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Bright Horizons Family Solutions Inc.

BFAM Consumer Discretionary
$82.13 +$1.33 (1.65%)
Market Cap: $4.53 B
Gurus Holding
7
Popularity Rank
#1249
% of Shares Held
7.72%
Net Activity (Q4 2025)
+$123.81 M

Guru Ownership Trend

Guru Analysis for Bright Horizons Family Solutions Inc. (BFAM)

Bright Horizons Family Solutions Inc. (BFAM), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $349.26 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $123.81 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 112.5%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 69.9%.

Key Holders

Top 5 by Value

$184.61 M
$160.12 M
$41.59 M
$21.35 M
$14.65 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$136.11 M
Total Buy Value
New Buys 1
Additions 4
-$12.3 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for Bright Horizons Family Solutions Inc. (BFAM)

Major holders include Steven Cohen ($184.61 M), Cliff Asness ($160.12 M), Francois Rochon ($41.59 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.25 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $123.81 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited BFAM. The total reported sell value was $12.3 M.

Yes, 1 managers opened new positions in BFAM, and 4 increased their existing holdings. The total reported buy value was $136.11 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.21% Add 11.7% 1,820,565 $184.61 M Q4 2025
0.08% Add 64.4% 1,579,757 $160.12 M Q4 2025
1.39% New Buy 410,196 $41.59 M Q4 2025
0.08% Add 112.5% 210,573 $21.35 M Q4 2025
0.03% Reduce -17.9% 144,470 $14.65 M Q4 2025
0.02% Add 28.2% 48,229 $4.89 M Q4 2025
0.01% Reduce -69.9% 38,700 $3.92 M Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form