Security Snapshot

FORMULA SYSTEMS (1985) LTD - American Depositary Shares, each representing one Ordinary Share, NIS 1 par value (FORTY) Institutional Ownership

CUSIP: 346414105

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

14

Shares (Excl. Options)

851,207

Price

$110.29

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,748
Value change
+$136,457
Number of holders
14
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
15,324,267
SEC-reported price per share
$140.95
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • FORTY - FORMULA SYSTEMS (1985) LTD - American Depositary Shares, each representing one Ordinary Share, NIS 1 par value is tracked under CUSIP 346414105.
  • 14 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 15 to 14 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $143,509,001 to $101,699,707.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 14 institutions filings for Q1 2026.

Open SEC evidence

Security key

346414105

Latest holder period

Q1 2026

13F holders

14

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
FORTY
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Harel Insurance Investments & Financial Services Ltd. 6% $129,597,323 919,456 Harel Insurance Investments & Financial Services Ltd. 31 Mar 2026

As of 31 Mar 2026, 14 institutional investors reported holding 851,207 shares of FORMULA SYSTEMS (1985) LTD - American Depositary Shares, each representing one Ordinary Share, NIS 1 par value (FORTY). This represents 5.6% of the company’s total 15,324,267 outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 851,207 $101,699,707 +$136,457 $110.29 14
2025 Q4 849,459 $143,509,001 +$132,620 $167.40 15
2025 Q3 848,689 $118,315,536 -$213,478 $140.27 15
2025 Q2 858,050 $109,131,631 +$809,163 $127.75 17
2025 Q1 851,721 $73,705,510 -$216,593 $87.00 15
2024 Q4 854,224 $71,619,091 -$194,361 $81.11 14
2024 Q3 856,653 $68,868,417 +$133,566 $80.00 12
2024 Q2 854,880 $60,910,156 +$162,892 $70.27 12
2024 Q1 852,578 $69,497,827 +$553,840 $77.50 11
2023 Q4 845,788 $56,046,683 +$53,629,783 $64.90 11
2023 Q3 36,992 $2,662,822 +$35,539 $75.15 10
2023 Q2 36,527 $2,734,146 -$66,347 $74.51 10
2023 Q1 37,413 $2,456,903 -$971,261 $65.64 10
2022 Q4 51,142 $3,645,650 +$514,930 $70.89 11
2022 Q3 43,681 $3,572,000 -$72,657 $82.31 12
2022 Q2 44,683 $4,147,000 -$404,766 $92.83 10
2022 Q1 48,046 $4,800,000 +$680,875 $100.71 14
2021 Q4 39,793 $4,912,000 +$1,908,303 $123.97 15
2021 Q3 24,973 $2,452,000 +$50,436 $98.27 12
2021 Q2 24,687 $2,220,000 +$29,921 $90.00 11
2021 Q1 24,355 $2,165,000 +$122,183 $88.78 9
2020 Q4 23,015 $1,968,000 +$30,766 $85.48 7
2020 Q3 22,654 $1,890,000 +$247,702 $83.03 7
2020 Q2 19,762 $1,486,000 -$366,262 $75.20 7
2020 Q1 26,439 $1,415,000 +$82,631 $53.54 7
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