Beneficient (BENF)
NASDAQ · Banking & Credit · Finance Services
- Price
- $2.90
- Day
- +438.73%
Close 2026-09-23.
The company
Overview We are a technology-enabled financial services company that provides simple, rapid, and cost-effective liquidity solutions and related trustee, custody and trust administrative services to participants in the alternative asset industry. Through our business line operating subsidiaries (each a “Ben Business Unit” and collectively, the “Ben Business Units”), Ben Liquidity, Ben Custody, and Ben Markets, we seek to provide solutions in the alternative asset investment market for individual and institutional investors, general partners and sponsors (“GPs”) and the alternative asset funds they manage (“Customers”). Following receipt of regulatory approval, our Ben Business Units are expected to include an additional business line, Ben Insurance Services. Our products and services are designed to meet the unmet needs of mid-to-high net worth (“MHNW”) individual investors, small-to-midsize institutional (“STMI”) investors, family offices (“FAMOs”) and GPs, which collectively are our Customers. Currently, our primary operations relate to our liquidity, primary capital, trustee, custody and alternative asset trust administration products and services through Ben Liquidity, L.L.C. and its subsidiaries (collectively, “Ben Liquidity”) and Ben Custody, L.L.C. and its subsidiaries (collectively, “Ben Custody”), respectively. Through Ben Liquidity, we finance liquidity and primary capital transactions for our Customers using a proprietary trust structure we implement for our Customers (we refer to such trusts collectively as the “Customer ExAlt Trusts”).
From Item 1: Overview.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- Yorkville Advisors Global, LP — $1.03M
- VANGUARD CAPITAL MANAGEMENT LLC — $564.85K
- GEODE CAPITAL MANAGEMENT, LLC — $444.33K
- VANGUARD FIDUCIARY TRUST CO — $265.22K
- STATE STREET CORP — $244.15K
- BlackRock, Inc. — $166.79K
- MORGAN STANLEY — $166.05K
- GEODE CAPITAL MANAGEMENT, LLC — $125.11K
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- CANGANY PETER T JR (Director) bought 18,868 shares at $1.06 on 2026-09-15
- Fletcher Derek L. (See Remarks) bought 4,717 shares at $1.06 on 2026-09-15
- Silk James G. (Chief Executive Officer) bought 9,434 shares at $1.06 on 2026-09-15
- Welday Jeff (See Remarks) sold 941 shares at $0.34 on 2025-03-04
- Welday Jeff (See Remarks) sold 442 shares at $0.41 on 2025-02-28
- Welday Jeff (See Remarks) sold 238 shares at $0.41 on 2025-02-27
Recent filings
- 4 — 2026-09-22
- 4 — 2026-09-22
- 4 — 2026-09-22
- 4 — 2026-09-22
- 8-K — 2026-09-18
- 4 — 2026-09-17
- 4 — 2026-09-17
- 4 — 2026-09-17
- 8-K — 2026-09-16
- 10-Q — 2026-08-14