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

CUSIP: 346414105

Q4 2023 13F Holders as of 31 Dec 2023

Security identity
Security type / class
Equity / American Depositary Shares, each representing one Ordinary Share, NIS 1 par value
Shares outstanding
15,324,267
Holder snapshot
Total 13F shares
845,788
Share change
+808,796
Total reported value
$56,046,683
Reported price per share
$64.90
Number of holders
11
Value change
+$53,629,783
Number of buys
3
Number of sells
3

Security key

346414105

Report period

Q4 2023

Institutions

11

Top holders

10

FORTY full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2024 Previous quarter: Q3 2023 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

Ownership snapshot

Top shareholders 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.

Lead holder
Altshuler Shaham Ltd
13D/G signal
—
Evidence rows
10
Latest as of
30 Sep 2023
13F Lead comparable stake: 0.09% Showing first 8 of 10 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
Altshuler Shaham Ltd
13F
Company
13F
0.09%
$984,749
13,401 shares
 — 30 Sep 2023
TFG Advisers LLC
13F
Company
13F
0.05%
$565,691
7,529 shares
 — 30 Sep 2023
GHP Investment Advisors, Inc.
13F
Company
13F
0.05%
$438,752
6,961 shares
 — 30 Sep 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
0.03%
$300,167
4,126 shares
 — 30 Sep 2023
MORGAN STANLEY
13F
Company
13F
0.02%
$219,091
2,915 shares
 — 30 Sep 2023
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.01%
$75,160
1,000 shares
 — 30 Sep 2023
BlackRock Finance, Inc.
13F
Company
13F
0%
$56,520
752 shares
 — 30 Sep 2023
FMR LLC
13F
Company
13F
0%
$13,823
190 shares
 — 30 Sep 2023
Show 2 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
PRIVATE TRUST CO NA
13F
Company
13F
0%
$7,516
100 shares
 — 30 Sep 2023
UBS Group AG
13F
Company
13F
0%
$1,353
18 shares
 — 30 Sep 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 Q4 2023

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

Institutions
11
Shares
845,788
Rows loaded
11
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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 failed the local validity check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
10
Q4 2023 holders
11
Holder diff
1
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 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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