FULLER & THALER ASSET MANAGEMENT, INC. BFAM Bright Horizons Family Solutions

Ownership history in FULLER & THALER ASSET MANAGEMENT, INC.  ·  6 quarters on record

AI Ownership Summary

FULLER & THALER ASSET MANAGEMENT, INC. reported Bright Horizons Family Solutions (BFAM) in 6 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.66% in 2025 Q4. The latest visible filing shows BFAM at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BFAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FULLER & THALER ASSET MANAGEMENT, INC.'s position in Bright Horizons Family Solutions, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BFAM was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FULLER & THALER ASSET MANAGEMENT, INC. held BFAM — position size vs. price
% of Fund (quarterly)    BFAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,176,639 -716,375 -37.8% 0.33% $96.6M 2026-05-14 $69.48
2025 Q4 ADDED 1,893,014 +1,892,114 +210234.9% 0.66% $192.0M 2026-02-12 $81.83
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FULLER & THALER ASSET MANAGEMENT, INC. and BFAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has FULLER & THALER ASSET MANAGEMENT, INC. reported owning BFAM?

FULLER & THALER ASSET MANAGEMENT, INC. reported BFAM across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BFAM position in FULLER & THALER ASSET MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for BFAM was 0.66% in 2025 Q4.

What is the latest reported BFAM position on this page?

The most recent filing on this page is 2026 Q1, when FULLER & THALER ASSET MANAGEMENT, INC. reported 1,176,639 shares, equal to 0.33% of portfolio, with an estimated market value of $96.6M.

What does the chart on this BFAM ownership page compare?

The chart compares FULLER & THALER ASSET MANAGEMENT, INC.'s quarterly BFAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FULLER & THALER ASSET MANAGEMENT, INC. time their BFAM position?

Based on 13F filing dates vs. subsequent BFAM price moves, FULLER & THALER ASSET MANAGEMENT, INC. correctly timed 1 out of 3 reported position changes (33%).

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