Security key
346414105
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 type / class
- Equity / American Depositary Shares, each representing one Ordinary Share, NIS 1 par value
- Total 13F shares
- 845,788
- Total 13F value
- $56,046,683
- Share change
- +808,796
- SEC-reported price per share
- $64.90
- Number of holders
- 11
- Value change
- +$53,629,783
- Number of buys
- 3
- Number of sells
- 3
- Shares outstanding
- 15,339,289
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
11
Top holders
10
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
Reporting periods
Holder history for CUSIP 346414105
Recent filing periods:
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
30 Sep 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.
4.6%
WELLINGTON MANAGEMENT GROUP LLP
4.4%
RENAISSANCE TECHNOLOGIES LLC
2.6%
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
|
22%
|
$38,612,000
3,420,060 shares
|
— | 30 Sep 2023 |
| Harel Insurance Investments & Financial Services Ltd. |
13F
Company
|
17%
|
$29,543,000
2,616,739 shares
|
— | 30 Sep 2023 |
| Phoenix Financial Ltd. |
13F
Company
|
4.6%
|
$7,914,358
701,006 shares
|
— | 30 Sep 2023 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
4.4%
|
$7,590,797
672,347 shares
|
— | 30 Sep 2023 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
2.6%
|
$4,461,000
395,164 shares
|
— | 30 Sep 2023 |
| NAPLES GLOBAL ADVISORS, LLC |
13F
Company
|
2.1%
|
$3,656,380
323,860 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 available
11
| 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 Q4 2023 vs Q1 2026 Across Filers
Q1 2026 holders
14
Q4 2023 holders
11
Holder diff
-3
| Investor | Q1 2026 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend