Position in PRVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$34,351
+$6,469 QoQ
Shares Held
1,670
+42.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Allworth Financial LP holds $1,117,607 across 30 Health Information Services names. PRVA ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,542 | $622,187 | |
| 2 | HQY |
Healthequity, Inc.
|
1,035 | $86,494 | |
| 3 | DOCS |
Doximity, Inc.
|
3,583 | $83,483 | |
| 4 | WAY |
Waystar Holding Corp.
|
2,304 | $55,549 | |
| 5 | TEM |
Tempus AI, Inc.
|
1,052 | $47,571 | |
| 6 | TXG |
10x Genomics, Inc.
|
2,232 | $47,385 | |
| 7 | PRVA |
Privia Health Group, Inc.
This page
|
1,670 | $34,351 | |
| 8 | PHR |
Phreesia, Inc.
|
3,148 | $26,380 |
All Filings in PRVA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,351 | 1,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,882 | 1,176 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,129 | 1,210 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $22,747 | 989 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $22,180 | 988 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $19,119 | 978 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $17,572 | 965 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $16,771 | 965 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $299 | 13 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $253 | 11 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||