Position in PRVA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$739,017
+$471,901 QoQ
Shares Held
35,927
+218.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 95.69404626047262.ToString("F0")%
Shared 0.ToString("F0")%
None 4.305953739527375.ToString("F0")%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $103,059,255 across 13 Health Information Services names. PRVA ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
|
3,453,757 | $83,270,080 | |
| 2 | OMCL |
Omnicell, Inc.
|
179,261 | $5,983,730 | |
| 3 | VEEV |
Veeva Systems Inc
|
31,062 | $5,456,348 | |
| 4 | TEM |
Tempus AI, Inc.
|
49,273 | $2,228,123 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
51,949 | $2,213,545 | |
| 6 | HQY |
Healthequity, Inc.
|
14,208 | $1,187,360 | |
| 7 | PRVA |
Privia Health Group, Inc.
This page
|
35,927 | $739,017 | |
| 8 | HTFL |
Heartflow, Inc.
|
27,439 | $667,590 |
All Filings in PRVA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $739,017 | 35,927 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $267,116 | 11,266 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $468,393 | 18,811 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $659,962 | 28,694 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $631,989 | 28,151 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $471,936 | 24,140 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $352,836 | 19,376 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $339,272 | 19,521 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,049,082 | 53,552 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $426,031 | 18,499 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $219,351 | 9,537 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $243,500 | 9,326 | Shares | Defined | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||