Bright Horizons Family Solutions Inc. (BFAM) shareholders
BFAMNYSEServices-Child Day Care ServicesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 30, 2026Score 5/3077% above fair value
$52.68−0.11 (-0.21%)
Close on Nov 13, 2026Market cap $2.53BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
55M of 48M 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 Joint filing with AQR Capital Management, LLC (6.04%) | 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") Joint filing with Brown Advisory LLC (BALLC) (5.00%) | 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. Joint filing with Abrams Bison Investments, L.L.C. (5.60%), Gavin Abrams (5.60%) | 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 | 13.31% | $452.32M | +3,420,086 | 0.01% |
| Aqr Capital Management LLC | 3,084,745 | 6.44% | $218.37M | −241,929 | 0.08% |
| Kayne Anderson Rudnick Investment Management LLC | 2,879,905 | 6.01% | $204.13M | −964,017 | 0.63% |
| Vanguard Portfolio Management LLC | 2,669,590 | 5.57% | $189.22M | +477,263 | 0.01% |
| Abrams Bison Investments, LLC | 2,393,249 | 4.99% | $169.63M | +980,249 | 8.28% |
| Vanguard Capital Management LLC | 2,385,503 | 4.98% | $169.08M | −109,628 | 0.00% |
| State Street Corp | 1,786,355 | 3.73% | $126.62M | +800,454 | 0.00% |
| Dimensional Fund Advisors LP | 1,685,199 | 3.52% | $119.45M | +350,549 | 0.02% |
| Goldman Sachs Group Inc | 1,500,862 | 3.13% | $106.38M | −422,992 | 0.01% |
| Neuberger Berman Group LLC | 1,448,078 | 3.02% | $102.64M | +16,420 | 0.07% |
| Morgan Stanley | 1,440,461 | 3.01% | $102.10M | +367,894 | 0.01% |
| Bank Of Montreal /Can/ | 1,326,824 | 2.77% | $94.05M | +353,117 | 0.03% |
| Fuller & Thaler Asset Management, Inc. | 1,227,000 | 2.56% | $86.97M | +50,361 | 0.24% |
| Two Sigma Investments, LP | 1,144,465 | 2.39% | $81.12M | −209,199 | 0.06% |
| Giverny Capital Inc. | 1,080,793 | 2.25% | $76.61M | +338,464 | 2.58% |
| Bamco Inc /Ny/ | 1,055,150 | 2.20% | $74.79M | −47,158 | 0.11% |
| Point72 Asset Management, L.P. | 920,382 | 1.92% | $65.24M | +342,848 | 0.07% |
| Geode Capital Management, LLC | 907,741 | 1.89% | $64.36M | −75,413 | 0.00% |
| William Blair Investment Management, LLC | 819,598 | 1.71% | $58.09M | −183,854 | 0.17% |
| JPMorgan Chase & Co | 803,127 | 1.68% | $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)
324 funds held BFAM in Q2 2026, 51% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BFAM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,169,558 | 6.61% | $224.66M | 0.20% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,671,758 | 3.49% | $118.49M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,205,649 | 2.52% | $85.46M | 0.05% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 1,175,986 | 2.45% | $83.35M | 0.66% | Jun 30, 2026 |
| Baron Small Cap Fund | 850,000 | 1.77% | $60.25M | 2.12% | Jun 30, 2026 |
| Neuberger Genesis Fund | 805,065 | 1.68% | $50.41M | 0.69% | May 31, 2026 |
| Fidelity Value Fund | 729,600 | 1.52% | $54.38M | 0.52% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 695,576 | 1.45% | $49.30M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 603,939 | 1.26% | $42.81M | 0.04% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 480,675 | 1.00% | $34.07M | 0.20% | Jun 30, 2026 |
| Virtus KAR Small-Mid Cap Core Fund | 419,990 | 0.88% | $29.77M | 2.75% | Jun 30, 2026 |
| AQR Long-Short Equity Fund | 409,555 | 0.85% | $29.03M | 0.37% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 377,008 | 0.79% | $28.10M | 0.17% | Jul 31, 2026 |
| JPMorgan Small Cap Equity Fund | 342,515 | 0.71% | $24.28M | 0.84% | Jun 30, 2026 |
| Janus Henderson Triton Fund | 321,810 | 0.67% | $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 | 0.49% | Mar 5, 2026 |
| Philip John Smith | Managing Director-UK & Europe | 10,611 | 0.02% | Nov 9, 2026 |
| Mary Lou Burke | COO North America Center Ops | 32,265 | 0.07% | Sep 2, 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 |
|---|---|---|---|---|---|---|
| Philip John Smith Managing Director-UK & Europe | Nov 8, 2026 | Tax withholding | −708 | $53.52 | $37.89K | 10,611 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
6.29%
3M shares short
Days to cover
2.0
At 1M shares a day
Change since last report
+21.6%
From 2M shares
Short volume, 20 days
54.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Bright Horizons Family Solutions's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,424 shares on Sep 21, 2026 over the last 90 days.
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 |
| Mary Lou Burke Officer | Sep 1, 2026 | 1,200 | $90.00K | Sep 1, 2026 | Restricted Stock |
| Mary Lou Burke Officer | Aug 3, 2026 | 1,200 | $90.68K | Aug 3, 2026 | Restricted Stock |
| Mary Lou Burke Officer | Oct 2, 2025 | 1,000 | $108.45K | Oct 1, 2025 | RSU Vest |
| Mary Lou Burke 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 |
| David H. Lissy Director | May 28, 2025 | 6,282 | $817.29K | May 28, 2025 | Restricted Stock |
| Elizabeth J. Boland Officer | May 27, 2025 | 3,500 | $462.56K | May 27, 2025 | Restricted Stock |
| Stephen Howard Kramer 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 |
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