Life360 Inc (LIF) Hedge Fund Ownership (Q2 2026)

Life360 Inc (LIF)

199 + Investors. Track Smart Money conviction in LIF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LIF

Based on 204 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added LIF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

204 hedge funds hold LIF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q

+44 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 54% buying

119 buying101 selling

Last quarter: 119 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 63 → 54 → 58 → 48. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 47% entered in last year

■ 8% conviction (2yr+) ■ 45% medium ■ 47% new

Only 17 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +44% but shares only +16% — price-driven

Value

+44%

+16%

Last quarter: the total dollar value of institutional holdings rose +44%, but actual share count only changed +16%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~48 new funds/quarter

61 → 63 → 54 → 58 → 48 new funds/Q

New funds entering each quarter: 63 → 54 → 58 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 55% of holders entered in last year

■ 3% veterans ■ 41% 1-2yr ■ 55% new

Of 210 current holders: 116 (55%) entered in the past year, only 7 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

47 of 202 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in LIF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	199	194	2.58%
13F Shares	34M	33M	1.74%
Total Value	$1.86B	$1.35B	38.01%
New Positions	47	58	-11
Increased Positions	67	72	-5
Closed Positions	40	68	-28
Reduced Positions	63	44	+19
Total Calls	4	5	-20.0%
Total Puts	4	4	-
PUT/CALL Ratio	1.0	0.8	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

199

194

2.58%

13F Shares

34M

33M

1.74%

Total Value

$1.86B

$1.35B

38.01%

New Positions

-11

Increased Positions

-5

Closed Positions

-28

Reduced Positions

+19

Total Calls

-20.0%

Total Puts

PUT/CALL Ratio

1.0

0.8

Neutral

Institutional Holders (2026 Q2)

199 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LIF. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LIF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Greycroft LP	6.34%	50,469	$2.8M
2	Greenspring Advisors, LLC	0.53%	173,271	$9.6M
3	Allstate Corp	0.40%	725,000	$40.1M
4	Monograph Wealth Advisors, LLC	0.39%	84,761	$4.7M
5	Triodos Investment Management BV	0.18%	52,000	$2.9M
6	Landscape Capital Management, L.L.C.	0.17%	47,826	$2.6M
7	Milford Funds Ltd	0.13%	149,737	$8.3M
8	Mizuho Markets Americas LLC	0.12%	133,533	$7.4M
9	Permanent Capital Management, LP	0.11%	14,328	$793K
10	Roman Butler Fullerton & Co	0.09%	7,250	$379K
11	Lead Edge Capital Management, LLC	0.09%	8,834	$489K
12	Affinity Capital Advisors, LLC	0.07%	9,393	$533K
13	Cherrydale Wealth Management, LLC	0.06%	4,106	$227K
14	Axq Capital, LP	0.05%	9,118	$505K
15	SIH Partners, LLLP	0.05%	140,639	$7.8M
16	Aquatic Capital Management LLC	0.04%	22,819	$1.3M
17	Public Sector Pension Investment Board	0.04%	278,350	$15.4M
18	Spirepoint Private Client, LLC	0.04%	8,170	$452K
19	Compound Planning, Inc.	0.03%	22,185	$1.2M
20	Macquarie Group Ltd	0.03%	126,464	$7.0M
21	Voleon Capital Management LP	0.02%	21,076	$1.2M
22	Catalyst Funds Management Pty Ltd	0.02%	6,719	$372K
23	Wolverine Asset Management LLC	0.02%	41,000	$2.3M
24	Old Mission Capital LLC	0.02%	18,001	$997K
25	Axxion S.A.	0.02%	4,006	$222K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Life360 Inc (LIF)

What does the Smart Money Trend signal show for LIF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LIF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LIF?

Slight buying edge — 54% buying: Last quarter: 119 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LIF holders?

Elite ownership — 64% AUM from top-100 funds: 47 of 202 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in LIF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LIF?

Mostly new holders — 47% entered in last year: Only 17 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Life360 Inc (LIF)

Smart Money Signals — LIF

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +28% more funds vs a year ago

Slight buying edge — 54% buying

Fewer new buyers each quarter (-10 vs last Q)

Mostly new holders — 47% entered in last year

Value +44% but shares only +16% — price-driven

Steady discovery — ~48 new funds/quarter

Early stage — 55% of holders entered in last year

Elite ownership — 64% AUM from top-100 funds

Institutional Sentiment Summary — LIF

Hedge Fund Ownership: LIF

Market Analysis: LIF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LIF

Hedge Fund Positioning: LIF

Statistics: LIF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Life360 Inc (LIF)

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