Privia Health
- Market cap
- 2.59B
- P/E (TTM)i
- 92.27
- P/Bi
- 3.31
- EPSi
- 0.18
- Div yieldi
- 0.00%
- 52W posi
- 14%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.3 percentage points.
Institutional ownership
- Held by institutions
- 100.10% -0.34pp
- Institutions
- 359 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 12 buys · 38 sells
| Name | Role | Stake |
|---|---|---|
| David Mountcastle | Chief Financial Officer | 0.14% |
| Parth Mehrotra | Chief Executive Officer | 0.11% |
| Matthew Morris | Director | 0.07% |
| Thomas McCarthy | Independent Director | 0.05% |
| David King | Independent Chairperson | 0.03% |
| Jaewon Ryu | Independent Director | 0.03% |
| Nancy Cocozza | Independent Director | 0.03% |
| Pamela Kimmet | Director | 0.02% |
| David Wichmann | Director | 0.01% |
| Edward Fargis | Executive Vice President, General Counsel & Corporate Secretary | 0.01% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-31 | Opella Ernest | Director | Other Acquisition | +6,350 | -- |
| 2026-07-08 | David Mountcastle | Chief Financial Officer | Automatic Disposition | -21,275 | $27.67 |
| 2026-07-06 | David Mountcastle | Chief Financial Officer | Automatic Disposition | -600 | $27.57 |
| 2026-07-05 | Matthew Morris | Director | Derivative Exercise and Sale | -112,759 | $2.00–27.33 |
| 2026-07-01 | David Mountcastle | Chief Financial Officer | Automatic Disposition | -24,734 | $27.50 |
| 2026-06-30 | Matthew Morris | Director | Derivative Exercise and Sale | -135,498 | $2.00–26.93 |
| 2026-06-28 | Matthew Morris | Director | Derivative Exercise and Sale | -151,322 | $2.00–25.33 |
| 2026-06-25 | David Mountcastle | Chief Financial Officer | Derivative Exercise and Sale | -17,196 | $2.00–25.18 |
| 2026-05-19 | Francis Soistman | Former Independent Director | Other Acquisition | +8,463 | -- |
| 2026-05-19 | Lance Berberian | Independent Director | Other Acquisition | +8,463 | -- |
| 2026-05-19 | Nancy Cocozza | Independent Director | Other Acquisition | +8,463 | -- |
| 2026-05-19 | David King | Independent Chairperson | Other Acquisition | +8,463 | -- |
| 2026-05-19 | Pamela Kimmet | Director | Other Acquisition | +8,463 | -- |
| 2026-05-19 | Matthew Morris | Director | Other Acquisition | +8,463 | -- |
| 2026-05-19 | Thomas McCarthy | Independent Director | Other Acquisition | +8,463 | -- |
| 2026-05-19 | Jaewon Ryu | Independent Director | Other Acquisition | +8,463 | -- |
| 2026-05-11 | Parth Mehrotra | Chief Executive Officer | Open Market Disposition | -121,086 | $22.55–22.64 |
| 2026-05-11 | Parth Mehrotra | Chief Executive Officer | Intent to Sell (Form 144) | -15,647 | $22.64 |
| 2026-05-10 | David Mountcastle | Chief Financial Officer | Open Market Disposition | -3,385 | $22.60 |
| 2026-05-10 | Parth Mehrotra | Chief Executive Officer | Intent to Sell (Form 144) | -91,403 | $22.55 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-07 19:54:59 · For reference only, not investment advice and not tailored to your situation.