MC
BFAM icon

Mayar Capital’s Bright Horizons BFAM Stock Holding History

Mayar Capital’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 		$8.88M Sell
125,234
-9,300
-7% -$673K 9.96% 4
2026
Q1 		$11M Buy
134,534
+53,600
+66% +$4.51M 13.17% 2
2025
Q4 		$8.21M Buy
80,934
+34,300
+74% +$3.46M 11.14% 5
2025
Q3 		$5.06M Buy
46,634
+31,100
+200% +$3.6M 7.92% 6
2025
Q2 		$1.92M Sell
15,534
-15,100
-49% -$1.85M 3.53% 9
2025
Q1 		$3.89M Sell
30,634
-29,600
-49% -$3.63M 6.9% 6
2024
Q4 		$6.68M Sell
60,234
-8,002
-12% -$962K 8.74% 5
2024
Q3 		$9.56M Sell
68,236
-67,500
-50% -$8.73M 9.3% 6
2024
Q2 		$14.9M Sell
135,736
-2,971
-2% -$321K 13.88% 2
2024
Q1 		$15.7M Sell
138,707
-23,162
-14% -$2.44M 13.44% 2
2023
Q4 		$15.3M Hold
161,869
– – 12.39% 3
2023
Q3 		$13.2M Hold
161,869
– – 11.25% 4
2023
Q2 		$15M Sell
161,869
-3,034
-2% -$257K 12.08% 2
2023
Q1 		$12.7M Sell
164,903
-3,485
-2% -$268K 10.62% 4
2022
Q4 		$10.6M Buy
168,388
+10,470
+7% +$685K 9.19% 6
2022
Q3 		$9.1M Buy
157,918
+37,939
+32% +$2.89M 7.35% 8
2022
Q2 		$10.1M Buy
+119,979
New +$11.9M 7.64% 7

Other funds holding BFAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Mayar Capital's BFAM Position: Q2 2026 in Review

Mayar Capital reduced its Bright Horizons (BFAM) stake by 6.9% in Q2 2026, selling an estimated $673K and leaving 125,234 shares worth $8.88M. The position accounts for 9.96% of the portfolio, ranked #4.

Mayar Capital first reported a position in BFAM in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.7M in Q1 2024. 170 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Mayar Capital held 125,234 shares of Bright Horizons worth $8.88M as of Q2 2026.
  • Mayar Capital sold 9,300 Bright Horizons shares in Q2 2026, an estimated $673K.
  • Bright Horizons made up 9.96% of Mayar Capital's portfolio in Q2 2026, its #4 holding.
  • Mayar Capital first reported a position in Bright Horizons in Q2 2022 and has held it in 17 quarters since.
  • Mayar Capital's Bright Horizons position peaked at $15.7M in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Mayar Capital's 13F filing for Q2 2026, filed 22 Jul 2026.