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BFH
BREAD FINANCIAL HOLDINGS, INC.FinancialsConsumer FinanceLatest close $866 of 27 marquee funds currently hold2 CUSIPs mapped
Current holders
6
27 funds tracked
Ever held
13
Current + past
New this quarter
1
Exited this quarter
0
Marquee-fund ownership over time
Nov 13, 2013Feb 14, 2020Aug 14, 2024May 15, 2026
Now
6
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2013 | 51Q | $170 | $86 | -50% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $51 | $86 | +67% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $86 | — |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $86 | — |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $51 | $86 | +67% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $51 | $86 | +67% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies 2× in & out | Q3 2025 | Q1 2026 | → $72 | +19% |
| Point72 Asset Management | Q3 2024 | Q3 2025 | → $61 | +19% |
| Appaloosa | Q1 2021 | Q2 2022 | → $46 | -27% |
| Maverick Capital 2× in & out | Q2 2021 | Q2 2022 | → $46 | -48% |
| Coatue Management | Q1 2020 | Q2 2020 | → $28 | -63% |
| Viking Global Investors | Q1 2018 | Q3 2018 | → $162 | -7% |
| JANA Partners 2× in & out | Q1 2017 | Q3 2017 | → $154 | -3% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at BREAD FINANCIAL HOLDINGS, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
2
Filings · last 90d
6
Total on file
342
Recent SEC buffer
Most recent
Jun 1, 2026
30d / 90d windows measured from Jun 1, 2026 — the most recent Form 4 on file — not from today.
- Form 40001801850-26-000005Jun 1, 2026
- Form 40001614143-26-000002May 22, 2026
- Form 40001158369-26-000004Apr 27, 2026
- Form 40001321140-26-000004Apr 17, 2026
- Form 4/Aamend0001869941-26-000004Mar 4, 2026
- Form 4/Aamend0002008252-26-000002Mar 4, 2026
- Form 40001158369-26-000002Feb 20, 2026
- Form 4/Aamend0001893356-26-000002Feb 20, 2026
- Form 40001801850-26-000002Feb 19, 2026
- Form 40001101215-26-000027Feb 19, 2026
- Form 40001843064-26-000002Feb 19, 2026
- Form 40001869941-26-000002Feb 19, 2026
- Form 40001101215-26-000025Feb 19, 2026
- Form 40001101215-26-000023Feb 19, 2026
- Form 40001801426-26-000002Feb 19, 2026
Showing 15 of 342 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · BREAD FINANCIAL HOLDINGS, INC.Annual figures sourced directly from BREAD FINANCIAL HOLDINGS, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$4.52B
FY2020+330% YoY
Net income
$518M
FY2025+87% YoY
EPS (diluted)
$10.89
FY2025+98% YoY
Free cash flow(?)
$2.09B
FY2025+13% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for BREAD FINANCIAL HOLDINGS, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 22, 2026
- 8-KMaterial eventMay 15, 2026
- 8-KMaterial eventMay 12, 2026
- 8-KMaterial eventMay 6, 2026
- 8-KMaterial eventMay 5, 2026
- 10-QQuarterly reportApr 28, 2026
- 8-KMaterial eventApr 23, 2026
- 8-KMaterial eventApr 23, 2026
- DEF 14AProxy statementApr 7, 2026
- 8-KMaterial eventMar 11, 2026
- 8-KMaterial eventFeb 26, 2026
- 8-KMaterial eventFeb 18, 2026
- 10-KAnnual reportFeb 13, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventJan 29, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $87 | $86 | -1% |
| Bridgewater Associates | Q4 2025 | open | $62 | $92 | +50% |
| Renaissance Technologies | Q3 2025 | Q1 2026 | $61 | $72 | +19% |
| Citadel Advisors | Q3 2024 | Q1 2026 | $51 | $73 | +42% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | open | $51 | $86 | +67% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q3 2024 | open | $51 | $86 | +67% |
| AQR Capital Management | Q3 2024 | open | $51 | $86 | +67% |
| Millennium Management | Q3 2024 | open | $51 | $86 | +67% |
| Point72 Asset Management | Q3 2024 | Q3 2025 | $51 | $61 | +19% |
| Renaissance Technologies | Q3 2024 | Q2 2025 | $50 | $55 | +9% |
| Bridgewater Associates | Q3 2022 | Q4 2022 | $41 | $38 | -8% |
| Maverick Capital | Q2 2021 | Q2 2022 | $89 | $46 | -48% |
| Appaloosa | Q1 2021 | Q2 2022 | $64 | $46 | -27% |
| Coatue Management | Q1 2020 | Q2 2020 | $74 | $28 | -63% |
| Maverick Capital | Q1 2020 | Q3 2020 | $74 | $35 | -53% |
| Viking Global Investors | Q1 2018 | Q3 2018 | $174 | $162 | -7% |
| JANA Partners | Q1 2017 | Q3 2017 | $158 | $154 | -3% |
| JANA Partners | Q3 2016 | Q4 2016 | $148 | $145 | -2% |
| Bridgewater Associates | Q4 2015 | Q2 2020 | $199 | $28 | -86% |
| Bridgewater Associates | Q4 2013 | Q2 2015 | $170 | $205 | +20% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.