Vault-13

FORMULA SYSTEMS 1985 LTD FORTY

SPONSORED ADS · ADR · CUSIP 346414105

14 institutional holders -1 vs Q1 2026
797,271797.3k shares reported held*
$82.9mreported value*
1 new 1 added 5 reduced 2 sold out net sold ≈ $5.5m (-53.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $103.98.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 13Q4 22: 13Q1 23: 13Q2 23: 12Q3 23: 12Q4 23: 13Q1 24: 13Q2 24: 14Q3 24: 14Q4 24: 16Q1 25: 17Q2 25: 19Q3 25: 16Q4 25: 16Q1 26: 15Q2 26: 1414Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202213
Q4 202213
Q1 202313
Q2 202312
Q3 202312
Q4 202313
Q1 202413
Q2 202414
Q3 202414
Q4 202416
Q1 202517
Q2 202519
Q3 202516
Q4 202516
Q1 202615
Q2 202614

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 3 bought or addedQ3 24: 6 cut or sold outQ4 24: 4 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 2 cut or sold outQ2 25: 6 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 6 cut or sold outQ4 25: 2 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 3 cut or sold outQ2 26: 2 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202436
Q4 202443
Q1 202542
Q2 202564
Q3 202556
Q4 202527
Q1 202653
Q2 202627

Biggest buyers

ROYAL BANK OF CANADA New +500+500
OSAIC HOLDINGS, INC. Added +2+2

Biggest sellers

Clal Insurance Enterprises Holdings Ltd Reduced -47,000-47.0k
Altshuler Shaham Ltd Reduced -5,177-5.2k
ELEVATION POINT WEALTH PARTNERS, LLC Sold out -1,865-1.9k
CX Institutional Reduced -315-315
UBS Group AG Reduced -70-70
SBI Securities Co., Ltd. Sold out -10-10
MORGAN STANLEY Reduced -1-1

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MENORA MIVTACHIM HOLDINGS LTD. 13G · passive investor filed 2026-08-05 8.9% 1.4m 2026-08-05

Fell to 5% or below in the last year: Harel Insurance Investments & Financial Services Ltd. (4.9%, 2026-07-29)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Clal Insurance Enterprises Holdings Ltd 0.36% of their portfolio Tel-aviv, L3 777,703777.7k $80.9m $80.9m 0.36% Reduced -47.0k -47,000
2 GHP Investment Advisors, Inc. 0.03% of their portfolio Denver, CO 7,7167.7k $787.1k $787.1k 0.03% Unchanged
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 3,3153.3k $344.6k $344.6k 0.00% Unchanged
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,7072.7k $276.1k $276.1k 0.00% Reduced -1 -1
5 Altshuler Shaham Ltd 0.00% of their portfolio Tel Aviv, L3 2,5652.6k $231.4k $231.4k 0.00% Reduced -5.2k -5,177
6 CX Institutional 0.01% of their portfolio AUBURN, IN 1,8441.8k $188.0k $188.0k 0.01% Reduced -315 -315
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 680680 $69.4k $69.4k 0.00% Unchanged
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 500500 $51.0k $51.0k 0.00% New
9 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 100100 $10.4k $10.4k 0.00% Unchanged
10 Harel Insurance Investments & Financial Services Ltd. 0.00% of their portfolio Ramat Gan, L3 7575 $8.0k $8.0k 0.00% Unchanged
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 5757 $5.8k $5.8k 0.00% Reduced -70 -70
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 77 $714 $714 0.00% Added +2 +2
13 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 22 $206 $206 0.00% Unchanged
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $12 $12 0.00% Unchanged