Formula Systems 1985-SP ADRFORTY
13F holders, Q1 2026 (March 31)14holders −1
2new positions
3sold out
$119.48avg. 13F price*
At the end of Q1 2026, 14 institutions reported holding Formula Systems 1985-SP ADR (FORTY) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 3 sold out. The largest holders were Clal Insurance Enterprises Holdings Ltd ($98.7M), Altshuler Shaham Ltd ($926K) and GHP Investment Advisors, Inc. ($851K).
- Company
- Formula Systems 1985-SP ADR
- CUSIP
- 346414105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $215K |
| Exits | 3 | $188K |
All 13F filers, Q4 2025 → Q1 2026: 2,863 shares bought and 1,115 shares sold, net +1,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Clal Insurance Enterprises Holdings Ltd | 0.60% | No change | 824,703 | $98.7M |
| Altshuler Shaham Ltd | 0.02% | Add +10.4% | 7,742 | $926K |
| GHP Investment Advisors, Inc. | 0.04% | No change | 7,716 | $851K |
| Dimensional Fund Advisors LP | 0.00% | Add +2.7% | 3,315 | $391K |
| Morgan Stanley | 0.00% | No change | 2,708 | $299K |
| CX Institutional | 0.01% | No change | 2,159 | $238K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 1,865 | $206K |
| BlackRock, Inc. | 0.00% | No change | 680 | $75K |
| UBS Group AG | 0.00% | Add +647.1% | 127 | $14K |
| BNP Paribas Financial Markets | 0.00% | No change | 100 | $11K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 75 | $9K |
| SBI Securities Co., Ltd. | 0.00% | No change | 10 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 5 | $551 |
| Smartleaf Asset Management LLC | 0.00% | No change | 2 | $225 |
"% 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.