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Cape Investment Advisory’s Bright Horizons BFAM Stock Holding History

Cape Investment Advisory’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.7K Buy
+24
New +$1.74K ﹤0.01% 1262
2026
Q1 		– Sell
-23
Closed -$2.33K – 314
2025
Q4 		$2.33K Hold
23
– – ﹤0.01% 1073
2025
Q3 		$2.5K Hold
23
– – ﹤0.01% 644
2025
Q2 		$2.84K Buy
+23
New +$2.82K ﹤0.01% 877

Other funds holding BFAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Cape Investment Advisory's BFAM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Bright Horizons (BFAM) in Q2 2026: 24 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BFAM as recently as Q4 2025.

Cape Investment Advisory first reported a position in BFAM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.84K in Q2 2025. 388 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Cape Investment Advisory held 24 shares of Bright Horizons worth $1.7K as of Q2 2026.
  • Bright Horizons was a new Cape Investment Advisory position in Q2 2026.
  • Bright Horizons made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1262 holding.
  • Cape Investment Advisory first reported a position in Bright Horizons in Q2 2025 and has held it in 4 quarters since.
  • Cape Investment Advisory's Bright Horizons position peaked at $2.84K in Q2 2025.
  • 388 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.