TwinBeech Capital’s Bright Horizons BFAM Stock Holding History

TwinBeech 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 Q1	–	Sell	-49,692	Closed	-$5.04M	–	575
2025 Q4	$5.04M	Sell	49,692 -18,676	-27%	-$1.88M	0.36%	88
2025 Q3	$7.42M	Sell	68,368 -28,043	-29%	-$3.25M	0.29%	107
2025 Q2	$11.9M	Buy	+96,411	New	+$11.8M	0.27%	104
2024 Q4	–	Sell	-75,549	Closed	-$10.6M	–	623
2024 Q3	$10.6M	Buy	75,549 +36,646	+94%	+$4.74M	0.2%	141
2024 Q2	$4.28M	Buy	+38,903	New	+$4.2M	0.08%	247
2023 Q4	–	Sell	-131,863	Closed	-$10.7M	–	655
2023 Q3	$10.7M	Buy	+131,863	New	+$12.2M	0.21%	138
2023 Q2	–	Sell	-17,678	Closed	-$1.36M	–	603
2023 Q1	$1.36M	Sell	17,678 -116,894	-87%	-$8.99M	0.03%	416
2022 Q4	$8.49M	Buy	134,572 +79,914	+146%	+$5.23M	0.16%	168
2022 Q3	$3.15M	Buy	54,658 +8,333	+18%	+$634K	0.08%	265
2022 Q2	$3.92M	Buy	46,325 +35,676	+335%	+$3.55M	0.18%	150
2022 Q1	$1.41M	Buy	+10,649	New	+$1.38M	0.06%	277
2020 Q1	–	Sell	-4,092	Closed	-$615K	–	294
2019 Q4	$615K	Buy	+4,092	New	+$614K	0.18%	179

Other funds holding BFAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

TwinBeech Capital's BFAM Position: Q1 2026 in Review

TwinBeech Capital sold out of Bright Horizons (BFAM) in Q1 2026, closing a stake of 49,692 shares — an estimated $5.04M sold.

TwinBeech Capital first reported a position in BFAM in Q4 2019 and held it in 12 quarters. The position peaked at $11.9M in Q2 2025. 368 funds tracked by Wall St. Rank hold BFAM as of Q1 2026.

TwinBeech Capital reported no remaining Bright Horizons position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 49,692 Bright Horizons shares in Q1 2026, an estimated $5.04M.
TwinBeech Capital first reported a position in Bright Horizons in Q4 2019 and held it in 12 quarters.
TwinBeech Capital's Bright Horizons position peaked at $11.9M in Q2 2025.
368 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.