Position in PRVA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,486,954
+$216,407 QoQ
Shares Held
135,521
-14.8% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 298 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $34,951,662 across 21 Health Information Services names. PRVA ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
82,942 | $14,719,714 | |
| 2 | PRVA |
Privia Health Group, Inc.
This page
|
135,521 | $3,486,954 | |
| 3 | GDRX |
GoodRx Holdings, Inc.
|
868,790 | $2,502,115 | |
| 4 | HSTM |
Healthstream Inc
|
79,196 | $2,158,089 | |
| 5 | HQY |
Healthequity, Inc.
|
20,573 | $1,858,152 | |
| 6 | TEM |
Tempus AI, Inc.
|
29,069 | $1,683,967 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
182,763 | $1,549,829 | |
| 8 | TXG |
10x Genomics, Inc.
|
39,056 | $1,497,405 |
All Filings in PRVA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,486,954 | 135,521 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,270,547 | 158,996 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,045,422 | 170,621 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,004,781 | 120,674 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,857,244 | 124,228 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,931,363 | 130,573 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,548,654 | 130,366 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,404,520 | 132,044 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,358,969 | 135,729 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,744,734 | 140,109 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,191,197 | 138,567 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,051,830 | 89,210 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,333,684 | 89,379 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||