Formula Systems 1985-SP ADRFORTY
13F holders, Q2 2026 (June 30)13holders −1
1new positions
2sold out
$103.98avg. 13F price*
At the end of Q2 2026, 13 institutions reported holding Formula Systems 1985-SP ADR (FORTY) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were Clal Insurance Enterprises Holdings Ltd ($80.9M), GHP Investment Advisors, Inc. ($787K) and Dimensional Fund Advisors LP ($345K).
- Company
- Formula Systems 1985-SP ADR
- CUSIP
- 346414105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $51K |
| Exits | 2 | $207K |
All 13F filers, Q1 2026 → Q2 2026: 502 shares bought and 54,438 shares sold, net −53,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Clal Insurance Enterprises Holdings Ltd | 0.36% | Reduce -5.7% | 777,703 | $80.9M |
| GHP Investment Advisors, Inc. | 0.03% | No change | 7,716 | $787K |
| Dimensional Fund Advisors LP | 0.00% | No change | 3,315 | $345K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 2,707 | $276K |
| Altshuler Shaham Ltd | 0.00% | Reduce -66.9% | 2,565 | $231K |
| CX Institutional | 0.01% | Reduce -14.6% | 1,844 | $188K |
| BlackRock, Inc. | 0.00% | No change | 680 | $69K |
| Royal Bank of Canada | 0.00% | New | 500 | $51K |
| BNP Paribas Financial Markets | 0.00% | No change | 100 | $10K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 75 | $8K |
| UBS Group AG | 0.00% | Reduce -55.1% | 57 | $6K |
| Osaic Holdings, Inc. | 0.00% | Add +40.0% | 7 | $714 |
| Smartleaf Asset Management LLC | 0.00% | No change | 2 | $206 |
"% of holder's portfolio" is FORTY's weight in each manager's 13F, not the share of Formula Systems 1985-SP ADR the manager owns.