FORTY · Formula Systems (1985) Ltd · Holdings
Market Cap
$1.90B
Shares
15.33M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 14
Total Value: $81,329,622
Total Shares: 797,271
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 14 13F filers · Δ vs Mar 31, 2026Top Holder
97.5%
+0.7 pts
Top 5
99.6%
+0.2 pts
Top 10
100.0%
+0.0 pts
HHI
9,517
Highly concentrated+128
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
5
Sold Out
2
Unchanged
7
Holder count:
-1
Institutional value:
-13.4%
Shares held:
-6.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | +2 | 7 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Clal Insurance Enterprises Holdings Ltd | −47,000 | 777,703 | |
| Mid Altshuler Shaham Ltd | −5,177 | 2,565 | |
| Mid CX Institutional | −315 | 1,844 | |
| Mega UBS Group AG | −70 | 57 | |
| Mega MORGAN STANLEY | −1 | 2,707 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega ROYAL BANK OF CANADA | 500 | $51,005 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid ELEVATION POINT WEALTH PARTNERS, LLC | 1,865 | $205,672 | |
| Mid SBI Securities Co., Ltd. | 10 | $1,102 |