Position in PRVA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,016,957
+$1,535,760 QoQ
Shares Held
544,771
-10.2% QoQ
Ownership
0.426%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#34
of 298 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $127,325,823 across 16 Health Information Services names. PRVA ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
379,949 | $67,429,549 | |
| 2 | HQY |
Healthequity, Inc.
|
175,182 | $15,822,438 | |
| 3 | PRVA |
Privia Health Group, Inc.
This page
|
544,771 | $14,016,957 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
112,947 | $7,876,923 | |
| 5 | HSTM |
Healthstream Inc
|
189,539 | $5,164,937 | |
| 6 | TEM |
Tempus AI, Inc.
|
68,699 | $3,979,733 | |
| 7 | TXG |
10x Genomics, Inc.
|
79,314 | $3,040,898 | |
| 8 | SLP |
Simulations Plus, Inc.
|
130,749 | $2,394,014 |
All Filings in PRVA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,016,957 | 544,771 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,481,197 | 606,767 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,550,274 | 655,853 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,638,178 | 547,718 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $13,144,707 | 571,509 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $13,192,271 | 587,629 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,609,122 | 593,817 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,744,300 | 590,022 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,669,095 | 613,872 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,990,050 | 663,096 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,557,522 | 545,268 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,479,398 | 455,626 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,905,024 | 341,058 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,719,874 | 170,948 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $851,443 | 37,492 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,603,885 | 47,090 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,292,170 | 44,374 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,124,049 | 42,052 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $773,797 | 29,911 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $285,782 | 12,130 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $527,204 | 11,882 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||