What is the 13F Pro Quality Score for LIF?

13F Pro ranks Life360, Inc. (LIF) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LIF's current score at https://13fpro.ai/company/LIF (free sign-up required for the full ranking).

Where does 13F Pro source LIF data?

All Life360, Inc. fundamentals and ownership data come directly from SEC EDGAR. Life360, Inc. files with the SEC under CIK 1581760. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is LIF in?

Life360, Inc. (LIF) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives LIF's revenue?

Per Life360, Inc.'s latest 10-Q filed with the SEC on 2026-08-10, the biggest revenue drivers are: Subscription revenue ($115.6M, +31% YoY); Advertising revenue ($22.0M, +315% YoY); Other revenue ($11.6M, +25% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/LIF.

What are LIF's largest expenses?

Life360, Inc.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($52.3M, +35% YoY); Research and development ($47.4M, +47% YoY); General and administrative ($27.2M, +57% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is LIF research updated on 13F Pro?

LIF's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Life360, Inc.(LIF)Stock Analysis

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13F Pro Quality Score

69.8/100

Rank #245 of 2,961 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

89.8/100

Profitability

89.0/100

Balance Sheet

94.2/100

Earnings Quality

33.1/100

Free Cash Flow

70.3/100

Institutional Flow

99.8/100

Revenue Scale

39.1/100

Dilution Risk

14.9/100

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Why LIF Scores 70/100

exact factor attribution · 2026-09-11

LIF's composite is driven by revenue growth and profitability, held back by shareholder dilution and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+8.0 pts

90th pct

Profitability

+5.8 pts

89th pct

Capital efficiency

+4.4 pts

94th pct

Free cash flow

+3.0 pts

70th pct

Institutional flow

+2.5 pts

100th pct

Earnings growth

+1.2 pts

73th pct

Scale

-1.6 pts

39th pct

Earnings quality

-1.7 pts

33th pct

Shareholder dilution

-1.8 pts

15th pct

Latest change (2026-08-10): 62 → 59 · ↓ Revenue growth 86→76; ↓ Profit margin 67→59

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

LIF Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Life360, Inc. (LIF), a Technology sector company. 13F Pro's AI-powered ranking engine scores LIF at 69.8/100 on a 32-signal composite quality model, placing it at rank #245 of 2,961 stocks — the top 10% of the AI-ranked universe. LIF scores in the top quartile across institutional flow (99.8), balance sheet strength (94.2), revenue growth (89.8). Areas of concern include earnings quality (33.1) and revenue scale (39.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 14.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Life360, Inc. reports quarterly revenue of $159.0M, net income of $5.1M, an operating margin of -0.0%. Top institutional holders of LIF by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. LIF trades on the Nasdaq exchange and files with the SEC under CIK 1581760. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LIF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Life360, Inc. directly from SEC EDGAR. Life360, Inc.'s 13F Pro composite quality score has ranged between 48 and 70 since 2024, currently 69.8 — an improving long-term trajectory across 53 quarterly and live scoring snapshots.

What's Driving LIF's Business? Latest 10-Q Breakdown

✓ 43/43 datapoints verified

AI-extracted from Life360, Inc.'s 10-Q filed 2026-08-10 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Life360 revenue grew 38% YoY to $159.0M, powered by a 315% surge in advertising revenue from the Nativo acquisition, while operating income slipped slightly negative as opex outpaced revenue growth.

Biggest Revenue Drivers

Subscription revenue$115.6M+31% YoY

27% growth in Paying Circles and 18% growth in total subscriptions, plus a 5% ARPPC uplift

Advertising revenue$22.0M+315% YoY

Primarily a $14.1M increase in managed advertising, largely attributable to the Nativo acquisition

Biggest Revenue Drivers

Total revenue: $159.0M+38% YoY

Subscription revenue$115.6M+31% YoY

27% growth in Paying Circles and 18% growth in total subscriptions, plus a 5% ARPPC uplift

Advertising revenue$22.0M+315% YoY

Primarily a $14.1M increase in managed advertising, largely attributable to the Nativo acquisition

Other revenue$11.6M+25% YoY

$1.6M increase in data revenue from user growth and $0.7M increase in partnership revenue

Hardware revenue$9.8M-20% YoY

Driven by an 18% decrease in net hardware units shipped

Largest Expense Items

Sales and marketing$52.3M+35% YoY

Higher personnel/stock-based comp and intangible amortization from Nativo, plus increased Channel Partner commissions

Research and development$47.4M+47% YoY

Personnel and stock-based compensation costs including Nativo, plus technology expenses from company growth

General and administrative$27.2M+57% YoY

Personnel-related and stock-based compensation costs and technology expenses attributable to company growth

Total cost of revenue$32.1M+29% YoY

Cost of advertising revenue rose sharply on traffic acquisition and technology/hosting costs tied to Nativo

Margins: Gross margin rose to 80% from 78% YoY as subscription margin improved to 87%, but advertising gross margin fell to 57% from 90% due to Nativo integration costs; operating margin turned slightly negative as opex growth (43%) outpaced revenue growth (38%).

Watch Items from the Filing

Apple (Channel Partner) accounted for 50% of Q2 revenue and Google for 19%, creating significant platform concentration risk.
Advertising gross margin fell to 57% from 90% a year ago as the Nativo acquisition brought lower-margin ad revenue into the mix.
Board authorized a $225.0M share repurchase program in May 2026; $211.8M remained available as of June 30, 2026 after $13.2M repurchased.
Ninth Circuit ruled in Life360's favor compelling arbitration in the Tile tracker stalking class action; the certiorari deadline passed without a petition being filed.
$320.0M of 0.00% convertible senior notes due 2030 remain outstanding, with an estimated fair value of $337.7M as of June 30, 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$159.0M

Net Income

Q2 2026

$5.1M

Free Cash Flow

Q2 2026

$23.8M

Operating Margin

Q2 2026

-0.0%

ROIC

Q2 2026

-0.0%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+31.8% YoY

$489.5MFY 2025

FY22 $228.3MFY23 $304.5MFY24 $371.5MFY25 $489.5M

Net Income

+3411.4% YoY

$150.8MFY 2025

FY22 $-91.6MFY23 $-28.2MFY24 $-4.6MFY25 $150.8M

Operating Income

+336.0% YoY

$18.8MFY 2025

FY22 $-94.4MFY23 $-30.0MFY24 $-8.0MFY25 $18.8M

EPS (Diluted)

+3050.0% YoY

$1.77FY 2025

FY22 $-1.50FY23 $-0.42FY24 $-0.06FY25 $1.77

Total Assets

+117.3% YoY

$959.7MFY 2025

FY22 $339.6MFY23 $321.7MFY24 $441.6MFY25 $959.7M

Total Debt

—FY 2025

FY22 $7.6MFY23 $4.5MFY24 —FY25 —

Op. Cash Flow

+171.8% YoY

$88.6MFY 2025

FY22 $-57.1MFY23 $7.5MFY24 $32.6MFY25 $88.6M

Free Cash Flow

+176.3% YoY

$86.8MFY 2025

FY22 $-57.1MFY23 $7.0MFY24 $31.4MFY25 $86.8M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$489.5M +31.8%	$371.5M +22.0%	$304.5M +33.4%	$228.3M +102.7%	$112.6M +39.7%	$80.7M
Net Income	$150.8M +3411.4%	$-4.6M +83.8%	$-28.2M +69.3%	$-91.6M -173.1%	$-33.6M -105.4%	$-16.3M
Operating Income	$18.8M +336.0%	$-8.0M +73.4%	$-30.0M +68.2%	$-94.4M -192.6%	$-32.3M -93.8%	$-16.7M
EPS (Diluted)	$1.77 +3050.0%	$-0.06 +85.7%	$-0.42 +72.0%	$-1.50 -130.8%	$-0.65 -97.0%	$-0.33
Total Assets	$959.7M +117.3%	$441.6M +37.3%	$321.7M -5.3%	$339.6M +12.3%	$302.4M	—
Total Debt	—	—	$4.5M -40.5%	$7.6M	—	—
Operating Cash Flow	$88.6M +171.8%	$32.6M +333.4%	$7.5M +113.2%	$-57.1M -369.5%	$-12.2M -67.6%	$-7.3M
Free Cash Flow	$86.8M +176.3%	$31.4M +347.8%	$7.0M +112.3%	$-57.1M -366.4%	$-12.2M -54.8%	$-7.9M

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Available Research

13F Pro tracks comprehensive data for Life360, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LIF

BlackRock, Inc.
$512.9M9,265,283 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$296.2M5,349,636 sh
VANGUARD CAPITAL MANAGEMENT LLC
$194.2M3,507,701 sh
STATE STREET CORP
$125.8M2,272,051 sh
LINDEN ADVISORS LP
$114.2M109,950,000 sh
GEODE CAPITAL MANAGEMENT, LLC
$71.1M1,284,468 sh
UBS Group AG
$50.7M915,427 sh
UBS Group AG
$43.8M790,400 sh
NORGES BANK
$41.5M749,530 sh
ALLSTATE CORP
$40.1M725,000 sh

Fund	Value	Shares
BlackRock, Inc.	$512.9M	9,265,283
VANGUARD PORTFOLIO MANAGEMENT LLC	$296.2M	5,349,636
VANGUARD CAPITAL MANAGEMENT LLC	$194.2M	3,507,701
STATE STREET CORP	$125.8M	2,272,051
LINDEN ADVISORS LP	$114.2M	109,950,000
GEODE CAPITAL MANAGEMENT, LLC	$71.1M	1,284,468
UBS Group AG	$50.7M	915,427
UBS Group AG	$43.8M	790,400
NORGES BANK	$41.5M	749,530
ALLSTATE CORP	$40.1M	725,000

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Is LIF a good stock to buy?

13F Pro's AI-powered analysis of Life360, Inc. (LIF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LIF are available on the LIF stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. LIF is classified as a mid company.

Which hedge funds own LIF?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LIF. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Life360, Inc.'s investment landscape.