| SUMMIT PARTNERS L P |
| 23.3M |
| $249.7M |
| -20.2% |
| 6.010% |
| 41.00% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.0M | $149.5M | +44.2% | 3.600% | 0.01% |
| 6 | JENNISON ASSOCIATES LLC | 12.1M | $129.4M | +18.1% | 3.114% | 0.08% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 11.4M | $122.4M | +10.2% | 2.947% | 0.02% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 9.7M | $104.3M | +23.1% | 2.510% | 0.00% |
| 9 | STATE STREET CORP | 8.2M | $88.1M | +101.0% | 2.122% | 0.00% |
| 10 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 5.9M | $63.7M | -2.4% | 1.533% | 0.01% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5.6M | $59.9M | +18.4% | 1.442% | 0.00% |
| 12 | MORGAN STANLEY | 5.0M | $53.8M | +45.9% | 1.295% | 0.00% |
| 13 | PRINCIPAL FINANCIAL GROUP INC | 4.0M | $42.8M | +29.9% | 1.031% | 0.02% |
| 14 | MILLENNIUM MANAGEMENT LLC | 3.6M | $38.6M | +82.7% | 0.930% | 0.01% |
| 15 | Nuveen, LLC | 3.1M | $32.8M | +38.5% | 0.789% | 0.01% |
| 16 | Integral Health Asset Management, LLC | 3.0M | $32.1M | -30.2% | 0.773% | 1.27% |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 2.9M | $30.9M | — | 0.743% | 0.01% |
| 18 | NORTHERN TRUST CORP | 2.1M | $22.9M | +39.3% | 0.551% | 0.00% |
| 19 | Woodline Partners LP | 2.1M | $22.2M | +14.0% | 0.533% | 0.07% |
| 20 | BARCLAYS PLC | 2.1M | $22.0M | -25.7% | 0.530% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $21.2M | +28.3% | 0.510% | 0.00% |
| 22 | MACKENZIE FINANCIAL CORP | 2.0M | $21.1M | — | 0.507% | 0.02% |
| 23 | LOOMIS SAYLES & CO L P | 1.9M | $20.2M | +11.9% | 0.485% | 0.03% |
| 24 | GOLDMAN SACHS GROUP INC | 1.8M | $19.4M | -13.2% | 0.467% | 0.00% |
| 25 | MARSHALL WACE, LLP | 1.6M | $17.4M | +583.9% | 0.420% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LFST — a direct measure of their conviction.
| 87.23% |
| 0.23 pp |
| $2.26B |
| 9.0% |
| Q4 2024 | 150 | +18% | 87.46% | +2.82 pp | $2.49B | +10% |
| Q3 2024 | 127 | — | 84.64% | — | $2.26B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
90 institutions opened new positions in LFST during Q2 2026, while 27 fully exited. 183 added to existing positions and 12 trimmed.
LFST institutional ownership rose by 3.43 percentage points quarter-over-quarter, with a net change of +66 holders.
The top 10 institutions account for 78.4% of all reported 13F value in LFST, and the top 25 account for 89.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
LifeStance Health Group, Inc. (LFST) Institutional Ownership