Management LP	41,000	$0.97M	0.0%	+97.3%	0.033%
2/17/2026	Royal Bank of Canada	250,985	$5.95M	0.0%	-6.0%	0.204%
2/16/2026	Vanguard Personalized Indexing Management LLC	16,250	$0.39M	0.0%	+5.9%	0.013%
2/16/2026	Verition Fund Management LLC	13,587	$0.32M	0.0%	-49.3%	0.011%
2/16/2026	MML Investors Services LLC	29,045	$0.69M	0.0%	+68.2%	0.024%
2/16/2026	Mariner LLC	15,355	$0.37M	0.0%	-10.5%	0.012%
2/16/2026	Focus Partners Wealth	201,142	$4.77M	0.0%	-1.1%	0.164%
2/16/2026	Barclays PLC	254,840	$6.04M	0.0%	+7.7%	0.207%
2/13/2026	Kestra Advisory Services LLC	3,921	$93K	0.0%	N/A	0.003%
2/13/2026	The Manufacturers Life Insurance Company	53,885	$1.28M	0.0%	-2.9%	0.044%
2/13/2026	Bridgewater Associates LP	210,014	$4.98M	0.0%	+319.8%	0.171%
2/13/2026	Stifel Financial Corp	170,621	$4.05M	0.0%	+41.4%	0.139%
2/13/2026	Smartleaf Asset Management LLC	14,395	$0.34M	0.0%	+16.1%	0.012%
2/13/2026	Schroder Investment Management Group	140,038	$3.34M	0.0%	+0.8%	0.114%
2/13/2026	Public Sector Pension Investment Board	399,858	$9.48M	0.0%	-11.1%	0.325%
2/13/2026	First Trust Advisors LP	393,117	$9.32M	0.0%	+23.9%	0.320%
2/13/2026	Headlands Technologies LLC	13,337	$0.32M	0.0%	N/A	0.011%
2/13/2026	Charles Schwab Investment Management Inc.	1,279,341	$30.33M	0.0%	+0.2%	1.040%
2/13/2026	Police & Firemen s Retirement System of New Jersey	30,441	$0.72M	0.0%	-4.4%	0.025%
2/13/2026	State Street Corp	4,270,222	$101.25M	0.0%	-1.9%	3.472%
2/13/2026	Dynamic Technology Lab Private Ltd	15,275	$0.36M	0.1%	N/A	0.012%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,089,094	$49.53M	0.0%	-3.5%	1.698%
2/13/2026	Wells Fargo & Company MN	152,540	$3.62M	0.0%	+58.8%	0.124%
2/13/2026	Rhenman & Partners Asset Management AB	125,000	$2.96M	0.3%	-35.6%	0.102%
2/13/2026	Quadrant Capital Group LLC	22,318	$0.53M	0.0%	+46.0%	0.018%
2/12/2026	Jane Street Group LLC	26,924	$0.64M	0.0%	+27.6%	0.022%
2/12/2026	MetLife Investment Management LLC	66,519	$1.58M	0.0%	-3.5%	0.054%
2/12/2026	Renaissance Technologies LLC	514,000	$12.19M	0.0%	-10.8%	0.418%
2/12/2026	Dimensional Fund Advisors LP	2,264,038	$53.68M	0.0%	+6.0%	1.841%
2/12/2026	EntryPoint Capital LLC	8,582	$0.20M	0.1%	N/A	0.007%
2/12/2026	Integrated Quantitative Investments LLC	55,248	$1.31M	0.3%	+17.9%	0.045%
2/12/2026	Federated Hermes Inc.	55,924	$1.33M	0.0%	+91.2%	0.045%
2/12/2026	Ensign Peak Advisors Inc	9,727	$0.23M	0.0%	-75.0%	0.008%
2/12/2026	Bradley Foster & Sargent Inc. CT	37,688	$0.89M	0.0%	+3.3%	0.031%
2/12/2026	Bank of Montreal Can	11,266	$0.27M	0.0%	-40.1%	0.009%
2/12/2026	Loomis Sayles & Co. L P	1,069,021	$25.35M	0.0%	-5.7%	0.869%
2/12/2026	Elo Mutual Pension Insurance Co	20,177	$0.48M	0.0%	N/A	0.016%
2/12/2026	Swiss National Bank	193,600	$4.59M	0.0%	+2.4%	0.157%
2/12/2026	Great Lakes Advisors LLC	125,265	$2.97M	0.0%	-30.5%	0.102%
2/12/2026	Nuveen LLC	1,101,037	$26.11M	0.0%	-7.7%	0.895%
2/11/2026	Inceptionr LLC	28,065	$0.67M	0.2%	+22.5%	0.023%
2/11/2026	Renaissance Group LLC	327,970	$7.78M	0.3%	N/A	0.267%
2/11/2026	Illinois Municipal Retirement Fund	62,917	$1.49M	0.0%	+13.4%	0.051%
2/11/2026	Janney Montgomery Scott LLC	64,221	$1.52M	0.0%	+28.4%	0.052%
2/11/2026	Deutsche Bank AG	196,224	$4.65M	0.0%	-27.2%	0.160%
2/11/2026	Cerity Partners LLC	26,424	$0.63M	0.0%	+6.1%	0.021%
2/11/2026	LPL Financial LLC	44,246	$1.05M	0.0%	+36.2%	0.036%
2/11/2026	Franklin Resources Inc.	1,491,143	$35.36M	0.0%	-6.6%	1.212%
2/11/2026	Clearbridge Investments LLC	369,394	$8.76M	0.0%	-7.9%	0.300%
2/11/2026	State of Wyoming	33,389	$0.79M	0.1%	+48.6%	0.027%
2/10/2026	Bank of New York Mellon Corp	3,045,516	$72.21M	0.0%	-0.9%	2.476%
2/10/2026	Goldman Sachs Group Inc.	894,702	$21.21M	0.0%	+40.6%	0.727%
2/10/2026	Natixis Advisors LLC	20,352	$0.48M	0.0%	+6.4%	0.017%
2/10/2026	One Capital Management LLC	44,291	$1.05M	0.0%	N/A	0.036%
2/10/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	28,624	$0.68M	0.0%	-2.6%	0.023%
2/10/2026	Norges Bank	31,665	$0.75M	0.0%	N/A	0.026%
2/10/2026	Future Fund LLC	44,291	$1.05M	0.4%	N/A	0.036%
2/9/2026	Geode Capital Management LLC	2,814,290	$66.74M	0.0%	+1.1%	2.288%
2/9/2026	Royce & Associates LP	595,641	$14.12M	0.1%	-1.9%	0.484%
2/9/2026	Bleakley Financial Group LLC	18,311	$0.43M	0.0%	+10.2%	0.015%
2/9/2026	Sectoral Asset Management Inc.	26,000	$0.62M	0.5%	-28.8%	0.021%
2/9/2026	Legal & General Group Plc	275,051	$6.52M	0.0%	-6.1%	0.224%
2/9/2026	New Age Alpha Advisors LLC	5,506	$0.13M	0.0%	N/A	0.004%
2/9/2026	Hantz Financial Services Inc.	1,129	$27K	0.0%	+456.2%	0.001%
2/6/2026	Global Retirement Partners LLC	1,584	$38K	0.0%	+579.8%	0.001%
2/6/2026	Covestor Ltd	4,909	$0.12M	0.1%	-15.7%	0.004%
2/6/2026	PNC Financial Services Group Inc.	9,521	$0.23M	0.0%	+23.2%	0.008%
2/6/2026	ProShare Advisors LLC	22,576	$0.54M	0.0%	+4.1%	0.018%
2/6/2026	HighTower Advisors LLC	14,815	$0.35M	0.0%	-8.9%	0.012%
2/5/2026	Thrivent Financial for Lutherans	79,448	$1.88M	0.0%	-4.5%	0.065%
2/4/2026	Bailard Inc.	15,881	$0.38M	0.0%	N/A	0.013%
2/3/2026	Pier Capital LLC	355,259	$8.42M	1.3%	-0.5%	0.289%
2/2/2026	Principal Financial Group Inc.	2,787,802	$66.10M	0.0%	+1.6%	2.267%
2/2/2026	Van Berkom & Associates Inc.	3,844,256	$91.15M	2.6%	+1.8%	3.125%
2/2/2026	Truist Financial Corp	19,594	$0.47M	0.0%	+11.1%	0.016%

Data available starting January 2016

Privia Health Group, Inc. operates as a national physician-enablement company in the United States. The company collaborates with medical groups, health plans, and health systems to optimize physician practices, enhance patient experiences, and reward doctors for delivering care in-person and virtual settings. It offers technology and population health tools to enhance independent providers' workflows; management services organization that enable providers to focus on their patients by reducing administrative work; single-TIN medical group that facilitates payer negotiation, clinical integration and alignment of financial incentives; accountable care organization, which engage 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 with new patient populations and create custom contracts. The company was founded in 2007 and is headquartered in Arlington, Virginia.

Today's Range

Now: $21.24

$20.99

$21.80

50 Day Range

MA: $22.69

$21.24

$24.91

52 Week Range

Now: $21.24

$18.77

$26.51

Volume

1,756,542 shs

Average Volume

1,046,253 shs

Market Capitalization

$2.63 billion

P/E Ratio

124.94

Dividend Yield

N/A

Beta

0.82

Who are the company insiders with the largest holdings of Privia Health Group?: Privia Health Group's top insider shareholders include:
Adam Boehler (Director)
Parth Mehrotra (CEO)
David Mountcastle (CFO)
Thomas Bartrum (EVP)
Edward C Fargis (EVP)
Matthew Shawn Morris (Director)
Thomas A Mccarthy (Director)
Learn More about top insider investors at Privia Health Group.
Who are the major institutional investors of Privia Health Group?: Privia Health Group's top institutional investors include:
Vanguard Group Inc. — 9.75%
Riverbridge Partners LLC — 3.73%
State Street Corp — 3.47%
Van Berkom & Associates Inc. — 3.13%
Bank of New York Mellon Corp — 2.48%
Geode Capital Management LLC — 2.29%
Learn More about top institutional investors of Privia Health Group stock.
Which institutional investors are selling Privia Health Group stock?: In the last quarter, PRVA stock was sold by these institutional investors:
Adage Capital Partners GP L.L.C.
Franklin Resources Inc.
Vanguard Group Inc.
Nuveen LLC
State Street Corp
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Deutsche Bank AG
Rhenman & Partners Asset Management AB
During the previous year, company insiders that have sold Privia Health Group company stock include:
Adam Boehler (Director)
Parth Mehrotra (CEO)
David Mountcastle (CFO)
Thomas Bartrum (EVP)
Learn More investors selling Privia Health Group stock.
Which institutional investors are buying Privia Health Group stock?: In the previous quarter, PRVA stock was purchased by institutional investors including:
ArrowMark Colorado Holdings LLC
Freestone Grove Partners LP
Renaissance Group LLC
Goldman Sachs Group Inc.
Bridgewater Associates LP
Dimensional Fund Advisors LP
Millennium Management LLC
First Trust Advisors LP
During the previous year, these company insiders have bought Privia Health Group stock:
Adam Boehler (Director)
Parth Mehrotra (CEO)
Learn More investors buying Privia Health Group stock.