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Bright Horizons Family Solutions Inc.

BFAM Consumer Discretionary
$73.11 +$0.59 (0.81%)
Market Cap: $3.56 B
Gurus Holding
5
Popularity Rank
#1984
% of Shares Held
10.71%
Net Activity (Q2 2026)
+$11.93 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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $380.66 M.

Top institutional holders include Cliff Asness and Francois Rochon.

Institutional sentiment is currently Bullish. This is evidenced by a $11.93 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 59.4%. Conversely, Joel Greenblatt reduced exposure by 69.7%.

Key Holders

Top 5 by Value

$218.37 M
$76.61 M
$65.24 M
$8.35 M
$210,584

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$48.29 M
Total Buy Value
New Buys 0
Additions 2
-$36.36 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Bright Horizons Family Solutions Inc. (BFAM)

Major holders include Cliff Asness ($218.37 M), Francois Rochon ($76.61 M), Steven Cohen ($65.24 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 5.21 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $11.93 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited BFAM. The total reported sell value was $36.36 M.

Yes, 0 managers opened new positions in BFAM, and 2 increased their existing holdings. The total reported buy value was $48.29 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Reduce -7.3% 3,084,745 $218.37 M Q2 2026
2.58% Add 45.6% 1,080,793 $76.61 M Q2 2026
0.07% Add 59.4% 920,382 $65.24 M Q2 2026
0.02% Reduce -69.7% 117,745 $8.35 M Q2 2026
0.00% Reduce -5.1% 2,971 $210,584 Q2 2026
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