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BFAM Bright Horizons Fam Sol In

Consumer Discretionary, filed as BRIGHT HORIZONS FAM SOL IN D (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 3 Owners
  • Max 8.3%
  • $321M
  • 2 add 1 small

In 2026 Q2 Abrams Bison and Francois Rochon added to Bright Horizons Fam Sol In.

Who owns this now

Largest portfolio weights among holders, up to 8.3% (Abrams Bison, Abrams Bison Investments). Not free-float ownership.

  1. Abrams Bison Add 8.3%
  2. Francois Rochon Add 2.6%
  3. Ron Baron Reduce 0.11%

Who owns BFAM

Sorted by value, long equity only, as of 2026 Q2.

History
Abrams Bison, Abrams Bison Investments 8.3%, was 5.0% Add +69.4% 2,393,249 $170M History
Francois Rochon, Giverny Capital 2.6%, was 2.2% Add +45.6% 1,080,793 $77M History
Ron Baron, Bamco Inc. (Baron Capital) 0.11%, was 0.27% Small trim −4.3% 1,055,150 $75M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BFAM's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BFAM insider trades
  • None no insider bought on the open market
  • $436K sold by 1 insider outside a trading plan
  • $221K sold by 1 insider under 10b5-1 plans
  1. Mary Lou Burke COO
    Planned sale
    $90K 1,200 shares at $75.00 3.7% of stake
    Traded Sep 1 Filed Sep 2
    ↗
  2. Mary Ann Tocio Director
    Sale
    $436K 6,000 shares at $72.65 30% of stake
    Traded Sep 2 Filed Sep 2
    ↗
  3. Mary Lou Burke COO
    Planned sale
    $91K 1,200 shares at $75.57 3.6% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  4. Mary Lou Burke COO
    Planned sale
    $40K 500 shares at $80.00 1.5% of stake
    Traded Jul 28 Filed Jul 28
    ↗

Also filed in the last 12 months, not counted as buying or selling: 22 stock grants and 13 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 20 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,5.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.07 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01 Filing Doc

Source: SEC EDGAR submissions, updated about 10 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.42B $2.69B $2.93B
Gross profit $531.72M $619.61M $697.19M
Gross margin * 22.0% 23.1% 23.8%
Net income $74.22M $140.19M $193.12M
Net margin * 3.1% 5.2% 6.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $446.9M $496.03M $503.97M
Total non-current assets * $3.45B $3.35B $3.39B
Total assets $3.9B $3.85B $3.89B
Total current liabilities $799.43M $779.4M $966.16M
Total non-current liabilities * $1.88B $1.79B $1.58B
Total equity $1.21B $1.28B $1.34B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $256.14M $337.46M $350.73M
Cash from investing -$126.94M -$117.76M -$103.79M
Cash from financing -$91.63M -$183.81M -$233.43M
Net change in cash $37.56M $34.26M $19.44M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.