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%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 14 | 0.9M | $102M |
| 2025Q4 | 15 | 0.8M | $144M |
| 2025Q3 | 15 | 0.8M | $118M |
| 2025Q2 | 17 | 0.9M | $109M |
| 2025Q1 | 15 | 0.9M | $74M |
| 2024Q4 | 14 | 0.9M | $72M |
| 2024Q3 | 12 | 0.9M | $69M |
| 2024Q2 | 12 | 0.9M | $61M |
| 2024Q1 | 11 | 0.9M | $69M |
| 2023Q4 | 11 | 0.8M | $56M |
| 2023Q3 | 10 | 0.0M | $2.7M |
| 2023Q2 | 10 | 0.0M | $2.7M |
| 2023Q1 | 11 | 0.0M | $2.5M |
| 2022Q4 | 11 | 0.1M | $3.6M |
| 2022Q3 | 12 | 0.0M | $3.6M |
| 2022Q2 | 10 | 0.0M | $4.1M |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 0.8M | 5.4% | $99M |
| Altshuler Shaham Ltd | 0.0M | 0.05% | $926K |
| GHP Investment Advisors, Inc. | 0.0M | 0.05% | $851K |
| DIMENSIONAL FUND ADVISORS LP | 0.0M | 0.02% | $391K |
| MORGAN STANLEY | 0.0M | 0.02% | $299K |
| CX Institutional | 0.0M | 0.01% | $238K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 0.0M | 0.01% | $206K |
| BlackRock Inc. | 0.0M | 0.00% | $75K |
| UBS Group AG | 0.0M | 0.00% | $14K |
| BNP PARIBAS FINANCIAL MARKETS | 0.0M | 0.00% | $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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