Position in PRVA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,883
+$2,964 QoQ
Shares Held
423
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 299 holders
Holding Since
Mar 2024
10 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, 2026ROTHSCHILD INVESTMENT LLC holds $3,321,044 across 30 Health Information Services names. PRVA ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
13,425 | $2,382,534 | |
| 2 | HQY |
Healthequity, Inc.
|
8,467 | $764,739 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
450 | $31,383 | |
| 4 | SDGR |
Schrodinger, Inc.
|
1,201 | $19,516 | |
| 5 | PHR |
Phreesia, Inc.
|
1,231 | $12,666 | |
| 6 | DOCS |
Doximity, Inc.
|
585 | $12,132 | |
| 7 | TEM |
Tempus AI, Inc.
|
188 | $10,890 | |
| 8 | PRVA |
Privia Health Group, Inc.
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|
423 | $10,883 |
All Filings in PRVA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,883 | 423 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,919 | 385 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,860 | 205 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,731 | 190 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,680 | 160 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,367 | 150 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,564 | 80 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,547 | 85 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $260 | 15 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $195 | 10 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||