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.
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 |
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
Market Snapshot
Investment Themes
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 | ||||
|---|---|---|---|---|---|
Oct 13, 2026 14d ago | 144 | $42.55 $43.37 | ▲ +1.93% | ▲ +3.08% | — |
Oct 6, 2026 21d ago | 144 | $41.24 $41.55 | ▲ +0.75% | ▲ +1.73% | — |
Oct 6, 2026 21d ago | SC 13G/A | $41.38 $42.55 | ▲ +2.84% | ▲ +2.98% | — |
Oct 1, 2026 26d ago | 144 | $40.30 $41.88 | ▲ +3.92% | ▲ +2.62% | — |
Sep 23, 2026 4w ago | Insider Cluster | $41.26 $40.30 | ▲ +2.33% | ▲ +1.91% | — |
Sep 3, 2026 7w ago | Insider Cluster | $44.17 $44.28 | ▲ +0.25% | ▲ +1.46% | — |
Aug 27, 2026 8w ago | Insider Cluster | $43.49 $44.17 | ▲ +1.56% | ▲ +1.45% | — |
Aug 19, 2026 9w ago | Insider Cluster | $45.82 $44.26 | ▼ −3.40% | ▼ −4.52% | — |
Aug 19, 2026 9w ago | Insider Cluster | $45.82 $44.26 | ▼ −3.40% | ▼ −4.52% | — |
Aug 17, 2026 10w ago | Insider Cluster | $46.74 $44.55 | ▼ −4.69% | ▼ −4.48% | — |
US Market Status
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