Beneficient (NASDAQ: BENF) reported fiscal first-quarter 2027 GAAP revenue of $12.2 million for the three months ended June 30, 2026, compared with negative revenue of $12.6 million in the prior-year period. Net loss was $377,000, while net loss attributable to Beneficient common shareholders was $6.8 million, or $0.47 per basic and diluted Class A share.
The company entered its first collateral management services engagement with a Texas state-chartered bank and closed two primary capital commitments totaling more than $16 million.
- GAAP operating loss was $377,000, versus an operating loss of $92.6 million a year earlier.
- Operating expenses fell 84.3% to $12.5 million from $80.0 million in fiscal first-quarter 2026.
- Investments at fair value were $212.5 million as of June 30, up from $195.5 million at March 31.
- Cash and cash equivalents totaled $5.6 million, while total debt was $96.8 million as of June 30.
- Ben Liquidity recorded $8.2 million of interest income, up 4.0% from the preceding quarter.
$BENFW Hedge Fund Activity
We have seen 3 institutional investors add shares of $BENFW stock to their portfolio, and 2 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG added 97,258 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,050
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 62,521 shares (+inf%) to their portfolio in Q1 2026, for an estimated $875
- CITADEL ADVISORS LLC added 32,320 shares (+inf%) to their portfolio in Q1 2026, for an estimated $452
- TWO SIGMA SECURITIES, LLC removed 20,205 shares (-15.5%) from their portfolio in Q1 2026, for an estimated $282
- CLEAR STREET GROUP INC. removed 100 shares (-0.0%) from their portfolio in Q2 2026, for an estimated $1
- TRANSCEND CAPITAL ADVISORS, LLC added 0 shares (+0.0%) to their portfolio in Q2 2026, for an estimated $0
- WOLVERINE ASSET MANAGEMENT LLC added 0 shares (+0.0%) to their portfolio in Q2 2026, for an estimated $0
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
