FORTY Formula Systems Ltd.

NASDAQ
$114.99

Formula Systems Ltd. (FORTY) Institutional Ownership

What the institutions did with FORTY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
15
filed both this quarter and last
Managers holding
13
-1 on the quarter
Buyers
2
1 opened new
Sellers
7
2 sold out entirely
Buyer share
22.2%
of managers who traded it
Breadth
-55.6
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Clal Insurance Enterprises Holdings Ltd 777.7K 97.5%
GHP Investment Advisors, Inc. 7.7K 1.0%
DIMENSIONAL FUND ADVISORS LP 3.3K 0.4%
MORGAN STANLEY 2.7K 0.3%
Altshuler Shaham Ltd 2.6K 0.3%
CX Institutional 1.8K 0.2%
BlackRock, Inc. 680 0.1%
ROYAL BANK OF CANADA 500 0.1%
BNP PARIBAS FINANCIAL MARKETS 100 0.0%
Harel Insurance Investments & Financial Services Ltd. 75 0.0%
UBS Group AG 57 0.0%
OSAIC HOLDINGS, INC. 7 0.0%
Smartleaf Asset Management LLC 2 0.0%

Largest changes

Manager Action Previous Current Change
Clal Insurance Enterprises Holdings Ltd Reduced 824.7K 777.7K -47.0K
Altshuler Shaham Ltd Reduced 7.7K 2.6K -5.2K
ELEVATION POINT WEALTH PARTNERS, LLC Sold Out 1.9K 0 -1.9K
ROYAL BANK OF CANADA New 0 500 +500
CX Institutional Reduced 2.2K 1.8K -315
UBS Group AG Reduced 127 57 -70
SBI Securities Co., Ltd. Sold Out 10 0 -10
OSAIC HOLDINGS, INC. Increased 5 7 +2
MORGAN STANLEY Reduced 2.7K 2.7K -1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.