Position in PRVA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$48,346
+$13,995 QoQ
Shares Held
1,879
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 298 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Allworth Financial LP holds $1,429,867 across 30 Health Information Services names. PRVA ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,340 | $592,749 | |
| 2 | HQY |
Healthequity, Inc.
|
2,464 | $222,548 | |
| 3 | SDGR |
Schrodinger, Inc.
|
5,270 | $85,637 | |
| 4 | TXG |
10x Genomics, Inc.
|
2,060 | $78,980 | |
| 5 | PHR |
Phreesia, Inc.
|
5,613 | $57,757 | |
| 6 | TEM |
Tempus AI, Inc.
|
837 | $48,487 | |
| 7 | PRVA |
Privia Health Group, Inc.
This page
|
1,879 | $48,346 | |
| 8 | DOCS |
Doximity, Inc.
|
2,043 | $42,371 |
All Filings in PRVA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,346 | 1,879 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||