Position in PRVA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$12,481,197
-$3,069,077 QoQ
Shares Held
606,767
-7.5% QoQ
Ownership
0.482%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026ENVESTNET ASSET MANAGEMENT INC holds $125,172,745 across 16 Health Information Services names. PRVA ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
433,991 | $76,234,859 | |
| 2 | PRVA |
Privia Health Group, Inc.
This page
|
606,767 | $12,481,197 | |
| 3 | HQY |
Healthequity, Inc.
|
138,868 | $11,605,198 | |
| 4 | HSTM |
Healthstream Inc
|
199,631 | $4,134,358 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
93,668 | $3,991,193 | |
| 6 | TEM |
Tempus AI, Inc.
|
75,125 | $3,397,152 | |
| 7 | DOCS |
Doximity, Inc.
|
124,306 | $2,896,329 | |
| 8 | SLP |
Simulations Plus, Inc.
|
209,465 | $2,475,876 |
All Filings in PRVA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||