Privia Health Group, Inc.
Total Trades
237
Buys
5
Sells
151
Largest Trade
N/A
Insiders
13
Institutional Funds
221
Inst. Value
$1M+
Activist Filings
22
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Morris Matthew Shawn | Director | SELL | $500K+ | 24K | $25.00 | Mar 2, 2026 |
| Morris Matthew Shawn | Director | EXERCISE | $15K–$50K | 24K | $2.00 | Mar 2, 2026 |
| Mountcastle David | CFO | SELL | $100K–$500K | 13K | $25.03 | Mar 2, 2026 |
| Mountcastle David | CFO | EXERCISE | $15K–$50K | 13K | $2.00 | Mar 2, 2026 |
| Morris Matthew Shawn | Director | SELL | $100K–$500K | 14K | $25.01 | Dec 16, 2025 |
| Morris Matthew Shawn | Director | EXERCISE | $15K–$50K | 14K | $2.00 | Dec 16, 2025 |
| Mountcastle David | CFO | EXERCISE | $15K–$50K | 24K | $2.00 | Dec 16, 2025 |
| Mountcastle David | CFO | SELL | $500K+ | 24K | $25.03 | Dec 16, 2025 |
| Mehrotra Parth | CEO | SELL | $500K+ | 30K | $24.74 | May 14, 2025 |
| Mountcastle David | CFO | SELL | $50K–$100K | 3K | $24.99 | May 14, 2025 |
| Mountcastle David | CFO | SELL | $50K–$100K | 3K | $23.33 | May 2, 2025 |
| Morris Matthew Shawn | Director | SELL | $100K–$500K | 10K | $23.33 | May 2, 2025 |
| Mehrotra Parth | CEO | SELL | $500K+ | 32K | $23.20 | May 2, 2025 |
| Mountcastle David | CFO | SELL | $100K–$500K | 6K | $22.38 | Apr 3, 2025 |
| Mehrotra Parth | CEO | SELL | $100K–$500K | 11K | $24.03 | Mar 14, 2025 |
| Mehrotra Parth | CEO | SELL | $100K–$500K | 19K | $24.21 | Mar 12, 2025 |
| Mountcastle David | CFO | SELL | $100K–$500K | 6K | $24.21 | Mar 12, 2025 |
| Fargis Edward C | EVP & General Coun… | SELL | $100K–$500K | 5K | $24.21 | Mar 12, 2025 |
| Boehler Adam | Director | BUY | $1K–$15K | 364 | $16.50 | Jun 13, 2024 |
| Boehler Adam | Director | BUY | $50K–$100K | 5K | $16.50 | May 31, 2024 |
| Boehler Adam | Director | BUY | $50K–$100K | 4K | $16.49 | May 29, 2024 |
| McCarthy Thomas A | Director | BUY | $100K–$500K | 10K | $16.37 | May 23, 2024 |
| McCarthy Thomas A | Director | GRANT | N/A | 11K | — | May 23, 2024 |
| Boehler Adam | Director | BUY | $1M+ | 552K | $16.25 | May 23, 2024 |
| Mountcastle David | CFO | SELL | $15K–$50K | 2K | $18.42 | May 2, 2024 |
| Bartrum Thomas | Insider | SELL | $15K–$50K | 2K | $18.42 | May 2, 2024 |
| Mehrotra Parth | CEO | SELL | $100K–$500K | 12K | $18.42 | May 2, 2024 |
| Morris Matthew Shawn | Director | SELL | $100K–$500K | 11K | $18.42 | May 2, 2024 |
| Mountcastle David | CFO | SELL | $50K–$100K | 4K | $17.77 | Apr 4, 2024 |
| Sullivan William M | Director | SELL | $500K+ | 22K | $23.08 | Jan 26, 2024 |
| Sullivan William M | Director | SELL | $100K–$500K | 12K | $23.97 | Dec 29, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 18K | $25.03 | Sep 19, 2023 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 15K | $25.77 | Sep 7, 2023 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 15K | $2.00 | Sep 7, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 18K | $26.46 | Sep 6, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 18K | $25.06 | Aug 22, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 18K | $27.10 | Aug 8, 2023 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 15K | $2.00 | Aug 7, 2023 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 15K | $26.51 | Aug 7, 2023 |
| Mehrotra Parth | CEO | SELL | $500K+ | 32K | $28.03 | Aug 2, 2023 |
| Mehrotra Parth | CEO | EXERCISE | $50K–$100K | 32K | $2.00 | Aug 2, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 18K | $26.82 | Jul 25, 2023 |
| Mehrotra Parth | CEO | EXERCISE | $15K–$50K | 12K | $2.00 | Jul 21, 2023 |
| Mehrotra Parth | CEO | SELL | $100K–$500K | 12K | $28.06 | Jul 21, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 18K | $25.01 | Jul 11, 2023 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 15K | $25.68 | Jul 6, 2023 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 15K | $2.00 | Jul 6, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 6K | $25.08 | Jun 29, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 13K | $24.56 | Jun 27, 2023 |
| Morris Matthew Shawn | CEO | EXERCISE | $500K+ | 336K | $2.00 | Jun 14, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 221 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Durable Capital Partners LP | 12.1M | $1M+ | SH |
| RIVERBRIDGE PARTNERS LLC | 4.6M | $1M+ | SH |
| STATE STREET CORP | 4.3M | $1M+ | SH |
| Van Berkom & Associates Inc. | 3.8M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 2.1M | $1M+ | SH |
| Point72 Asset Management, L.P. | 1.5M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $1M+ | SH |
| Freestone Grove Partners LP | 1.2M | $1M+ | SH |
| ArrowMark Colorado Holdings LLC | 841K | $1M+ | SH |
| EVENTIDE ASSET MANAGEMENT, LLC | 738K | $1M+ | SH |
| GOLDMAN SACHS GROUP INC | 691K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 656K | $1M+ | SH |
| LOOMIS SAYLES & CO L P | 615K | $1M+ | SH |
| C WorldWide Group Holding A/S | 610K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 596K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 514K | $1M+ | SH |
| OMERS ADMINISTRATION Corp | 453K | $1M+ | SH |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 400K | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 393K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Nov 5, 2025
10.1%
12.4M shares
SC 13G/A · Oct 24, 2025
4.7%
5.8M shares
SC 13G · Aug 12, 2025
5.1%
6.3M shares
SC 13G/A · Aug 6, 2025
11.4%
13.9M shares
SC 13G/A · Apr 28, 2025
12.8%
15.4M shares
SC 13G/A · Nov 14, 2024
9.3%
11.1M shares
SC 13G/A · Nov 12, 2024
15.0%
17.9M shares
The Vanguard Group - 23-1945930
SC 13G/A · Jul 10, 2024
10.0%
11.9M shares
The Vanguard Group - 23-1945930
SC 13G · Feb 13, 2024
9.6%
11.3M shares
SC 13G/A · Feb 13, 2024
0.0%
41K shares
SC 13G/A · Jan 23, 2024
14.5%
17.1M shares
SC 13G · Jul 7, 2023
12.1%
13.9M shares
SC 13G · Jun 12, 2023
11.3%
13.1M shares
SC 13G · May 15, 2023
7.9%
9.1M shares
Pamplona Capital Partners III, L.P.
SC 13G/A · May 12, 2023
0.0%
0 shares
Pamplona Capital Partners III, L.P.
SC 13G/A · Feb 14, 2023
15.5%
17.7M shares
SC 13G · Feb 14, 2023
5.1%
5.9M shares
SC 13G/A · Feb 13, 2023
21.7%
24.8M shares
Pamplona Capital Partners III, L.P.
SC 13G/A · Apr 29, 2022
18.8%
20.0M shares
SC 13G · Apr 5, 2022
5.9%
6.4M shares
Pamplona Capital Partners III, L.P.
SC 13G · Feb 14, 2022
18.8%
20.0M shares
SC 13G · Feb 14, 2022
26.4%
28.0M shares