Position in PRVA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$439,827
-$49,428 QoQ
Shares Held
21,382
+3.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Pathstone Holdings, LLC holds $8,161,855 across 13 Health Information Services names. PRVA ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
27,427 | $2,292,073 | |
| 2 | VEEV |
Veeva Systems Inc
|
9,439 | $1,658,053 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
18,939 | $806,990 | |
| 4 | TEM |
Tempus AI, Inc.
|
13,790 | $623,583 | |
| 5 | TXG |
10x Genomics, Inc.
|
25,296 | $537,034 | |
| 6 | OMCL |
Omnicell, Inc.
|
13,380 | $446,623 | |
| 7 | WAY |
Waystar Holding Corp.
|
18,316 | $441,598 | |
| 8 | PRVA |
Privia Health Group, Inc.
This page
|
21,382 | $439,827 |
All Filings in PRVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||