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 Q2	$250M	Sell	23,310,115 -5,899,661	-20%	-$45.6M	41%	2
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 $5B AUM 58.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Partners's LFST Position: Q2 2026 in Review

Summit Partners reduced its Lifestance Health (LFST) stake by 20% in Q2 2026, selling an estimated $45.6M and leaving 23,310,115 shares worth $250M. The position accounts for 41% of the portfolio, ranked #2.

Summit Partners first reported a position in LFST in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.31B in Q2 2021. 288 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

Summit Partners held 23,310,115 shares of Lifestance Health worth $250M as of Q2 2026.
Summit Partners sold 5,899,661 Lifestance Health shares in Q2 2026, an estimated $45.6M.
Lifestance Health made up 41% of Summit Partners's portfolio in Q2 2026, its #2 holding.
Summit Partners first reported a position in Lifestance Health in Q2 2021 and has held it in 21 quarters since.
Summit Partners's Lifestance Health position peaked at $1.31B in Q2 2021.
288 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Summit Partners's 13F filing for Q2 2026, filed 30 Jul 2026.