VarCov Co’s Bright Horizons BFAM Stock Holding History

VarCov Co’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	$830K	Buy	11,708 +6,160	+111%	+$446K	0.32%	108
2026 Q1	$456K	Buy	+5,548	New	+$467K	0.17%	227

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

VarCov Co's BFAM Position: Q2 2026 in Review

VarCov Co increased its Bright Horizons (BFAM) stake by 111% in Q2 2026, buying an estimated $446K and bringing the position to 11,708 shares worth $830K. The position accounts for 0.32% of the portfolio, ranked #108.

VarCov Co first reported a position in BFAM in Q1 2026 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

VarCov Co held 11,708 shares of Bright Horizons worth $830K as of Q2 2026.
VarCov Co bought 6,160 Bright Horizons shares in Q2 2026, an estimated $446K.
Bright Horizons made up 0.32% of VarCov Co's portfolio in Q2 2026, its #108 holding.
VarCov Co first reported a position in Bright Horizons in Q1 2026 and has held it in 2 quarters since.
384 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.