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Semanteon Capital Management’s Bright Horizons BFAM Stock Holding History

Semanteon 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
2025
Q4 		– Sell
-3,950
Closed -$429K – 32
2025
Q3 		$429K Sell
3,950
-3,355
-46% -$389K 0.54% 110
2025
Q2 		$903K Buy
+7,305
New +$896K 1.36% 26

Other funds holding BFAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Semanteon Capital Management's BFAM Position: Q4 2025 in Review

Semanteon Capital Management sold out of Bright Horizons (BFAM) in Q4 2025, closing a stake of 3,950 shares — an estimated $429K sold.

Semanteon Capital Management first reported a position in BFAM in Q2 2025 and held it in 2 quarters. The position peaked at $903K in Q2 2025. 405 funds tracked by Wall St. Rank hold BFAM as of Q4 2025.

  • Semanteon Capital Management reported no remaining Bright Horizons position as of Q4 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 3,950 Bright Horizons shares in Q4 2025, an estimated $429K.
  • Semanteon Capital Management first reported a position in Bright Horizons in Q2 2025 and held it in 2 quarters.
  • Semanteon Capital Management's Bright Horizons position peaked at $903K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2025.

Based on Semanteon Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.