Life360, Inc.
LIF, LIFX · Services-Computer Processing & Data Preparation · 81.0M shares · +11%/yr ↑ shares · EDGAR filings ↗
Reference price $47.07 · est. market cap ~$3.8B — last insider sale, 2026-06-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70Fast-growing family-location app, newly profitable with strong liquidity; net margin one-off-flattered.
Strengths
- Strong growth — revenue +31.8% (65th)
- Positive FCF, high returns — FCF $86.8M, ROA 15.7% (88th)
- Strong liquidity — current ratio 6.26 (91st)
Risks
- Net margin distorted by one-offs — 30.8% vs operating margin 3.8%
- Thin operating profitability — 3.8% (39th)
- Consumer-subscription churn sensitivity — per 10-K
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $494M cash & investments
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC +2 more (as of 2026-03-31)
- Insider sellingInsider selling — 20 open-market sale(s) by 5 insider(s) (cluster of 5 insiders, ~$7M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
77.8%
Operating margin
3.8%
Net margin
30.8%
Return on equity
27.5%
Return on assets
15.7%
Revenue growth (QoQ)
-2.0%
Current ratio
6.3×
Free cash flow
$87M
EBITDA
$32M
Tangible book value
$375M
Cash & investments
$494M
Stock comp / revenue
11.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-18 | Hulls Chris | Sell | 16K | $47.07 |
| 2026-06-18 | Hulls Chris | Option exercise | 27K | $8.19 |
| 2026-06-15 | Prober Charles J. | Sell | 7.9K | $46.07 |
| 2026-06-15 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2026-06-12 | Burke Russell John | Other | 45K | — |
| 2026-06-08 | Burke Russell John | Tax withheld | 6.1K | $45.37 |
| 2026-06-08 | Antonoff Lauren | Tax withheld | 21K | $45.37 |
| 2026-06-08 | Hulls Chris | Tax withheld | 7.5K | $45.37 |
| 2026-06-01 | COGHLAN JOHN PHILIP | Sell | 3.8K | $43.95 |
| 2026-06-01 | COGHLAN JOHN PHILIP | Sell | 204 | $44.64 |
| 2026-05-29 | Morin Brit | Grant | 4.6K | — |
| 2026-05-29 | Zuckerberg Randi | Grant | 4.5K | — |
| 2026-05-29 | Wiadrowski David | Grant | 4.8K | — |
| 2026-05-29 | Synge James | Grant | 4.6K | — |
| 2026-05-29 | Prober Charles J. | Grant | 4.5K | — |
| 2026-05-29 | Haro Alex | Grant | 4.5K | — |
| 2026-05-29 | Goines Mark | Grant | 5.3K | — |
| 2026-05-29 | COGHLAN JOHN PHILIP | Grant | 4.8K | — |
| 2026-05-28 | Hulls Chris | Option exercise | 27K | $8.19 |
| 2026-05-28 | Hulls Chris | Sell | 16K | $40.34 |
| 2026-05-13 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2026-05-13 | Prober Charles J. | Sell | 7.9K | $40.44 |
| 2026-05-01 | COGHLAN JOHN PHILIP | Sell | 3.7K | $44.12 |
| 2026-05-01 | COGHLAN JOHN PHILIP | Sell | 264 | $44.67 |
| 2026-04-16 | Hulls Chris | Tax withheld | 6.9K | $39.78 |
| 2026-04-16 | Hulls Chris | Option exercise | 27K | $8.19 |
| 2026-04-16 | Hulls Chris | Sell | 16K | $45.51 |
| 2026-04-16 | Burke Russell John | Tax withheld | 2.2K | $39.78 |
| 2026-04-16 | Antonoff Lauren | Sell | 2.7K | $45.23 |
| 2026-04-14 | Burke Russell John | Grant | 43K | — |
| 2026-04-13 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2026-04-13 | Prober Charles J. | Sell | 7.9K | $37.27 |
| 2026-04-01 | COGHLAN JOHN PHILIP | Sell | 4.0K | $41.32 |
| 2026-03-26 | Haro Alex | Option exercise | 125K | $2.15 |
| 2026-03-26 | Haro Alex | Option exercise | 3.2K | $8.19 |
| 2026-03-26 | Haro Alex | Option exercise | 16K | $13.35 |
| 2026-03-25 | Burke Russell John | Grant | 24K | — |
| 2026-03-25 | Hulls Chris | Grant | 55K | — |
| 2026-03-25 | Antonoff Lauren | Grant | 24K | — |
| 2026-03-19 | Hulls Chris | Option exercise | 27K | $8.19 |
| 2026-03-19 | Hulls Chris | Sell | 15K | $39.43 |
| 2026-03-17 | Synge James | Gift | 8.3K | — |
| 2026-03-13 | Wiadrowski David | Option exercise | 14K | $13.35 |
| 2026-03-13 | Wiadrowski David | Option exercise | 7.5K | $8.19 |
| 2026-03-13 | Wiadrowski David | Sell | 6.0K | $41.34 |
| 2026-03-13 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2026-03-13 | Prober Charles J. | Sell | 7.9K | $41.40 |
| 2026-03-09 | COGHLAN JOHN PHILIP | Sell | 1.2K | $45.29 |
| 2026-03-09 | COGHLAN JOHN PHILIP | Sell | 2.8K | $46.56 |
| 2026-03-06 | Burke Russell John | Tax withheld | 5.8K | $44.91 |
| 2026-03-06 | Hulls Chris | Tax withheld | 5.2K | $44.91 |
| 2026-03-06 | Antonoff Lauren | Sell | 17K | $44.86 |
| 2026-03-05 | COGHLAN JOHN PHILIP | Option exercise | 32K | $0.18 |
| 2026-02-13 | Prober Charles J. | Sell | 7.9K | $49.02 |
| 2026-02-13 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2026-01-14 | Burke Russell John | Option exercise | 12K | $3.58 |
| 2026-01-13 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2026-01-13 | Prober Charles J. | Sell | 7.9K | $61.98 |
| 2025-12-16 | Hulls Chris | Sell | 1.1K | $63.63 |
| 2025-12-16 | Hulls Chris | Sell | 707 | $64.49 |
| 2025-12-16 | Haro Alex | Sell | 1.2K | $63.63 |
| 2025-12-16 | Haro Alex | Sell | 722 | $64.49 |
| 2025-12-16 | Synge James | Sell | 2.4K | $63.63 |
| 2025-12-16 | Synge James | Sell | 1.5K | $64.49 |
| 2025-12-15 | Prober Charles J. | Sell | 7.9K | $68.30 |
| 2025-12-15 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2025-12-15 | Burke Russell John | Option exercise | 2.5K | $3.58 |
| 2025-12-12 | COGHLAN JOHN PHILIP | Option exercise | 920 | $2.15 |
| 2025-12-09 | COGHLAN JOHN PHILIP | Gift | 3.0K | — |
| 2025-12-05 | COGHLAN JOHN PHILIP | Sell | 2.0K | $76.82 |
| 2025-12-05 | COGHLAN JOHN PHILIP | Sell | 1.1K | $77.96 |
| 2025-12-04 | Hulls Chris | Tax withheld | 7.7K | $75.02 |
| 2025-12-04 | Antonoff Lauren | Sell | 19K | $76.24 |
| 2025-12-04 | Burke Russell John | Tax withheld | 10.0K | $75.02 |
| 2025-12-03 | Goines Mark | Sell | 15K | $74.19 |
| 2025-12-01 | Haro Alex | Sell | 48K | $75.95 |
| 2025-12-01 | Haro Alex | Sell | 52K | $76.90 |
| 2025-11-26 | Hulls Chris | Sell | 20K | $79.11 |
| 2025-11-26 | Hulls Chris | Option exercise | 48K | $8.19 |
| 2025-11-26 | Hulls Chris | Sell | 100K | $78.62 |
| 2025-11-25 | Hulls Chris | Sell | 80K | $77.56 |
| 2025-11-25 | Hulls Chris | Sell | 5.0K | $78.38 |
| 2025-11-25 | Hulls Chris | Gift | 62K | — |
| 2025-11-25 | Hulls Chris | Option exercise | 209K | $2.15 |
| 2025-11-25 | Hulls Chris | Option exercise | 96K | $13.35 |
| 2025-11-25 | Hulls Chris | Sell | 227K | $76.91 |
| 2025-11-24 | Antonoff Lauren | Sell | 4.5K | $76.10 |
| 2025-11-19 | Burke Russell John | Option exercise | 6.5K | $3.58 |
| 2025-11-13 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2025-11-13 | Prober Charles J. | Sell | 7.9K | $76.93 |
| 2025-11-03 | COGHLAN JOHN PHILIP | Sell | 2.9K | $98.88 |
| 2025-11-03 | COGHLAN JOHN PHILIP | Sell | 259 | $99.47 |
| 2025-10-24 | Antonoff Lauren | Sell | 4.5K | $93.01 |
| 2025-10-13 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2025-10-13 | Prober Charles J. | Sell | 7.9K | $103.20 |
| 2025-10-01 | COGHLAN JOHN PHILIP | Sell | 2.7K | $105.28 |
| 2025-10-01 | COGHLAN JOHN PHILIP | Sell | 424 | $105.99 |
| 2025-09-24 | Antonoff Lauren | Sell | 4.5K | $101.52 |
| 2025-09-15 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2025-09-15 | Prober Charles J. | Sell | 7.9K | $100.24 |
| 2025-09-05 | Antonoff Lauren | Sell | 18K | $90.90 |
| 2025-09-04 | Hulls Chris | Tax withheld | 7.2K | $86.65 |
| 2025-09-04 | Burke Russell John | Tax withheld | 10.0K | $86.65 |
| 2025-09-02 | COGHLAN JOHN PHILIP | Sell | 508 | $87.03 |
| 2025-09-02 | COGHLAN JOHN PHILIP | Sell | 2.6K | $88.33 |
| 2025-09-01 | Antonoff Lauren | Grant | 53K | — |
| 2025-09-01 | Hulls Chris | Grant | 26K | — |
| 2025-09-01 | Goines Mark | Grant | 189 | — |
| 2025-08-26 | Burke Russell John | Sell | 16K | $90.42 |
| 2025-08-25 | Antonoff Lauren | Sell | 4.5K | $90.00 |
| 2025-08-22 | Goines Mark | Sell | 20K | $86.87 |
| 2025-08-22 | Burke Russell John | Gift | 5.9K | — |
| 2025-08-18 | Synge James | Sell | 25K | $85.80 |
| 2025-08-15 | Synge James | Sell | 81 | $85.25 |
| 2025-08-15 | COGHLAN JOHN PHILIP | Sell | 10K | $85.01 |
| 2025-08-15 | Synge James | Sell | 25K | $84.23 |
| 2025-08-13 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2025-08-13 | Prober Charles J. | Sell | 7.9K | $84.13 |
| 2025-08-01 | COGHLAN JOHN PHILIP | Sell | 2.6K | $73.34 |
| 2025-08-01 | COGHLAN JOHN PHILIP | Sell | 491 | $74.75 |
| 2025-07-25 | Stick Susan L. | Sell | 500 | $75.51 |
| 2025-07-24 | Burke Russell John | Sell | 3.1K | $75.87 |
| 2025-07-24 | Antonoff Lauren | Sell | 4.5K | $75.69 |
| 2025-07-14 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2025-07-14 | Prober Charles J. | Sell | 7.9K | $64.41 |
| 2025-07-11 | Stick Susan L. | Sell | 500 | $63.75 |
| 2025-07-10 | Burke Russell John | Sell | 2.2K | $63.90 |
| 2025-07-10 | Burke Russell John | Sell | 855 | $64.20 |
| 2025-07-01 | COGHLAN JOHN PHILIP | Sell | 3.1K | $65.93 |
| 2025-06-30 | Morin Brit | Sell | 448 | $63.23 |
| 2025-06-27 | Burke Russell John | Sell | 3.1K | $61.95 |
| 2025-06-25 | Stick Susan L. | Sell | 500 | $62.33 |
| 2025-06-24 | Antonoff Lauren | Sell | 4.5K | $62.50 |
| 2025-06-13 | Prober Charles J. | Option exercise | 7.9K | $11.18 |
| 2025-06-13 | Prober Charles J. | Sell | 7.9K | $61.63 |
| 2025-06-13 | Morin Brit | Option exercise | 14K | $2.15 |
| 2025-06-13 | Morin Brit | Option exercise | 12K | $13.35 |
| 2025-06-13 | Morin Brit | Option exercise | 13K | $8.19 |
| 2025-06-13 | Morin Brit | Sell | 48K | $61.14 |
| 2025-06-12 | Burke Russell John | Option exercise | 10K | $3.58 |
| 2025-06-11 | Stick Susan L. | Sell | 500 | $63.12 |
| 2025-06-10 | Burke Russell John | Sell | 2.3K | $64.01 |
| 2025-06-10 | Burke Russell John | Sell | 700 | $64.51 |
| 2025-06-06 | Stick Susan L. | Sell | 3.4K | $64.59 |
| 2025-06-06 | Antonoff Lauren | Sell | 19K | $64.59 |
| 2025-06-05 | Burke Russell John | Tax withheld | 10K | $64.01 |
| 2025-06-05 | Hulls Chris | Tax withheld | 7.5K | $64.01 |
| 2025-06-02 | COGHLAN JOHN PHILIP | Sell | 3.1K | $61.03 |
| 2025-05-29 | Synge James | Grant | 2.8K | — |
| 2025-05-29 | Prober Charles J. | Grant | 2.7K | — |
| 2025-05-29 | Goines Mark | Grant | 2.9K | — |
| 2025-05-29 | Haro Alex | Grant | 2.7K | — |
| 2025-05-29 | Zuckerberg Randi | Grant | 2.7K | — |
| 2025-05-29 | Wiadrowski David | Grant | 3.0K | — |
| 2025-05-29 | COGHLAN JOHN PHILIP | Grant | 3.3K | — |
| 2025-05-29 | Morin Brit | Grant | 2.8K | — |
| 2025-05-27 | Antonoff Lauren | Sell | 4.5K | $62.23 |
| 2025-05-27 | Stick Susan L. | Sell | 500 | $62.23 |
| 2025-05-23 | Burke Russell John | Sell | 3.1K | $60.07 |
| 2025-05-12 | Stick Susan L. | Sell | 500 | $46.89 |
| 2025-05-09 | Burke Russell John | Sell | 3.1K | $44.94 |
| 2025-05-01 | COGHLAN JOHN PHILIP | Sell | 3.1K | $43.30 |
| 2025-04-25 | Stick Susan L. | Sell | 500 | $39.00 |
| 2025-04-24 | Burke Russell John | Sell | 2.2K | $39.37 |
| 2025-04-24 | Burke Russell John | Sell | 886 | $38.82 |
| 2025-04-24 | Antonoff Lauren | Sell | 4.5K | $38.78 |
| 2025-04-14 | Burke Russell John | Option exercise | 10K | $3.58 |
| 2025-04-14 | Burke Russell John | Option exercise | 20K | $3.58 |
| 2025-04-11 | Stick Susan L. | Sell | 500 | $33.73 |
| 2025-04-10 | Burke Russell John | Sell | 125 | $35.03 |
| 2025-04-10 | Burke Russell John | Sell | 3.0K | $34.36 |
| 2025-04-09 | Burke Russell John | Grant | 32K | — |
| 2025-04-09 | Antonoff Lauren | Grant | 32K | — |
| 2025-04-09 | Hulls Chris | Grant | 32K | — |
| 2025-04-09 | Stick Susan L. | Grant | 27K | — |
| 2025-04-01 | COGHLAN JOHN PHILIP | Sell | 3.1K | $37.86 |
| 2025-03-28 | Antonoff Lauren | Sell | 5.5K | $38.38 |
| 2025-03-27 | Burke Russell John | Tax withheld | 2.8K | $39.88 |
| 2025-03-27 | Hulls Chris | Tax withheld | 8.4K | $39.88 |
| 2025-03-25 | Stick Susan L. | Sell | 500 | $40.26 |
| 2025-03-24 | Antonoff Lauren | Sell | 4.5K | $38.64 |
| 2025-03-24 | Burke Russell John | Sell | 2.2K | $39.17 |
| 2025-03-24 | Burke Russell John | Sell | 921 | $39.78 |
| 2025-03-13 | Hulls Chris | Gift | 195K | — |
| 2025-03-13 | Hulls Chris | Gift | 586K | — |
| 2025-03-13 | Hulls Chris | Gift | 195K | — |
| 2025-03-13 | Hulls Chris | Gift | 195K | — |
| 2025-03-11 | Stick Susan L. | Sell | 500 | $40.29 |
| 2025-03-10 | Synge James | Sell | 153 | $44.04 |
| 2025-03-10 | COGHLAN JOHN PHILIP | Sell | 3.1K | $42.53 |
| 2025-03-10 | Burke Russell John | Option exercise | 20K | $3.58 |
| 2025-03-10 | Burke Russell John | Sell | 3.1K | $42.51 |
| 2025-03-10 | Synge James | Sell | 25K | $43.43 |
| 2025-03-08 | Burke Russell John | Grant | 31K | — |
| 2025-03-08 | Antonoff Lauren | Grant | 42K | — |
| 2025-03-08 | Hulls Chris | Grant | 83K | — |
| 2025-03-07 | Goines Mark | Sell | 30K | $42.00 |
| 2025-03-06 | Burke Russell John | Tax withheld | 5.7K | $43.09 |
| 2025-03-06 | Stick Susan L. | Sell | 2.8K | $42.08 |
| 2025-03-06 | Antonoff Lauren | Sell | 13K | $42.08 |
| 2025-03-06 | Hulls Chris | Tax withheld | 3.7K | $43.09 |
| 2025-03-04 | Prober Charles J. | Option exercise | 50K | $11.18 |
| 2025-03-04 | Prober Charles J. | Sell | 50K | $41.51 |
| 2025-03-04 | Prober Charles J. | Sell | 500 | $42.17 |
| 2025-02-28 | Stick Susan L. | Sell | 11K | $45.14 |
| 2025-02-25 | Antonoff Lauren | Sell | 13K | $42.09 |
| 2025-02-25 | Antonoff Lauren | Sell | 1.5K | $42.88 |
| 2025-02-24 | Burke Russell John | Sell | 3.1K | $43.60 |
| 2025-02-10 | Burke Russell John | Sell | 3.1K | $44.94 |
| 2025-01-24 | Burke Russell John | Sell | 3.1K | $46.78 |
| 2025-01-10 | Burke Russell John | Sell | 3.1K | $42.74 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-29 | Shareholder voteExhibits | filing ↗ |
| 2026-05-18 | Other | filing ↗ |
| 2026-05-11 | ResultsReg FDExhibits | filing ↗ |
| 2026-03-02 | ResultsReg FDExhibits | filing ↗ |
| 2026-01-22 | ResultsReg FDExhibits | filing ↗ |
| 2026-01-05 | Reg FDExhibits | filing ↗ |
| 2025-11-10 | ResultsReg FDExhibits | filing ↗ |
| 2025-08-11 | ResultsExec/director changeReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-29 | 2026-05-28 | 0001581760-26-000086 ↗ |
| 8-K | 2026-05-18 | 2026-05-15 | 0001581760-26-000083 ↗ |
| 8-K | 2026-05-11 | 2026-05-11 | 0001581760-26-000079 ↗ |
| 10-Q | 2026-05-11 | 2026-03-31 | 0001581760-26-000078 ↗ |
| 8-K | 2026-03-02 | 2026-03-02 | 0001581760-26-000017 ↗ |
| 10-K | 2026-03-02 | 2025-12-31 | 0001581760-26-000016 ↗ |
| 8-K | 2026-01-22 | 2026-01-22 | 0001581760-26-000006 ↗ |
| 8-K | 2026-01-05 | 2026-01-02 | 0001193125-26-001632 ↗ |
| 10-Q | 2025-11-10 | 2025-09-30 | 0001581760-25-000224 ↗ |
| 8-K | 2025-11-10 | 2025-11-09 | 0001581760-25-000225 ↗ |
| 10-Q | 2025-08-11 | 2025-06-30 | 0001581760-25-000180 ↗ |
| 8-K | 2025-08-11 | 2025-08-06 | 0001581760-25-000182 ↗ |