Position in PRVA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$535,595
+$95,768 QoQ
Shares Held
20,816
-2.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 300 holders
Holding Since
Dec 2025
3 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, 2026Pathstone Holdings, LLC holds $11,065,616 across 11 Health Information Services names. PRVA ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
36,497 | $3,296,408 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
28,483 | $1,986,403 | |
| 3 | VEEV |
Veeva Systems Inc
|
9,086 | $1,612,492 | |
| 4 | WAY |
Waystar Holding Corp.
|
45,279 | $929,577 | |
| 5 | TEM |
Tempus AI, Inc.
|
15,053 | $872,020 | |
| 6 | HSTM |
Healthstream Inc
|
25,160 | $685,610 | |
| 7 | OMCL |
Omnicell, Inc.
|
13,859 | $575,424 | |
| 8 | PRVA |
Privia Health Group, Inc.
This page
|
20,816 | $535,595 |
All Filings in PRVA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,595 | 20,816 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $439,827 | 21,382 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $489,255 | 20,635 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||