13FPulse
中
BF

BFAM BRIGHT HORIZONS FAMILY SOLUT

2026Q2 · CUSIP 109194100 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
379
Institutions that reported holding it to the SEC
Net increase in holders
+11
Last quarter 368 → now 379
How unusual is that
Above average
Stronger buying than 71% of US stocks
What the filings say, in one paragraph

379 funds held BFAM at the end of 2026Q2, up 11 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $3.0B(YoY +8.5%), the P/E is 22.8x, return on equity is 18.6%. BFAM has had 16 buying rushes in its history, and the price moved +5.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=87 2013Q4: holders=82 2014Q1: holders=95 2014Q2: holders=101 2014Q3: holders=101 2014Q4: holders=109 2015Q1: holders=115 2015Q2: holders=135 2015Q3: holders=149 2015Q4: holders=173 2016Q1: holders=193 2016Q2: holders=215 2016Q3: holders=196 2016Q4: holders=216 2017Q1: holders=211 2017Q2: holders=235 2017Q3: holders=219 2017Q4: holders=245 2018Q1: holders=279 2018Q2: holders=273 2018Q3: holders=289 2018Q4: holders=299 2019Q1: holders=312 2019Q2: holders=328 2019Q3: holders=349 2019Q4: holders=368 2020Q1: holders=326 2020Q2: holders=336 2020Q3: holders=343 2020Q4: holders=357 2021Q1: holders=345 2021Q2: holders=334 2021Q3: holders=343 2021Q4: holders=348 2022Q1: holders=342 2022Q2: holders=313 2022Q3: holders=290 2022Q4: holders=289 2023Q1: holders=284 2023Q2: holders=278 2023Q3: holders=292 2023Q4: holders=289 2024Q1: holders=313 2024Q2: holders=321 2024Q3: holders=390 2024Q4: holders=371 2025Q1: holders=387 2025Q2: holders=397 2025Q3: holders=413 2025Q4: holders=407 2026Q1: holders=368 2026Q2: holders=379 -69 -34.5 +0 +34.5 +69 73254434 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q1 Top 20% -1.2% -22.2%
2024Q3 Top 5% +17.0% +17.1%
2024Q1 Top 20% +23.8% -4.6%
2023Q3 Top 20% +22.8% +27.8%
2019Q3 Top 10% +15.2% -30.1%
2019Q2 Top 10% -7.8% +7.2%
2018Q3 Top 20% +1.5% +11.4%
2018Q1 Top 5% +16.1% +18.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
186
Change in large funds
+15
Total value they hold
$3.9B
Funds buying for the first time
90
Funds that sold out entirely
79
Price change that quarter
+5.5%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
22.8
EPS (TTM)
$3.16
EPS YoY
+3.6%
Revenue (TTM)
$3.0B
Revenue YoY
+8.5%
Net margin
5.8%
ROE
18.6%
Debt ratio
75.1%
FCF (TTM)
$236M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.44 2021-12-31: EPS 0.28 2022-03-31: EPS 0.33 2022-06-30: EPS 0.42 2022-09-30: EPS 0.31 2022-12-31: EPS 0.31 2023-03-31: EPS 0.14 2023-06-30: EPS 0.35 2023-09-30: EPS 0.69 2023-12-31: EPS 0.10 2024-03-31: EPS 0.29 2024-06-30: EPS 0.67 2024-09-30: EPS 0.94 2024-12-31: EPS 0.50 2025-03-31: EPS 0.66 2025-06-30: EPS 0.95 2025-09-30: EPS 1.37 2025-12-31: EPS 0.38 2026-03-31: EPS 0.62 2026-06-30: EPS 0.79 0M 401M 803M $M 0.00 0.75 1.51 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 54 18 54 91 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-42M36M115M 20162017201820192020202120222023202420252026
Latest quarter $88M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.