Benefit Systems Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BFT?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	240,522	8.13%
General Public	347,750	11.8%
Private Companies	464,112	15.7%
Institutions	1,905,908	64.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 84.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.7%	Benefit Invest Ltd	464,112	zł1.4b	0%	no data
10.8%	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	320,182	zł954.1m	0%	1.58%
9.34%	Allianz Asset Management GmbH	276,290	zł823.3m	0%	0.08%
7.88%	Marek Kamola	233,000	zł694.3m	-0.21%	no data
7.31%	Generali Powszechne Towarzystwo Emerytalne S A	216,221	zł644.3m	-2.02%	2.39%
7.05%	Fundacja Benefit Systems, Endowment Arm	208,497	zł621.3m	0%	no data
3.83%	Aegon Asset Management UK Plc	113,303	zł337.6m	-1.49%	0.41%
3.05%	Towarzystwo Funduszy Inwestycyjnych PZU SA	90,146	zł268.6m	0%	3.38%
2.84%	The Vanguard Group, Inc.	83,972	zł250.2m	33.7%	no data
2.49%	Norges Bank Investment Management	73,545	zł219.2m	0%	no data
2.2%	UNIQA Österreich Versicherungen AG, Asset Management Arm	65,008	zł193.7m	1%	1.56%
2.06%	Powszechne Towarzystwo Emerytalne PZU SA	60,823	zł181.3m	5,030%	0.67%
1.8%	Goldman Sachs Asset Management, L.P.	53,357	zł159.0m	0%	0.01%
1.28%	GAMMA PKO Towarzystwo Funduszy Inwestycyjnych SA	37,893	zł112.9m	0%	0.87%
1.09%	PTE Bankowy, Asset Management Arm	32,190	zł95.9m	9,200%	0.99%
1.07%	Santander Towarzystwo Funduszy Inwestycyjnych S.A.	31,627	zł94.2m	0%	1.64%
0.9%	Pioneer Pekao Towarzystwo Funduszy Inwestycyjnych S.A	26,479	zł78.9m	0%	2.61%
0.85%	Investors Fund Open TFI SA	25,017	zł74.6m	0%	2.57%
0.55%	BlackRock, Inc.	16,225	zł48.4m	6.14%	no data
0.55%	Dimensional Fund Advisors LP	16,222	zł48.3m	2.56%	no data
0.47%	AXA Towarzystwo Funduszy Inwestycyjnych SA	13,942	zł41.5m	0%	2.22%
0.44%	Swedbank Robur Fonder AB	13,029	zł38.8m	0%	0.01%
0.44%	Skarbiec TFI S.A.	12,998	zł38.7m	-0.02%	1.27%
0.4%	Wasatch Advisors LP	11,816	zł35.2m	-24.8%	0.03%
0.37%	Pocztylion Arka PTE S.A.	10,966	zł32.7m	2,300%	0.85%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/31 12:50
End of Day Share Price	2025/01/31 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Benefit Systems S.A. is covered by 13 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Piotr Poniatowski	Biuro maklerskie mBanku
Mikolaj Stepien	Dom Maklerski Banku Ochrony Srodowiska S.A.
Henning Esskuchen	Erste Group Bank AG