LFST

LifeStance Health Group, Inc.

Nasdaq · Services-Health Services · Inc. DE · CIK 0001845257
$8.50 -1.28% $3.3B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)20 New Institutional Positions5 Institutional Exits
Vol
Market Cap$3.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$1.0B
Inst. Activity20 buys / 5 sells
Insider Activity0B / 10S
Insider Net $-$454.2M
SEC Reports11
Press Releases2
Exchange Nasdaq·Sector Services-Health Services·Inc. DE·CIK 0001845257·Prev Close $8.61

Recent Activity

Jun 11, 2026 SEC
A mixed institutional cluster in LFST for Q3 2025: 9 buyers (net +$153.8M) led by mega-passive funds BlackRock and Fidel
INST-CLUSTER — Impact 4/10
Jun 11, 2026 short_volume
Short Volume: LFST — 62.1% short (1.6M / 2.5M)
Short: 1,552,285 | Exempt: 50 | TRF Vol: 2,499,028 | Short Ratio: 62.1% | Off-exchange volume (dark
May 14, 2026 SEC
A massive insider selling cluster at LifeStance Health: TPG GP A, LLC (a 10% owner) sold 28.3M shares for $226.8M, and t
CLUSTER — Impact 7/10
May 12, 2026 SEC
LifeStance Health disclosed a secondary public offering of 35,000,000 shares of common stock by selling stockholders (TP
8-K — Impact 4/10
May 12, 2026 Insider
TPG GP A, LLC sold 28,281,943 shares
10%+ Owner @ $8.02 ($226.8M)
May 12, 2026 Insider
Bessler Robert sold 287,517 shares
Director @ $8.02 ($2.3M)
May 12, 2026 Insider
Shuey Eric sold 243,362 shares
Director @ $8.02 ($2.0M)
Inst.
FMR LLC — ADD
58,685,480 shares ($373.8M)

Price Targets

$10.55 +24.1% upside Strong Buy
Current $8.50 Low $9.00 Median $10.75 High $13.00 10 analysts
$9.00 $13.00

Analyst Ratings

Strong Buy82% buy · 17 analysts
5Strong Buy
9Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Goldman Sachs INITIATE Buy → Neutral
May 14, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 8, 2026 BTIG MAINTAIN Buy → Buy
Mar 6, 2026 Barclays MAINTAIN Overweight → Overweight
Feb 26, 2026 Canaccord Genuity MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.08 $0.07 — $0.09 192% YoY 5
Next Q $0.07 $0.06 — $0.08 410% YoY 5
Current FY $0.31 $0.27 — $0.34 71% YoY 5
Next FY $0.39 $0.34 — $0.44 26% YoY 5

Top Institutional Holders

FundValueMove
FMR LLC$373.8MADD
BlackRock, Inc.$115.5MADD
DIMENSIONAL FUND ADVISORS LP$66.0MADD
JENNISON ASSOCIATES LLC$65.2MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$61.7M

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026TPG GPSELL$226.8M
May 12, 2026Bessler RobertSELL$2.3M
May 12, 2026Shuey EricSELL$2.0M
May 12, 2026BLACK DARRENSELL$47.3M
May 7, 2026Bessler RobertSELL$320.6K
50 institutional holders with $1.0B total value (157,317,005 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, DIMENSIONAL. Net buying activity: 20 institutions added/increased vs 5 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC58,685,480$373.8M37.3%ADD +25.3%
2BlackRock, Inc.18,134,951$115.5M11.5%ADD +43.8%
3DIMENSIONAL FUND ADVISORS LP10,367,680$66.0M6.6%ADD +27.2%
4JENNISON ASSOCIATES LLC10,228,801$65.2M6.5%ADD +38.5%
5VANGUARD PORTFOLIO MANAGEMENT LLC9,682,305$61.7M6.2%
6VANGUARD CAPITAL MANAGEMENT LLC7,908,159$50.4M5.0%
7STATE STREET CORP4,093,494$26.1M2.6%
8CITADEL ADVISORS LLC3,850,026$24.5M2.4%
9MORGAN STANLEY3,441,226$21.9M2.2%
10BARCLAYS PLC2,765,692$17.6M1.8%
11Nuveen, LLC2,210,932$14.1M1.4%
12GOLDMAN SACHS GROUP INC2,086,443$13.3M1.3%
13BANK OF AMERICA CORP /DE/1,994,027$12.7M1.3%DOUBLED +165.0%
14Woodline Partners LP1,815,221$11.6M1.2%ADD +87.6%
15LOOMIS SAYLES & CO L P1,682,331$10.7M1.1%
16First Eagle Investment Management, LLC1,610,466$10.3M1.0%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,542,105$9.8M1.0%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP1,454,392$9.3M0.9%
19VANGUARD FIDUCIARY TRUST CO1,278,644$8.1M0.8%
20ADAGE CAPITAL PARTNERS GP, L.L.C.1,266,985$8.1M0.8%DOUBLED +181.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD46,834,78458,685,480+25.3%$373.8M2026-Q1
JENNISON ASSOCIATES LLCADD7,385,41310,228,801+38.5%$65.2M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED752,5521,994,027+165.0%$12.7M2026-Q1
Woodline Partners LPADD967,6771,815,221+87.6%$11.6M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED469,6901,066,191+127.0%$6.8M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD415,900800,500+92.5%$5.1M2026-Q1
SEI INVESTMENTS COADD511,548711,589+39.1%$4.5M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED299,225659,275+120.3%$4.2M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED38,777391,149+908.7%$2.5M2026-Q1
Invesco Ltd.ADD205,486263,757+28.4%$1.7M2026-Q1
MARSHALL WACE, LLPTRIM338,758237,927-29.8%$1.5M2026-Q1
Magnetar Financial LLCADD56,327102,342+81.7%$651.9K2026-Q1
CWM, LLCADD33,35964,897+94.5%$413.4K2026-Q1
Gotham Asset Management, LLCTRIM74,84055,871-25.3%$355.9K2026-Q1
Brevan Howard Capital Management LPADD36,26052,997+46.2%$337.6K2026-Q1
Mariner, LLCDOUBLED25,18051,907+106.1%$330.6K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD22,32441,521+86.0%$262.0K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM59,50038,200-35.8%$243.3K2026-Q1
Vanguard Personalized Indexing Management, LLCADD14,81521,198+43.1%$135.0K2026-Q1
CAPTRUST FINANCIAL ADVISORSADD10,56617,012+61.0%$108.4K2026-Q1
Russell Investments Group, Ltd.TRIM40,26612,959-67.8%$82.5K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED1,2989,285+615.3%$59.1K2026-Q1
GROUP ONE TRADING LLCNEAR_EXIT27,9225,008-82.1%$31.9K2026-Q1
NISA INVESTMENT ADVISORS, LLCADD2,2953,895+69.7%$24.8K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD117,013149,649+27.9%$954.002026-Q1
12 unique insiders with 39 transactions. Net insider value: -$454.2M ($0.00 bought, $454.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026TPG GP A, LLC10%+ OwnerSELL28,281,943$8.02$226.8M
May 12, 2026Bessler RobertDirectorSELL287,517$8.02$2.3M
May 12, 2026Shuey EricDirectorSELL243,362$8.02$2.0M
May 12, 2026BLACK DARREN M.DirectorSELL5,899,661$8.02$47.3M
May 7, 2026Bessler RobertDirectorSELL37,500$8.55$320.6K
Apr 24, 2026Bessler RobertDirectorSELL31,073$7.05$219.1K
Apr 23, 2026Bessler RobertDirectorSELL3,876$7.00$27.1K
Apr 21, 2026Bessler RobertDirectorSELL2,551$7.01$17.9K
Apr 1, 2026Pardo RyanSee RemarksTAX W/H9,376$6.37$59.7K
Mar 24, 2026McGroarty RyanSee RemarksTAX W/H24,255$6.45$156.4K
Mar 17, 2026McGroarty RyanSee RemarksTAX W/H47,594$6.89$327.9K
Mar 9, 2026Miller Lisa KChief Operating OfficerAWARD26,836
Mar 9, 2026Paunovich VukasinChief Technology OfficerTAX W/H18,541$6.91$128.1K
Mar 9, 2026Bourdon DavidChief Executive OfficerAWARD122,994
Mar 9, 2026McGroarty RyanSee RemarksTAX W/H50,929$6.91$351.9K
Mar 9, 2026Miller Lisa KChief Operating OfficerTAX W/H14,766$6.91$102.0K
Mar 9, 2026Paunovich VukasinChief Technology OfficerAWARD62,935
Mar 9, 2026McGroarty RyanSee RemarksAWARD127,878
Mar 9, 2026Burdick Kenneth ADirectorTAX W/H35,816$6.91$247.5K
Mar 9, 2026Burdick Kenneth ADirectorAWARD33,544
Mar 9, 2026Bourdon DavidChief Executive OfficerTAX W/H10,884$6.91$75.2K
Mar 9, 2026Pardo RyanSee RemarksTAX W/H12,280$6.91$84.9K
Mar 9, 2026Pardo RyanSee RemarksAWARD40,254
Mar 9, 2026Varanakis AnnChief People OfficerTAX W/H8,707$6.91$60.2K
Mar 9, 2026Varanakis AnnChief People OfficerAWARD26,836
Mar 6, 2026Varanakis AnnChief People OfficerTAX W/H21,566$6.93$149.5K
Mar 6, 2026Miller Lisa KSee RemarksTAX W/H21,590$6.93$149.6K
Mar 6, 2026Burdick Kenneth ADirectorTAX W/H424,551$7.11$3.0M
Mar 6, 2026Bourdon DavidChief Executive OfficerTAX W/H65,837$6.93$456.3K
Mar 6, 2026Pardo RyanSee RemarksTAX W/H21,854$6.93$151.4K
Mar 5, 2026Eken Stephanie CarinChief Medical OfficerAWARD115,107
Mar 5, 2026McGroarty RyanSee RemarksAWARD179,856
Mar 5, 2026Miller Lisa KSee RemarksAWARD107,914
Mar 5, 2026Bourdon DavidChief Executive OfficerAWARD395,683
Mar 5, 2026Pardo RyanSee RemarksAWARD129,496
Mar 5, 2026Paunovich VukasinChief Technology OfficerAWARD86,331
Mar 5, 2026Varanakis AnnChief People OfficerAWARD86,331
Mar 2, 2026TPG GP A, LLC10%+ OwnerSELL20,685,061$7.01$145.0M
Mar 2, 2026BLACK DARREN M.DirectorSELL4,314,939$7.01$30.2M
11 SEC filing reports analyzed. Sentiment: 2 bullish, 2 bearish, 1 mixed, 6 neutral. Avg impact: 4.7/10.
Current analyst consensus: Strong Buy (82% buy). Based on 17 analysts: 5 strong buy, 9 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$10.55 mean target +24.1% upside Strong Buy (1.55)
$9.00 Low $13.00 High
MetricValue
Current Price$8.50
Target Low$9.00
Target Mean$10.55
Target Median$10.75
Target High$13.00
# Analysts10
RecommendationStrong Buy (1.55)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.08 $0.07 $0.09 192.5% 4↑ 0↓ $0.4B 20.0% 5
Next Q
2026-09-30
$0.07 $0.06 $0.08 409.6% 2↑ 2↓ $0.4B 15.0% 5
Current FY
2026-12-31
$0.31 $0.27 $0.34 70.8% 2↑ 1↓ $1.7B 16.8% 5
Next FY
2027-12-31
$0.39 $0.34 $0.44 25.9% 3↑ 1↓ $1.9B 13.9% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.082
7d ago$0.086-0.003
30d ago$0.000+0.082
60d ago$0.068+0.015
90d ago$0.068+0.015
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Goldman Sachs INITIATE Buy Neutral
May 14, 2026 JP Morgan MAINTAIN Neutral Neutral
May 8, 2026 BTIG MAINTAIN Buy Buy
Mar 6, 2026 Barclays MAINTAIN Overweight Overweight
Feb 26, 2026 Canaccord Genuity MAINTAIN Buy Buy
Feb 26, 2026 UBS MAINTAIN Buy Buy
Feb 26, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 2, 2026 BTIG MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265930082%
May 1, 20265930082%
Apr 1, 20265930082%
Mar 1, 20265930082%
Feb 1, 20265930082%
Jan 1, 20265920088%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 11, 2026
short_volume
Short Volume: LFST — 62.1% short (1.6M / 2.5M)
Short: 1,552,285 | Exempt: 50 | TRF Vol: 2,499,028 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: LFST — 56.0% short (0.6M / 1.1M)
Short: 589,266 | Exempt: 35,480 | TRF Vol: 1,051,606 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: LFST — 57.2% short (0.7M / 1.3M)
Short: 736,919 | Exempt: 0 | TRF Vol: 1,289,257 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 8, 2026
offering
LifeStance Health Group Announces Pricing of Secondary Public Offering
<p>SCOTTSDALE, Ariz., May 07, 2026 (GLOBE NEWSWIRE) -- LifeStance Health Group, Inc. (“LifeStance” or the “Company”) (Nasdaq: LFST), one of the nati
May 8, 2026
short_volume
Short Volume: LFST — 58.5% short (4.7M / 8.0M)
Short: 4,666,800 | Exempt: 64,000 | TRF Vol: 7,972,975 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)
May 7, 2026
offering
LifeStance Health Group Announces Launch of Secondary Public Offering
<p>SCOTTSDALE, Ariz., May 07, 2026 (GLOBE NEWSWIRE) -- LifeStance Health Group, Inc. (“LifeStance” or the “Company”) (Nasdaq: LFST), one of the nati
May 7, 2026
earnings
LifeStance Reports First Quarter 2026 Results
<p>SCOTTSDALE, Ariz., May 07, 2026 (GLOBE NEWSWIRE) -- LifeStance Health Group, Inc. (Nasdaq: LFST), one of the nation’s largest providers of outpat
May 7, 2026
earnings_calendar
LFST Q1 2026 Earnings Before Market Open — 2026-05-07
May 6, 2026
short_volume
Short Volume: LFST — 73.0% short (0.8M / 1.1M)
Short: 814,570 | Exempt: 4,500 | TRF Vol: 1,115,604 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: LFST — 70.6% short (0.7M / 1.0M)
Short: 734,333 | Exempt: 0 | TRF Vol: 1,040,088 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: LFST — 80.4% short (1.0M / 1.2M)
Short: 985,638 | Exempt: 322 | TRF Vol: 1,226,164 | Short Ratio: 80.4% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: LFST — 82.2% short (1.1M / 1.4M)
Short: 1,137,940 | Exempt: 105 | TRF Vol: 1,384,678 | Short Ratio: 82.2% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
earnings
LifeStance to Host First Quarter 2026 Earnings Conference Call on May 7, 2026
<p>SCOTTSDALE, Ariz., April 16, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=z2jtlskQDE1p4kHhF_qOIf6ymJvRjSO3rLbTTXo
Feb 25, 2026
earnings_calendar
LFST Q4 2025 Earnings Before Market Open — 2026-02-25