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Life360 (ASX:360), the family safety and location-sharing app, is among the most heavily discussed growth stocks on the ASX. In September 2026, Blackwattle rated Life360 a buy, pointing to around 100 million monthly active users globally, while Perpetual rated it a hold, recognising a long growth runway from converting free users and monetising its user base. Pendal Group noted record revenue and user numbers in the June quarter, though adjusting for a one-off tariff refund reduced the quality of the result, and the shares fell sharply. Life360 operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 172 comments from 45 fund managers, including Blackwattle, Perpetual, Pendal Group, Infinity and First Samuel. Founded in 2007 and headquartered in San Francisco, Life360 develops mobile apps and tracking devices, including Tile, for location sharing, driving safety and family communication.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Endeavor Asset Management, Ophir Asset Management, Milford Asset Management, Blackwattle Investment Partners, Longwave Capital, Ausbil Investment Management, Oracle Advisory Group, Yarra Capital Management, ELM Responsible Investments, SG Hiscock & Company, Firetrail Investments, QVG Capital, LHC Capital, Ten Cap, Kardinia Capital, Antares Capital, Sage Capital, Wilson Asset Management, Montgomery Investment Management, Ellerston Capital, Paradice Investment Management, Smallco Investment Manager, Tyndall Asset Management, Pendal Group, Spheria Asset Management, Vinva Investment Management, First Sentier Investors, Infinity Asset Management, Selector Funds Management, Solaris Investment Management, Airlie Funds Management, Hyperion Asset Management, Pengana Capital Group, Alphinity Investment Management, TMS Capital, Katana Asset Management, Lennox Capital Partners, Maple-Brown Abbott, Market Partners, Quest Asset Partners, Cadence Capital, Australian Eagle Asset Management, Flagship Investments, NorthStar Impact Funds, First Samuel and Perpetual Asset Management have invested in Life360 Inc (ASX:360).
Managers highlight a user base above 100 million monthly active users, including around 50 million in the US, with growth from converting free users to paid subscriptions, advertising and new product tiers. Infinity notes consensus earnings expectations were upgraded for both the near and longer term after results.
Pendal notes the latest result was flattered by a one-off tariff refund, and First Samuel observed the shares rallied strongly into reporting season, increasing the risk of a sharp pullback. Infinity highlights share price volatility around results despite upgraded forecasts.
Life360, Inc. develops location-sharing mobile applications focused on communication, driving safety, and real-time tracking. Founded in 2007 by Chris Hulls, Dilpreet Singh, and Alex Haro, the company is headquartered in San Mateo, California. Life360 operates globally, reporting revenue across three primary geographic segments: North America; Europe, Middle East, and Africa (EMEA); and Other International Regions. Its platform offers a suite of integrated safety and connectivity features designed for personal and family use.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.