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 33 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.

Revenue

$12.16M

Quarter to Jun 30

Net income

$-6.78M

Quarter to Jun 30

Free cash flow

$-4.11M

Quarter to Jun 30

Operating margin

-3.1%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026
$3.29M total
Yorkville Advisors Global, LP
$1.03MNew
GEODE CAPITAL MANAGEMENT, LLC
$569.4K-2.1%
VANGUARD CAPITAL MANAGEMENT LLC
$564.8K+2.3%
VANGUARD FIDUCIARY TRUST CO
$265.2K+0.8%
STATE STREET CORP
$244.2K+28.0%
BlackRock, Inc.
$182.3K+9.3%
MORGAN STANLEY
$166.0K+87.7%
NORTHERN TRUST CORP
$115.6K0.0%
Ausdal Financial Partners, Inc.
$50.9K+9.2%
Vanguard Global Advisers, LLC
$32.2K0.0%
UBS Group AG
$16.6K+1595.5%
MMCAP International Inc. SPC
$8.1K0.0%
Clear Street Group Inc.
$8.1K0.0%
RIVERNORTH CAPITAL MANAGEMENT, LLC
$6.0K0.0%
LMR Partners LLP
$5.3K0.0%
TORONTO DOMINION BANK
$4.0K0.0%
GOLDMAN SACHS GROUP INC
$3.5K0.0%
TENOR CAPITAL MANAGEMENT Co., L.P.
$3.2K0.0%
Hudson Bay Capital Management LP
$3.2K0.0%
Calamos Advisors LLC
$1.9K0.0%
TWO SIGMA SECURITIES, LLC
$1.2K+12.8%
Empyrean Capital Partners, LP
$1.0K0.0%
Cruiser Capital Advisors, LLC
$4770.0%
TRANSCEND WEALTH COLLECTIVE, LLC
$4650.0%
WOLVERINE ASSET MANAGEMENT LLC
$2400.0%
See all 32 institutional holders →
Reading the latest SEC filing…

Key Metrics

Revenue

Q1 2027
EDGAR

Net Income

Q1 2027
EDGAR

Operating Margin

Q1 2027
EDGAR

Free Cash Flow

Q1 2027
EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

13fpro.ai/company/BENF

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BENF key financials by period

Reported revenue, net income and operating margin by fiscal year, from Beneficient's annual filings on SEC EDGAR.

Beneficient reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodRevenueNet incomeOp. margin
FY 2026$-39.1M$-87.4M—
FY 2025$-7.9M$51.2M—
FY 2024$-98.7M$-2.1B—
FY 2023$-104.9M$-131.0M—
FY 2021$55.3M$-63.0M-128.6%
FY 2020$140.3M$-58.0M-33.8%
Source: BENF filings on SEC EDGAR →

BENF insiders

Officers, directors and 10% owners with a Form 4 filed in the last 24 months, most recent first. From SEC EDGAR.

About Beneficient (BENF): stock profile, AI score and financials

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 33 institutional filers currently hold this stock. Based on the latest XBRL financial filings (Q1 2027), Beneficient reports quarterly revenue of $12.2M, net income of $-6.8M, an operating margin of -3.1%. 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.

Financials through the period ended SEC EDGAR: CIK 1775734 →