Creative Planning

Position in PRVA — Privia Health Group, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PRVA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,330,868

+$381,006 QoQ

Shares Held

113,314

+37.8% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0.9795788693365339.ToString("F0")% Shared 0.ToString("F0")% None 99.02042113066346.ToString("F0")%

Healthcare · as of Mar 31, 2026

Creative Planning holds $41,457,073 across 23 Health Information Services names. PRVA ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	64,797	$11,382,241
2	HQY	Healthequity, Inc.	65,089	$5,439,487
3	HSTM	Healthstream Inc	218,186	$4,518,632
4	WAY	Waystar Holding Corp.	133,688	$3,223,217
5	DOCS	Doximity, Inc.	129,961	$3,028,091
6	PRVA	Privia Health Group, Inc. This page	113,314	$2,330,868
7	TXG	10x Genomics, Inc.	91,311	$1,938,532
8	BTSG	BrightSpring Health Services, Inc.	35,708	$1,521,517

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,330,868	113,314	+37.8%	Shares	Sole	2026-05-12
2025-12-31	$1,949,862	82,238	+5.8%	Shares	Sole	2026-02-17
2025-09-30	$1,934,953	77,709	+50.5%	Shares	Sole	2025-11-14
2025-06-30	$1,187,467	51,629	-1.9%	Shares	Sole	2025-08-08
2025-03-31	$1,181,857	52,644	+14.3%	Shares	Sole	2025-05-15
2024-12-31	$900,453	46,059	+77.2%	Shares	Defined	2025-02-14
2024-09-30	$473,223	25,987	+27.1%	Shares	Defined	2024-10-11
2024-06-30	$355,333	20,445	+54.6%	Shares	Sole	2024-08-15
2024-03-31	$259,135	13,228	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.