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Formula Systems 1985 (FORTY)

CUSIP: 346414105 | US | Technology · Information Technology Services | Mid Cap | 52 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMenora Mivtachim Holdings Ltd.
with Menora Mivtachim Pensions & Gemel Ltd.
1,359,0618.9%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AMenora Mivtachim Holdings Ltd.1,359,061
8.9% of class · Jun 30, 2026New 5%+ stake
with Menora Mivtachim Pensions & Gemel Ltd.
No 13F filer matched

Institutional Holders — Q3 2026

GHP Investment Advisors, Inc.7,716
0.0% of portfolio›$865.7K
Dimensional Fund Advisors LP3,315
0.0% of portfolio›$372.2K
Elevation Point Wealth Partners, LLC1,918
0.0% of portfolio›$215.2K
CX Institutional1,844
0.0% of portfolio›$207
Harel Insurance Investments & Financial Services Ltd.75
0.0% of portfolio›$8
Signature Equity Partners, LLC70
0.0% of portfolio›$7.9K
SBI Securities Co., Ltd.40
0.0% of portfolio›$4.6K
StyleTurnoverLocationFiled
GHP Investment Advisors, Inc.
7,716$865.7K0.0%CoreVery LowDenver, CO2026-10-15
Dimensional Fund Advisors LP
3,315$372.2K0.0%IndexLowAustin, TX2026-11-04
Elevation Point Wealth Partners, LLC
1,918$215.2K0.0%CoreHighDenver, CO2026-11-05
CX Institutional
1,844$2070.0%CoreMediumAuburn, IN2026-10-02
Harel Insurance Investments & Financial Services Ltd.
75$80.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Signature Equity Partners, LLC
70$7.9K0.0%GrowthMediumColumbus, OH2026-10-29
SBI Securities Co., Ltd.
40$4.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22