Francois Rochon's BFAM Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 1.08 M shares of Bright Horizons Family Solutions Inc. (BFAM) worth $76.61 M, representing 2.58% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in BFAM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2026, adding 338,464 shares. Largest reduction occurred in Q4 2025, reducing 670,597 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Bright Horizons Family Solutions (BFAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bright Horizons Family Solutions (BFAM) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +338,464 | Add 45.59% | 1.08 M | $70.88 |
| Q1 2026 | +332,133 | Add 80.97% | 742,329 | $82.13 |
| Q4 2025 | +410,196 | New Buy | 410,196 | $101.40 |
| Q1 1970 | +1.08 M | Add 0.00% | 1.08 M | $70.88 |
Francois Rochon's Bright Horizons Family Solutions Investment FAQs
Francois Rochon first purchased Bright Horizons Family Solutions Inc. (BFAM) in Q1 1970, acquiring 1,080,793 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Bright Horizons Family Solutions Inc. (BFAM) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to Bright Horizons Family Solutions Inc. (BFAM) was in Q1 1970, adding 1,080,793 shares worth $76.61 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 1,080,793 shares of Bright Horizons Family Solutions Inc. (BFAM), valued at approximately $76.61 M.
As of the Q2 2026 filing, Bright Horizons Family Solutions Inc. (BFAM) represents approximately 2.58% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Bright Horizons Family Solutions Inc. (BFAM) was 1,080,793 shares, as reported at the end of Q1 1970.