Summit Partners’s Lifestance Health LFST Stock Holding History

Summit Partners’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	$186M	Sell	29,209,776 -4,314,939	-13%	-$30M	27.76%	2
2025 Q4	$236M	Hold	33,524,715	–	–	22.46%	2
2025 Q3	$184M	Sell	33,524,715 -8,407,643	-20%	-$41.2M	19.95%	2
2025 Q2	$217M	Hold	41,932,358	–	–	15.29%	2
2025 Q1	$279M	Hold	41,932,358	–	–	17.32%	2
2024 Q4	$309M	Hold	41,932,358	–	–	13.84%	2
2024 Q3	$294M	Hold	41,932,358	–	–	13.11%	2
2024 Q2	$206M	Sell	41,932,358 -3,802,345	-8%	-$22.9M	12.25%	2
2024 Q1	$282M	Hold	45,734,703	–	–	15.56%	2
2023 Q4	$358M	Hold	45,734,703	–	–	13.06%	3
2023 Q3	$314M	Hold	45,734,703	–	–	10.77%	3
2023 Q2	$418M	Hold	45,734,703	–	–	30.25%	2
2023 Q1	$340M	Sell	45,734,703 -1	-0%	-$6	24.56%	2
2022 Q4	$226M	Buy	45,734,704 +1	+0%	+$6	18.44%	2
2022 Q3	$303M	Hold	45,734,703	–	–	21.06%	2
2022 Q2	$254M	Hold	45,734,703	–	–	17%	2
2022 Q1	$462M	Hold	45,734,703	–	–	20.51%	2
2021 Q4	$435M	Hold	45,734,703	–	–	13.93%	4
2021 Q3	$663M	Sell	45,734,703 -1,140,704	-2%	-$22M	22.87%	2
2021 Q2	$1.31B	Buy	+46,875,407	New	+$1.24B	67.9%	1

Other funds holding LFST

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Partners's LFST Position: Q1 2026 in Review

Summit Partners reduced its Lifestance Health (LFST) stake by 13% in Q1 2026, selling an estimated $30M and leaving 29,209,776 shares worth $186M. The position accounts for 27.76% of the portfolio, ranked #2.

Summit Partners first reported a position in LFST in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.31B in Q2 2021. 228 funds tracked by Wall St. Rank hold LFST as of Q1 2026.

Summit Partners held 29,209,776 shares of Lifestance Health worth $186M as of Q1 2026.
Summit Partners sold 4,314,939 Lifestance Health shares in Q1 2026, an estimated $30M.
Lifestance Health made up 27.76% of Summit Partners's portfolio in Q1 2026, its #2 holding.
Summit Partners first reported a position in Lifestance Health in Q2 2021 and has held it in 20 quarters since.
Summit Partners's Lifestance Health position peaked at $1.31B in Q2 2021.
228 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2026.

Based on Summit Partners's 13F filing for Q1 2026, filed 8 May 2026.