Fuller & Thaler Asset Management’s Bright Horizons BFAM Stock Holding History

Fuller & Thaler Asset Management’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	$87M	Buy	1,227,000 +50,361	+4%	+$3.64M	0.24%	150
2026 Q1	$96.6M	Sell	1,176,639 -716,375	-38%	-$60.3M	0.33%	109
2025 Q4	$192M	Buy	+1,893,014	New	+$191M	0.65%	35
2018 Q3	–	Sell	-900	Closed	-$92K	–	488
2018 Q2	$92K	Hold	900	–	–	﹤0.01%	560
2018 Q1	$90K	Buy	+900	New	+$87.4K	﹤0.01%	549
2016 Q1	–	Sell	-1,300	Closed	-$87K	–	772
2015 Q4	$87K	Hold	1,300	–	–	﹤0.01%	520
2015 Q3	$84K	Buy	+1,300	New	+$80.2K	﹤0.01%	514

Other funds holding BFAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fuller & Thaler Asset Management's BFAM Position: Q2 2026 in Review

Fuller & Thaler Asset Management increased its Bright Horizons (BFAM) stake by 4.3% in Q2 2026, buying an estimated $3.64M and bringing the position to 1,227,000 shares worth $87M. The position accounts for 0.24% of the portfolio, ranked #150.

Fuller & Thaler Asset Management first reported a position in BFAM in Q3 2015 and has held it in 7 quarters since. The position peaked at $192M in Q4 2025. 386 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

Fuller & Thaler Asset Management held 1,227,000 shares of Bright Horizons worth $87M as of Q2 2026.
Fuller & Thaler Asset Management bought 50,361 Bright Horizons shares in Q2 2026, an estimated $3.64M.
Bright Horizons made up 0.24% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #150 holding.
Fuller & Thaler Asset Management first reported a position in Bright Horizons in Q3 2015 and has held it in 7 quarters since.
Fuller & Thaler Asset Management's Bright Horizons position peaked at $192M in Q4 2025.
386 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.