CM
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Caption Management’s Lifestance Health LFST Stock Holding History

Caption Management’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
2025
Q1 		– Sell
-20,000
Closed -$147K – 1817
2024
Q4 		$147K Hold
20,000
– – ﹤0.01% 1312
2024
Q3 		$140K Hold
20,000
– – ﹤0.01% 1099
2024
Q2 		$98.2K Hold
20,000
– – ﹤0.01% 1022
2024
Q1 		$123K Buy
+20,000
New +$135K ﹤0.01% 1039

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPIG
Silversmith Partners I GP Boston, Massachusetts $39.2M AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caption Management's LFST Position: Q2 2025 in Review

Caption Management sold out of Lifestance Health (LFST) in Q2 2025, closing a stake of 15,000 shares — an estimated $99.9K sold.

Caption Management first reported a position in LFST in Q1 2024 and held it in 5 quarters. The position peaked at $461K in Q4 2024. 194 funds tracked by Wall St. Rank hold LFST as of Q2 2025.

  • Caption Management reported no remaining Lifestance Health position as of Q2 2025 after selling out during the quarter.
  • Caption Management sold 15,000 Lifestance Health shares in Q2 2025, an estimated $99.9K.
  • Caption Management first reported a position in Lifestance Health in Q1 2024 and held it in 5 quarters.
  • Caption Management's Lifestance Health position peaked at $461K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2025.

Based on Caption Management's 13F filing for Q2 2025, filed 14 Aug 2025.