BFAMNYSEServices-Child Day Care ServicesFiscal year ends December 31
BRIGHT HORIZONS FAMILY SOLUTIONS INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$69.52−1.63 (-2.29%)
Close on Oct 19, 2026
- Market cap
- $3.60B
- P/E (TTM)
- 22.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
55M of 49M shares
Institutional holders
386
91 new, 69 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $656.58K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,582,452 | 12.50% | 13G (passive) | May 31, 2026 |
| Durable Capital Partners LP | 4,303,241 | 7.40% | 13G (passive) amendment | Sep 30, 2024 |
| AQR Capital Management Holdings, LLC | 3,326,674 | 6.04% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 2,929,997 | 5.31% | 13G (passive) | Mar 31, 2026 |
| Brown Advisory Incorporated ("BAI") | 2,923,302 | 5.10% | 13G (passive) amendment | Dec 31, 2023 |
| Kayne Anderson Rudnick Investment Management, LLC | 2,879,927 | 5.50% | 13G (passive) amendment | Jun 30, 2026 |
| Abrams Bison Partners, L.P. | 2,728,000 | 5.60% | 13G (passive) | Sep 10, 2026 |
| Vanguard Portfolio Management | 2,678,675 | 5.09% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BFAM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,381,452 | 13.12% | $452.32M | +3,420,086 | 0.01% |
| Aqr Capital Management LLC | 3,084,745 | 6.34% | $218.37M | −241,929 | 0.08% |
| Kayne Anderson Rudnick Investment Management LLC | 2,879,905 | 5.92% | $204.13M | −964,017 | 0.63% |
| Vanguard Portfolio Management LLC | 2,669,590 | 5.49% | $189.22M | +477,263 | 0.01% |
| Abrams Bison Investments, LLC | 2,393,249 | 4.92% | $169.63M | +980,249 | 8.28% |
| Vanguard Capital Management LLC | 2,385,503 | 4.90% | $169.08M | −109,628 | 0.00% |
| State Street Corp | 1,786,355 | 3.67% | $126.62M | +800,454 | 0.00% |
| Dimensional Fund Advisors LP | 1,685,199 | 3.46% | $119.45M | +350,549 | 0.02% |
| Goldman Sachs Group Inc | 1,500,862 | 3.09% | $106.38M | −422,992 | 0.01% |
| Neuberger Berman Group LLC | 1,448,078 | 2.98% | $102.64M | +16,420 | 0.07% |
| Morgan Stanley | 1,440,461 | 2.96% | $102.10M | +367,894 | 0.01% |
| Bank Of Montreal /Can/ | 1,326,824 | 2.73% | $94.05M | +353,117 | 0.03% |
| Fuller & Thaler Asset Management, Inc. | 1,227,000 | 2.52% | $86.97M | +50,361 | 0.24% |
| Two Sigma Investments, LP | 1,144,465 | 2.35% | $81.12M | −209,199 | 0.06% |
| Giverny Capital Inc. | 1,080,793 | 2.22% | $76.61M | +338,464 | 2.58% |
| Bamco Inc /Ny/ | 1,055,150 | 2.17% | $74.79M | −47,158 | 0.11% |
| Point72 Asset Management, L.P. | 920,382 | 1.89% | $65.24M | +342,848 | 0.07% |
| Geode Capital Management, LLC | 907,741 | 1.87% | $64.36M | −75,413 | 0.00% |
| William Blair Investment Management, LLC | 819,598 | 1.69% | $58.09M | −183,854 | 0.17% |
| JPMorgan Chase & Co | 803,127 | 1.65% | $57.11M | −1,358,534 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 386 | 55M | 100.0% | 91 / 117 | 152 / 69 | 12M | 12M |
| Q1 2026 | 371 | 56M | 100.0% | 66 / 162 | 117 / 94 | 15M | 13M |
| Q4 2025 | 406 | 59M | 100.0% | 65 / 147 | 152 / 62 | 12M | 13M |
| Q3 2025 | 412 | 60M | 100.0% | 64 / 160 | 135 / 45 | 10M | 9M |
| Q2 2025 | 397 | 59M | 100.0% | 60 / 140 | 143 / 44 | 8M | 7M |
| Q1 2025 | 388 | 59M | 100.0% | 59 / 146 | 139 / 36 | 5M | 6M |
| Q4 2024 | 369 | 60M | 100.0% | 50 / 142 | 134 / 68 | 10M | 12M |
| Q3 2024 | 392 | 62M | 100.0% | 92 / 136 | 121 / 18 | 7M | 6M |
| Q2 2024 | 321 | 64M | 100.0% | 43 / 114 | 118 / 32 | 3M | 7M |
| Q1 2024 | 312 | 67M | 100.0% | 51 / 105 | 112 / 26 | 5M | 4M |
| Q4 2023 | 288 | 66M | 100.0% | 37 / 105 | 112 / 41 | 8M | 4M |
| Q3 2023 | 295 | 62M | 100.0% | 45 / 120 | 85 / 27 | 5M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BFAM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,169,558 | 6.52% | $224.66M | 0.20% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,671,758 | 3.44% | $118.49M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,205,649 | 2.48% | $85.46M | 0.05% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 1,175,986 | 2.42% | $83.35M | 0.66% | Jun 30, 2026 |
| Baron Small Cap Fund | 850,000 | 1.75% | $60.25M | 2.12% | Jun 30, 2026 |
| Neuberger Genesis Fund | 805,065 | 1.66% | $50.41M | 0.69% | May 31, 2026 |
| Fidelity Value Fund | 729,600 | 1.50% | $54.38M | 0.52% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 695,576 | 1.43% | $49.30M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 603,939 | 1.24% | $42.81M | 0.04% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 480,675 | 0.99% | $34.07M | 0.20% | Jun 30, 2026 |
| Virtus KAR Small-Mid Cap Core Fund | 419,990 | 0.86% | $29.77M | 2.75% | Jun 30, 2026 |
| AQR Long-Short Equity Fund | 409,555 | 0.84% | $29.03M | 0.37% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 377,008 | 0.78% | $28.10M | 0.17% | Jul 31, 2026 |
| JPMorgan Small Cap Equity Fund | 342,515 | 0.70% | $24.28M | 0.84% | Jun 30, 2026 |
| Janus Henderson Triton Fund | 321,810 | 0.66% | $22.81M | 0.38% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stephen Howard Kramer | CEO & President, Director | 232,485 | 0.48% | Mar 5, 2026 |
| Mary Lou Burke | COO North America Center Ops | 32,265 | 0.07% | Sep 2, 2026 |
| Philip John Smith | Managing Director-UK & Europe | 11,319 | 0.02% | Aug 4, 2026 |
| Rosamund Marshall | Managing Director - Intl. | 25,409 | 0.05% | Mar 5, 2026 |
| Elizabeth J. Boland | Chief Financial Officer | 90,204 | 0.19% | Mar 5, 2026 |
| Jason Janoff | Chief Accounting Officer | 12,233 | 0.03% | Mar 5, 2026 |
| Mandy Berman | COO Back-Up and Ed Advisory | 25,615 | 0.05% | Mar 5, 2026 |
| John Guy Casagrande | General Counsel and Secretary | 22,012 | 0.05% | Mar 5, 2026 |
| Mary Ann Tocio | Director | 14,329 | 0.03% | Sep 2, 2026 |
| Jennifer Schulz | Director | 3,614 | 0.01% | Jun 5, 2026 |
| Laurel Richie | Director | 8,769 | 0.02% | Jun 5, 2026 |
| Joshua Bekenstein | Director | 12,778 | 0.03% | Jun 5, 2026 |
| David H. Lissy | Director | 145,755 | 0.30% | Jun 5, 2026 |
| Lawrence M. Alleva | Director | 13,336 | 0.03% | Jun 5, 2026 |
| Jordan Hitch | Director | 12,778 | 0.03% | Jun 5, 2026 |
| Julie Atkinson | Director | 11,378 | 0.02% | Jun 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mary Ann Tocio Director | Sep 2, 2026 | Sale | −6,000 | $72.65 | $435.90K | 14,329 |
| Mary Lou Burke COO North America Center Ops | Sep 1, 2026 | Sale(10b5-1 plan) | −1,200 | $75.00 | $90.00K | 30,945 |
| Mary Lou Burke COO North America Center Ops | Aug 3, 2026 | Sale(10b5-1 plan) | −1,200 | $75.57 | $90.68K | 32,145 |
| Mary Lou Burke COO North America Center Ops | Jul 28, 2026 | Sale(10b5-1 plan) | −500 | $80.00 | $40.00K | 33,345 |
| Jennifer Schulz Director | Jun 3, 2026 | Award | +2,096 | – | – | 3,614 |
| Laurel Richie Director | Jun 3, 2026 | Award | +2,096 | – | – | 8,769 |
| Mary Ann Tocio Director | Jun 3, 2026 | Award | +2,096 | – | – | 20,329 |
| David H. Lissy Director | Jun 3, 2026 | Award | +2,096 | – | – | 24,911 |
| Julie Atkinson Director | Jun 3, 2026 | Award | +2,096 | – | – | 11,378 |
| Jordan Hitch Director | Jun 3, 2026 | Award | +2,096 | – | – | 12,778 |
| Joshua Bekenstein Director | Jun 3, 2026 | Award | +2,096 | – | – | 12,778 |
| Lawrence M. Alleva Director | Jun 3, 2026 | Award | +2,096 | – | – | 13,336 |
| Elizabeth J. Boland Chief Financial Officer | Mar 4, 2026 | Award | +9,900 | – | – | 90,204 |
| Mandy Berman COO Back-Up and Ed Advisory | Mar 4, 2026 | Award | +7,260 | – | – | 25,615 |
| Mandy Berman COO Back-Up and Ed Advisory | Mar 4, 2026 | Award | +6,600 | – | – | 32,215 |
| Jason Janoff Chief Accounting Officer | Mar 4, 2026 | Award | +3,300 | – | – | 12,233 |
| Mary Lou Burke COO North America Center Ops | Mar 4, 2026 | Award | +7,260 | – | – | 33,845 |
| Stephen Howard Kramer CEO & President, Director | Mar 4, 2026 | Award | +32,999 | – | – | 147,500 |
| John Guy Casagrande General Counsel and Secretary | Mar 4, 2026 | Award | +4,950 | – | – | 21,912 |
| Rosamund Marshall Managing Director - Intl. | Mar 4, 2026 | Award | +4,950 | – | – | 25,409 |
| Mary Lou Burke COO North America Center Ops | Feb 24, 2026 | Tax withholding | −1,283 | $71.64 | $91.91K | 29,013 |
| Mary Lou Burke COO North America Center Ops | Feb 24, 2026 | Tax withholding | −2,428 | $71.64 | $173.94K | 26,585 |
| Mary Lou Burke COO North America Center Ops | Feb 24, 2026 | Award | +3,847 | – | – | 30,296 |
| Jason Janoff Chief Accounting Officer | Feb 24, 2026 | Tax withholding | −1,172 | $71.64 | $83.96K | 8,933 |
| Mandy Berman COO Back-Up and Ed Advisory | Feb 24, 2026 | Award | +3,847 | – | – | 22,068 |
| Mandy Berman COO Back-Up and Ed Advisory | Feb 24, 2026 | Tax withholding | −1,283 | $71.64 | $91.91K | 20,785 |
| Mandy Berman COO Back-Up and Ed Advisory | Feb 24, 2026 | Tax withholding | −2,430 | $71.64 | $174.09K | 18,355 |
| Rosamund Marshall Managing Director - Intl. | Feb 24, 2026 | Tax withholding | −2,164 | $71.64 | $155.03K | 20,459 |
| Rosamund Marshall Managing Director - Intl. | Feb 24, 2026 | Award | +2,623 | – | – | 23,804 |
| Rosamund Marshall Managing Director - Intl. | Feb 24, 2026 | Tax withholding | −1,181 | $71.64 | $84.61K | 22,623 |
| John Guy Casagrande General Counsel and Secretary | Feb 24, 2026 | Award | +2,098 | – | – | 19,032 |
| John Guy Casagrande General Counsel and Secretary | Feb 24, 2026 | Tax withholding | −700 | $71.64 | $50.15K | 18,332 |
| John Guy Casagrande General Counsel and Secretary | Feb 24, 2026 | Tax withholding | −1,370 | $71.64 | $98.15K | 16,962 |
| Stephen Howard Kramer CEO & President, Director | Feb 24, 2026 | Tax withholding | −4,083 | $71.64 | $292.51K | 123,294 |
| Stephen Howard Kramer CEO & President, Director | Feb 24, 2026 | Award | +12,240 | – | – | 127,377 |
| Stephen Howard Kramer CEO & President, Director | Feb 24, 2026 | Tax withholding | −8,793 | $71.64 | $629.93K | 114,501 |
| Elizabeth J. Boland Chief Financial Officer | Feb 24, 2026 | Tax withholding | −1,283 | $71.64 | $91.91K | 82,726 |
| Elizabeth J. Boland Chief Financial Officer | Feb 24, 2026 | Tax withholding | −2,422 | $71.64 | $173.51K | 80,304 |
| Elizabeth J. Boland Chief Financial Officer | Feb 24, 2026 | Award | +3,847 | – | – | 84,009 |
| Mary Lou Burke COO North America Center Ops | Oct 1, 2025 | Sale(10b5-1 plan) | −1,000 | $108.52 | $108.52K | 26,449 |
| Mary Lou Burke COO North America Center Ops | Sep 2, 2025 | Sale(10b5-1 plan) | −1,000 | $116.49 | $116.49K | 27,449 |
| Rosamund Marshall Managing Director - Intl. | Aug 5, 2025 | Tax withholding | −2,250 | $117.60 | $264.60K | 21,181 |
| Mary Ann Tocio Director | Aug 5, 2025 | Sale | −3,000 | $120.10 | $360.30K | 18,233 |
| Mary Lou Burke COO North America Center Ops | Aug 1, 2025 | Sale(10b5-1 plan) | −1,000 | $128.99 | $128.99K | 28,449 |
| Mary Lou Burke COO North America Center Ops | Jul 1, 2025 | Sale(10b5-1 plan) | −1,000 | $122.56 | $122.56K | 29,449 |
| Jordan Hitch Director | Jun 3, 2025 | Award | +976 | – | – | 10,682 |
| Joshua Bekenstein Director, 10% owner | Jun 3, 2025 | Award | +976 | – | – | 10,682 |
| Lawrence M. Alleva Director | Jun 3, 2025 | Award | +976 | – | – | 11,240 |
| Mary Ann Tocio Director | Jun 3, 2025 | Award | +976 | – | – | 21,233 |
| Laurel Richie Director | Jun 3, 2025 | Award | +976 | – | – | 6,673 |
| Julie Atkinson Director | Jun 3, 2025 | Award | +976 | – | – | 9,282 |
| Jennifer Schulz Director | Jun 3, 2025 | Award | +976 | – | – | 1,518 |
| David H. Lissy Director | Jun 3, 2025 | Award | +976 | – | – | 70,288 |
| Mary Lou Burke COO North America Center Ops | Jun 2, 2025 | Sale(10b5-1 plan) | −1,000 | $128.25 | $128.25K | 30,449 |
| Mary Ann Tocio Director | May 29, 2025 | Sale | −2,500 | $128.49 | $321.23K | 20,257 |
| David H. Lissy Director | May 28, 2025 | Sale | −6,282 | $130.10 | $817.29K | 69,312 |
| Elizabeth J. Boland Chief Financial Officer | May 27, 2025 | Sale | −3,500 | $132.16 | $462.56K | 80,162 |
| Stephen Howard Kramer CEO & President, Director | May 22, 2025 | Sale | −4,691 | $127.31 | $597.21K | 115,137 |
| Stephen Howard Kramer CEO & President, Director | May 22, 2025 | Sale | −4,381 | $125.51 | $549.86K | 120,756 |
| Stephen Howard Kramer CEO & President, Director | May 22, 2025 | Sale | −928 | $126.38 | $117.28K | 119,828 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mary Ann Tocio Officer, Director | Sep 2, 2026 | 6,000 | $431.51K | Sep 2, 2026 | Stock Options |
| Burke Mary Officer | Sep 1, 2026 | 1,200 | $90.00K | Sep 1, 2026 | Restricted Stock |
| Burke Mary Officer | Aug 3, 2026 | 1,200 | $90.68K | Aug 3, 2026 | Restricted Stock |
| Lou Burke Mary Officer | Oct 2, 2025 | 1,000 | $108.45K | Oct 1, 2025 | RSU Vest |
| Lou Burke Mary Officer | Oct 1, 2025 | 1,000 | $108.45K | Oct 1, 2025 | RSU Vest |
| Mary Lou Burke Officer | Sep 2, 2025 | 1,000 | $116.42K | Sep 2, 2025 | RSU Vest |
| Mary Ann Tocio Officer, Director | Aug 5, 2025 | 3,000 | $356.68K | Aug 5, 2025 | Stock option |
| Mary Lou Burke Officer | Aug 1, 2025 | 1,000 | $128.92K | Aug 1, 2025 | RSU Vest |
| Mary Lou Burke Officer | Jul 1, 2025 | 1,000 | $122.41K | Jul 1, 2025 | RSU Vest |
| Mary Lou Burke Officer | Jun 2, 2025 | 1,000 | $128.18K | Jun 2, 2025 | RSU Vest |
| Mary Ann Tocio Officer, Director | May 29, 2025 | 2,500 | $318.01K | May 29, 2025 | Stock option |
| Lissy David Director | May 28, 2025 | 6,282 | $817.29K | May 28, 2025 | Restricted Stock |
| Boland Elizabeth Officer | May 27, 2025 | 3,500 | $462.56K | May 27, 2025 | Restricted Stock |
| Kramer Stephen Officer, Director | May 22, 2025 | 10,000 | $1.26M | May 22, 2025 | Restricted Stock |
| Mary Lou Burke Officer | May 1, 2025 | 1,000 | $125.28K | May 1, 2025 | RSU Vest |