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 |
|---|---|---|---|---|---|---|
| Mountcastle David | CFO | SELL | $15K–$50K | 1K | $32.34 | Jul 8, 2022 |
| Mountcastle David | CFO | EXERCISE | $50K–$100K | 39K | $2.00 | Jul 7, 2022 |
| Mountcastle David | CFO | SELL | $500K+ | 29K | $30.73 | Jul 7, 2022 |
| Mehrotra Parth | President and COO | EXERCISE | $50K–$100K | 40K | $2.00 | Jul 7, 2022 |
| Mehrotra Parth | President and COO | SELL | $1M+ | 40K | $29.93 | Jul 7, 2022 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 15K | $2.00 | Jul 7, 2022 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 15K | $30.72 | Jul 7, 2022 |
| Mountcastle David | CFO | EXERCISE | <$1K | 32 | $2.00 | Jun 30, 2022 |
| Mountcastle David | CFO | SELL | <$1K | 32 | $30.00 | Jun 30, 2022 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | <$1K | 48 | $2.00 | Jun 30, 2022 |
| Bartrum Thomas | EVP, General Counsel | SELL | $1K–$15K | 48 | $30.00 | Jun 30, 2022 |
| Morris Matthew Shawn | CEO | EXERCISE | $100K–$500K | 147K | $2.00 | Jun 24, 2022 |
| Morris Matthew Shawn | CEO | SELL | $1M+ | 147K | $29.29 | Jun 24, 2022 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 10K | $29.24 | Jun 23, 2022 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 10K | $2.00 | Jun 23, 2022 |
| Mehrotra Parth | President and COO | SELL | $1M+ | 60K | $29.22 | Jun 23, 2022 |
| Mehrotra Parth | President and COO | EXERCISE | $100K–$500K | 60K | $2.00 | Jun 23, 2022 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 10K | $2.00 | Jun 8, 2022 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 10K | $25.01 | Jun 8, 2022 |
| Mehrotra Parth | President and COO | EXERCISE | $50K–$100K | 40K | $2.00 | Jun 8, 2022 |
| Mehrotra Parth | President and COO | SELL | $1M+ | 40K | $25.01 | Jun 8, 2022 |
| Mehrotra Parth | President and COO | EXERCISE | $15K–$50K | 20K | $2.00 | Apr 22, 2022 |
| Mehrotra Parth | President and COO | SELL | $500K+ | 20K | $27.93 | Apr 22, 2022 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 10K | $27.93 | Apr 22, 2022 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 10K | $2.00 | Apr 22, 2022 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 10K | $2.00 | Mar 31, 2022 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 10K | $25.09 | Mar 31, 2022 |
| Mehrotra Parth | President and COO | SELL | $500K+ | 20K | $25.09 | Mar 31, 2022 |
| Mehrotra Parth | President and COO | EXERCISE | $15K–$50K | 20K | $2.00 | Mar 31, 2022 |
| Mehrotra Parth | President and COO | SELL | $500K+ | 20K | $25.30 | Feb 24, 2022 |
| Mehrotra Parth | President and COO | EXERCISE | $15K–$50K | 20K | $2.00 | Feb 24, 2022 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 10K | $25.32 | Feb 24, 2022 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 10K | $2.00 | Feb 24, 2022 |
| Mehrotra Parth | President and COO | EXERCISE | $1K–$15K | 5K | $2.00 | Feb 14, 2022 |
| Mehrotra Parth | President and COO | SELL | $100K–$500K | 5K | $25.01 | Feb 14, 2022 |
| Mountcastle David | CFO | SELL | $100K–$500K | 16K | $25.53 | Jan 7, 2022 |
| Mountcastle David | CFO | EXERCISE | $15K–$50K | 22K | $2.00 | Jan 7, 2022 |
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