LIF Life360, Inc.
Executive Summary
A mixed 13F institutional cluster for Life360 (LIF) in Q4 2025 shows $50.7M in net buying from five institutions, led by a new $47.1M position from Norges Bank and a doubling by RenTech, offset by $94.9M in net selling from three firms, including a near-exit by Invesco and significant trimming by Franklin Resources. The buying is dominated by active quant and sovereign capital suggesting a thesis around growth and international expansion, while the selling comes from large passive managers trimming positions in a $3.6B market cap company.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$44.2M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Norges Bank | NEW | +0% | $47.1M | $47.1M |
| RenTech | DOUBLED | +188% | $14.6M | $6.2M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Franklin Resources | TRIM | -36.9% | $80.8M | -$50.0M |
| Invesco | NEAR_EXIT | -91.5% | $47.3M | -$44.9M |
Actionable Insight
A mixed 13F institutional cluster for Life360 (LIF) in Q4 2025 shows $50.7M in net buying from five institutions, led by a new $47.1M position from Norges Bank and a doubling by RenTech, offset by $94.9M in net selling from three firms, including a near-exit by Invesco and significant trimming by Franklin Resources. The buying is dominated by active quant and sovereign capital suggesting a thesis around growth and international expansion, while the selling comes from large passive managers trimming positions in a $3.6B market cap company.
Key Facts
- 5 buyers accumulated $50.7M net vs 3 sellers reducing by $94.9M
- Norges Bank took a new $47.1M position (734.3K shares)
- RenTech doubled its stake (+188%), now $14.6M
- D.E. Shaw added 56.1%, now $16.3M
- Franklin Resources trimmed 36.9%, exiting $50M in value
- Invesco nearly exited (-91.5%), removing $44.9M
- T. Rowe Price trimmed 70.4%, a very small residual position
Financial Impact
Net institutional selling of $44.2M (buyers added $50.7M, sellers removed $94.9M), representing approximately 1.2% of $3.6B market cap rotated
Risk Factors
- 45-day reporting lag means the cluster may have already been unwound
- The $94.9M in selling from Franklin and Invesco could indicate fundamental concerns
- 33% historical win rate (T+20) on prior LIF reports suggests limited predictive power
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-LIF-2025-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $44.47 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 2, 2026
12d ago
|
Insider Cluster
| $46.21 $47.80 | ▲ +3.44% | ▲ +3.04% | — |
|
May 17, 2026
28d ago
|
Press Release
| $39.47 $39.08 | ▼ −0.99% | ▼ −0.34% | — |
|
May 11, 2026
4w ago
|
Press Release
| $38.62 $38.62 | · 0.00% | ▼ −0.54% | — |
|
Apr 13, 2026
9w ago
|
Insider Cluster
| $39.52 $39.78 | ▲ +0.66% | ▼ −0.55% | — |
|
Mar 13, 2026
13w ago
|
Insider Cluster
| $41.22 $41.03 | ▼ −0.46% | ▼ −1.48% | — |
|
Mar 13, 2026
13w ago
|
Insider Cluster
| $41.22 $41.03 | ▼ −0.46% | ▼ −1.48% | — |
|
Mar 2, 2026
14w ago
|
Press Release
| $43.97 $44.86 | ▲ +2.02% | ▲ +1.26% | — |
|
Feb 28, 2026
15w ago
|
Institutional Cluster
| $53.79 $43.97 | ▼ −18.26% | ▼ −17.34% | — |
US Market Status
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