Needham Investment Management’s Bright Horizons BFAM Stock Holding History

Needham Investment 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	$6.38M	Sell	90,000 -39,000	-30%	-$2.82M	0.19%	103
2026 Q1	$10.6M	Hold	129,000	–	–	0.54%	57
2025 Q4	$13.1M	Buy	129,000 +11,500	+10%	+$1.16M	0.83%	42
2025 Q3	$12.8M	Buy	117,500 +10,000	+9%	+$1.16M	0.89%	37
2025 Q2	$13.3M	Hold	107,500	–	–	1.06%	32
2025 Q1	$13.7M	Sell	107,500 -4,500	-4%	-$552K	1.28%	27
2024 Q4	$12.4M	Buy	112,000 +2,500	+2%	+$301K	0.96%	36
2024 Q3	$15.3M	Buy	109,500 +3,000	+3%	+$388K	1.18%	29
2024 Q2	$11.7M	Buy	106,500 +17,000	+19%	+$1.84M	0.96%	33
2024 Q1	$10.1M	Buy	89,500 +22,000	+33%	+$2.32M	0.94%	33
2023 Q4	$6.36M	Buy	67,500 +18,500	+38%	+$1.58M	0.8%	35
2023 Q3	$3.99M	Buy	49,000 +8,500	+21%	+$785K	0.68%	45
2023 Q2	$3.74M	Hold	40,500	–	–	0.62%	51
2023 Q1	$3.12M	Hold	40,500	–	–	0.54%	57
2022 Q4	$2.56M	Buy	40,500 +3,000	+8%	+$196K	0.46%	61
2022 Q3	$2.16M	Buy	37,500 +14,500	+63%	+$1.1M	0.42%	55
2022 Q2	$1.94M	Buy	23,000 +19,000	+475%	+$1.89M	0.36%	69
2022 Q1	$531K	Buy	+4,000	New	+$520K	0.08%	110

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

Needham Investment Management's BFAM Position: Q2 2026 in Review

Needham Investment Management reduced its Bright Horizons (BFAM) stake by 30% in Q2 2026, selling an estimated $2.82M and leaving 90,000 shares worth $6.38M. The position accounts for 0.19% of the portfolio, ranked #103.

Needham Investment Management first reported a position in BFAM in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.3M in Q3 2024. 387 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

Needham Investment Management held 90,000 shares of Bright Horizons worth $6.38M as of Q2 2026.
Needham Investment Management sold 39,000 Bright Horizons shares in Q2 2026, an estimated $2.82M.
Bright Horizons made up 0.19% of Needham Investment Management's portfolio in Q2 2026, its #103 holding.
Needham Investment Management first reported a position in Bright Horizons in Q1 2022 and has held it in 18 quarters since.
Needham Investment Management's Bright Horizons position peaked at $15.3M in Q3 2024.
387 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.