Formula Systems (1985) Ltd
FORTY- Exchange
- Nasdaq
- Industry
- Services-Computer Programming Services
- SEC CIK
- 0001045986
No open-market purchases or sales by Formula Systems (1985) Ltd insiders were filed in the last 90 days; 14 institutions reported holding it in 13F filings for Q2 2026, worth $82.9M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Formula Systems (1985) Ltd as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 15
- −1 vs. Q4 2025
- Shares held
- 851.2K
- +1.75K (+0.2%) vs. Q4 2025
- Total value
- $101.7M
- −$41.8M (−29.1%) vs. Q4 2025
- New holders
- 2
- 3 more added
- Sold out
- 3
- 0 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FORTY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 14 | $82.9M |
| Q1 2026 | 15 | $101.7M |
| Q4 2025 | 16 | $143.5M |
| Q3 2025 | 16 | $118.3M |
| Q2 2025 | 18 | $109.1M |
| Q1 2025 | 16 | $73.7M |
| Q4 2024 | 15 | $71.6M |
| Q3 2024 | 13 | $68.9M |
| Q2 2024 | 13 | $60.9M |
| Q1 2024 | 12 | $69.5M |
| Q4 2023 | 12 | $56.0M |
| Q3 2023 | 11 | $2.66M |
| Q2 2023 | 11 | $2.73M |
| Q1 2023 | 12 | $2.46M |
| Q4 2022 | 11 | $3.65M |
| Q3 2022 | 12 | $3.57M |
| Q2 2022 | 10 | $4.15M |
| Q1 2022 | 15 | $4.80M |
| Q4 2021 | 16 | $4.91M |
| Q3 2021 | 12 | $2.45M |
| Q2 2021 | 11 | $2.22M |
| Q1 2021 | 9 | $2.17M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Formula Systems (1985) Ltd; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $13 | 0.00% | 0 | Unchanged |
| Smartleaf Asset Management LLC | 2 | $225 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5 | $551 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 75 | $9.00K | 0.00% | +75 | New |
| BNP Paribas Arbitrage, SA | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 127 | $14.0K | 0.00% | +110+647.1% | Added |
| BlackRock, Inc. | 680 | $75.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,865 | $205.7K | 0.00% | +1,865 | New |
| CX Institutional | 2,159 | $238.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 2,708 | $298.6K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3,315 | $391.2K | 0.00% | +86+2.7% | Added |
| GHP Investment Advisors, Inc. | 7,716 | $850.9K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7,742 | $926.3K | 0.02% | +727+10.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 824,703 | $98.7M | 0.60% | 00.0% | Unchanged |
| Bank of America Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |