Paradice's new 4.44% passive stake signals institutional interest but remains below the 5% threshold requiring more active disclosure. Monitor for any future increase above 5% or conversion to a 13D, which would indicate a shift to activist intent.
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Executive Summary
Paradice Investment Management Pty Ltd filed an amended Schedule 13G disclosing a 4.44% passive stake in Life360, Inc. as of September 30, 2026, representing 3,612,414 shares. This is a new filing by Paradice (no prior 13G on file for this filer), indicating a meaningful passive position in the company.
Key Financial Metrics
Key Facts
- Paradice Investment Management Pty Ltd disclosed beneficial ownership of 3,612,414 shares of Life360 common stock.
- Stake represents 4.44% of shares outstanding as of September 30, 2026.
- Filer certifies passive intent under Rule 13d-1(b) — not acquired for control purposes.
- This is an amendment (SC 13G/A) — no prior Paradice 13G was on file, making this effectively a new disclosure.
Financial Impact
4.44% passive stake valued at approximately $3.6 million shares — no transaction value disclosed.
Risk Factors
- Passive certification means Paradice cannot engage in activist activity without converting to 13D.
- Stake is just under 5% — any further buying could trigger additional disclosure requirements.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001172661-26-004407 |
| Document: 0001172661-26-004407-index.html | 0001172661-26-004407 |
| Document: 0001172661-26-004407.txt | 0001172661-26-004407 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 14d ago | 144 | $42.55 $43.37 | ▲ +1.93% | ▲ +3.08% | $43.15 (+1.40%) |
Oct 6, 2026 20d ago | 144 | $41.24 $41.55 | ▲ +0.75% | ▲ +1.73% | $43.15 (+4.62%) |
Oct 6, 2026 21d ago | SC 13G/A | $41.38 $42.55 | ▲ +2.84% | ▲ +2.98% | $43.15 (+4.28%) |
Oct 1, 2026 26d ago | 144 | $40.30 $41.88 | ▲ +3.92% | ▲ +2.62% | $43.15 (+7.06%) |
Sep 23, 2026 4w ago | Insider Cluster | $41.26 $40.30 | ▲ +2.33% | ▲ +1.91% | $43.15 (−4.57%) |
Sep 3, 2026 7w ago | Insider Cluster | $44.17 $44.28 | ▲ +0.25% | ▲ +1.46% | $43.15 (−2.32%) |
Aug 27, 2026 8w ago | Insider Cluster | $43.49 $44.17 | ▲ +1.56% | ▲ +1.45% | $43.15 (−0.79%) |
Aug 19, 2026 9w ago | Insider Cluster | $45.82 $44.26 | ▼ −3.40% | ▼ −4.52% | $43.15 (−5.84%) |
Aug 19, 2026 9w ago | Insider Cluster | $45.82 $44.26 | ▼ −3.40% | ▼ −4.52% | $43.15 (−5.84%) |
Aug 17, 2026 10w ago | Insider Cluster | $46.74 $44.55 | ▼ −4.69% | ▼ −4.48% | $43.15 (−7.69%) |
US Market Status
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