PRVA on Nasdaq
Privia Health Group, Inc.
American health services company, incorporated in Delaware1
In its 2026 annual report the company says: “Privia Health Group, Inc. is a technology-driven, national physician-enablement company that collaborates with physician practices, health plans, and health systems to achieve the quadruple aim of better outcomes, lower costs, improved patient experience, and happier and more engaged providers.”4 It is headquartered in Arlington, Virginia.1 Its shares trade on Nasdaq under the symbol PRVA.1
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Last updated Oct 21, 2026.
Overview
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- TickerPRVA on Nasdaq1
- IndustryServices-Health Services1
- HeadquartersArlington, Virginia1
- Incorporated inDE2
- Business address950 N. Glebe Rd., Suite 700, Arlington, Va 222032
- Filer categoryLarge accelerated filer2
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Privia Health Group, Inc. (“Privia Health”, “we”, “our”, or the “Company”) is a technology-driven, national physician-enablement company that collaborates with physician practices, health plans, and health systems to achieve the quadruple aim of better outcomes, lower costs, improved patient experience, and happier and more engaged providers. We seek to accomplish the quadruple aim by entering markets and organizing existing physicians and non-physician clinicians into a unique practice model that combines the advantages of a partnership in a large regional medical group (each, a “Medical Group”) with significant provider autonomy for the physicians (collectively, “Privia Physicians”) and non-physician clinicians (collectively “Privia Clinicians” and, together with the Privia Physicians, the “Privia Providers”) in our Medical Groups.4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
FFS-Patient Care brought in 64% of the revenue Privia Health Group, Inc. broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2023 | 2024 | 2025 |
|---|---|---|---|
| FFS-Patient Care | $976.7M | $1.1B | $1.4B |
| Capitated Revenue | $338.7M | $213.0M | $308.5M |
| Shared Savings | $170.1M | $179.2M | $234.8M |
| FFS-Administrative Services | $113.2M | $125.4M | $137.0M |
| Care Management Fee (PMPM) | $50.5M | $64.1M | $73.1M |
| Other Revenue | $8.5M | $8.5M | $9.2M |
| Administrative Service | $2.7M | $1.8M | $3.5M |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Other costs98¢$2.1B
- Income tax1¢$14.2M
- Profit1¢$22.9M
Out of $2.1B in revenue.5
Where each dollar of operating cash went, fiscal 2025
- Kept or used elsewhere100¢$163.4M
Out of $163.4M of cash from operations.5
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Revenue | $2.1B | $1.7B | $1.7B |
| Provider expense | $1.7B | $1.3B | $1.3B |
| Cost of platform | $252.7M | $227.0M | $197.7M |
| Sales and marketing | $27.1M | $26.4M | $24.7M |
| General and administrative | $138.2M | $126.2M | $109.6M |
| Depreciation and amortization | $9.9M | $7.3M | $6.5M |
| Total operating expenses | $2.1B | $1.7B | $1.6B |
| Operating income | $34.2M | $17.0M | $20.6M |
| Interest income, net | $9.7M | $10.9M | $8.4M |
| Income before provision for income taxes | $43.9M | $27.9M | $29.0M |
| Provision for income taxes | $14.2M | $10.8M | $8.0M |
| Net income | $29.7M | $17.0M | $21.0M |
| Less: Net income (loss) attributable to non-controlling interests | $6.8M | $2.7M | -$2.1M |
| Net income attributable to Privia Health Group, Inc. | $22.9M | $14.4M | $23.1M |
| Net income per share attributable to Privia Health Group, Inc. stockholders basic (in dollars per share) | $0.19 | $0.12 | $0.20 |
| Net income per share attributable to Privia Health Group, Inc. stockholders diluted (in dollars per share) | $0.18 | $0.11 | $0.19 |
| Weighted average common shares outstanding - basic (in shares) | 122.2M shares | 119.4M shares | 116.7M shares |
| Weighted average common shares outstanding diluted (in shares) | 128.9M shares | 125.6M shares | 124.7M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 5 fiscal years (annual) or 5 quarters (quarterly), latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-02-28 | 2022-12-31 |
|---|---|---|---|---|---|
| Cash and cash equivalents | $479.7M | $491.1M | |||
| Accounts receivable, net of allowance for credit losses of $15.4 million and $9.3 million | $400.9M | $316.2M | |||
| Prepaid expenses and other current assets | $30.4M | $27.5M | |||
| Total current assets | $911.0M | $834.8M | |||
| Property and equipment, net | $504.0K | $1.2M | |||
| Right-of-use assets | $8.8M | $4.8M | |||
| Intangible assets, net | $215.9M | $109.8M | |||
| Goodwill | $209.8M | $141.6M | |||
| Deferred tax asset, net | $2.3M | $26.4M | |||
| Other non-current assets | $21.0M | $17.1M | |||
| Total non-current assets | $458.4M | $301.0M | |||
| Total assets | $1.4B | $1.1B | |||
| Accounts payable and accrued expenses | $96.8M | $82.0M | |||
| Provider liability | $469.5M | $364.6M | |||
| Operating lease liabilities, current | $2.2M | $2.6M | |||
| Total current liabilities | $568.5M | $449.1M | |||
| Operating lease liabilities, non-current | $7.3M | $3.0M | |||
| Other non-current liabilities | $2.6M | $153.0K | |||
| Total non-current liabilities | $9.9M | $3.2M | |||
| Total liabilities | $578.4M | $452.3M | |||
| Common stock, $0.01 par value, 1,000,000,000 shares authorized; 123,604,576 and 120,309,346 shares issued and outstanding at December 31, 2025 and December 31, 2024, respectively | $1.2M | $1.2M | |||
| Additional paid-in capital | $892.3M | $813.2M | |||
| Accumulated deficit | -$156.3M | -$179.2M | |||
| Total Privia Health Group, Inc. stockholders equity | $737.2M | $635.2M | |||
| Non-controlling interest | $53.7M | $48.3M | |||
| Total stockholders equity | $790.9M | $683.4M | $607.4M | $519.0M | |
| Total liabilities and stockholders equity | $1.4B | $1.1B | |||
| Accounts receivable, net of allowance for credit losses | $15.4M | $9.3M | |||
| Common stock, par value (in dollars per share) | $0.01 | $0.01 | $0.01 | ||
| Common stock, shares authorized (in shares) | 1.0B shares | 1.0B shares | |||
| Common stock, shares issued (in shares) | 123.6M shares | 120.3M shares | |||
| Common stock, shares outstanding (in shares) | 123.6M shares | 120.3M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-02-28 | 2022-12-31 |
|---|---|---|---|---|---|
| Cash and cash equivalents | $479.7M | $491.1M | |||
| Accounts receivable, net of allowance for credit losses of $15.4 million and $9.3 million | $400.9M | $316.2M | |||
| Prepaid expenses and other current assets | $30.4M | $27.5M | |||
| Total current assets | $911.0M | $834.8M | |||
| Property and equipment, net | $504.0K | $1.2M | |||
| Right-of-use assets | $8.8M | $4.8M | |||
| Intangible assets, net | $215.9M | $109.8M | |||
| Goodwill | $209.8M | $141.6M | |||
| Deferred tax asset, net | $2.3M | $26.4M | |||
| Other non-current assets | $21.0M | $17.1M | |||
| Total non-current assets | $458.4M | $301.0M | |||
| Total assets | $1.4B | $1.1B | |||
| Accounts payable and accrued expenses | $96.8M | $82.0M | |||
| Provider liability | $469.5M | $364.6M | |||
| Operating lease liabilities, current | $2.2M | $2.6M | |||
| Total current liabilities | $568.5M | $449.1M | |||
| Operating lease liabilities, non-current | $7.3M | $3.0M | |||
| Other non-current liabilities | $2.6M | $153.0K | |||
| Total non-current liabilities | $9.9M | $3.2M | |||
| Total liabilities | $578.4M | $452.3M | |||
| Common stock, $0.01 par value, 1,000,000,000 shares authorized; 123,604,576 and 120,309,346 shares issued and outstanding at December 31, 2025 and December 31, 2024, respectively | $1.2M | $1.2M | |||
| Additional paid-in capital | $892.3M | $813.2M | |||
| Accumulated deficit | -$156.3M | -$179.2M | |||
| Total Privia Health Group, Inc. stockholders equity | $737.2M | $635.2M | |||
| Non-controlling interest | $53.7M | $48.3M | |||
| Total stockholders equity | $790.9M | $683.4M | $607.4M | $519.0M | |
| Total liabilities and stockholders equity | $1.4B | $1.1B | |||
| Accounts receivable, net of allowance for credit losses | $15.4M | $9.3M | |||
| Common stock, par value (in dollars per share) | $0.01 | $0.01 | $0.01 | ||
| Common stock, shares authorized (in shares) | 1.0B shares | 1.0B shares | |||
| Common stock, shares issued (in shares) | 123.6M shares | 120.3M shares | |||
| Common stock, shares outstanding (in shares) | 123.6M shares | 120.3M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income | $29.7M | $17.0M | $21.0M |
| Depreciation | $739.0K | $1.1M | $1.2M |
| Amortization of intangibles | $9.2M | $6.2M | $5.4M |
| Stock-based compensation | $71.1M | $56.7M | $37.1M |
| Deferred income taxes | $10.9M | $8.8M | $7.5M |
| Accounts receivable, net | -$36.7M | -$19.8M | -$96.9M |
| Prepaid expenses and other current assets | -$1.6M | -$9.0M | -$6.2M |
| Other non-current assets and right-of-use assets | -$326.0K | -$1.7M | -$2.4M |
| Accounts payable and accrued expenses | $14.8M | $19.9M | $5.0M |
| Provider liability | $65.6M | $32.9M | $113.4M |
| Operating lease liabilities | -$2.5M | -$2.7M | -$3.2M |
| Other long-term liabilities | $2.4M | -$160.0K | -$1.0M |
| Net cash provided by operating activities | $163.4M | $109.3M | $80.8M |
| Acquisitions, net of cash acquired | -$180.4M | -$7.0M | -$42.9M |
| Other | -$1.2M | -$5.0M | -$113.0K |
| Net cash used in investing activities | -$181.6M | -$12.0M | -$43.0M |
| Repurchase of non-controlling interest | $0 | $0 | -$5.7M |
| Proceeds from non-controlling interest | $0 | $1.7M | $659.0K |
| Distribution to non-controlling interest | -$1.3M | $0 | $0 |
| Proceeds from exercised stock options | $8.0M | $2.7M | $8.7M |
| Net cash provided by financing activities | $6.7M | $4.3M | $3.7M |
| Net (decrease) increase in cash and cash equivalents | -$11.5M | $101.6M | $41.5M |
| Interest paid | $251.0K | $285.0K | $40.0K |
| Income taxes paid, net of refunds | $6.6M | $3.8M | $1.0M |
| Leases liabilities obtained in exchange for right-of-use assets | $6.4M | $0 | $0 |
No quarter-by-quarter statement was filed.
Corporate structure
Privia Health Group, Inc. sits at the top of its group. 21 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Privia Health Group, Inc.
- FMR LLC Filed SCHEDULE 13G/A on Privia Health Group, Inc., latest Oct 7, 2026 (6 filings since Jun 12, 2023)
- Adam Boehler Filed SCHEDULE 13D on Privia Health Group, Inc., latest Sep 8, 2026 (3 filings since Aug 12, 2025)
- BlackRock Filed SCHEDULE 13G/A on Privia Health Group, Inc., latest Jul 29, 2026 (4 filings since Jul 7, 2023)
- VANGUARD PORTFOLIO MANAGEMENT LLC Filed SCHEDULE 13G on Privia Health Group, Inc., latest Apr 29, 2026
- VANGUARD GROUP INC Filed SCHEDULE 13G/A on Privia Health Group, Inc., latest Mar 27, 2026 (3 filings since Feb 13, 2024)
- Durable Capital Partners LP Filed SC 13G/A on Privia Health Group, Inc., latest Nov 14, 2024 (2 filings since May 15, 2023)
- Goldman Sachs Filed SC 13G/A on Privia Health Group, Inc., latest Feb 13, 2024 (3 filings since Feb 14, 2022)
- Pamplona Capital Partners III, L.P. Filed SC 13G/A on Privia Health Group, Inc., latest May 12, 2023 (4 filings since Feb 14, 2022)
- William M. Sullivan Filed SC 13G on Privia Health Group, Inc., latest Feb 14, 2023 (2 filings since Apr 5, 2022)
- Privia Health Group, Inc. Arlington, Virginia
- BASS Privia Management Company of Subsidiary · California, United States
- Evolent Care Partners of Subsidiary · North Carolina, United States
- PMG Holdings Subsidiary · Indiana, United States
- PMG Physicians of North Subsidiary · Texas, United States
- Privia Health Subsidiary · Tennessee, United States
- Privia Holdings of Subsidiary · Arizona, United States
- Privia Management Company Subsidiary · Arizona, United States
- Privia Management Company of Subsidiary · Georgia, United States
- Privia Management Company of North Subsidiary · Texas, United States
- Privia Management Company West Subsidiary · Texas, United States
- Privia Medical Group Subsidiary · Arizona, United States
- Privia Medical Group of Subsidiary · Georgia, United States
- Privia Medical Group of South Subsidiary · Georgia, United States
- Privia Medical Group West Subsidiary · Texas, United States
- Privia Pediatric Medical Group of Subsidiary · Georgia, United States
- Privia Quality Network Subsidiary · Connecticut, United States
- Privia Quality Network Central Subsidiary · Florida, United States
- Privia Quality Network of Subsidiary · California, United States
- Privia Services Company Subsidiary · Connecticut, United States
- Privia Virtual Health Subsidiary · Connecticut, United States
Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What Privia Health Group, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Property and equipment
| Item | Latest | A year before | Change |
|---|---|---|---|
| Property and equipment, before depreciation | $8.0M5 Dec 31, 2025 | $8.0M5 Dec 31, 2024 | 0% |
| Accumulated depreciation | $7.5M5 Dec 31, 2025 | $6.8M5 Dec 31, 2024 | +10.8% |
| Property and equipment, net | $504.0K5 Dec 31, 2025 | $1.2M5 Dec 31, 2024 | −59.4% |
| Operating-lease assets (leased space) | $8.8M5 Dec 31, 2025 | $4.8M5 Dec 31, 2024 | +82.1% |
Investments
| Item | Latest | A year before | Change |
|---|---|---|---|
| Cash and cash equivalents | $479.7M5 Dec 31, 2025 | $491.1M5 Dec 31, 2024 | −2.3% |
Intangibles and goodwill
| Item | Latest | A year before | Change |
|---|---|---|---|
| Goodwill | $209.8M5 Dec 31, 2025 | $141.6M5 Dec 31, 2024 | +48.2% |
| Finite-lived intangibles, gross | $245.2M5 Dec 31, 2025 | $129.9M5 Dec 31, 2024 | +88.7% |
| Accumulated amortization | $29.3M5 Dec 31, 2025 | $20.1M5 Dec 31, 2024 | +45.6% |
| Finite-lived intangibles, net | $215.9M5 Dec 31, 2025 | $109.8M5 Dec 31, 2024 | +96.6% |
Properties, in its own words
Our headquarters is located in Arlington, Virginia. Our lease on this space expires on December 31, 2031. We have also leased space for our other offices throughout the United States. We believe that our headquarters and other offices are adequate for our immediate needs and that additional or substitute space is available if needed to accommodate growth and expansion.
Item 2 of the 10-K filed Feb 27, 2026.4
Leadership
Who has led Privia Health Group, Inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
Chief operating officer
2025
- Chief executive officerParth Mehrotra Jul 21, 2023 to now12
- PresidentParth Mehrotra Apr 28, 2021 to Jul 5, 202313
- Chief financial officerDavid Mountcastle Apr 28, 2021 to now14
- Chief operating officerParth Mehrotra Apr 28, 2021 to Jul 5, 202313
Board members and other officers (16)
- Board memberFrancis S. Soistman Jr. May 22, 2026 to now15
- Board memberOpella Finley Ernest Sep 3, 2026 to now16
- Board memberLance Berberian Jul 17, 2025 to now17
- Board memberAdam Boehler Jul 10, 2023 to Jun 13, 202418
- Board memberParth Mehrotra Jul 21, 2023 to now12
- Board memberDavid S. Wichmann Aug 3, 2023 to now19
- Board memberPamela O. Kimmet Aug 3, 2023 to now20
- Board memberNancy G. Cocozza Apr 1, 2022 to now21
- Board memberDavid P. King Apr 28, 2021 to now22
- Board memberJeffrey B. Butler Apr 28, 2021 to Nov 15, 202223
- Board memberPatricia Anne Maryland Apr 28, 2021 to now24
- Board memberThomas A. McCarthy Apr 28, 2021 to now25
- Board memberWilliam M. Sullivan Apr 29, 2021 to May 23, 202426
- Board memberJaewon Ryu Jul 1, 2021 to now27
- General counselEdward C. Fargis Jan 31, 2024 to now28
- General counselThomas Bartrum Apr 29, 2021 to Sep 7, 202329
Subsidiaries and ownership
Subsidiaries (Exhibit 21)
- BASS Privia Management Company of California, LLC CA3
- Evolent Care Partners of North Carolina, Inc. NC3
- PMG Holdings Indiana, LLC3
- PMG Physicians of North Texas, P.A.3
- Privia Health Tennessee, LLC3
- Privia Holdings of Arizona, LLC DE3
- Privia Management Company Arizona, LLC DE3
- Privia Management Company West Texas, LLC DE3
- Privia Management Company of Georgia, LLC GA3
- Privia Management Company of North Texas, LLC DE3
- Privia Medical Group Arizona, LLC AZ3
- Privia Medical Group West Texas, PLLC TX3
- Privia Medical Group of Georgia, LLC GA3
- Privia Medical Group of South Georgia, LLC GA3
- Privia Pediatric Medical Group of Georgia, LLC GA3
- Privia Quality Network Connecticut, LLC DE3
- Privia Quality Network Central Florida, LLC DE3
- Privia Quality Network of California, LLC DE3
- Privia Services Company Connecticut, LLC CT3
- Privia Virtual Health Connecticut, PLLC CT3
The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.
Former names
- PH Group Parent Corp.Feb 13, 2019 to Mar 11, 20202
Timeline
- Aug 18, 20268-K Executive or director change30
- Aug 6, 20268-K Results of operations31
- Jul 7, 20268-K Executive or director change32
- May 22, 20268-K Shareholder vote33
- May 7, 20268-K Results of operations34
- Feb 26, 20268-K Results of operations35
- Dec 8, 20258-K Other events36
- Nov 6, 20258-K Results of operations37
- Oct 28, 20258-K Other events38
- Sep 23, 20258-K Other events39
- Aug 29, 20258-K Regulation FD disclosure40
- Aug 7, 20258-K Results of operations41
- Jul 21, 2023New chief executive Parth Mehrotra becomes CEO12
Calendar
Coming up
- Nov 5, 2026 · Before the openReports results for the quarter ending Sep/2026 A year earlier it reported $0.05 a share, on Nov 6, 2025.42
When it reported results
- Aug 6, 2026Reported quarterly or annual results31
- May 7, 2026Reported quarterly or annual results34
- Feb 26, 2026Reported quarterly or annual results35
- Nov 6, 2025Reported quarterly or annual results37
- Aug 7, 2025Reported quarterly or annual results41
- May 8, 2025Reported quarterly or annual results43
- Feb 27, 2025Reported quarterly or annual results44
- Nov 7, 2024Reported quarterly or annual results45
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
528 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 60 major events, 282 insider forms, 28 large holders, 138 other. The latest 20:
- Oct 7, 2026SCHEDULE 13G/A EDGAR
- Sep 8, 2026SCHEDULE 13D EDGAR
- Sep 3, 20264 EDGAR
- Sep 3, 20263 EDGAR
- Aug 18, 20268-K EDGAR
- Aug 6, 202610-Q EDGAR
- Aug 6, 20268-K EDGAR
- Jul 29, 2026SCHEDULE 13G/A EDGAR
- Jul 13, 20264 EDGAR
- Jul 9, 2026144 EDGAR
- Jul 9, 20264 EDGAR
- Jul 7, 2026144 EDGAR
- Jul 7, 20264 EDGAR
- Jul 7, 20268-K EDGAR
- Jul 7, 20264 EDGAR
- Jul 2, 2026144 EDGAR
- Jul 2, 20264 EDGAR
- Jun 30, 20264 EDGAR
- Jun 30, 20264 EDGAR
- Jun 26, 2026144 EDGAR
The 528 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
261 open-market trades by officers, directors and large owners since October 2021: 7 buys and 254 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Jul 9, 2026 | Mountcastle DavidEVP & Chief Financial Officer | Sale | 21,275 | $27.67 | $588.7K | Form 4 |
| Jul 7, 2026 | Mountcastle DavidEVP & Chief Financial Officer | Sale | 600 | $27.57 | $16.5K | Form 4 |
| Jul 6, 2026 | Morris Matthew ShawnDirector | Sale | 53,722 | $27.24 | $1.5M | Form 4 |
| Jul 2, 2026 | Mountcastle DavidEVP & Chief Financial Officer | Sale | 24,734 | $27.50 | $680.2K | Form 4 |
| Jul 2, 2026 | Morris Matthew ShawnDirector | Sale | 59,037 | $27.33 | $1.6M | Form 4 |
| Jul 1, 2026 | Morris Matthew ShawnDirector | Sale | 82,675 | $26.70 | $2.2M | Form 4 |
| Jun 30, 2026 | Morris Matthew ShawnDirector | Sale | 52,823 | $25.72 | $1.4M | Form 4 |
| Jun 29, 2026 | Morris Matthew ShawnDirector | Sale | 63,212 | $25.33 | $1.6M | Form 4 |
| Jun 26, 2026 | Morris Matthew ShawnDirector | Sale | 88,110 | $25.33 | $2.2M | Form 4 |
| Jun 26, 2026 | Mountcastle DavidEVP & Chief Financial Officer | Sale | 17,196 | $25.18 | $433.0K | Form 4 |
| May 12, 2026 | Mehrotra ParthChief Executive Officer | Sale | 15,647 | $22.64 | $354.2K | Form 4 |
| May 11, 2026 | Mountcastle DavidEVP & Chief Financial Officer | Sale | 3,385 | $22.60 | $76.5K | Form 4 |
| May 11, 2026 | Mehrotra ParthChief Executive Officer | Sale | 105,439 | $22.55 | $2.4M | Form 4 |
| May 4, 2026 | Mountcastle DavidEVP & Chief Financial Officer | Sale | 1,206 | $25.00 | $30.1K | Form 4 |
| May 4, 2026 | Morris Matthew ShawnDirector | Sale | 1,017 | $24.96 | $25.4K | Form 4 |
| May 1, 2026 | Mountcastle DavidEVP & Chief Financial Officer | Sale | 7,179 | $25.03 | $179.7K | Form 4 |
| May 1, 2026 | Morris Matthew ShawnDirector | Sale | 17,096 | $24.99 | $427.2K | Form 4 |
| Apr 2, 2026 | Mountcastle DavidEVP & Chief Financial Officer | Sale | 5,566 | $20.85 | $116.1K | Form 4 |
| Mar 16, 2026 | Mehrotra ParthChief Executive Officer | Sale | 26,509 | $22.11 | $586.1K | Form 4 |
| Mar 16, 2026 | Mountcastle DavidEVP & Chief Financial Officer | Sale | 6,391 | $22.11 | $141.3K | Form 4 |
All 261 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- FMR LLCSCHEDULE 13G/A, 6 filings Jun 12, 2023 to Oct 7, 202646
- Adam BoehlerSCHEDULE 13D, 3 filings Aug 12, 2025 to Sep 8, 202647
- BlackRockSCHEDULE 13G/A, 4 filings Jul 7, 2023 to Jul 29, 202648
- VANGUARD PORTFOLIO MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 29, 202649
- VANGUARD GROUP INCSCHEDULE 13G/A, 3 filings Feb 13, 2024 to Mar 27, 202650
- Durable Capital Partners LPSC 13G/A, 2 filings May 15, 2023 to Nov 14, 202451
- Goldman SachsSC 13G/A, 3 filings Feb 14, 2022 to Feb 13, 202452
- Pamplona Capital Partners III, L.P.SC 13G/A, 4 filings Feb 14, 2022 to May 12, 202353
- William M. SullivanSC 13G, 2 filings Apr 5, 2022 to Feb 14, 202354
Executive pay
What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.
| Year | Executive | Age | Salary | Total pay |
|---|---|---|---|---|
| 2025 | Parth Mehrotra | 47 | $650.0K | $10.5M55 |
| 2025 | David Mountcastle | 56 | $390.0K | $3.0M55 |
| 2025 | Edward C. Fargis | 61 | $385.0K | $2.4M55 |
| 2024 | Chief Executive Officer | $600.0K | $8.2M55 | |
| 2024 | Executive VicePresident and Chief Financial Officer | $380.0K | $2.9M55 | |
| 2023 | Chief Executive Officer | $541.7K | $17.1M55 | |
| 2023 | Executive VicePresident and Chief Financial Officer | $380.0K | $2.3M55 |
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 21,402,417 | $550.7M | 0.0% | +2,344,507 |
| Fmr LLC | 12,848,437 | $330.6M | 0.0% | −197,105 |
| Durable Capital Partners LP | 11,635,948 | $299.4M | 2.9% | −451,895 |
| Vanguard Portfolio Management LLC | 6,572,384 | $169.1M | 0.0% | +290,842 |
| Rubicon Founders LLC | 5,971,079 | $153.6M | 78.2% | +22,415 |
| Vanguard Capital Management LLC | 5,156,720 | $132.7M | 0.0% | +147,897 |
| State Street Corp | 4,905,789 | $126.2M | 0.0% | +415,889 |
| Geode Capital Management, LLC | 3,130,473 | $80.6M | 0.0% | +234,939 |
| Riverbridge Partners LLC | 2,998,597 | $77.2M | 2.2% | −919,351 |
| Bank of New York Mellon Corp | 2,892,536 | $74.4M | 0.0% | −50,957 |
| Principal Financial Group Inc | 2,587,878 | $66.6M | 0.0% | −135,195 |
| Dimensional Fund Advisors LP | 2,551,861 | $65.7M | 0.0% | +145,144 |
| Wellington Management Group Llp | 2,130,289 | $54.8M | 0.0% | +1,906,187 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,948,021 | $50.1M | 0.0% | −103,638 |
| BlackBarn Capital Partners LP | 1,585,000 | $40.8M | 10.1% | No change |
| Nuveen, LLC | 1,465,145 | $37.7M | 0.0% | +517,009 |
| Bank Of America Corp /de/ | 1,432,117 | $36.8M | 0.0% | +175,939 |
| Charles Schwab Investment Management Inc | 1,374,828 | $35.4M | 0.0% | +55,722 |
| Goldman Sachs Group Inc | 1,302,019 | $33.5M | 0.0% | −37,931 |
| Northern Trust Corp | 1,253,501 | $32.3M | 0.0% | +75,791 |
| Franklin Resources Inc | 1,228,616 | $31.6M | 0.0% | −250,142 |
| Fort Washington Investment Advisors Inc /oh/ | 1,053,271 | $27.1M | 0.1% | +863,660 |
| Loomis Sayles & Co L P | 1,014,786 | $26.1M | 0.0% | −27,314 |
| Morgan Stanley | 1,005,930 | $25.9M | 0.0% | +24,011 |
| Qube Research & Technologies Ltd | 848,154 | $21.8M | 0.0% | +281,359 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How Privia Health Group, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARPrivia Health Group, Inc.1
- CIK0001759655
- Employer ID (EIN)81-35994204
- Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company4
- Incorporated inDelaware4
- Fiscal year endsDecember 311
- Industry code (SIC)8000 Services-Health Services1
- SEC reviewing officeOffice of Industrial Applications and Services, Division of Corporation Finance1
- Business address950 N. Glebe Rd., Suite 700, Arlington, VA 222031
- Phone571-366-88501
- Shares outstanding127,734,207 as of Jul 31, 202611
- Public float$1.8B as of Jun 30, 20254
- AuditorPricewaterhouseCoopers LLP, Washington, District of Columbia PCAOB ID 238; it also attests to the company’s internal control over financial reporting4
- On EDGAR sinceFeb 13, 20191
- Filings600 in all: 4 (281), 144 (105), 8-K (66), 3 (26), 10-Q (17), SC 13G/A (10), CORRESP (8), SC 13G (8)1
All 36 form types
DEFA14A (7), SCHEDULE 13G/A (7), 3/A (6), UPLOAD (6), 10-K (5), DEF 14A (5), 424B7 (4), ARS (4), DRSLTR (3), S-1/A (3), S-8 (3), 4/A (2), 424B4 (2), 5 (2), DRS (2), DRS/A (2), EFFECT (2), S-1 (2), S-3ASR (2), SCHEDULE 13G (2), 144/A (1), 8-A12B (1), 8-K/A (1), CERT (1), D (1), D/A (1), PRE 14A (1), SCHEDULE 13D (1)
- Latest filingsAnnual report (10-K) Feb 27, 2026
Quarterly report (10-Q) Aug 6, 2026
Proxy statement (DEF 14A) Apr 2, 2026
Latest 8-K (8-K) Aug 18, 2026
Securities registered for trading
| Class | Symbol | Exchange |
|---|---|---|
| Common Stock, $0.01 par value per share | PRVA | The Nasdaq Global Select Market |
From the cover page of the 10-K filed Feb 27, 2026 (Section 12(b) of the Exchange Act).4
Risk factors and legal proceedings
The risks Privia Health Group, Inc. names in Item 1A of its 10-K filed Feb 27, 2026: 52 risks under these headings, as written.4
- Legal and Regulatory Risks
- We conduct business in a heavily regulated industry, which increases our costs and could restrict the conduct of our business, and if the Company or our Medical Groups fail to comply with the extensive applicable healthcare laws and government regulations, which may change from time to time, we could suffer adverse financial impacts, be required to make significant changes to our operations, or experience reputational harm, any or all of which may adversely affect our business.
- Our business model relies on a complex legal framework that governs our relationships with Medical Groups and Privia Providers. Legal challenges or shifting interpretations of applicable laws could require us to make significant changes to our operations, which could adversely affect our business.
- Our business, financial condition and results of operations may be adversely affected by changes and uncertainty in the healthcare industry, including health reform initiatives and other changes to laws and regulations.
- We, our Medical Groups and Privia Providers, may be subject to legal proceedings, including litigation, governmental investigations and claims, and payer audits.
- Risks Related to Our Business and Operations
- Risks associated with VBC arrangements may negatively impact our business, operations, and financial condition.
- If federal or state healthcare programs or commercial payers reduce reimbursement rates we receive or alter payment terms, if we and our Medical Groups are unable to retain and negotiate favorable contracts with private third-party payers, if insured individuals move to health plans with greater coverage exclusions or restrictions or narrower networks, or if our Medical Groups’ volume of uninsured or underinsured patients increases, our revenues may decline.
- An increase in the volume of uninsured patients or deterioration in the collectability of patient responsibility accounts could adversely affect our financial condition and results of operations.
- The reimbursement process is complex and may involve delays and other uncertainties, which may adversely affect our business, operations, cash flows, revenues, and earnings.
- The information that we or our Medical Groups provide to Medicare Advantage plans and other payers could be inaccurate, incomplete or unsupportable, which could impact risk adjustment scores and ultimately result in harm to our business, operations and financial condition.
- Third-party payer controls designed to reduce costs and other payer practices to decrease or review utilization, surgical procedure volumes or reimbursement for services rendered may reduce our revenues.
The other 42 risks
- If the Company and its Medical Groups are unable to effectively compete, our business, financial condition, and results of operations could be adversely impacted.
- If we do not continue to innovate and evolve our service offerings in a way that is useful to our Medical Groups, Privia Providers and their patients, our health system or hospital partners, and third-party payers, we may not remain competitive, fail to meet our growth expectations, and our revenue and results of operations could suffer.
- Our sales and implementation cycle can be long and unpredictable and requires considerable time and expense, which may cause our results of operations to fluctuate.
- Our ability to efficiently price the Privia Technology Solution, the Privia Platform, and our Privia operating model could affect our results of operations and our ability to attract or retain Medical Groups, Privia Physicians, health system or hospital partners, ACO participants and payers.
- Our performance depends on our ability to contract with Medical Groups, Privia Providers, health system partners, ACO participants and third-party payers.
- The success of our business depends on the execution of our growth strategy, which may not prove viable and we may not realize expected results.
- We may encounter difficulty acquiring entities or assets, face challenges integrating the operations of acquired businesses or realizing expected results or become liable for unknown or contingent liabilities as a result of acquisitions.
- If we fail to manage our growth effectively, we may be unable to execute our business plan, maintain high levels of stakeholder service and patient satisfaction, or adequately address competitive challenges.
- If the estimates and assumptions we use to determine the size of our total addressable market, or TAM, are inaccurate, our future growth rate may be impacted and our business could be harmed.
- If certain of our vendors do not meet our needs, if there are material price increases or reductions in reimbursement rates on vendor services and products, if they experience service disruptions as a result of factors outside of our control, or if we are unable to effectively access new or replacement services or products, our business, ability to operate, financial condition, cash flows, results of operations, and relationships with our Medical Groups, Privia Providers and their patients could be negatively impacted.
- If we are not able to maintain and enhance our reputation and brand recognition, including through the maintenance and protection of trademarks, our business and results of operations will be harmed.
- The operations of the Company and its Medical Groups are concentrated in certain U.S. states in which we have a presence, which makes us sensitive to regulatory, economic, public health, environmental, competitive and other conditions and changes in these jurisdictions, and we may not be able to successfully establish a presence in new geographic markets.
- Changes in treatment methodologies, trends related to the usage of primary care and specialist healthcare services, and other factors outside our control that impact demand for medical services may reduce our revenues.
- The failure to obtain medical supplies, drugs and other goods for Medical Groups at favorable prices or in sufficient volumes could cause our results of operations to decline.
- Technology, Cybersecurity and Privacy Risks
- Security threats, cybersecurity incidents or other forms of data breaches, catastrophic events and other disruptions to our, our Medical Groups’ and ACOs’, our business partners’ or our vendors’ information technology and related systems could compromise sensitive information related to our business, the Medical Groups or patients, prevent access to critical information, harm patients, require remediation and other corrective action, which can be expensive, and expose us to liability, which could adversely affect our business, operations and reputation.
- If we or our Medical Groups experience failures or interruption in services we receive through third-party internet infrastructure, bandwidth providers, EMR and other vendors, our business, ability to operate, financial condition, cash flows, results of operations, and relationships with our Medical Groups, Privia Providers and their patients could be negatively impacted.
- For additional risks related to our third-party vendors, see “If certain of our vendors do not meet our needs, if there are material price increases or reductions in reimbursement rates on vendor services and products, if they experience service disruptions as a result of factors outside of our control, or if we are unable to effectively access new or replacement services or products, our business, ability to operate, financial condition, cash flows, results of operations, and relationships with our Medical Groups, Privia Providers and their patients could be negatively impacted.”
- If we cannot timely implement the Privia Technology Solution for Privia Physicians and new Medical Groups, or promptly resolve Privia Provider and patient concerns, or if the Privia Technology Solution fails to operate as we expect, our business and results of operations may be adversely impacted, we could be subject to litigation, and our reputation may be harmed.
- Our business depends on our ability to effectively invest in, implement improvements to and properly maintain our information technology and other business systems.
- If we are unable to obtain, maintain and enforce intellectual property protection for our technology or if the scope of our intellectual property protection is not sufficiently broad, others may be able to develop and commercialize technology substantially similar to ours, and our ability to successfully commercialize our technology may be adversely affected.
- Third parties may allege that we are infringing, misappropriating or otherwise violating their intellectual property rights and in some instances initiate formal legal proceedings, the outcome of which would be uncertain and could have a material adverse effect on our business, financial condition and results of operations.
- If we are unable to protect the confidentiality of our trade secrets, know-how and other proprietary and internally developed information, the value of our technology could be adversely affected.
- Any restrictions on our use of, or ability to license, data, or our failure to license data and integrate third-party technologies, could have a material adverse effect on our business, financial condition and results of operations.
- Our use of “open source” software could adversely affect our ability to offer our services and subject us to possible litigation.
- We face risks associated with healthcare technology initiatives, including those related to sharing patient data and interoperability, as well as our use of certain AI and machine learning models.
- Our use, disclosure, and other processing of personal information, including health-related information, is subject to HIPAA, other federal and state privacy and security regulations, and contractual obligations, and our actual or perceived failure to comply with those regulations or contractual obligations could result in significant liability or reputational harm and, in turn, a material adverse effect on our patient base and revenue.
- Human Capital Risks
- We depend on our senior management team and other key employees, and the loss of one or more of these employees or an inability to attract, recruit, motivate, develop and retain other highly skilled employees could harm our business.
- The operations and growth strategy of the Company and its Medical Groups depend on our ability to recruit and retain qualified talent, including physicians and non-physician practitioners.
- Failure to attract and retain talent within our growth and business development teams could impede our growth.
- Our corporate culture has contributed to our success, and if we cannot maintain this culture as we grow, we could lose the innovation, creativity and teamwork fostered by our culture and our business may be harmed.
- Financial Risks
- We have a history of net losses, we anticipate increasing expenses in the future, and we may not be able to maintain profitability.
- Our ability to use our net operating losses to offset future taxable income may be subject to certain limitations.
- We face risks associated with our indebtedness, which could restrict our current and future operations or adversely affect our business and growth prospects.
- Our failure to raise additional capital or generate cash flows necessary to expand our operations and invest in new technologies in the future could reduce our ability to compete successfully and harm our results of operations.
- As a public company, we are obligated to maintain proper and effective internal control over financial reporting in order to comply with Section 404 of the Sarbanes-Oxley Act. If we fail to maintain effective internal control over financial reporting, we may not be able to report our financial results in a timely or accurate manner, which may adversely affect investor confidence in us.
- General Risks
- A deterioration of public health conditions associated with a pandemic, epidemic or outbreak of an infectious disease in the markets in which we operate could adversely impact our business.
- Increased attention to, and evolving expectations for, environmental, social, and governance (“ESG”) initiatives could increase our costs, harm our reputation, or otherwise adversely impact our business.
- Risks Related to Our Common Stock
- Provisions of our corporate governance documents could make an acquisition of us more difficult and may prevent attempts by our stockholders to replace or remove our current management, even if beneficial to our stockholders.
- Our amended and restated certificate of incorporation designates the Court of Chancery of the State of Delaware as the exclusive forum for certain litigation that may be initiated by our stockholders, which may limit our stockholders’ ability to obtain a favorable judicial forum for disputes with us.
- Our operating results and stock price may be volatile, and the market price of our common stock may drop below the price you pay.
- Future sales and issuances of our outstanding shares could cause the market price of our common stock to drop significantly, even if our business is doing well.
- Because we have no current plans to pay regular cash dividends on our common stock, you may not receive any return on investment unless you sell your common stock for a price greater than that which you paid for it.
Legal proceedings
We are currently involved in, and may in the future become involved in, legal proceedings, claims and investigations in the ordinary course of our business, including medical malpractice claims. These claims or proceedings can involve various types of parties, including governments, competitors, customers, partners, suppliers, service providers, licensees, licensors, employees, or stockholders, among others. Although the results of these legal proceedings, claims and investigations cannot be predicted with certainty, we do not believe that the final outcome of any matters that we are currently involved in are reasonably likely to have a material adverse effect on our business, financial condition or results of operations. Regardless of final outcomes, however, any such proceedings, claims, and investigations may nonetheless impose a significant burden on management and employees and be costly to defend, with unfavorable preliminary or interim rulings.
The opening of Item 3, Legal Proceedings.4
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
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- 6
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- 8
- 9
- 10
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- 12
- 13SEC EDGARParth Mehrotra, President
- 14
- 15
- 16SEC EDGAROpella Finley Ernest, Board member
- 17SEC EDGARLance Berberian, Board member
- 18SEC EDGARAdam Boehler, Board member
- 19SEC EDGARDavid S. Wichmann, Board member
- 20SEC EDGARPamela O. Kimmet, Board member
- 21SEC EDGARNancy G. Cocozza, Board member
- 22SEC EDGARDavid P. King, Board member
- 23SEC EDGARJeffrey B. Butler, Board member
- 24SEC EDGARPatricia Anne Maryland, Board member
- 25SEC EDGARThomas A. McCarthy, Board member
- 26SEC EDGARWilliam M. Sullivan, Board member
- 27SEC EDGARJaewon Ryu, Board member
- 28SEC EDGAREdward C. Fargis, General counsel
- 29SEC EDGARThomas Bartrum, General counsel
- 30SEC EDGARExecutive or director change
- 31SEC EDGARResults of operations
- 32SEC EDGARExecutive or director change
- 33SEC EDGARShareholder vote
- 34SEC EDGARResults of operations
- 35SEC EDGARResults of operations
- 36SEC EDGAROther events
- 37SEC EDGARResults of operations
- 38SEC EDGAROther events
- 39SEC EDGAROther events
- 40SEC EDGARRegulation FD disclosure
- 41SEC EDGARResults of operations
- 42NasdaqNasdaq calendar
- 43
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- 46
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- 49
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- 51
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