FORTYFormula Systems (1985) Ltd.

$118.00

Who owns FORTY

14 institutions reported holding FORTY for 2026Q1, together 5.6% of the company, fewer than the 15 a quarter earlier.

14

Institutions reporting a position · as of 2026Q1 · down from 15 the quarter before

Shares held by institutions
0.9M

Shares held by institutions · 5.6% of the company · long US equity positions only, as reported on Form 13F

Reported value
$102M

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
5.5%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
2
Positions exited
3
Added to
3
Reduced
0
Top 10 holdersof the company
5.5%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q1140.9M$102M
2025Q4150.8M$144M
2025Q3150.8M$118M
2025Q2170.9M$109M
2025Q1150.9M$74M
2024Q4140.9M$72M
2024Q3120.9M$69M
2024Q2120.9M$61M
2024Q1110.9M$69M
2023Q4110.8M$56M
2023Q3100.0M$2.7M
2023Q2100.0M$2.7M
2023Q1110.0M$2.5M
2022Q4110.1M$3.6M
2022Q3120.0M$3.6M
2022Q2100.0M$4.1M
Largest reported holders, 2026Q1
HolderShares% of companyValue
Clal Insurance Enterprises Holdings Ltd0.8M5.4%$99M
Altshuler Shaham Ltd0.0M0.05%$926K
GHP Investment Advisors, Inc.0.0M0.05%$851K
DIMENSIONAL FUND ADVISORS LP0.0M0.02%$391K
MORGAN STANLEY0.0M0.02%$299K
CX Institutional0.0M0.01%$238K
ELEVATION POINT WEALTH PARTNERS, LLC0.0M0.01%$206K
BlackRock Inc.0.0M0.00%$75K
UBS Group AG0.0M0.00%$14K
BNP PARIBAS FINANCIAL MARKETS0.0M0.00%$11K

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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