LIFESTANCE HEALTH GROUP INC (LFST): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy LIFESTANCE HEALTH GROUP INC (LFST) following the 2026 Q1 hedge fund 13F filings?

As of today, LFST has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.8% for the XLV sector ETF — an outperformance of -4.3%. Since the quarter end (March 31, 2026), LFST gained +19.7% vs +2.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

LIFESTANCE HEALTH GROUP INC (LFST)

223 + Investors. Track Smart Money conviction in LFST. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LFST

Based on 224 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added LFST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

224 hedge funds hold LFST right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+45 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 62% buying

138 buying84 selling

Last quarter: 138 funds were net buyers (47 opened a brand new position + 91 added to an existing one). Only 84 were sellers (56 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new LFST position: 39 → 53 → 39 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 36% long-term, 34% new

■ 36% conviction (2yr+) ■ 29% medium ■ 34% new

Of the 224 current holders: 81 (36%) held >2 years, 66 held 1–2 years, and 77 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~47 new funds/quarter

46 → 39 → 53 → 39 → 47 new funds/Q

New funds entering each quarter: 39 → 53 → 39 → 47. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 11% 1-2yr ■ 41% new

Of 228 current holders: 109 (48%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

44 of 224 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	223	205	8.78%
13F Shares	368M	374M	-1.49%
Total Value	$2.34B	$2.63B	-11.01%
New Positions	46	39	+7
Increased Positions	91	89	+2
Closed Positions	28	39	-11
Reduced Positions	53	57	-4
Total Calls	4	7	-42.86%
Total Puts	0	2	-100.0%
PUT/CALL Ratio	0.0	0.29	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

223

205

8.78%

13F Shares

368M

374M

-1.49%

Total Value

$2.34B

$2.63B

-11.01%

New Positions

Increased Positions

Closed Positions

-11

Reduced Positions

-4

Total Calls

-42.86%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

0.29

Bullish

Institutional Holders (2026 Q1)

223 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LFST. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of LFST — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Silversmith Partners I GP, LLC	100.00%	6,157,127	$39.2M
2	SUMMIT PARTNERS L P	27.76%	29,209,776	$186.1M
3	TPG GP A, LLC	24.25%	140,026,557	$892.0M
4	Integral Health Asset Management, LLC	1.31%	4,300,000	$27.4M
5	VIRTUS ADVISERS, LLC	0.33%	110,890	$706K
6	Parcion Private Wealth LLC	0.25%	633,660	$4.0M
7	Militia Capital Management LLC	0.24%	167,444	$1.1M
8	EntryPoint Capital, LLC	0.23%	122,930	$783K
9	MYDA Advisors LLC	0.20%	190,000	$1.2M
10	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.17%	430,689	$2.7M
11	VARCOV Co.	0.15%	63,454	$404K
12	9823 Capital, L.P.	0.13%	27,910	$178K
13	Inspire Investing, LLC	0.13%	251,525	$1.6M
14	Jackson Creek Investment Advisors LLC	0.11%	60,296	—
15	DARK FOREST CAPITAL MANAGEMENT LP	0.11%	193,773	$1.2M
16	SEVEN GRAND MANAGERS, LLC	0.11%	250,000	$1.6M
17	MANGROVE PARTNERS IM, LLC	0.10%	187,710	$1.2M
18	ArrowMark Colorado Holdings LLC	0.08%	497,515	$3.2M
19	SMITHBRIDGE ASSET MANAGEMENT INC/DE	0.08%	84,542	$539K
20	OCCUDO QUANTITATIVE STRATEGIES LP	0.06%	154,908	$1.2M
21	Everhart Financial Group, Inc.	0.06%	116,401	$741K
22	ORBIMED ADVISORS LLC	0.06%	500,000	$3.2M
23	State of Wyoming	0.06%	78,916	$503K
24	JENNISON ASSOCIATES LLC	0.04%	10,228,801	$65.2M
25	Woodline Partners LP	0.04%	1,815,221	$11.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — LIFESTANCE HEALTH GROUP INC (LFST)

What does the Smart Money Trend signal show for LFST?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LFST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LFST?

More buyers than sellers — 62% buying: Last quarter: 138 funds were net buyers (47 opened a brand new position + 91 added to an existing one). Only 84 were sellers (56 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LFST holders?

Strong quality — 34% AUM from major funds: 44 of 224 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LFST?

Mixed — 36% long-term, 34% new: Of the 224 current holders: 81 (36%) held >2 years, 66 held 1–2 years, and 77 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy LIFESTANCE HEALTH GROUP INC (LFST) following the 2026 Q1 hedge fund 13F filings?

As of today, LFST has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.8% for the XLV sector ETF — an outperformance of -4.3%. Since the quarter end (March 31, 2026), LFST has gained +19.7% vs +2.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

LIFESTANCE HEALTH GROUP INC (LFST)

Smart Money Signals — LFST

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+8 vs last Q)

Mixed — 36% long-term, 34% new

Steady discovery — ~47 new funds/quarter

Deep conviction — 48% of holders stayed 2+ years

Strong quality — 34% AUM from major funds

Institutional Sentiment Summary — LFST

Hedge Fund Ownership: LFST

Market Analysis: LFST

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LFST

Is It Too Late to Buy LIFESTANCE HEALTH GROUP INC (LFST) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LFST

Statistics: LFST

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — LIFESTANCE HEALTH GROUP INC (LFST)

Welcome to 13Foresight!