Life360, Inc.
For the period ended Sep 30, 2026. Filed Nov 9, 2026.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Nov 9, 2026
LIF$41.98-6.8%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Condensed Consolidated Statements of Stockholders’ Equity
| Common Stock · Treasury Stock · AdditionalPaid-In Capital · AccumulatedDeficit · AccumulatedOtherComprehensive Income (Loss) · TotalStockholders’Equity | ||||||||
|---|---|---|---|---|---|---|---|---|
| Shares · Amount · Shares · Amount | ||||||||
| Balance at December 31, 2025 | 79,359,589 | $79 | — | $— | $686,921 | $(138,866) | $48 | $548,182 |
| Exercise of stock options | 358,697 | — | — | — | 2,328 | — | — | 2,328 |
| Vesting of restricted stock units | 534,238 | 1 | — | — | (1) | — | — | — |
| Taxes paid related to the settlement of equity awards, net of settlement proceeds received | — | — | — | — | (496) | — | — | (496) |
| Stock-based compensation expense | — | — | — | — | 16,774 | — | — | 16,774 |
| Shares issued in connection with an acquisition | 435,599 | 1 | — | — | 28,035 | — | — | 28,036 |
| Change in foreign currency translation adjustment | — | — | — | — | — | — | (30) | (30) |
| Unrealized gain on available-for-sale securities, net of tax | — | — | — | — | — | — | 57 | 57 |
| Net income | — | — | — | — | — | 2,779 | — | 2,779 |
| Balance at March 31, 2026 | 80,688,123 | $81 | — | $— | $733,561 | $(136,087) | $75 | $597,630 |
| Exercise of stock options | 285,432 | — | — | — | 2,915 | — | — | 2,915 |
| Vesting of restricted stock units | 557,537 | 1 | — | — | — | — | — | 1 |
| Taxes paid related to the settlement of equity awards, net of settlement proceeds received | — | — | — | — | (1,941) | — | — | (1,941) |
| Stock-based compensation expense | — | — | — | — | 23,152 | — | — | 23,152 |
| Change in foreign currency translation adjustment | — | — | — | — | — | — | (46) | (46) |
| Purchase of treasury stock | — | — | (314,762) | (13,225) | — | — | — | (13,225) |
| Unrealized loss on available-for-sale securities, net of tax | — | — | — | — | — | — | (116) | (116) |
| Net income | — | — | — | — | — | 5,061 | — | 5,061 |
| Balance at June 30, 2026 | 81,531,092 | $82 | (314,762) | $(13,225) | $757,687 | $(131,026) | $(87) | $613,431 |
| Exercise of stock options | 606,627 | 1 | — | — | 5,572 | — | — | 5,573 |
| Vesting of restricted stock units | 423,570 | — | — | — | — | — | — | — |
| Taxes paid related to the settlement of equity awards, net of settlement proceeds received | — | — | — | — | (846) | — | — | (846) |
| Stock-based compensation expense | — | — | — | — | 20,438 | — | — | 20,438 |
| Shares issued in connection with an acquisition | 9,495 | — | — | — | 613 | — | — | 613 |
|---|---|---|---|---|---|---|---|---|
| Change in foreign currency translation adjustment | — | — | — | — | — | — | 112 | 112 |
| Purchase of treasury stock | — | — | (666,336) | (31,221) | — | — | — | (31,221) |
| Unrealized loss on available-for-sale securities, net of tax | — | — | — | — | — | — | (23) | (23) |
| Net income | — | — | — | — | — | 22,490 | — | 22,490 |
| Balance at September 30, 2026 | 82,570,784 | $83 | (981,098) | $(44,446) | $783,464 | $(108,536) | $2 | $630,567 |
Condensed Consolidated Statements of Stockholders’ Equity
| Common Stock · AdditionalPaid-In Capital · AccumulatedDeficit · AccumulatedOtherComprehensive Income (Loss) · TotalStockholders’Equity | ||||||
|---|---|---|---|---|---|---|
| Shares · Amount | ||||||
| Balance at December 31, 2024 | 75,404,996 | $75 | $648,124 | $(289,698) | $44 | $358,545 |
| Exercise of stock options | 346,874 | — | 3,039 | — | — | 3,039 |
| Vesting of restricted stock units | 644,538 | 1 | (1) | — | — | — |
| Taxes paid related to the settlement of equity awards, net of settlement proceeds received | — | — | (856) | — | — | (856) |
| Stock-based compensation expense | — | — | 10,173 | — | — | 10,173 |
| Shares issued in connection with an acquisition | 22,252 | — | 1,000 | — | — | 1,000 |
| Change in foreign currency translation adjustment | — | — | — | — | 1 | 1 |
| Net income | — | — | — | 4,378 | — | 4,378 |
| Balance at March 31, 2025 | 76,418,660 | $76 | $661,479 | $(285,320) | $45 | $376,280 |
| Exercise of stock options | 510,285 | 1 | 2,762 | — | — | 2,763 |
| Vesting of restricted stock units | 587,287 | 1 | — | — | — | 1 |
| Taxes paid related to the settlement of equity awards, net of settlement proceeds received | — | — | (1,142) | — | — | (1,142) |
| Stock-based compensation expense | — | — | 15,579 | — | — | 15,579 |
| Purchase of capped calls related to the June 2025 Convertible Notes, net of tax | — | — | (33,728) | — | — | (33,728) |
| Change in foreign currency translation adjustment | — | — | — | — | (101) | (101) |
| Net income | — | — | — | 7,006 | — | 7,006 |
| Balance at June 30, 2025 | 77,516,232 | $78 | $644,950 | $(278,314) | $(56) | $366,658 |
| Exercise of stock options | 127,699 | — | 1,158 | — | — | 1,158 |
| Exercise of warrants | 7,205 | — | — | — | — | — |
| Vesting of restricted stock units | 617,566 | — | (1) | — | — | (1) |
| Taxes paid related to the settlement of equity awards, net of settlement proceeds received | — | — | (1,483) | — | — | (1,483) |
| Stock-based compensation expense | — | — | 15,137 | — | — | 15,137 |
| Change in foreign currency translation adjustment | — | — | — | — | 185 | 185 |
| Net income | — | — | — | 9,793 | — | 9,793 |
| Balance at September 30, 2025 | 78,268,702 | $78 | $659,761 | $(268,521) | $129 | $391,447 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.