Holder snapshot 6 signals
Share change
+1,340
SEC-reported price per share
$88.78
Number of holders
9
Value change
+$122,183
Number of buys
5
Number of sells
3
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
15,324,267

Security key

346414105

Report period

Q1 2021

Institutions

9

Top holders

9

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
GHP Investment Advisors, ...
Disclosed value leader
GHP Investment Advisors, ...
Comparable rows
7/7
Latest evidence
31 Dec 2020
13F Lead comparable stake: 0.05% Showing 1-6 of 7 holder rows.

Quick read

GHP Investment Advisors, Inc. leads the comparable SEC ownership view at 0.05%.

7 of 7 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 GHP Investment Advisors, Inc.'s linked filing trail.
Comparable ownership Top 5
GHP Investment Advisors, Inc. 0.05%
TFG Advisers LLC 0.04%
ELEVATION POINT WEALTH PARTNERS, LLC 0.03%
FULTON BANK, N.A. 0.02%
MORGAN STANLEY 0.01%

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

Detailed SEC evidence table Showing 1-6 of 7 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
GHP Investment Advisors, Inc.
13F
Company
13F
0.05%
$595,000
6,961 shares
31 Dec 2020
TFG Advisers LLC
13F
Company
13F
0.04%
$508,000
5,948 shares
31 Dec 2020
ELEVATION POINT WEALTH PARTNERS, LLC
13F
Company
13F
0.03%
$387,000
4,529 shares
31 Dec 2020
FULTON BANK, N.A.
13F
Company
13F
0.02%
$230,000
2,682 shares
31 Dec 2020
MORGAN STANLEY
13F
Company
13F
0.01%
$103,000
1,201 shares
31 Dec 2020
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.01%
$86,000
1,000 shares
31 Dec 2020
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 2021

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

Institutions
9
Shares
24,355
Rows available
9
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 2021 vs Q4 2020 Across Filers

Q4 2020 holders
7
Q1 2021 holders
9
Holder diff
2
Investor Q4 2020 Shares Q1 2021 Shares Share Diff Share Chg % Q4 2020 value Q1 2021 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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