Life360, Inc.
In the published model solve dated 2026-Q2, anchored at $55.03, Life360, Inc. (LIF) is priced for today's economics sustained for ~13.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Life360 runs a family-safety and location-sharing app where subscriptions are roughly three-quarters of revenue, and it has reached about 97.8 million monthly active users, a base it is now monetizing on two tracks at once through paid circles and advertising [Source: Q1 FY2026 earnings release]. • The biggest risk is the price, not the product: at roughly seven times sales the stock embeds an operating margin near 31% sustained for about a decade, a level only a small fraction of fast-growing
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183 institutional managers reported holding LIF in 13F filings for the quarter ended 2026-03-31. Together they hold about 37% of the company; the top 10 hold 29%. 51 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 9.1M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (12.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LIF's share count grew 59% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at LIF over the trailing three years. Absence is a fact about the company, not a signal. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LIF's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-08-09 | +20.7% | +22.1% |
| 2024-11-13 | -8.2% | -8.1% |
| 2025-02-28 | +8.4% | -1.6% |
| 2025-05-13 | +30.4% | +14.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LIF's latest 8-K filings: 2026-05-29 (items 5.07, 9.01); 2026-05-18 (items 8.01); 2026-05-11 (items 2.02, 7.01, 9.01); 2026-03-02 (items 2.02, 7.01, 9.01); 2026-01-22 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.