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NASDAQ · Finance

Beneficient (BENF)

Beneficient brought in -$14.3M of revenue over the twelve months to June 30, 2026. It posted a net loss of $29.1M. In fiscal 2026 capital spending exceeded operating cash flow by $38.8M. At June 30, 2026 it held $5.6M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 14, 2026.

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What Beneficient does

Beneficient is registered with the SEC under industry code SIC 6199 (Finance Services). Its shares trade on NASDAQ under the ticker BENF.

Revenue and profit by year

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Full financial statements: income, balance sheet and cash flow

Latest SEC filings

What Beneficient has filed recently, newest first. Each links to the original document on SEC EDGAR.

1. September 23, 2026
   Investor disclosure 8-K
2. September 18, 2026
   Investor disclosure 8-K
3. September 16, 2026
   Unregistered share sale 8-K
4. August 14, 2026
   Quarterly report 10-Q · period to June 30, 2026Revenue was $12.2M; net loss of $6.8M.
5. August 14, 2026
   Quarterly results 8-K
6. August 11, 2026
   New debt 8-K
7. August 7, 2026
   Employee stock plan registration S-8
8. August 7, 2026
   Securities offering prospectus 424B3
9. July 29, 2026
   IPO registration S-1
10. July 13, 2026
    Additional proxy material DEFA14A

Recent insider filings (Forms 3, 4 and 144): 10, the latest on September 22, 2026. Insider transactions on SEC

Insider trades

What the people running Beneficient did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders bought $35K worth of shares on the open market in the last 90 days and sold none.

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns BENF

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

Latest filings below 5%: Hatteras Investment Partners, LP 0% (November 14, 2025); Brad K. Heppner 2.8% (December 26, 2024); Rivernorth Capital Management, LLC 0.64% (November 14, 2024); Thomas O. Hicks 0.6% (October 24, 2023).

Largest institutional holders

No Form 13F positions imported for this company yet.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

6 insiders reported holding 2,138,668 shares in total, about $3.1M at the last price.

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about BENF

What does Beneficient do?

Beneficient is registered with the SEC under industry code SIC 6199 (Finance Services). Its shares trade on NASDAQ under the ticker BENF.

Is Beneficient profitable?

No. Over the twelve months to June 30, 2026 it reported a net loss of $29.1M.

How much revenue does Beneficient make?

Over the twelve months to June 30, 2026 Beneficient reported revenue of -$14.3M.

When did Beneficient last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 14, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the investor disclosure from September 23, 2026.

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Where the numbers come from

Financial figures are the values Beneficient tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.