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Compiled from SEC Form N-PX filings and PRIVIA HEALTH GROUP INC.’s Form 8-K, filed 2024-05-23 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore PRIVIA HEALTH GROUP INC. in the interactive database Compare manager voting policies
These tallies are PRIVIA HEALTH GROUP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-23 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Thomas McCarthy | 99,268,746 | -- | -- | 3,905,963 | 11,085,362 | Majority: yes |
| Elect Director: Parth Mehrotra | 102,934,560 | -- | -- | 1,005,791 | 10,319,720 | Majority: yes |
| Elect Director: Dr. Jaewon Ryu | 99,347,055 | -- | -- | 3,827,654 | 11,085,362 | Majority: yes |
| Elect Director: William (Bill) Sullivan | 65,283,936 | -- | -- | 37,861,267 | 11,114,868 | Majority: yes |
| Proposal 2: Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. The Company's stockholders approved, on a non-binding basis, the compensation of our named executive officers. | 96,616,303 | 26,663,618 | 4,660,430 | -- | 10,319,720 | Majority: yes |
| Proposal 3: Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024. The appointment of PricewaterhouseCoopers LLP was ratified. | 110,149,647 | 95,394 | 4,015,030 | -- | -- | Passed |
| Proposal 4: Amend and restate the Company's amended and restated certificate of incorporation (the "Charter") to remove supermajority voting standards | 99,807,247 | 96,832 | 4,036,272 | -- | 10,319,720 | Passed |
| Proposal 5: Amend and restate the Company's Charter to allow for exculpation of officers as permitted by Delaware law | 92,992,974 | 6,924,331 | 4,023,045 | -- | 10,319,721 | Passed |
Source: PRIVIA HEALTH GROUP INC., Form 8-K, filed with the SEC on 2024-05-23 — read the filing on EDGAR.
Each item below shows how the 254 asset managers that disclosed a PRIVIA HEALTH GROUP INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 10 wordings of this item as funds reported it.
78% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Proposal 2: Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. The Company's stockholders approved, on a non-binding basis, the compensation of our named executive officers”): 96,616,303 for, 26,663,618 against, per its Form 8-K filed 2024-05-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 252 asset managers below cast 98% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 33,954,626 | 0 | 0 | 0 | For |
| Vanguard | 14,616,764 | 0 | 0 | 0 | For |
| BlackRock | 10,083,746 | 1,091 | 0 | 0 | For |
| T. Rowe Price | 9,362,804 | 0 | 0 | 0 | For |
| Durable Capital Partners LP | 9,090,909 | 0 | 0 | 0 | For |
| Wellington | 5,223,844 | 0 | 0 | 0 | For |
| State Street | 5,141,416 | 0 | 0 | 0 | For |
| RIVERBRIDGE PARTNERS LLC | 3,720,654 | 0 | 0 | 0 | For |
| Charles Schwab | 1,808,607 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 1,767,289 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,558,239 | 0 | 0 | 0 | For |
| Newton Investment Management North America, LLC | 1,345,700 | 0 | 0 | 0 | For |
| FRANKLIN ADVISERS INC | 1,218,306 | 0 | 0 | 0 | For |
| BNY Mellon | 1,211,115 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,195,900 | 0 | 0 | 0 | For |
| Northern Trust | 1,008,663 | 77 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 1,000,000 | 0 | 0 | 0 | For |
| Principal | 782,100 | 125,994 | 0 | 0 | For |
| First Light Asset Management, LLC | 851,213 | 0 | 0 | 0 | For |
| Allianz | 54,209 | 0 | 577,701 | 0 | Abstain |
| C WorldWide Asset Management Fondsmaeglerselskab A/S | 0 | 610,000 | 0 | 0 | Against |
| Jackson National | 597,367 | 0 | 0 | 0 | For |
| UBS | 0 | 576,830 | 0 | 0 | Against |
| ENVESTNET ASSET MANAGEMENT INC | 513,013 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 494,292 | 0 | 0 | 0 | For |
Showing the 25 largest of 252 asset managers. See all 252 in the interactive database.
Combines 8 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Elect Director: Dr. Jaewon Ryu”): 99,347,055 for, 3,827,654 withheld, per its Form 8-K filed 2024-05-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 82 asset managers below cast 100% of the shares they voted on this item FOR (53,278,321 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 17,632,369 | 0 | 0 | 0 | For |
| Vanguard | 14,310,835 | 0 | 0 | 0 | For |
| BlackRock | 7,400,301 | 0 | 0 | 0 | For |
| T. Rowe Price | 3,808,044 | 0 | 0 | 0 | For |
| State Street | 2,907 | 0 | 1,549,196 | 0 | Abstain |
| FRANKLIN STRATEGIC SERIES | 1,195,900 | 0 | 0 | 0 | For |
| BNY Mellon | 1,059,897 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 1,000,000 | 0 | 0 | 0 | For |
| Principal | 782,100 | 0 | 125,994 | 0 | For |
| Charles Schwab | 884,881 | 0 | 0 | 0 | For |
| Jackson National | 597,367 | 0 | 0 | 0 | For |
| TIAA | 451,204 | 0 | 0 | 0 | For |
| Dimensional | 353,983 | 0 | 0 | 0 | For |
| Equitable | 322,669 | 0 | 0 | 0 | For |
| Royce | 292,400 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 282,094 | 0 | 0 | 0 | For |
| Hartford | 241,733 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 180,737 | 0 | 0 | 0 | For |
| Allspring | 142,178 | 0 | 0 | 0 | For |
| Mercer Funds | 138,414 | 0 | 0 | 0 | For |
| Global X | 136,468 | 0 | 0 | 0 | For |
| Investment Managers Series Trust | 134,595 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 0 | 0 | 133,252 | 0 | Abstain |
| DWS | 122,150 | 0 | 0 | 0 | For |
Showing the 25 largest of 82 asset managers. See all 82 in the interactive database.
Combines 8 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Elect Director: Parth Mehrotra”): 102,934,560 for, 1,005,791 withheld, per its Form 8-K filed 2024-05-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 82 asset managers below cast 100% of the shares they voted on this item FOR (54,930,312 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 17,632,369 | 0 | 0 | 0 | For |
| Vanguard | 14,310,835 | 0 | 0 | 0 | For |
| BlackRock | 7,400,301 | 0 | 0 | 0 | For |
| T. Rowe Price | 3,808,044 | 0 | 0 | 0 | For |
| State Street | 1,552,103 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,195,900 | 0 | 0 | 0 | For |
| BNY Mellon | 1,059,897 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 1,000,000 | 0 | 0 | 0 | For |
| Principal | 782,100 | 0 | 125,994 | 0 | For |
| Charles Schwab | 884,881 | 0 | 0 | 0 | For |
| Jackson National | 597,367 | 0 | 0 | 0 | For |
| TIAA | 451,204 | 0 | 0 | 0 | For |
| Dimensional | 353,983 | 0 | 0 | 0 | For |
| Equitable | 322,669 | 0 | 0 | 0 | For |
| Royce | 292,400 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 282,094 | 0 | 0 | 0 | For |
| Hartford | 241,733 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 180,737 | 0 | 0 | 0 | For |
| Allspring | 142,178 | 0 | 0 | 0 | For |
| Mercer Funds | 138,414 | 0 | 0 | 0 | For |
| Global X | 136,468 | 0 | 0 | 0 | For |
| Investment Managers Series Trust | 134,595 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 0 | 0 | 133,252 | 0 | Abstain |
| DWS | 122,150 | 0 | 0 | 0 | For |
Showing the 25 largest of 82 asset managers. See all 82 in the interactive database.
Combines 8 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Elect Director: Thomas McCarthy”): 99,268,746 for, 3,905,963 withheld, per its Form 8-K filed 2024-05-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 82 asset managers below cast 100% of the shares they voted on this item FOR (53,201,234 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 17,632,369 | 0 | 0 | 0 | For |
| Vanguard | 14,310,835 | 0 | 0 | 0 | For |
| BlackRock | 7,400,301 | 0 | 0 | 0 | For |
| T. Rowe Price | 3,808,044 | 0 | 0 | 0 | For |
| State Street | 2,907 | 0 | 1,549,196 | 0 | Abstain |
| FRANKLIN STRATEGIC SERIES | 1,195,900 | 0 | 0 | 0 | For |
| BNY Mellon | 1,059,897 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 1,000,000 | 0 | 0 | 0 | For |
| Principal | 782,100 | 0 | 125,994 | 0 | For |
| Charles Schwab | 884,881 | 0 | 0 | 0 | For |
| Jackson National | 597,367 | 0 | 0 | 0 | For |
| TIAA | 451,204 | 0 | 0 | 0 | For |
| Dimensional | 353,983 | 0 | 0 | 0 | For |
| Equitable | 322,669 | 0 | 0 | 0 | For |
| Royce | 292,400 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 282,094 | 0 | 0 | 0 | For |
| Hartford | 241,733 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 180,737 | 0 | 0 | 0 | For |
| Allspring | 142,178 | 0 | 0 | 0 | For |
| Mercer Funds | 138,414 | 0 | 0 | 0 | For |
| Global X | 136,468 | 0 | 0 | 0 | For |
| Investment Managers Series Trust | 134,595 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 0 | 0 | 133,252 | 0 | Abstain |
| DWS | 122,150 | 0 | 0 | 0 | For |
Showing the 25 largest of 82 asset managers. See all 82 in the interactive database.
Combines 8 wordings of this item as funds reported it.
63% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Elect Director: William (Bill) Sullivan”): 65,283,936 for, 37,861,267 withheld, per its Form 8-K filed 2024-05-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 82 asset managers below cast 99.9% of the shares they voted on this item FOR (38,445,039 for, 147 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 17,578,723 | 0 | 53,646 | 0 | For |
| Vanguard | 14,310,835 | 0 | 0 | 0 | For |
| BlackRock | 0 | 0 | 7,400,301 | 0 | Abstain |
| T. Rowe Price | 0 | 0 | 3,808,044 | 0 | Abstain |
| State Street | 1,121 | 0 | 1,550,982 | 0 | Abstain |
| FRANKLIN STRATEGIC SERIES | 1,195,900 | 0 | 0 | 0 | For |
| BNY Mellon | 1,059,897 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 1,000,000 | 0 | 0 | 0 | For |
| Principal | 0 | 0 | 908,094 | 0 | Abstain |
| Charles Schwab | 884,881 | 0 | 0 | 0 | For |
| Jackson National | 582,954 | 0 | 14,413 | 0 | For |
| TIAA | 0 | 0 | 451,204 | 0 | Abstain |
| Dimensional | 0 | 0 | 353,983 | 0 | Abstain |
| Equitable | 127,579 | 0 | 195,090 | 0 | Abstain |
| Royce | 292,400 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 282,094 | 0 | Abstain |
| Hartford | 241,733 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 180,737 | 0 | Abstain |
| Allspring | 0 | 0 | 142,178 | 0 | Abstain |
| Mercer Funds | 138,414 | 0 | 0 | 0 | For |
| Global X | 136,468 | 0 | 0 | 0 | For |
| Investment Managers Series Trust | 134,595 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 0 | 0 | 133,252 | 0 | Abstain |
| DWS | 0 | 0 | 122,150 | 0 | Abstain |
Showing the 25 largest of 82 asset managers. See all 82 in the interactive database.
Combines 3 wordings of this item as funds reported it.
93% Passed · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Proposal 5: Amend and restate the Company's Charter to allow for exculpation of officers as permitted by Delaware law”): 92,992,974 for, 6,924,331 against — passed, per its Form 8-K filed 2024-05-23 (Item 5.07). Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 81 asset managers below cast 96% of the shares they voted on this item FOR (52,914,250 for, 2,211,484 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 17,632,369 | 0 | 0 | 0 | For |
| Vanguard | 14,310,835 | 0 | 0 | 0 | For |
| BlackRock | 7,400,301 | 0 | 0 | 0 | For |
| T. Rowe Price | 3,808,044 | 0 | 0 | 0 | For |
| State Street | 1,551,970 | 133 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 0 | 1,195,900 | 0 | 0 | Against |
| BNY Mellon | 1,059,897 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 1,000,000 | 0 | 0 | 0 | For |
| Principal | 782,100 | 125,994 | 0 | 0 | For |
| Charles Schwab | 884,881 | 0 | 0 | 0 | For |
| Jackson National | 310,773 | 286,594 | 0 | 0 | For |
| TIAA | 451,204 | 0 | 0 | 0 | For |
| Dimensional | 353,983 | 0 | 0 | 0 | For |
| Equitable | 322,669 | 0 | 0 | 0 | For |
| Royce | 292,400 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 282,094 | 0 | 0 | 0 | For |
| Hartford | 241,733 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 180,737 | 0 | 0 | 0 | For |
| Allspring | 142,178 | 0 | 0 | 0 | For |
| Mercer Funds | 0 | 138,414 | 0 | 0 | Against |
| Global X | 0 | 136,468 | 0 | 0 | Against |
| Investment Managers Series Trust | 108,569 | 26,026 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 0 | 133,252 | 0 | 0 | Against |
| DWS | 122,150 | 0 | 0 | 0 | For |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Combines 9 wordings of this item as funds reported it.
99.9% Passed · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Proposal 4: Amend and restate the Company's amended and restated certificate of incorporation (the "Charter") to remove supermajority voting standards”): 99,807,247 for, 96,832 against — passed, per its Form 8-K filed 2024-05-23 (Item 5.07). Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 81 asset managers below cast 100% of the shares they voted on this item FOR (55,139,620 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 17,632,369 | 0 | 0 | 0 | For |
| Vanguard | 14,310,835 | 0 | 0 | 0 | For |
| BlackRock | 7,400,301 | 0 | 0 | 0 | For |
| T. Rowe Price | 3,808,044 | 0 | 0 | 0 | For |
| State Street | 1,552,103 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,195,900 | 0 | 0 | 0 | For |
| BNY Mellon | 1,059,897 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 1,000,000 | 0 | 0 | 0 | For |
| Principal | 908,094 | 0 | 0 | 0 | For |
| Charles Schwab | 884,881 | 0 | 0 | 0 | For |
| Jackson National | 597,367 | 0 | 0 | 0 | For |
| TIAA | 451,204 | 0 | 0 | 0 | For |
| Dimensional | 353,983 | 0 | 0 | 0 | For |
| Equitable | 322,669 | 0 | 0 | 0 | For |
| Royce | 292,400 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 282,094 | 0 | 0 | 0 | For |
| Hartford | 241,733 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 180,737 | 0 | 0 | 0 | For |
| Allspring | 142,178 | 0 | 0 | 0 | For |
| Mercer Funds | 138,414 | 0 | 0 | 0 | For |
| Global X | 136,468 | 0 | 0 | 0 | For |
| Investment Managers Series Trust | 134,595 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 133,252 | 0 | 0 | 0 | For |
| DWS | 122,150 | 0 | 0 | 0 | For |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.9% Passed · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Proposal 3: Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024. The appointment of PricewaterhouseCoo”): 110,149,647 for, 95,394 against — passed, per its Form 8-K filed 2024-05-23 (Item 5.07). Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 81 asset managers below cast 100% of the shares they voted on this item FOR (55,205,186 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 17,632,369 | 0 | 0 | 0 | For |
| Vanguard | 14,310,835 | 0 | 0 | 0 | For |
| BlackRock | 7,400,301 | 0 | 0 | 0 | For |
| T. Rowe Price | 3,808,044 | 0 | 0 | 0 | For |
| State Street | 1,552,103 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,195,900 | 0 | 0 | 0 | For |
| BNY Mellon | 1,059,897 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 1,000,000 | 0 | 0 | 0 | For |
| Principal | 908,094 | 0 | 0 | 0 | For |
| Charles Schwab | 884,881 | 0 | 0 | 0 | For |
| Jackson National | 597,367 | 0 | 0 | 0 | For |
| TIAA | 451,204 | 0 | 0 | 0 | For |
| Dimensional | 353,983 | 0 | 0 | 0 | For |
| Equitable | 322,669 | 0 | 0 | 0 | For |
| Royce | 292,400 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 282,094 | 0 | 0 | 0 | For |
| Hartford | 241,733 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 180,737 | 0 | 0 | 0 | For |
| Allspring | 142,178 | 0 | 0 | 0 | For |
| Mercer Funds | 138,414 | 0 | 0 | 0 | For |
| Global X | 136,468 | 0 | 0 | 0 | For |
| Investment Managers Series Trust | 134,595 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 133,252 | 0 | 0 | 0 | For |
| DWS | 122,150 | 0 | 0 | 0 | For |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Ranked by the number of PRIVIA HEALTH GROUP INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 118,678,902 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 28.61% |
| 2 | Vanguard | 12.32% |
| 3 | BlackRock | 8.50% |
| 4 | T. Rowe Price | 7.89% |
| 5 | Durable Capital Partners LP | 7.66% |
| 6 | Wellington | 4.40% |
| 7 | State Street | 4.33% |
| 8 | RIVERBRIDGE PARTNERS LLC | 3.14% |
| 9 | Charles Schwab | 1.53% |
| 10 | PRINCIPAL GLOBAL INVESTORS | 1.49% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 16.45% | 13F |
| FMR LLC | 13.35% | DEF14A |
| FMR (Fidelity) | 10.50% | 13F |
| Vanguard Group | 10.19% | 13F |
| Wellington Management | 4.82% | 13F |
| Bill Sullivan | 4.60% | DEF14A |
| Adam Boehler | 4.48% | DEF14A |
| Shawn Morris | 3.77% | DEF14A |
| State Street | 3.37% | 13F |
| BNY Mellon | 2.93% | 13F |
Percentages above are of 118,678,902 shares outstanding, as reported by PRIVIA HEALTH GROUP INC. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from PRIVIA HEALTH GROUP INC.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At PRIVIA HEALTH GROUP INC.'s shareholder meeting held 2024-05-22, in the 2023-2024 proxy season, 254 asset managers reported how they voted on 8 ballot items in their SEC Form N-PX filings, covering 2,506 separate fund positions. On the most widely held item on that ballot — To approve, on an advisory (non-binding) basis, the compensation of our named executive… — FOR was 78% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: PRIVIA HEALTH GROUP INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-23.
PRIVIA HEALTH GROUP INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.