SecBot SecBot
SC 13G/A ·Filed Oct 5, 2026

BENF

Beneficient
BEARISH
Impact 6/10
Horizondays Processed21d 10h ago SEC0001104659-26-113724
Passive stake amendment
Actionable Insight ▼ Bearish

Monitor for any subsequent 13D filings or insider transactions that may signal further selling pressure. The complete exit by a passive institutional investor could indicate deteriorating fundamentals or lack of confidence in the company's outlook.

DirectionBearish
Confidencehigh
Horizondays
Latest settled — T+5d
BENF ▼ -30.14% at T+5d
SHORT call ✓ call won +30.14% · α vs SPY +30.00% · entry $1.25 → $0.8733
Next anchor: T+20d in 6d
Latest observation: T+13 +3.70% FF3 residual α
Entry = T+0 close
Oct 5, 2026
via day close
T+1d
-1.60%
call +1.60% · α +1.36%
$1.23
settled 21d ago
T+5d
-30.14%
call +30.14% · α +30.00%
$0.8733
settled 15d ago
T+20d
Pending
in 6d
T+60d
Pending
in 2mo

Price Chart

Loading chart...

Executive Summary

YA II PN, Ltd. and related Yorkville entities filed an amended Schedule 13G reporting a complete exit from their position in Beneficient (BENF), with all ownership fields set to 0.00 as of September 30, 2026. This represents a full liquidation of a previously held stake by a passive institutional investor.

Key Financial Metrics

Stake
0%
Investor
YA II PN, Ltd.
Investor Type
hedge fund

Key Facts

  • YA II PN, Ltd. and related Yorkville entities report 0.00 shares and 0.00% beneficial ownership in Beneficient as of September 30, 2026.
  • The filing is an amendment to Schedule 13G, indicating a complete exit from the position.
  • The reporting persons certify passive intent under Rule 13d-1(c).
  • Filing date is October 5, 2026, with ownership data as of September 30, 2026.

Financial Impact

Full liquidation of a previously held stake; no dollar amount disclosed in the filing.

ownershipshare count

Risk Factors

  • Complete exit by a passive investor may signal negative sentiment or fundamental concerns.
  • Potential for further selling by other institutional holders.
  • Low liquidity could amplify price impact of any additional sales.

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G/A Filing (Primary)0001104659-26-113724
Document: 0001104659-26-113724-index.html0001104659-26-113724
Document: 0001104659-26-113724.txt0001104659-26-113724
15 reports for BENF
Performance horizon
80% Hit rate @ T+60 4 of 5 directional calls Went positive at some point 5 of 8 best @ T+60▲ +73.71%Jul 29, 2026
Filters
Rows
Reports for BENF — sortable, filterable
TypeNow
Oct 19, 2026
7d ago
DEF 14A
BEARISH ★ 6/10
$0.9321awaiting T+60—$0.7940 (+14.82%)
Oct 14, 2026
12d ago
8-K
NEUTRAL ★ 3/10
$1.09awaiting T+60—$0.7940 (−27.16%)
Oct 5, 2026
21d ago
SC 13G/A
BEARISH ★ 6/10
$1.25awaiting T+60—$0.7940 (+36.48%)
Sep 23, 2026
4w ago
8-K
BULLISH ★ 7/10
$2.90awaiting T+60—$0.7940 (−72.62%)
Sep 18, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$0.5618awaiting T+60—$0.7940 (+41.33%)
Sep 18, 2026
5w ago
Press Release
NEUTRAL ★ 3/10
$0.5618awaiting T+60—$0.7940 (+41.33%)
Sep 16, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$0.8192awaiting T+60—$0.7940 (−3.08%)
Aug 14, 2026
10w ago
8-K
BULLISH ★ 6/10
$2.40awaiting T+60—$0.7940 (−66.92%)
Aug 14, 2026
10w ago
Press Release
MIXED ★ 5/10
$2.40awaiting T+60—$0.7940 (−66.92%)
Jul 29, 2026
12w ago
S-1
BEARISH ★ 7/10
$3.05 $0.8018▲ +73.71%▲ +76.18%$0.7940 (+73.97%)
Showing 10 of 15

US Market Status

Market Closed — Opens in 6h 19m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Oct 5, 2026