Formula Systems (1985) (FORTY): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Who owns Formula Systems (1985)?
Formula Systems (1985) trades in the U.S. through ADRs, certificates that represent shares of a non-U.S. company. Form 13F counts ADRs while the company reports ordinary shares, so we do not compute percentages. Holders reporting more than 5% of the ordinary shares to the SEC (Schedules 13D/13G): Menora Mivtachim Holdings, 8.9% (13G/A filed Aug 5, 2026). As of Jun 30, 2026, the largest ADR holders reported on Form 13F were Clal Insurance Enterprises Holdings (777,703 ADRs), GHP Investment Advisors (7,716 ADRs) and Dimensional Fund Advisors (3,315 ADRs).
Which institutions hold the most Formula Systems (1985) shares?
Per Form 13F filings as of Jun 30, 2026, in ADRs:
- 1. Clal Insurance Enterprises Holdings: 777,703 ADRs
- 2. GHP Investment Advisors: 7,716 ADRs
- 3. Dimensional Fund Advisors: 3,315 ADRs
- 4. Morgan Stanley: 2,707 ADRs
- 5. Altshuler Shaham: 2,565 ADRs
- 6. CX Institutional: 1,844 ADRs
- 7. BlackRock: 680 ADRs
- 8. Royal Bank of Canada: 500 ADRs
- 9. BNP Paribas Financial Markets: 100 ADRs
- 10. Harel Insurance Investments & Financial Services: 75 ADRs
Sources:13G/A by Menora Mivtachim Holdings (Aug 5, 2026) ↗All of the company's proxy statements on EDGAR ↗
We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
Formula Systems (1985) revenue
Formula Systems (1985) reported annual revenue of $2.76 billion for fiscal year 2024 (year ended December 31, 2024), according to its Form 20-F filed with the SEC (XBRL data).
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of FORTY (all 13F filers)
- Clal Insurance Enterprises Holdings778 KInsurance holding−47 K
- GHP Investment Advisors7,716Type not verified0
- Dimensional Fund Advisors3,315Index manager0
- Morgan Stanley2,707Bank or trading desk−1
- Altshuler Shaham2,565Type not verified−5,177
- CX Institutional1,844Type not verified−315
- BlackRock680Index manager0
- Royal Bank of Canada500Bank or trading desk+500
- BNP Paribas Financial Markets100Bank or trading desk0
- Harel Insurance Investments & Financial Services75Insurance holding0
- Shares
- 778 K
- Change
- −47 K
See more
- Type
- Insurance holding
- Value
- $80.9M
- Shares
- 7,716
- Change
- 0
See more
- Type
- Type not verified
- Value
- $787K
- Shares
- 3,315
- Change
- 0
See more
- Type
- Index manager
- Value
- $345K
- Shares
- 2,707
- Change
- −1
See more
- Type
- Bank or trading desk
- Value
- $276K
- Shares
- 2,565
- Change
- −5,177
See more
- Type
- Type not verified
- Value
- $231K
- Shares
- 1,844
- Change
- −315
See more
- Type
- Type not verified
- Value
- $188K
- Shares
- 680
- Change
- 0
See more
- Type
- Index manager
- Value
- $69.4K
- Shares
- 500
- Change
- +500
See more
- Type
- Bank or trading desk
- Value
- $51.0K
- Shares
- 100
- Change
- 0
See more
- Type
- Bank or trading desk
- Value
- $10.4K
- Shares
- 75
- Change
- 0
See more
- Type
- Insurance holding
- Value
- $8.0K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Menora Mivtachim Holdings8.86%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Aug 5, 2026
- Harel Insurance Investments & Financial Services4.9%(fell below 5%)13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Jul 29, 2026
- Harel Insurance Investments & Financial Services6%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: May 5, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗
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