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

Q: What does CUSIP 346414105 represent in this 13F holders report?

CUSIP 346414105 is the security identifier for FORTY - FORMULA SYSTEMS (1985) LTD - American Depositary Shares, each representing one Ordinary Share, NIS 1 par value used to aggregate holder disclosures.

Q: How many institutions held FORTY - FORMULA SYSTEMS (1985) LTD - American Depositary Shares, each representing one Ordinary Share, NIS 1 par value in Q2 2023?

10 institutional investors reported FORTY - FORMULA SYSTEMS (1985) LTD - American Depositary Shares, each representing one Ordinary Share, NIS 1 par value for Q2 2023. Use the holders table for investor-level position and value details.

CUSIP: 346414105

Q2 2023 13F Holders as of 30 Jun 2023

Security type / class: Equity / American Depositary Shares, each representing one Ordinary Share, NIS 1 par value
Total 13F shares: 36,527
Total 13F value: $2,734,146
Share change: -886
SEC-reported price per share: $74.51
Number of holders: 10
Value change: -$66,347
Number of buys: 1
Number of sells: 5
Shares outstanding: 15,339,289

Security key

346414105

Report period

Q2 2023

Institutions

Top holders

FORTY full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2025 FORMULA SYSTEMS (1985) LTD SEC filings FORMULA SYSTEMS (1985) LTD company facts FORMULA SYSTEMS (1985) LTD 13D/G history

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 346414105

Newer quarter: Q3 2025

Recent filing periods:

Q2 2026 Q1 2026 Q4 2025 Q3 2025

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

Clal Insurance Enterprise...

Disclosed value leader

Clal Insurance Enterprise...

Comparable rows

15/15

Latest evidence

31 Mar 2023

13F Lead comparable stake: 22% Showing 1-6 of 15 holder rows.

Quick read

Clal Insurance Enterprises Holdings Ltd leads the comparable SEC ownership view at 22%.

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 Clal Insurance Enterprises Holdings Ltd's linked filing trail.

Comparable ownership Top 5

Clal Insurance Enterprises Holdin... 22%

Harel Insurance Investments & Fin... 17%

Phoenix Financial Ltd. 4.7%

WELLINGTON MANAGEMENT GROUP LLP 3.5%

RENAISSANCE TECHNOLOGIES LLC 2.7%

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
Clal Insurance Enterprises Holdings Ltd	13F Company 13F	22%	$46,039,000 3,420,060 shares	—	31 Mar 2023
Harel Insurance Investments & Financial Services Ltd.	13F Company 13F	17%	$35,666,000 2,616,739 shares	—	31 Mar 2023
Phoenix Financial Ltd.	13F Company 13F	4.7%	$9,839,592 721,907 shares	—	31 Mar 2023
WELLINGTON MANAGEMENT GROUP LLP	13F Company 13F	3.5%	$7,259,420 532,606 shares	—	31 Mar 2023
RENAISSANCE TECHNOLOGIES LLC	13F Company 13F	2.7%	$5,671,000 416,064 shares	—	31 Mar 2023
NAPLES GLOBAL ADVISORS, LLC	13F Company 13F	1.8%	$3,678,056 269,850 shares	—	31 Mar 2023

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 Q2 2023

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

Institutions

36,527

Rows available

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 Q2 2023 vs Q1 2026 Across Filers

Q1 2026 holders

Q2 2023 holders

Holder diff

-4

Investor	Q1 2026 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2026 value	Q2 2023 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend