OPPENHEIMER ASSET MANAGEMENT INC.
Position in PRVA — Privia Health Group, Inc.
CIK 1269119
NEW YORK, NY
Position in PRVA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$5,078,650
-$1,403,000 QoQ
Shares Held
246,896
-9.7% QoQ
Ownership
0.196%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $25,402,471 across 6 Health Information Services names. PRVA ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
173,854 | $14,528,976 | |
| 2 | PRVA |
Privia Health Group, Inc.
This page
|
246,896 | $5,078,650 | |
| 3 | VEEV |
Veeva Systems Inc
|
28,015 | $4,921,112 | |
| 4 | CERT |
Certara, Inc.
|
71,027 | $404,853 | |
| 5 | DOCS |
Doximity, Inc.
|
11,495 | $267,833 | |
| 6 | OMCL |
Omnicell, Inc.
|
6,023 | $201,047 |
All Filings in PRVA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,078,650 | 246,896 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $6,481,650 | 273,372 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $6,061,606 | 243,438 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $5,660,415 | 246,105 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $5,880,059 | 261,918 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $4,698,412 | 240,328 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $4,392,233 | 241,199 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $4,260,481 | 245,137 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $4,603,473 | 234,991 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $4,259,375 | 184,949 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,721,906 | 161,822 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $4,437,368 | 169,949 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $354,540 | 12,841 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $238,273 | 10,492 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $380,007 | 11,157 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $351,245 | 12,062 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $371,680 | 13,905 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $311,992 | 12,060 | Shares | Other | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||