LIF at a glance
Life360, Inc. (LIF, SEC CIK 1581760) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Life360, Inc. (LIF) reported revenue of $489.5 million (up 31.8% from FY2024) and net income of $150.8 million. Diluted EPS was $1.77.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Life360, Inc. (LIF) shares worth $1.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by COGHLAN JOHN PHILIP on October 1, 2026 of 3,800 shares at $40.34 per share.
- In the last 90 days, LIF insiders reported 0 open-market purchases ($0) and 19 open-market sales ($21.1M) on Form 4, a net sale of $21.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $489.5M
- +31.8% vs prior year
- Insiders · 90 days
- 0 buys · 19 sells
- Net −$21.1M
- 13F holders
- 29 funds
- $1.4B · −1 vs prior quarter
- Latest 8-K
- Aug 10, 2026
- Item 7.01 · Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business platform connecting families, pets, and things through location, driving safety, digital safety, and emergency features
- Emphasis on integrated hardware with Tile Bluetooth and Life360 Pet GPS devices linked to platform ecosystem
- Strategic partnership initiated with Hubble Network Inc. to potentially expand location tracking capabilities
- Monthly Active Users 95.8M, up 20% YoY; Paying Circles 2.8M, up 26% YoY, signaling strong subscription growth
- Net income $150.8M in 2025 versus net losses in prior years showcases significant profitability turnaround
Risk Factors
- Regulatory risk: evolving privacy and data protection regulations impacting advertising revenue monetization
- Macroeconomic threat: 8% increase in tariff costs on hardware due to higher rates and product mix changes
- Supply chain vulnerability: hardware gross margin collapse to 1% from 18% amid rising discounts and tariffs
- Competitive risk: increasing competition in smart tracker hardware from better funded global companies
- Financial risk: convertible notes converted to common stock in 2024, eliminating related fair value adjustments and settlement losses
Management Discussion & Analysis
- Key risk: evolving U.S. and international privacy laws (CCPA, GDPR, COPPA), with potential fines, litigation, operational disruption, reputational harm
- Worst performing: not quantifiable; major risks tied to compliance failures and cybersecurity breaches affecting business continuity
- Forward-looking risk: increased regulatory scrutiny, potential stricter AI and data privacy laws, cyber-attacks including ransomware disrupting operations
AI summary of the LIF 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $158.959M, up 38% YoY from $115.381M
- Advertising best performer: $21.966M, up 315%; hardware worst: $9.806M, down 20%
- Gross margin 80% vs 78% YoY; net margin 3% vs 6%; operating margin 0% vs 2%
- Advertising gross margin 57% vs 90%; hardware gross margin 43% vs 17%
- Advertising outlook: growth expected from Nativo integration, advertiser expansion, and increased platform inventory
Risk Factors
- Newly added repurchase risk: $225.0 million program may increase volatility or reduce cash reserves
- Most materially updated risk: Nasdaq and ASX trading differences create cross-market pricing disparities and arbitrage volatility
- Regulatory risk: Rule 10b5-1 and Rule 10b-18 repurchases may be modified, suspended, or discontinued without notice
- Market risk: Stock-price volatility could trigger securities class-action litigation, increasing costs and management distraction
- Financial risk: Repurchases reduced remaining authorization to $211.781 million by June 30, 2026
AI summary of the LIF 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Investor presentation furnished as Exhibit 99.3 under Regulation FD
- Presentation likely contains material company updates relevant to investors
Item 2.02: Results of Operations and Financial Condition
- Conference call and webcast replay available on Life360’s investor website
- Disclosure provides investor access to management commentary on fiscal year 2026 results
Item 5.07: Submission of Matters to a Vote of Security Holders
- 58,067,511 shares represented, or 71.96% of outstanding shares, establishing a quorum
- Four Class I directors elected through 2029, including Lauren Antonoff, Mark Goines, Alex Haro, and Randi Zuckerberg
Item 8.01: Other Events
- May 17, 2026 filing references Exhibit 99.1 press release for the substantive event
- CFO Russell Burke signed the filing on May 17, 2026
AI summaries of LIF 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LIF
Don't miss the next LIF filing
- Alerts as it files. A push when LIF files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LIF, by share count.
- Ask anything. An AI agent that reads every LIF filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| COGHLAN JOHN PHILIP | Sell | Oct 1, 2026 | 3,800 | $40.34 |
| COGHLAN JOHN PHILIP | Sell | Oct 1, 2026 | 200 | $40.97 |
| Haro Alex | Sell | Sep 21, 2026 | 18,725 | $41.16 |
| Haro Alex | M | Sep 21, 2026 | 50,000 | - |
| Haro Alex | M | Sep 21, 2026 | 50,000 | $2.53 |
| Haro Alex | Sell | Sep 21, 2026 | 31,275 | $40.72 |
| Prober Charles J. | Sell | Sep 14, 2026 | 7,930 | $42.12 |
| Prober Charles J. | M | Sep 14, 2026 | 7,930 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $371.5M | $489.5M |
| Gross Profit | - | $279.2M | $380.8M |
| Operating Income | - | -$8.0M | $18.8M |
| Net Income | - | -$4.6M | $150.8M |
| Gross Margin | - | 75.1% | 77.8% |
| Op. Margin | - | -2.1% | 3.8% |
| Net Margin | - | -1.2% | 30.8% |
| Balance Sheet | |||
| Total Assets | $321.7M | $441.6M | $959.7M |
| Equity | $247.1M | $358.5M | $548.2M |
| ROE | - | -1.3% | 27.5% |
| Per Share | |||
| EPS | - | $-0.06 | $1.77 |
| Cash Flow | |||
| Operating CF | - | $32.6M | $88.6M |
| CapEx | - | $1.2M | $1.8M |
Source: XBRL data in Life360, Inc. (LIF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LIF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $1.40B |
| Q1 2026 | 30 | $1.02B |
| Q4 2025 | 26 | $1.08B |
| Q3 2025 | 28 | $1.86B |
| Q2 2025 | 25 | $862.2M |
| Q1 2025 | 18 | $394.5M |
| Q4 2024 | 13 | $204.6M |
| Q3 2024 | 10 | $83.2M |
- BlackRock+345.9K (+4%)
- Bank of America Corp+251.7K (+62%)
- Vanguard Portfolio Management LLC+175.9K (+3%)
- State Street Corp+172.9K (+8%)
- Vanguard Capital Management LLC+139.4K (+4%)
- Goldman Sachs Group−236.4K (-49%)
- Morgan Stanley−201.5K (-28%)
- Citadel Advisors LLC−106.4K (-63%)
- D.E. Shaw & Co−51.4K (-49%)
- Ameriprise Financial−32.2K (-13%)
- Renaissance Technologies LLC−144.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 179 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LIF filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| SC 13G | Jul 28, 2026 | - | - | |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
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LIF SEC filings: frequently asked questions
Are LIF insiders buying or selling?
In the last 90 days, Life360, Inc. (LIF) officers, directors and 10% owners reported no open-market purchases and 19 open-market sales worth $21.1 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LIF stock?
As of June 30, 2026, the largest Life360, Inc. (LIF) holders among the 13F filers tracked by SignalX were BlackRock ($512.9 million), Vanguard Portfolio Management LLC ($296.2 million), Vanguard Capital Management LLC ($194.2 million), State Street Corp ($125.8 million), Allstate ($40.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LIF's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Life360, Inc. (LIF) reported revenue of $489.5 million (up 31.8% from FY2024) and net income of $150.8 million. Diluted EPS was $1.77. The figures come from the XBRL data in the 10-K.
What are the main risks in LIF's latest 10-K?
In the 10-K filed March 2, 2026, Life360, Inc. (LIF) flagged: Regulatory risk: evolving privacy and data protection regulations impacting advertising revenue monetization. Macroeconomic threat: 8% increase in tariff costs on hardware due to higher rates and product mix changes. (AI summary of the Risk Factors section.)
What did LIF report in its latest 8-K?
Life360, Inc. (LIF) filed an 8-K on August 10, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Investor presentation furnished as Exhibit 99.3 under Regulation FD.
What are the latest LIF SEC filings?
Life360, Inc. (LIF) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and a Form 4 insider filing on October 5, 2026.
What is LIF's SEC CIK number?
Life360, Inc. (LIF)'s SEC Central Index Key (CIK) is 1581760. EDGAR lists every LIF filing under that number.
Ask anything about LIF
The research agent reads LIF's filings, financials, insider trades and 13F holders, then answers with sources.