Privia Health Group, Inc. has 8 Schedule 13D or 13G filings on record since 2025-08-06. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 14.2% | 17,929,937 | SCHEDULE 13G/A, 2026-07-29 | 2026-06-30 |
| Fmr LLC | 10.1% | 12,364,531 | SCHEDULE 13G/A, 2025-11-05 | 2025-09-30 |
| Vanguard Portfolio Management | 5.16% | 6,382,685 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Adam Boehler | 5.07% | 6,472,513 | SCHEDULE 13D, 2026-09-08 | 2026-09-01 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Adam Boehler
The Reporting Persons originally acquired the Common Stock reported herein for investment purposes because they believed such shares represented an attractive investment opportunity. The Reporting Persons intend to review their investments in the Issuer on a continuing basis and in connection with such review communicate with officers and directors of the Issuer or other stockholders or third parties, such as industry analysts, existing or potential strategic partners, investment professionals and other investors.Item 4 of the SCHEDULE 13D filed 2026-09-08
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-06 | Fmr LLC | 11.4% | SCHEDULE 13G/A |
| 2025-08-12 | Puma Growth Holdings, LLC | 5.14% | SCHEDULE 13G |
| 2025-10-24 | Puma Growth Holdings, LLC | 4.7% | SCHEDULE 13G/A |
| 2025-11-05 | Fmr LLC | 10.1% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 5.16% | SCHEDULE 13G |
| 2026-07-29 | BlackRock, Inc. | 14.2% | SCHEDULE 13G/A |
| 2026-09-08 | Adam Boehler | 5.07% | SCHEDULE 13D |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.