Comparable stake leader
Harel Insurance Investments & Financial Services Ltd.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001045986.
Comparable stake leader
Harel Insurance Investments & Financial Services Ltd.
Disclosed value leader
Harel Insurance Investments & Financial Services Ltd.
Comparable rows
16/18
Latest evidence
04 Jun 2026
Ownership snapshot
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.
Quick read
16 of 18 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.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. |
13D/G
13F
Company
|
6%
|
$129,597,323
919,456 shares
|
$0 | 31 Mar 2026 |
| MEITAV INVESTMENT HOUSE LTD |
13D/G
|
5%
|
$13,215,026
760,367 shares
|
$0 | 04 Jun 2026 |
| Clal Insurance Enterprises Holdings Ltd |
13F
Company
|
5.4%
|
$98,678,000
824,703 shares
|
— | 31 Mar 2026 |
| Altshuler Shaham Ltd |
13F
Company
|
0.05%
|
$926,349
7,742 shares
|
— | 31 Mar 2026 |
| GHP Investment Advisors, Inc. |
13F
Company
|
0.05%
|
$850,921
7,716 shares
|
— | 31 Mar 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
0.02%
|
$391,187
3,315 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
0.02%
|
$298,638
2,708 shares
|
— | 31 Mar 2026 |
| CX Institutional |
13F
Company
|
0.01%
|
$238,000
2,159 shares
|
— | 31 Mar 2026 |
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.
Forms 3/4/5 flow
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 17 Jun 2025.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-9 of 9 reporting-owner rows connected to FORMULA SYSTEMS (1985) LTD. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Amir Hillman | Director | Mixed | 18 Mar 2026 | |||
| Gabriela Barbara Zukowicz | Director | Mixed | 18 Mar 2026 | |||
| Regev Ilan | Director | Mixed | 18 Mar 2026 | |||
| Itay Im Meroz | Director | Mixed | 18 Mar 2026 | |||
| Karolina Maria Rzonca-Bajorek | Director | Mixed | 18 Mar 2026 | |||
| Marek Pawel Panek | Director | Mixed | 18 Mar 2026 | |||
| Rafal Marek Kozlowski | Director | Mixed | 18 Mar 2026 | |||
| Asaf Berenstin | Cfo | Mixed | 18 Mar 2026 | |||
| Guy Bernstein | Ceo | Mixed | 18 Mar 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Guy Bernstein | FORTY | Ordinary Shares | 0 | 1,797,973 | 18 Mar 2026 | Direct | ||||
| Asaf Berenstin | FORTY | Ordinary Shares | 0 | 31,833 | 18 Mar 2026 | Direct |