2 institutional holders with $1.7M total value (237,247 shares) as of 2025-Q4. Top holders: VANGUARD, BANK. Net buying activity: 1 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	237,129	$1.7M	100.0%	NEW
2	BANK OF AMERICA CORP /DE/	118	$830.00	0.0%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
VANGUARD GROUP INC	NEW	—	237,129	—	$1.7M	2025-Q4

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No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.

NEUTRAL 8-K 4/10

Analysis based on filing metadata only — document content was unavailable. The 8-K filing includes e

Mar 12, 2026

BULLISH 7/10

Beneficient (BENF) announced the closing of an $8.75 million primary capital commitment in Quartus A

Apr 10, 2026

Analyst Price Targets

No recent covering-analyst activity on file. No current recommendation available.

$10.00 mean target

$10.00 Low $10.00 High

Metric	Value
Current Price	$3.44
Target Low	$10.00
Target Mean	$10.00
Target Median	$10.00
Target High	$10.00
# Analysts	1
Recommendation	— (no recent coverage)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-03-31	$0.07	$0.07	$0.07	109.7%	+0.0%	1↑ 0↓	$0.0B	—	1
Next Q 2026-06-30	$0.00	$0.00	$0.00	—	—	—	$0.0B	—	—
Current FY 2026-03-31	$-37.52	$-60.44	$-14.61	-134.3%	+0.0%	1↑ 0↓	$0.0B	143.9%	2
Next FY 2027-03-31	$0.56	$0.56	$0.56	101.5%	+0.0%	1↑ 0↓	$0.0B	-75.1%	1

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.070
7d ago	$0.070
30d ago	$0.070
60d ago	$0.070
90d ago	$0.070

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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 11, 2026

other

Beneficient Statement on Heppner Conviction

Beneficient today issued a statement regarding the conviction of the Company’s former Chairman and CEO, Brad Heppner, by a federal jury.

Apr 13, 2026

short_interest

FTD: BENF — 134,086 shares ($0.5M) failed to deliver

Settlement: 20260413, Price: $4.08, FTD Value: $547,070.88, BENEFICIENT CL A COM PAR $0.00

Apr 10, 2026

activist

Beneficient Closes $8.75 Million GP Primary Capital Transaction

Beneficient (NASDAQ: BENF) announced it has closed on the financing of an $8.75 million commitment of a fund managed by Quartus Capital Partners LLC.

Apr 10, 2026

short_volume

Short Volume: BENF — 56.4% short (1.5M / 2.6M)

Short: 1,451,147 | Exempt: 250,377 | TRF Vol: 2,573,541 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)

Mar 12, 2026

other

Beneficient Appoints Mack H. Hicks to Board of Directors

Beneficient (Nasdaq: BENF) announced the appointment of Mack H. Hicks as a member of the Company’s Board of Directors.

Feb 20, 2026

short_interest

FTD: BENF — 216,473 shares ($0.7M) failed to deliver

Settlement: 20260220, Price: $3.35, FTD Value: $725,184.55, BENEFICIENT CL A COM PAR $0.00

Feb 19, 2026

short_interest

FTD: BENF — 409,316 shares ($1.7M) failed to deliver

Settlement: 20260219, Price: $4.15, FTD Value: $1,698,661.4, BENEFICIENT CL A COM PAR $0.00