Beneficient(BENF)— Stock Profile, AI Score & Financials

Financials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

Beneficient (BENF) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. BENF is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 34 institutional filers currently hold this stock. Based on the latest XBRL financial filings (Q2 2026), Beneficient reports quarterly revenue of $12.2M, net income of $-6.8M, free cash flow of $-4.1M. Top institutional holders of BENF by reported 13-F value include Yorkville Advisors Global, GEODE CAPITAL MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. BENF trades on the Nasdaq exchange and files with the SEC under CIK 1775734. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BENF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Beneficient directly from SEC EDGAR.

Revenue

$12.2M

Net Income

$-6.8M

Free Cash Flow

$-4.1M

BENF key financials by period

Beneficient reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202610-K$-39.1M$-87.4M
FY 202510-K$-7.9M$51.2M
FY 202410-K$-98.7M$-2.1B
FY 202310-K$-104.9M$-131.0M

Institutions holding BENF

Institutional investors reporting a position in Beneficient on SEC Form 13F.
InstitutionSharesValueReported
Yorkville Advisors Global280,631$1.0M2026-06-30
GEODE CAPITAL MANAGEMENT154,649$569.4K2026-06-30
VANGUARD CAPITAL MANAGEMENT153,491$564.8K2026-06-30
VANGUARD FIDUCIARY72,070$265.2K2026-06-30
STATE STREET66,345$244.2K2026-06-30
BlackRock49,528$182.3K2026-06-30
MORGAN STANLEY45,122$166.0K2026-06-30
NORTHERN31,411$115.6K2026-06-30
Ausdal Financial Partners13,817$50.8K2026-06-30
Vanguard Global Advisers8,750$32.2K2026-06-30
BENF

Beneficient

BENF
NasdaqSmall CapFinancials

13F Pro Quality Score

Not in ranked universe

Limited institutional coverage

Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 34 institutional filers currently hold this stock.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

Price Chart

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Key Metrics

Revenue

Q2 2026
EDGAR

$12.16M

Net Income

Q2 2026
EDGAR

$-6.78M

Free Cash Flow

Q2 2026
EDGAR

$-4.11M

Top Institutional Holders

as of Q2 2026
$3.29M total

Financial Trends

Revenue & Net Income

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