PRVA at a glance
Privia Health Group, Inc. (PRVA, SEC CIK 1759655) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 18, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Privia Health Group, Inc. (PRVA) reported revenue of $2.1 billion (up 22.3% from FY2024) and net income of $22.9 million. Diluted EPS was $0.18.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Privia Health Group, Inc. (PRVA) shares worth $1.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Mountcastle David on July 9, 2026 of 21,275 shares at $27.67 per share.
- In the last 90 days, PRVA insiders reported 0 open-market purchases ($0) and 1 open-market sale ($589K) on Form 4, a net sale of $589K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.1B
- +22.3% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$589K
- 13F holders
- 32 funds
- $1.8B · +0 vs prior quarter
- Latest 8-K
- Aug 18, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: technology-driven physician enablement platform combining regional medical group partnership with provider autonomy, focused on value-based care (VBC) and provider workflow optimization
- New emphasis: expansion of Privia Women’s Health and Pediatrics platforms and growth in virtual health services (4.7M virtual visits by 1.5M patients in 2025)
- Strategic shift: accelerated transition of markets from fee-for-service (FFS) to value-based care, increasing attributed risk lives and emphasizing direct contracting with payers and employers
- Quantitative highlights: 5,380 Privia Providers across 1,300+ locations serving 5.8M patients; 10 ACOs serving 298,000 Medicare beneficiaries in 2025, with $233.1M shared savings in 2024 (32% YoY increase)
- Noteworthy: Privia achieved per capita cost savings 8%-35% below median MSSP and FFS Medicare benchmarks, reflecting strong cost control in government programs
Risk Factors
- Cybersecurity incident risk with potential to compromise patient and business data, cause operational disruption, and trigger costly remediation and liability
- Board-level oversight of cybersecurity risks involving CISO with 15+ years health IT leadership, ensuring monthly updates to executive leadership
- Operational risk from reliance on third-party vendors and complex multi-tiered access controls managed by a dedicated Third Party Access Committee
- Potential reputational and legal harm from failure to manage evolving cybersecurity threat landscape through active Cybersecurity Incident Response Team
- No disclosed financial leverage, market disruption, geopolitical, or specific regulatory risks in this section
Management Discussion & Analysis
- Operating lease expense $3.2M in 2025 vs $2.8M in 2024 and $2.7M in 2023
- Administrative service rebates $3.5M in 2025, $1.8M in 2024, $2.7M in 2023
- No off-balance sheet obligations as of December 31, 2025
- Revenue recognition based on FFS-patient care, administrative services, and VBC contracts including capitation, shared savings, and PMPM models
AI summary of the PRVA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $632.6M, up $111.5M from $521.2M YoY
- Care Margin $132.1M, 20.9% of revenue vs 22.1% YoY
- Platform Contribution Margin 52.2% vs 49.9%; Adjusted EBITDA Margin 28.3% vs 25.2%
- Attributed Lives 1.647M, up from 1.382M; Practice Collections $970.0M vs $862.9M
- Growth investments in services, sales, marketing, technology, and clinical capabilities; payer-renewal risks cited as headwinds
Risk Factors
- No material changes to risk factors disclosed in the prior Annual Report
- No newly added risk factor identified in the quarter
- No materially updated regulatory, legal, compliance, operational, competitive, market, or financial risk disclosed
AI summary of the PRVA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Opella Ernest, M.D. appointed director effective September 1, 2026
- Compliance Committee appointment strengthens clinical and value-based care oversight
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Opella Ernest, M.D. joins Privia Health’s Board as an independent Class III director effective September 1, 2026
- Compliance Committee appointment adds physician expertise to board oversight
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release attached as Exhibit 99.1 with financial results and management commentary
Item EX-99.1: Item EX-99.1
- 2Q’26 revenue $632.6M, up 21.4%, with net income $9.0M, up 236.7% year over year
- Adjusted EBITDA $37.4M, up 29.1%; margin expanded to 28.3% from 25.2%
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shawn Morris resigned immediately from Privia Health’s Board on July 6, 2026
- Compliance Committee membership also ended effective immediately
AI summaries of PRVA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PRVA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ernest Opella Finley | A | Sep 1, 2026 | 6,350 | - |
| Mountcastle David | Sell | Jul 9, 2026 | 21,275 | $27.67 |
| Mountcastle David | Sell | Jul 7, 2026 | 600 | $27.57 |
| Morris Matthew Shawn | M | Jul 6, 2026 | 53,722 | - |
| Morris Matthew Shawn | Sell | Jul 6, 2026 | 53,722 | $27.24 |
| Morris Matthew Shawn | M | Jul 6, 2026 | 53,722 | $2.00 |
| Mountcastle David | Sell | Jul 2, 2026 | 24,734 | $27.50 |
| Morris Matthew Shawn | M | Jul 2, 2026 | 59,037 | $2.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.7B | $1.7B | $2.1B |
| Operating Income | $20.6M | $17.0M | $34.2M |
| Net Income | $23.1M | $14.4M | $22.9M |
| Op. Margin | 1.2% | 1.0% | 1.6% |
| Net Margin | 1.4% | 0.8% | 1.1% |
| Balance Sheet | |||
| Total Assets | - | $1.1B | $1.4B |
| Equity | $561.4M | $635.2M | $737.2M |
| ROE | 4.1% | 2.3% | 3.1% |
| Per Share | |||
| EPS | $0.19 | $0.11 | $0.18 |
| Cash Flow | |||
| Operating CF | - | $109.3M | $163.4M |
| CapEx | $113K | - | - |
Source: XBRL data in Privia Health Group, Inc. (PRVA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PRVA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.75B |
| Q1 2026 | 32 | $1.36B |
| Q4 2025 | 32 | $1.51B |
| Q3 2025 | 32 | $1.62B |
| Q2 2025 | 30 | $1.48B |
| Q1 2025 | 26 | $1.13B |
| Q4 2024 | 24 | $914.1M |
| Q3 2024 | 22 | $305.2M |
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- Mangrove Partners−27.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 230 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PRVA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13D | Sep 8, 2026 | - | - | |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | May 22, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis |
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PRVA SEC filings: frequently asked questions
Are PRVA insiders buying or selling?
In the last 90 days, Privia Health Group, Inc. (PRVA) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $588,679 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PRVA stock?
As of June 30, 2026, the largest Privia Health Group, Inc. (PRVA) holders among the 13F filers tracked by SignalX were BlackRock ($550.7 million), FMR LLC (Fidelity) ($330.6 million), Vanguard Portfolio Management LLC ($169.1 million), Vanguard Capital Management LLC ($132.7 million), State Street Corp ($126.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PRVA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Privia Health Group, Inc. (PRVA) reported revenue of $2.1 billion (up 22.3% from FY2024) and net income of $22.9 million. Diluted EPS was $0.18. The figures come from the XBRL data in the 10-K.
What are the main risks in PRVA's latest 10-K?
In the 10-K filed February 27, 2026, Privia Health Group, Inc. (PRVA) flagged: Cybersecurity incident risk with potential to compromise patient and business data, cause operational disruption, and trigger costly remediation and liability. Board-level oversight of cybersecurity risks involving CISO with 15+ years health IT leadership, ensuring monthly updates to executive leadership. (AI summary of the Risk Factors section.)
What did PRVA report in its latest 8-K?
Privia Health Group, Inc. (PRVA) filed an 8-K on August 18, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Opella Ernest, M.D. appointed director effective September 1, 2026.
What are the latest PRVA SEC filings?
Privia Health Group, Inc. (PRVA) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 18, 2026 and a Form 4 insider filing on September 3, 2026.
What is PRVA's SEC CIK number?
Privia Health Group, Inc. (PRVA)'s SEC Central Index Key (CIK) is 1759655. EDGAR lists every PRVA filing under that number.
Ask anything about PRVA
The research agent reads PRVA's filings, financials, insider trades and 13F holders, then answers with sources.