W
WAVEMAN · COMPANY
BENF · Beneficient
> Ask across nine datasets ⌘K
LIVE
TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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BENF

Beneficient
FINANCIAL SERVICES · FINANCE SERVICES · CIK 0001775734
ACTIVIST 13D☆ WATCH
INSIDER NET · 180D
-
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
10
13F, latest reported quarter
REVENUE GROWTH
-
XBRL, annual
NET MARGIN
-
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
no Form 4 purchases or sales on file
CONGRESS
no member of Congress has reported trading it
FUNDS
10 funds added or opened last quarter
below 85% of Financial Services
REVENUE
no revenue reported in any filing
MARGIN
no margin: this company reports no revenue to divide by
BUYBACKS
no share repurchases reported
SHORT
14.8 days to cover · settled 2026-07-31
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
James G. Silk disclosed a 5%+ stake (7.5%) in the last six months.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -23.4%
-23.4%12M
-36%+73%+183%+292%2025-092025-102025-122026-032026-052026-072026-09 2026-07-09 · James G. Silk filed a 5%+ stake (7.5%)
13D/G STAKE
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
An activist crossed the 5% line with declared intent.
The record shows 10 funds added last quarter. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Beneficient in the period covered. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Welday Jeff
See Remarks
SELL
2025-03-04
941.0
$320
Welday Jeff
See Remarks
SELL
2025-02-28
442.0
$181
Welday Jeff
See Remarks
SELL
2025-02-27
238.0
$98
Welday Jeff
See Remarks
SELL
2025-02-26
201.0
$84
Welday Jeff
See Remarks
SELL
2025-02-25
408.0
$171
74 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
Yorkville Advisors Global, LP
280,631.0 sh
$1.0M
GEODE CAPITAL MANAGEMENT, LLC
154,649.0 sh
$569.4K
VANGUARD CAPITAL MANAGEMENT LLC
153,491.0 sh
$564.8K
VANGUARD FIDUCIARY TRUST CO
72,070.0 sh
$265.2K
STATE STREET CORP
66,345.0 sh
$244.2K
5%+ owners
13D = intent to influence · 13G = passive
James G. Silk
ACTIVIST 13D · 2026-07-09
7.5%
FORM 144
No planned-sale notices
No insider has notified an intent to sell. This is the panel to watch after a run-up.
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Fidelity Extended Market Index Fund
$343.6K POSITION · AS OF 2026-02-28
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$525.0K POSITION · AS OF 2026-03-31
0.0%
Fidelity Series Total Market Index Fund
$96.4K POSITION · AS OF 2026-02-28
0.0%
Fidelity Total Market Index Fund
$117.7K POSITION · AS OF 2026-02-28
0.0%
Fidelity Nasdaq Composite Index Fund
$4.8K POSITION · AS OF 2026-02-28
0.0%
Calamos Market Neutral Income Fund
$2.0K POSITION · AS OF 2026-04-30
0.0%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2026-032025-032024-032023-03
REVENUE$-39.1M$-7.9M$-98.7M$-104.9M
OPERATING INCOME$-166.5M$-24.2M$-2.6B$-253.2M
NET INCOME$-87.4M$51.2M$-2.7B$-131.0M
EPS (DILUTED)-1.94
OPERATING CASH FLOW$-38.7M$-37.7M$-58.2M$-95.1M
CASH$2.5M$1.3M$7.9M$8.7M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →