Geneva Capital Management’s Bright Horizons BFAM Stock Holding History

Geneva Capital 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	$42.8M	Sell	603,358 -189,069	-24%	-$13.7M	0.98%	38
2026 Q1	$65.1M	Sell	792,427 -82,546	-9%	-$6.95M	1.38%	26
2025 Q4	$88.7M	Buy	874,973 +165,589	+23%	+$16.7M	1.67%	19
2025 Q3	$77M	Buy	709,384 +109,916	+18%	+$12.7M	1.32%	25
2025 Q2	$74.1M	Buy	599,468 +33,176	+6%	+$4.07M	1.24%	27
2025 Q1	$71.9M	Buy	566,292 +274	+0%	+$33.6K	1.34%	23
2024 Q4	$62.7M	Sell	566,018 -9,382	-2%	-$1.13M	1.09%	30
2024 Q3	$80.6M	Buy	575,400 +2,649	+0.5%	+$343K	1.35%	25
2024 Q2	$63M	Sell	572,751 -14,026	-2%	-$1.52M	1.15%	32
2024 Q1	$66.5M	Sell	586,777 -2,554	-0.4%	-$269K	1.17%	29
2023 Q4	$55.5M	Sell	589,331 -9,618	-2%	-$820K	1.05%	33
2023 Q3	$48.8M	Buy	598,949 +971	+0.2%	+$89.6K	1.03%	33
2023 Q2	$55.3M	Sell	597,978 -2,358	-0.4%	-$199K	1.09%	33
2023 Q1	$46.2M	Buy	600,336 +19,749	+3%	+$1.52M	0.94%	43
2022 Q4	$36.6M	Sell	580,587 -13,874	-2%	-$908K	0.82%	48
2022 Q3	$34.3M	Buy	594,461 +24,196	+4%	+$1.84M	0.79%	52
2022 Q2	$48.2M	Sell	570,265 -14,385	-2%	-$1.43M	1.11%	33
2022 Q1	$77.6M	Buy	584,650 +6,713	+1%	+$872K	1.5%	19
2021 Q4	$72.8M	Sell	577,937 -19,968	-3%	-$2.77M	1.17%	28
2021 Q3	$83.4M	Sell	597,905 -11,382	-2%	-$1.67M	1.41%	24
2021 Q2	$89.6M	Sell	609,287 -9,767	-2%	-$1.46M	1.46%	17
2021 Q1	$106M	Sell	619,054 -14,049	-2%	-$2.31M	1.81%	10
2020 Q4	$110M	Buy	633,103 +17,451	+3%	+$2.86M	1.86%	12
2020 Q3	$93.6M	Buy	615,652 +14,883	+2%	+$1.87M	1.93%	9
2020 Q2	$70.4M	Sell	600,769 -31,605	-5%	-$3.61M	1.52%	17
2020 Q1	$64.5M	Buy	+632,374	New	+$93M	1.83%	7
2014 Q3	$8.35M	Buy	+198,531	New	+$8.29M	0.24%	100

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

Geneva Capital Management's BFAM Position: Q2 2026 in Review

Geneva Capital Management reduced its Bright Horizons (BFAM) stake by 24% in Q2 2026, selling an estimated $13.7M and leaving 603,358 shares worth $42.8M. The position accounts for 0.98% of the portfolio, ranked #38.

Geneva Capital Management first reported a position in BFAM in Q3 2014 and has held it in 27 quarters since. The position peaked at $110M in Q4 2020. 386 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

Geneva Capital Management held 603,358 shares of Bright Horizons worth $42.8M as of Q2 2026.
Geneva Capital Management sold 189,069 Bright Horizons shares in Q2 2026, an estimated $13.7M.
Bright Horizons made up 0.98% of Geneva Capital Management's portfolio in Q2 2026, its #38 holding.
Geneva Capital Management first reported a position in Bright Horizons in Q3 2014 and has held it in 27 quarters since.
Geneva Capital Management's Bright Horizons position peaked at $110M in Q4 2020.
386 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.