Life360, Inc. filed its quarterly report on Form 10-Q with the SEC for the period ended September 30, 2026, disclosing condensed consolidated balance sheet figures and a share count of 81,755,320 as of November 3, 2026.

Key Highlights

  • Share count: As of November 3, 2026, Life360 had 81,755,320 shares of common stock outstanding, including shares underlying all issued and outstanding Chess Depositary Interests (CDIs).
  • Cash and equivalents: Cash and cash equivalents stood at $333,138 thousand as of September 30, 2026, compared with $494,261 thousand at December 31, 2025.
  • Short-term investments: The company reported short-term investments of $129,248 thousand at September 30, 2026, versus zero at December 31, 2025.
  • Accounts receivable: Net accounts receivable increased to $108,300 thousand from $80,715 thousand at December 31, 2025.
  • Inventory: Inventory rose to $16,757 thousand from $9,867 thousand at December 31, 2025.
  • Restricted cash: Restricted cash, current, was $1,002 thousand at September 30, 2026, compared with zero at December 31, 2025.
  • Large accelerated filer: The company indicated it qualifies as a large accelerated filer under Exchange Act Rule 12b-2.

Life360 Balance Sheet Movements in the September 2026 Quarter

Life360, Inc., which operates a family safety and location-sharing platform and whose common stock trades on NASDAQ:LIF, filed its quarterly report covering the three months ended September 30, 2026. The company is incorporated in Delaware and also maintains a CDI listing on the Australian Securities Exchange, allowing non-U.S. investors to hold economic interests in its common stock through depositary instruments. The filing noted 81,755,320 total shares outstanding, inclusive of CDI-linked shares, as of November 3, 2026.

According to the filing, cash and cash equivalents declined to $333,138 thousand at September 30, 2026, from $494,261 thousand at December 31, 2025. At the same time, the company reported short-term investments of $129,248 thousand at the quarter-end date, a line item that carried a zero balance at year-end 2025. Taken together, these two balances suggest a reallocation between cash and investment categories during the period, though the filing does not characterize this shift in the extracted text.

Net accounts receivable grew to $108,300 thousand from $80,715 thousand at December 31, 2025, while inventory increased to $16,757 thousand from $9,867 thousand over the same span. A restricted cash, current balance of $1,002 thousand appeared at September 30, 2026, where none had been reported at year-end. The filing also referenced the company's 0.00% convertible senior notes due June 1, 2030, and associated capped call transactions among items addressed in its forward-looking statements section. The forward-looking statements contained in the filing are, according to the registrant, subject to risks and uncertainties described in the Risk Factors sections of this and prior filings, and the company stated it undertakes no obligation to update them except as required by federal securities law.

What Was Disclosed

Life360 filed its Form 10-Q for the quarter ended September 30, 2026, disclosing unaudited condensed consolidated balance sheet data including cash of $333,138 thousand, short-term investments of $129,248 thousand, accounts receivable of $108,300 thousand, inventory of $16,757 thousand, restricted cash of $1,002 thousand, and a total share count of 81,755,320 as of November 3, 2026. The filing also noted the existence of 0.00% convertible senior notes due June 1, 2030, and confirmed the company's status as a large accelerated filer.