FORMULA SYSTEMS (1985) LTD - FORTY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | History | No change | 824,703 | 139,331 | 0.9% | 0.88% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 7,716 | 1,291 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Altshuler Shaham Ltd | History | Added to | 7,015 | 1,181 | 0.02% | 0.01% | 3 | +1,650 | 30.75% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,229 | 566 | 0.0% | 0.0% | 4 | -7 | -0.22% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 2,708 | 453 | 0.0% | 0.0% | 5 | -6 | -0.22% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Reduced | 2,159 | 361 | 0.01% | 0.01% | 6 | -679 | -23.93% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,000 | 167 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | No change | 680 | 113 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 113 | 19 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 100 | 17 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 17 | 2 | 0.0% | 0.0% | 11 | -106 | -86.18% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 10 | 1 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -11 | -84.62% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |