CG
LFST icon

Caprock Group’s Lifestance Health LFST Stock Holding History

Caprock Group’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.7K Sell
13,931
-4,626
-25% -$32.2K ﹤0.01% 1087
2025
Q4 		$131K Buy
+18,557
New +$112K ﹤0.01% 1144
2024
Q3 		– Sell
-10,062
Closed -$49.4K – 946
2024
Q2 		$49.4K Hold
10,062
– – ﹤0.01% 842
2024
Q1 		$62.1K Sell
10,062
-58,473
-85% -$394K ﹤0.01% 706
2023
Q4 		$537K Hold
68,535
– – 0.03% 370
2023
Q3 		$471K Sell
68,535
-63
-0.1% -$511 0.04% 372
2023
Q2 		$626K Buy
68,598
+125
+0.2% +$1.04K 0.05% 312
2023
Q1 		$509K Hold
68,473
– – 0.04% 356
2022
Q4 		$338K Hold
68,473
– – 0.03% 367
2022
Q3 		$453K Sell
68,473
-41,527
-38% -$290K 0.04% 298
2022
Q2 		$612K Buy
110,000
+10,000
+10% +$76.6K 0.06% 235
2022
Q1 		$1.01M Buy
100,000
+40,000
+67% +$351K 0.1% 169
2021
Q4 		$571K Buy
60,000
+15,000
+33% +$159K 0.05% 256
2021
Q3 		$653K Buy
+45,000
New +$867K 0.06% 219

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SPIG
Silversmith Partners I GP Boston, Massachusetts $39.2M AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Caprock Group's LFST Position: Q1 2026 in Review

Caprock Group reduced its Lifestance Health (LFST) stake by 25% in Q1 2026, selling an estimated $32.2K and leaving 13,931 shares worth $88.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Caprock Group first reported a position in LFST in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2022. 228 funds tracked by Wall St. Rank hold LFST as of Q1 2026.

  • Caprock Group held 13,931 shares of Lifestance Health worth $88.7K as of Q1 2026.
  • Caprock Group sold 4,626 Lifestance Health shares in Q1 2026, an estimated $32.2K.
  • Lifestance Health made up ﹤0.01% of Caprock Group's portfolio in Q1 2026, its #1087 holding.
  • Caprock Group first reported a position in Lifestance Health in Q3 2021 and has held it in 14 quarters since.
  • Caprock Group's Lifestance Health position peaked at $1.01M in Q1 2022.
  • 228 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.