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Francois Rochon’s Bright Horizons BFAM Stock Holding History

Francois Rochon’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 		$76.6M Buy
1,080,793
+338,464
+46% +$24.5M 2.58% 17
2026
Q1 		$61M Buy
742,329
+332,133
+81% +$28M 2.23% 19
2025
Q4 		$41.6M Buy
+410,196
New +$41.4M 1.39% 24

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 $3.37T AUM 44.26% 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

Francois Rochon's BFAM Position: Q2 2026 in Review

Francois Rochon increased its Bright Horizons (BFAM) stake by 46% in Q2 2026, buying an estimated $24.5M and bringing the position to 1,080,793 shares worth $76.6M. The position accounts for 2.58% of the portfolio, ranked #17.

Francois Rochon first reported a position in BFAM in Q4 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Francois Rochon held 1,080,793 shares of Bright Horizons worth $76.6M as of Q2 2026.
  • Francois Rochon bought 338,464 Bright Horizons shares in Q2 2026, an estimated $24.5M.
  • Bright Horizons made up 2.58% of Francois Rochon's portfolio in Q2 2026, its #17 holding.
  • Francois Rochon first reported a position in Bright Horizons in Q4 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.