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%
Private Companies	464,112	15.7%
General Public	471,983	16%
Institutions	1,781,675	60.2%

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

Top Shareholders

Top 25 shareholders own 81.38% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.7%	Benefit Invest Ltd	464,112	zł1.3b	0%	no data
10.8%	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	320,182	zł920.5m	0%	1.97%
9.34%	Allianz Asset Management GmbH	276,290	zł794.3m	0%	0.08%
7.88%	Marek Kamola	233,000	zł669.9m	-0.21%	no data
7.31%	Generali Powszechne Towarzystwo Emerytalne S A	216,221	zł621.6m	-2.02%	3.43%
7.05%	Fundacja Benefit Systems, Endowment Arm	208,497	zł599.4m	0%	no data
3.89%	Aegon Asset Management UK Plc	115,012	zł330.7m	0%	0.45%
3.05%	Towarzystwo Funduszy Inwestycyjnych PZU SA	90,146	zł259.2m	0%	3.57%
2.49%	Norges Bank Investment Management	73,545	zł211.4m	0%	no data
2.18%	UNIQA Österreich Versicherungen AG, Asset Management Arm	64,362	zł185.0m	0%	2.3%
2.12%	The Vanguard Group, Inc.	62,824	zł180.6m	0.03%	no data
1.61%	Goldman Sachs Asset Management, L.P.	47,577	zł136.8m	0%	0.01%
1.28%	GAMMA PKO Towarzystwo Funduszy Inwestycyjnych SA	37,893	zł108.9m	0%	0.92%
1.07%	Santander Towarzystwo Funduszy Inwestycyjnych S.A.	31,627	zł90.9m	0%	1.71%
0.9%	Pioneer Pekao Towarzystwo Funduszy Inwestycyjnych S.A	26,479	zł76.1m	0%	2.71%
0.85%	Investors Fund Open TFI SA	25,017	zł71.9m	0%	2.68%
0.56%	BlackRock, Inc.	16,592	zł47.7m	8.54%	no data
0.53%	Dimensional Fund Advisors LP	15,587	zł44.8m	1.15%	no data
0.47%	AXA Towarzystwo Funduszy Inwestycyjnych SA	13,942	zł40.1m	0%	2.3%
0.44%	Swedbank Robur Fonder AB	13,029	zł37.5m	0%	0.01%
0.44%	Skarbiec TFI S.A.	12,998	zł37.4m	-0.02%	1.32%
0.4%	Wasatch Advisors LP	11,816	zł34.0m	-24.8%	0.03%
0.35%	Union Investment TFI S.A	10,332	zł29.7m	0%	1.69%
0.34%	Mawer Investment Management Ltd.	10,175	zł29.3m	0%	0.02%
0.34%	AgioFunds Towarzystwo Funduszy Inwestycyjnych S.A.	10,095	zł29.0m	0%	1.78%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 08:03
End of Day Share Price	2024/12/20 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 11 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
Mikolaj Stepien	Dom Maklerski Banku Ochrony Srodowiska S.A.
Henning Esskuchen	Erste Group Bank AG
Adrian Górniak	Ipopema Securities S.A.