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
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2026 | 10-K | $-39.1M | $-87.4M | — |
| FY 2025 | 10-K | $-7.9M | $51.2M | — |
| FY 2024 | 10-K | $-98.7M | $-2.1B | — |
| FY 2023 | 10-K | $-104.9M | $-131.0M | — |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| Yorkville Advisors Global | 280,631 | $1.0M | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT | 154,649 | $569.4K | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 153,491 | $564.8K | 2026-06-30 |
| VANGUARD FIDUCIARY | 72,070 | $265.2K | 2026-06-30 |
| STATE STREET | 66,345 | $244.2K | 2026-06-30 |
| BlackRock | 49,528 | $182.3K | 2026-06-30 |
| MORGAN STANLEY | 45,122 | $166.0K | 2026-06-30 |
| NORTHERN | 31,411 | $115.6K | 2026-06-30 |
| Ausdal Financial Partners | 13,817 | $50.8K | 2026-06-30 |
| Vanguard Global Advisers | 8,750 | $32.2K | 2026-06-30 |
13F Pro Quality Score
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.