Holder snapshot 6 signals
Share change
+1,543
SEC-reported price per share
$53.54
Number of holders
7
Value change
+$82,631
Number of buys
3
Number of sells
1
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
15,339,289

Security key

346414105

Report period

Q1 2020

Institutions

7

Top holders

7

Ownership snapshot

Top reported holders of FORTY - FORMULA SYSTEMS (1985) LTD - American Depositary Shares, each representing one Ordinary Share, NIS 1 par value (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Harel Insurance Investmen...
Disclosed value leader
Harel Insurance Investmen...
Comparable rows
15/15
Latest evidence
31 Dec 2019
13F Lead comparable stake: 16% Showing 1-6 of 15 holder rows.

Quick read

Harel Insurance Investments & Financial Services Ltd. leads the comparable SEC ownership view at 16%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Harel Insurance Investments & Financial Services Ltd.'s linked filing trail.
Comparable ownership Top 5
Harel Insurance Investments & Fin... 16%
WELLINGTON MANAGEMENT GROUP LLP 4.7%
RENAISSANCE TECHNOLOGIES LLC 3.2%
Phoenix Financial Ltd. 2.7%
NAPLES GLOBAL ADVISORS, LLC 1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Harel Insurance Investments & Financial Services Ltd.
13F
Company
13F
16%
$23,546,000
2,407,553 shares
31 Dec 2019
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
4.7%
$7,002,000
718,803 shares
31 Dec 2019
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
3.2%
$4,810,000
491,798 shares
31 Dec 2019
Phoenix Financial Ltd.
13F
Company
13F
2.7%
$4,004,000
412,218 shares
31 Dec 2019
NAPLES GLOBAL ADVISORS, LLC
13F
Company
13F
1%
$1,547,000
158,224 shares
31 Dec 2019
EDMOND DE ROTHSCHILD HOLDING S.A.
13F
Company
13F
0.68%
$1,017,000
104,619 shares
31 Dec 2019
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
7
Shares
26,439
Rows available
7
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2020 vs Q1 2026 Across Filers

Q1 2026 holders
14
Q1 2020 holders
7
Holder diff
-7
Investor Q1 2026 Shares Q1 2020 Shares Share Diff Share Chg % Q1 2026 value Q1 2020 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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