| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner | Manager of GP of 10% Owner | Director, 10% Owner, Manager of GP of 10% Owner +1 more
4 companies
Summit Partners L P is 10% Owner at LFST and has filed Form 4s across 4 companies. The disclosed holdings are worth an estimated $238.7M at current prices.
Historically, Summit Partners L P's trades have earned a middling insider score of 61/100 across 29 rated trades. Over a 12-month horizon, 55.2% of those trades were profitable, with an average 12-month return of +11.0%.
The biggest single holding is LFST (~$170.0M) as 10% Owner. The LFST filings lean toward selling, a net 14,719,536 shares.
Summit Partners L P has 42 Form 4 filings on record from June 2015 to August 2026, across 4 companies: 10% Owner at Klaviyo (KVYO), 2023–2026; 10% Owner at Solo Brands (SBDS), 2026; 10% Owner at LifeStance Health Group (LFST), 2021–2025, and 1 more.
The 68 reported transactions were 30 open-market sales, 26 conversions, 8 stock awards and 3 other transactions, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 30 sales worth about $1.3B.
The largest open-market sale was 6,500,000 shares of KVYO at an average $30.01 on August 13, 2025, about $195.1M. Twelve months later KVYO was down 39%.
None of the 27 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 11, 2026 | KVYO Klaviyo, Inc. | 10% Owner | Sell | 5,000,000 | $17.71 | $88,550,000.00 | - | - | - | |
| Sep 8, 2025 | KVYO Klaviyo, Inc. | 10% Owner | Sell | 4,000,000 | $31.87 | $127,480,000.00 | - | -8.3% | -46.1% | |
| Aug 25, 2025 | KVYO Klaviyo, Inc. | 10% Owner | Sell | 975,000 | $30.01 | $29,259,750.00 | - | -12.1% | -44.3% | |
| Aug 18, 2025 | LFST Lifestance Health Group, Inc. | 10% Owner | Sell | 8,407,643 | $5.07 | $42,626,750.01 | -20.1% | +15.5% | +128.5% | |
| Aug 13, 2025 | KVYO Klaviyo, Inc. | 10% Owner | Sell | 6,500,000 | $30.01 | $195,065,000.00 | -92.9% | -6.3% | -38.9% | |
| Jun 4, 2025 | KVYO Klaviyo, Inc. | 10% Owner | Sell | 4,000,000 | $33.35 | $133,400,000.00 | - | -11.5% | -54.6% | |
| May 19, 2025 | KVYO Klaviyo, Inc. | 10% Owner | Sell | 4,000,000 | $33.00 | $132,000,000.00 | - | -7.2% | -57.4% | |
| Mar 14, 2025 | KVYO Klaviyo, Inc. | 10% Owner | Sell | 2,000,000 | $32.44 | $64,880,000.00 | - | +1.0% | -42.6% | |
| Dec 9, 2024 | KVYO Klaviyo, Inc. | 10% Owner | Sell | 2,100,000 | $39.15 | $82,215,000.00 | - | -21.5% | -27.2% | |
| Nov 14, 2024 | KVYO Klaviyo, Inc. | 10% Owner | Sell | 3,153,293 | $36.20 | $114,149,206.60 | -90.1% | +28.4% | -22.6% |